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Hard Numbers Behind the Current and Coming Mobile Future

Every year at Web 2.0 Summit, Morgan Stanley’s Mary Meeker does a fantastic whirlwind tour of economic and technology trends she’s watching, and in addition to a terrifying look at the US Income Statement, her presentation this year spent a lot of time looking at mobile trends. Mobile is the next “computer cycle” (think Mainframe, Mini, PC, Internet), and the numbers are just staggering.

Mary Meeker

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Of course, the news won’t be good for everyone:

Mobile-Related Share Shifts Will Create / Destroy Material Shareholder Wealth: Massive technology changes typically shift dynamics between incumbents / attackers creating winners / losers.

If you want to know where the future of paid digital content is, read this now.

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