Hard Numbers Behind the Current and Coming Mobile Future

Andrew Savikas
October 20, 2009 | Permalink | Comments (0) | Listen

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.

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.