Morgan Stanley’s internet and technology development forecast

Mary Meeker became famous as a era analyst alongside peers Jack Grubman and Henry Blodget. Unlike Grubman and Blodget she managed to avoid being thrown under the wheels of the bus, so is now the elder stateswoman of the digital economy.

Mary and her team at Morgan Stanley put together good thoughtful state-of-the-nation presentations. What is interesting about her latest presentation is two factors:

  • How new successful entrants into the digital economy are not innovating to the same degree as incumbents (usually you would expect this to be the other way around)
  • How economic factors overshadow future predictions on technological progressMS Internet Trends 060710

(via Business Insider)