http://s.wsj.net/media/swf/microPlayer.swf

Mary Meeker – 2012 Internet Trends

Kara Swisher of the WSJ posted the video footage (17 min) today of Mary Meeker’s (KPCB) D10 presentation on Internet Trends (5/30/12).

My top three takeaways:

1. 10% of time on Mobile but only 1% of advertising dollars (lots of upside)

• BUT eCPMs are 5X lower on mobile vs. desktop.
• HOWEVER Japan has shown mobile RPU can be monetized
• Some app makers are making up the revenue up on volume

2. Two firehoses for growth: Facebook Open Graph and Apple App Store

• Viddy got 17MM users in 7 days (similar w/Socialcam)
• The combination of the two platforms magnify each other

3. Personally excited about the “white space” in the Car and TV

• 52 minutes/day by 144MM Americans in cars (I do 2X that)
• 3 hours/day in front of TVs with 50MM now Internet connected

She then went on to share her views on the US Economy which is mostly bearish with a few bright spots (like on-shoring the smartphone OS market).