Mary Meeker's Web 2.0 Presentation.
Key data points:
- Market cap of big 5: $2B (2000 pre-IPO), $178B (2000 peak), $32B (2002 trough) $261B (2005)
- 27% of US Internet users read blogs
- 54MM registered Skype users (9/05) - fastest product ramp ever?
- China - More Internet users < age of 30 than anywhere
- S. Korea Broadband penetration of 70%+ - No. 1 in world
- Mobile is most important direction now
Conclusion: first ten years (1995-2005) of commercial
Internet were a warm up act for what is about to happen
"
(Via Silkworm Blog.)