Mary used to publish the famous annual “Internet Trends” before most of us were born - her insights are invaluable. I've shared 10 takeaways from this report ⤵️
Mary Meeker is the ”Queen of the Internet” - was part of the Morgan Stanley TMT team which did the Netscape IPO (kicking off the dot com boom); Bill Gurley was her colleague!
She published the 1st edition of the “Internet Trends Report” in 1996 - a 322 page deep-dive into the web’s potential. She published the ITR every year & called out several trends early:
(a) 1996 → Explosion of online population (X10 by ‘00)
(b) 2000 → Online ads > print ads (happened in ‘04)
(c) 2008 → Mobile dominance (took place in ‘14)
Later, she joined Kleiner Perkins in 2010 to lead their Growth Fund → invested in Facebook, Spotify, Square , Twitter, and Snap. In 2018, GP Growth Fund re-branded as BOND Capital.
In case the images aren't clear - link in comments to the full version
➡️ Mary Meeker hasn’t lost her edge - this report had a clear data backwards narrative → today’s winners aren’t clear winners, infrastructure is changing & so will applications → we’re only at the beginning of another Tech Supercycle with AI 👍
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