Mobile: Mobile subscriber growth is continuing at a pace that matches the meteoric rise of Internet adoption, a rate that puts other technologies like TV to shame. Meeker cited 35% year-on-year mobile 3G subscriber growth and noted that smartphone shipments have surpassed feature phone shipments in the U.S. and Europe. She also highlighted the explosive growth of iPhone, iPad, and (particularly) Android.
User Interface: Interface matters. "Before Steve Jobs, computers were utilitarian tools for computation," said Meeker. "After Steve, computers became beautiful objects we could use in thousands of ways to aim to make life better." In the wake of the iPhone and the iPad, there's a revolution in the way we interact with computers, through touch and voice, while mobile. "We think the next big things are the things on the sides of your head," said Meeker. "Those would be your ears." She was referring to the innovation seen in voice recognition, sound creation and sharing, and audio interfaces like headphones recently.
America Leads In Mobile Innovation: Despite the general economic doldrums in the U.S., American companies are leading the way toward the mobile era. Made-in-the-USA smartphone operating systems--Android, iOS, and Windows Mobile--have gone from 5% market share in 2005 to 65% today. "The pace of innovation in Silicon Valley may be unprecedented," said Meeker.
Mobile Devices Are Empowering People: Some 85% of people in the world have access to the wireless grid, more than have access to electricity. Over 200 million farmers in India receive payments via mobile devices. Meeker pointed out how instrumental such devices have been during disasters like the March earthquake and tsunami in Japan. "When people look back at this era that we're living in now, they'll say this was the time people got empowered by mobile devices," said Meeker.
The video of her talk is embedded below:
Couple of presentations from her are embedded below: