mary meeker

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There was an article yesterday in The Wall Street Journal suggesting that until recently, Kleiner, Perkins, Caufiled & Byers took a siesta on investing in tech companies while placing bets on clean tech.  So post-nap, after having missed a number of cool tech start-ups, they hired Mary Meeker a great mind, data organizer and trend reported to help them earn some new stripes in the VC area which they kind of invented.  Kleiner is still interested in clean tech but The Journal reports they’re refocusing on the tech sector in a hearty way.

If clean tech was easy it wouldn’t be worth investing in.  Please, please John Doerr, give “clean” your best.  Find exciting new energy engineers. Find algae chemists. Optical engineers. And biologists with the vision to help us plot the way.  We’ve only got a million more years on this planet and your investments in clean energy will make a difference.  Making money is cyclical, history is not.  Stay the course my Kleiner brothers and sisters!  Clean us up. Peace!

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Here’s a question I often think about — the answer for which will have grave impact on the future of social media.  Did social media as a business toolset evolve the way it did because of its unique technological place in the world, or because it was fueled by the recession?  Did businesses believe it a low-cost way to generate sales, increase loyalty and reduce marketing spend…while staying active?

Mary Meeker’s most recent report on the web talks about the “Ferocious pace of change.”  The marketing uptake on social media went from zero or 80 (percent) in a very short order. I loves me some social media.  It has helped build my business. But it’s a tool. An exciting new tool, but a tool none the less. Some are using it as a strategy.  Had the economy been strong, would the market have adopted SoMe as quickly?

Holiday shopping is back up it was reported today.  Good news for retailers, economy, and the government (taxes).  Let’s just see if those 200 social media agencies that popped up in NYC/Brooklyn the last two years have the ballast to make through to 2012?  Thoughts? 

Peace it up for the holidays!

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Slide 4 in Mary Meekers’s Morgan Stanley presentation entitled “Internet Trends 2010” shows the pace of mobile internet adoption.  It compares iPhone/iTouch to that of  AOL’s desktop, Netscape desktop and NTT docomo iMode; laying out growth by users, by quarter from launch.

iPhone’s Internet access tipped 86 million users in its 11th quarter – less than 3 years.  Let’s just say the others never came close to coming close. (Check out the chart on slide 4.) Smartphone growth is hockey sticking. Motorola is starting to get it. HP bought Palm and should buy some corporate share.  Blackberry is too big and too rich to fail, even though they’re getting a little paunchy around the middle. And we haven’t even started to talk about the software guys Google (after its trivestiture), Microsoft (drawing a blank) and carrier switch provider Alcatel-Lucent.

Ladies and germs, smartphones are the future of computing, commerce and community. They will dock next to monitors and keyboards, but they are the device.  Think about the iPhone4’s new videoconference app. Wait for fingerprint apps, and galvanic skin response apps, sobriety apps….   Cool times, these.  Marketers, put on your thinking apps (I mean caps), innovation awaits! Peace!

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