If securities analysts were pop music stars, Mary Meeker would be bigger than Beyonce. Yesterday, the VC and former Wall Street whiz delivered her annual internet trends report to a crowd of adoring fans at the Code conference in California.
Meeker’s rapid-fire, 30-min, 294-slide presentation (61 slides shorter than last year’s) left the whole stadium of Meeker-maniacs hungry for more of her sweet, sweet tech wisdom.
For all of you Meeker groupies out there who didn’t get tickets to the big show, we summarize some of her juiciest riffs:
There’s a reason Meeker rose to the top of the charts in tech industry forecasting — she’s usually right.
In 2004, Meeker predicted that internet advertising was under monetized compared to print newspapers and that data-driven targeted user advertising would expand — and we all know how that ended up.
In the past, she’s also placed early bets on some other companies whose names you may recognize, like Google, Amazon, Airbnb, Apple, Spotify, Square, Microsoft, Snap, Alibaba, and Adobe.