Morgan Stanley analyst Mary Meeker’s presentation on Internet and the economy (10 mins):
* Mobile internet is bigger than you think.
* iPhone is becoming THE mobile platform.
* Social media, mobile devices are changing communications and commerce.
* Mobile internet trends in Japan show how the future will be. (Hint: Not much mobile advertising)
* Carriers will be crushed by demand.
* The Walled Gardens collapse.
* Apple wins, Google maybe wins, Research In Motion withers
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