Our friend Mary Meeker of Morgan Stanley did her annual wake-up call to investors. We get to listen in.
Take a look at this year's 49 slides for assessments of the Internet marketplace and cautionary forecasts... her point is that we must evolve our business models to keep up with (local and global) competitors.
Yes, it's a $50 Billion online advertising opportunity! The above shot of the big-picture shifts in media buying is a great opportunity for those that change and charge ahead to what customers are REALLY doing with their time (... say "Mobile").
Here is another inspiring excerpt about Commerce:
"Wal-Mart in your pocket’…location-based services…group buying power…flash sales… deep discounts…transparent pricing…real-time alerts / ratings…virtual goods...immediate gratification… Products must be fast + easy + fun.Is it? Well, this is exactly what we are helping companies do.
Have you ever seen ‘constant improvement’ in products like we are seeing now? Is your business keeping pace?
It's great to agree with Mother Mary!