Morgan Stanley’s Internet analyst Mary Meeker presented an update to her “State of the Internet” presentation at the Web 2.0 conference earlier this week.
I had linked to her 2005 presentation with comments here.
This time around she focuses on how the online video momentum is “building and building”.
~60% of Internet traffic may be P2P file sharing of unmonetized video — ramp in tagging (for search) + partnerships + monetization – note recent moves by likes of ABC / CBS / FOX / NBA / Sony / Warner / Universal / Google / Yahoo!. Challenges (especially related to copyright and infrastructure stress) are significant, but over time, consumer demand should rule and content creators should benefit
Arun Natarajan is the Founder of Venture Intelligence, which tracks private equity and venture capital in India and Indian-founded companies worldwide. View sample issues of Venture Intelligence India newsletters and reports.
