November 17th, Beijing time, news. At the annual Web2.0 Summit, Morgan Stanley analyst Mary Meeker always presents a slide show that reveals trends on the Internet, including many data points. At this year's Web 2.0 Summit, Meeker presented "Ten Questions That Internet Executives Should Ask and Answer" in her slides. Here are the ten questions:
1. **Global Scope** - In what you do, do you know which country or competitor globally is doing better (or at least differently)? Have you researched/implemented it?
2. **Mobile** - It’s growing faster than any new thing. Is your business leading or lagging?
3. **Social Ecosystem** - Are you more Apple-like, more Google-like, or more Facebook-like? Will their future directions help or hurt your business?
4. **Advertising** - Are you ready for innovation? Would your business benefit from it?
5. **Commerce** - Products must be fast, easy, and fun. Do people want everything to be like a game?
6. **Media** - Video usage is seeing an unusual rise. What does this mean for your business?
7. **Evolution of Internet Company Leadership** - Every six years there's a shocking change... Are you ready for the next five-year shift?
8. **Steve Jobs** - What was his "secret sauce"? Does your company need it?
9. **The Brutal Speed of Change** - What’s the next big thing in tech? When will consumers, businesses, employees, and attackers need you?
10. **Final Thoughts** - Large companies often don't align with high growth rates... Will this trend continue?
Meeker highlighted five markets to watch in the mobile space for 2011: the United States, Japan, Indonesia, China, and Brazil. She remains optimistic about the online advertising market. Meeker pointed out that we spend 28% of our time online, but only 13% of advertising occurs online, suggesting a $50 billion unexplored market opportunity. She also mentioned that in the past six months, she clicked on more ads than in the previous 15 years combined.
According to Meeker, we're witnessing high levels of extraordinary innovation, most notably represented by the iPad, iPhone, and Facebook. An entire slide was dedicated to Steve Jobs, whom Oracle CEO Larry Ellison once described as having "an engineer's brain and an artist's heart."
Overall, internet companies had a strong third quarter, and the fourth quarter is expected to be strong as well, with Apple, Google, and Amazon leading in high growth.