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An open question - is Mary Meeker still taken as seriously as she was 15 years ago? I don't talk to enough people in the investor community to know either way.



Mary and others like Steve Milunovich at Morgan Stanley were in a rather unique place and time 15 years ago because the Internet was just becoming this very-important-thing and very few people really understood it. Today's a lot different. That said, this presentation is widely viewed as pretty important annual snapshot of certain trends. Note though that Mary is at KPCB [Edit: Corrected] these days so her focus is presumably a bit different than when she was employed in financial services.


Very impressive and helpful data/charts in the KPCB report. That being said, there is a saying on Wall St that if an economist (or anyone) could predict future, she wouldn't need any employment. One usually gets wiser as she ages, but I don't think predicting future is easier than 15 years ago.


I think you mean KPCB, or else she still would be in financial services of a sort.


Duh. You're right of course. Corrected.


At MS she was in the business of hyping their tech equities. What's her role now? Creating hype around the KPCB brand? I assume she's not an active investor.


This slide deck is a notable annual event.


Was Meeker ever taken seriously? Her predictions were so bad that they got her and Morgan Stanley sued.


They got sued for pumping and dumping tech stocks. Andy Kessler's writings make both Mary Meeker and Henry Blodget sound like really shady characters. He made Meeker sound a bit thick.




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