Cycles. Markets / Insight - New battle plan needed for a crisis-prone world. Mary Meeker: Economy Is Recovering, Mobile Is Exploding, And The iPhone Is Awesome. Today at the Web 2.0 Summit in San Francisco, Morgan Stanley Managing Director, Mary Meeker, gave her usual quick presentation with a ton of information.
Rather than trying to squeeze it all in (which not even she can in her 15 minute presentation), I will embed the slides below when they are up and hit on her major points. Overall, she notes that Morgan Stanley sees many good signs that the economy is recovering. She notes that stock markets usually are a leading indicator of recovery, and certainly we’ve been seeing that recovery in the tech sector (see: Apple). That’s good news because the tech industry is now the most highest capitalized market, it’s no longer the financial industry. Meeker thinks we’re in a new computing cycle with the mobile web. She also notes that the technologies around it are exploding: Wi-Fi, GPS, 3G, Bluetooth, etc.
Other key points: Find the full slides below: MS Economy Internet Trends 102009 FINAL. Jeremy J. Siegel: Efficient Market Theory and the Crisis. Gaming economist in EVE. Slashdot: Just so we can understand a little bit of the background here, how did you get hooked up with the CCP folks, and what is your interest in EVE Online?
Dr. Guðmundsson: Originally I was hooked up with the CCP group through a conference on experimental economics where we were looking at how to use experiments on how to improve natural resource management. What does that have to do with CCP? They showed up at the conference, and introduced the game to researchers as a potential platform for testing and tracking social trend. I fell for the concept. Slashdot: I know your first blog report was on mineral prices; what other areas of the economy are you finding interesting?
Dr. Slashdot: In previous interviews you've spoken of economics as a source of entertainment. Dr. Slashdot: Beyond the blog entries, you're going to be doing quarterly reports, correct? Dr. Slashdot: Obviously you can't go into details, but are there already any surprising trends that you've found in your research? How companies search and monitor the blogosphere. If corporate customers and institutional investors are suddenly glomming on to the importance of unstructured data, so too are providers of more traditional research.
Last year, Reuters bought Waltham, Mass. -based ClearForest, while Goldman Sachs made a minority investment in Connotate Technologies of New Brunswick, N.J. And Dow Jones agreed to distribute its news feed on the InfoNgen platform—owned by Instant Information—which monitors content from roughly 15,000 sources, including e-mail, blogs and search engines. Venture capitalists appear to be picking up the scent as well. SkyGrid, an unstructured data search specialist launched in 2005, has raised $2.25 million in venture capital in two rounds, from Tim Draper of Draper Fisher Jurvetson, a VC firm in Menlo Park, Calif., and New York-based angel investor Esther Dyson.
SkyGrid uses Web crawlers and search algorithms to amass thousands of financial news stories on a topic or company. But the similarity ends there. Mr.