Meeker: The World’s Connected and Online’s Densely Connected To it

In her annual state of the Internet industry presentation at the Web 2.0 conference today, Mary Meeker outlined, among other things the structural issues in the online ad and tech growth, and how densely connected they are to the larger economic activity. Imagine delivering that to the nattering nabobs of Silicon Valley…oh wait, they got the Sequoia memo before that.

As Saul outlines her presentation, ad revenues grow and shrink three times as fast as GDP over time, and if that is unchanged next year, which is Morgan Stanley