Mary Meeker and Tim Cook on Tablets

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The former securities analyst and now Kleiner Perkins partner Mary Meeker (sometimes known as “The Queen of the Net”) just delivered her annual PowerPoint of Internet mega-trends at the Web 2.0 Summit. You can see it here. As usual, it’s amazing and not to be missed. Here’s my favorite slide:

Mary Meeker on iPad

This graph shows the first six quarters of iPad shipments, in blue, in comparison to the first six quarters of shipments for the iPhone and the iPod. This is staggering, and it plays in very nicely with a comment that Apple CEO Tim Cook made during the Q & A portion of today’s quarterly earnings report. I’ve typeset the quote really big so it can’t be missed.

Tim Cook on iPad

Get ready.

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2 Comments

  2. Steve Benjamins

    Wow. Reminds me of what Steve Jobs said at the D8 conference about how when we were an agrarian nation, all cars were trucks because that’s what you needed on the farms. Cars became more popular as cities rose, and things like power steering and automatic transmission became popular.

    In the metaphor, trucks were PCs 🙂

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