Morgan Stanley Internet guru Mary Meeker presented her much-anticipated annual Internet trends talk at the Web2.0 Summit yesterday. This is the first time (she's been at this about a decade) that she's finally seen this to be the year of the mobile Internet, and spends most of the slides on that.

Couldn't agree more, in particular with these:

- Social networking on the mobile driving major changes in communication and providing new commerce opportunities.
- Mobile internet will create big material winners and losers in shareholder value.

Interesting, data-rich and worth a read, though I thought there could have been more about the explosion of mobile as the first Internet device for the next 1bn Internet users in developing countries.