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Mary Meeker Warns "Certainly Some Valuation Excess" In Her Latest 'State Of The Internet' Presentation
While careful to explain that valuations overall are below dot-com bubble levels, KPCB's Mary Meeker warns that there are "certainly some valuation excesses" in the tech arena currently as she unveils her latest 164-page epic chartapalooza on Internet Trends... With internet adoption rates slowing, the question is - which are the names that are in a bubble?
The contents...
Full presentation below:
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In order to determine proper valuations, you must allow for true price discovery.
Sorry Mary, you are full of shit.
No, she is not. You on the other hand...
Just tell everyone what bank you work for already.
Yeah, there's price discovery in this "market"...
LMFAO!!!!!!
The question everyone really wants to know, if they married and hyphenated their last name would it be:
Meeker-Yellen or Yellen-Meeker.
Durden-Yellen. Yellen-Durden. "Opposite, but just the same."
"you must allow for true price discovery."
The US Federal Reserve is determined not to let that happen.
Only thing that circumvents the Fed's intervention is a loss in the trust of the US dollar. Once that occurs the Federal Reserve loses control and price discovery returns.
This is the same Mary Meeker who was wheeled out by Morgan Stanley back in the day with pom poms and flashing lights to cheer lead all things internet especially AOL, and then for a while when the internet bubble was bursting Meeker switched her tune to saying that a diversified portfolio approach of buying all the internet stocks even with 90% dogs would have worked since a few names scored big, and then she disappeared off the horizon as she became a liability to Morgan Stanley, since it was a right place at the right time lucky story...You mean this same Mary Meeker is back?
God help us!
Tanned, rested and ready.
This is one shill that no one misses. Just more Fraiser Craine-laced bullshit that simply says "buy the companies we're taking public".
Talking her book, same as it ever was.
Sad
What the fuck is the internet?
it's that thing Al Bore invented
164 pages to report on up or down.
Note to self. Add Mary Meeker to the dumbass list and the ignore list.
Sometimes dumbasses are entertaining - like Curly, Larry and Moe.
don't forget Obama & Biden
Those are the least entertaining stooges I know of.
well, i definitely DO laugh almost every single time i listen to either of them (try to)talk ... then i usually vomit uncontrollably.
What's your view on Phil Purcell? Oh, that's right "never heard of 'im."
Read a book sometime.
I started out wondering "Who is Mary Meeker"? A dozen slides in I realized I didn't care.
Could we get the Dancing With The Starts executive summary or something next time?
She was the dot.com bubble queen back in her heyday with Morgan Stanley. Certainly she speaks with authority.
Captainess obvious
kpcb had their day but like so many others they don't know when to quit
More propaganda form the tribe.
"the question is - which are the names that are in a bubble?"
... And the answer is ... "all of the above"
Some excess valuations? Mary has a gift for understating the obvious.
The internet is an experiment in exponential growth of complexity.
Soon no one will be able to use any but the most simplistic of web sites.
All problems to this day are solved with hardware, but those days are ending.
Code is complex so it should have always been kept simple, small and clean.
But it wasn't so all that complexity adds up overtime. Time is running out.
What will happen as a response is the rise of the private networks, the Intranets.
This is what happens when complexity runs unbound.
The question is: How do private organizations get public funds to build these expensive private networks?
"The question is: How do private organizations get public funds to build these expensive private networks?"
They lick Yellen's box and give Kevin Henry a Tesla for his birthday.
I want ZH to show the latest video from Bidermann, the Cali-doofus that went 100% short at ES 1550.
I think Bieberman got too abused around this place to show his face again.
Mary Meeker: "In summary, BTFD."
Who are these people and why should I care?
i don't undrstand why everyone just doesn't believe what they read at zh.
i do.
especially the comments.
:)