Mobile Internet May Be the Next Driver of Growth

Speculative tech stocks tend to do well coming out of a recession, so we may get a barn-burner coming out of this great Recession. I remember the PC Bubble in 1980-83, as we came out of (twice!) a severe double-dip recession. For those who follow Kondratieff Winter, when we come out some new factor of production will drive Kondratieff Spring in the next cycle. Many VCs are betting on cleantech, but the recent ClimateGate scandal puts a bit of a chill on that.

Morgan Stanley put out a report today touting the Mobile Internet. I have personally invested in this category, and been chairman of a mobile Internet venture, so I already believe this is one of the key drivers of the next venture wave up. The report (actually several reports, all downloadable from this link) makes a few key points, including:

  • It is bigger than the desktop Internet
  • New winners will emerge
  • It is ramping faster than the desktop Internet
  • Emerging markets will be huge, leafrogging poor landline infrastructure

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About Duncan Davidson 228 Articles

Affiliation: NetService Ventures

Duncan is an advisor to NetService Ventures, where he focuses on digital media and the mobile Internet.

Previously he was at four start-ups: Xumii, a mobile social service based on a Social Addressbook; SkyPilot Networks, the performance leader of wireless mesh systems for last-mile access, where he was the founding CEO; Covad Communications (Amex: DVW, $9B market cap at the peak), the leading independent DSL access provider, where he was the founding Chairman; InterTrust Technologies ($9B market cap at the peak), the pioneer in digital rights management technologies, now owned by Sony and Philips, where he was SVP Business Development and the pitchman for the IPO.

Before these ventures, Duncan was a partner at Cambridge Venture Partners, an early-stage venture firm, and managing partner of Gemini McKenna, a joint venture between Regis McKenna's marketing firm and Gemini Consulting, the global management consulting arm of Cap Gemini.

He serves on the board or is an adviser to Aggregate Knowledge (content discovery), Livescribe (digital pen), AllVoices (citizen journalism), Xumii (mobile social addressbook), Verismo (Internet settop box), and Widevine (DRM for IPTV).

Visit: Duncan Davidson's Blogs

1 Comment on Mobile Internet May Be the Next Driver of Growth

  1. I guess you must think that mobile internet will somehow get people to spend money on things that they would otherwise not buy. At this moment the people who have money already have everything. The rest of the people are not spending no matter where they get online.

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