The Morgan Stanley analyst's data-rich presentation explores key shifts in media consumption.

Morgan Stanley‘s Mary Meeker has released the 2010 version of the ‘State of the Web’ presentation, identifying key shifts in media consumption, trends and companies that have responded to these well. There’s an impressive amount of data and thought in the presentation that merits reading independently (and using as needed to support your recommendations) – so we won’t try to oversimplify it by summarizing. However, there was one specific point we found worth highlighting independently  – the notion of Disruptive Innovation.

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