Mary Meeker's 2012 Internet Trends Presentation, watch out data center industry Mobile will change your world

Mobile is probably going to be one of the greenest effects on data centers.  Why?  The market penetration will dwarf the desktops, yet the lower mobile ad margins put huge pressures to be more efficient.  In addition all kinds of things are being re-imagined for mobile devices.

I was slow to move to Mobile.  i didn't get an iPhone until the 3GS.   The kids got an iPad, not me.  I stuck to my IBM laptop.  Now I have an iPhone 4S, Samsung Galaxy Note, Galaxy Nexus, Kindle Fire, latest iPad, and MacBook Air.  Mobile is where I spend more time thinking about new services.  Data Centers are critical to the mobile solution.  The way of fat clients is the past.  Mobile = Highly Connected cost effective energy efficient data centers.  

Mary Meeker gave a presentation at WSJ's all things d.  The presentation is here.

All things d has a post that gives you a good summary.

My cut at what I found interesting is as follows.  

Let's start with the bad news Mobile is 5X lower eCPMs vs. Desktop

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Average revenue per user 1.7-5x lower on mobile vs. Desktop.

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Google's cost per click is referenced as limiting revenue growth.

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Apple's revenue growth is good news for its business model.

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The change is illustrated by the past vs. present.

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Page 36 starts a series of other re-imagination.

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If you agree with Mary Meeker's questions, ask the questions are you rowing the same direction?

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For the past year, I have been rowing in the same direction Mark Meeker describes and it is so much easier. Are you ready to change?