Remember Mary Meeker? The poster-adult for Internet bubble investment cheerleaders has not gone away, despite some vilification after the bubble burst. First, look closely at the link–Meeker is still around, and the Industry Standard, well… and in her defense, she did say this.

At last week’s Web 2.0 Conference, Meeker, who has presented at the past Web 2.0 confrrences as well, gave a presentation called “The State of the Internet, Part 3: The World’s Information is Getting Organized & Monetized.”

What I found most interesting about this presentation is that it puts together all the pieces that we sometimes look at separately– to our detriment. This includes Web 1.0, retailers, the original search engines, and of course all the social media and Web 2.0 elements we are now talking about (well, almost all– no Second Life mentions that I could see).

One nugget–slide 8 shows that 3 of the top 15-trafficked sites are user-generated content (Wikipedia, MySpace/Fox, and YouTube). No shocker, but a good numbers to reference.

Another nugget, on slide 32, shows that only 13% of the top 15 online retailers are pure plays (13% of 15 = 2, by the way– way to geek up the stats Mary), and asks if MEdia will be the same way. that’s a great question to raise– once offline media catches up to online media, how will it be? Jumping in the user-generated media hot tub? Square-pegging their one-way content online?

She also talks about the monetization of online video quite a bit (including elements such as user-generated content and tagging)– picking up the conversation about the continued spread of broadband as an enabler of online video to the masses. An old topic, but still relevant.

This presentation is worth at least a once-over as an easy way to connect some dots going back to 1997.

And, is a higher profile for Meeker indicative of a Web 2.0 bubble? Symptom, not cause, people.

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