In August 1995, Morgan Stanley served as lead manager for the initial public offering of Netscape. Later that year, Meeker and Chris DePuy at Morgan Stanley, published The Internet Report, a landmark Morgan Stanley industry report which became known as "the bible" for investors in the Dot com boom and went into popular circulation — as a book, and on the web. Over the years, Morgan Stanley published similar landmark reports led by Meeker on online advertising, e-commerce, evolution of search, the Internet in China, and the mobile Internet. Meeker was vilified in the press as one of a number of star analysts who were questioned in fraud investigations after the bursting of the dotcom bubble in 2000 to 2002. Meeker was not charged with any wrongdoing. Morgan Stanley and nine other investment firms were compelled to participate in a global legal settlement. In August 2004, Morgan Stanley served as lead manager for the initial public offering of Google. Meeker was characterized by Andrew Serwer in Fortune magazine in 2006 as "absolutely first rate when it comes to spotting big-picture trends before they come into focus. She gathers massive amounts of data and assembles it into voluminous reports that, while sometimes rambling and overambitious, are stuffed with a million jumping-off points." Meeker is often credited for her comprehensive, rapid fire, annual Internet industry overviews at the Web 2.0 conferences in San Francisco each autumn. During Morgan Stanley's tumultuous period in April 2005 when CEO Phil Purcell's management decisions were being intensely scrutinized, Meeker, along with colleagues Steve Roach, Byron Wien, and Henry McVey, wrote a letter to then co-presidents Zoe Cruz and Steve Crawford that expressed their concerns about the damage to the culture of the firm. The letter served as an important catalyst in increasing the focus of the board of directors on the depth of challenges facing Morgan Stanley at the time. In June 2005, John J. Mack was named CEO of Morgan Stanley, replacing Phil Purcell. A copy of the letter is included in Patricia Beard's book published by HarperCollins, 2007. Meeker was named "one of the ten smartest people in tech" by Fortune magazine in 2010.
At the end of 2018, Meeker left Kleiner and started her own fund, Bond Capital. She raised $1.2 billion for her debut fund. In May 2019, Bond Capital announced its first investment out of the fund, a $70 million round in online portfolio platform Canva.
Mary Meeker's Internet Trends Report
Meeker's Internet Trends Report is one of the most highly anticipated annual reports for tech investors. She has published it every year since 1995 when she was a tech analyst at Morgan Stanley. The Report includes data and analysis on the major trends shaping the Internet, consumer behavior and cultural shifts. In recent years, Meeker has delivered the report as part of a conference presentation, most recently in 2019 at Vox/Recode's Code Conference.