branson nov 2011
DESCRIPTION
Local Mobile Social evolution and opportunitiesTRANSCRIPT
Web Meets World: Nov 2011 Update
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#LoMoSo
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“Stay Hungry. Stay Foolish”
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t = now
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In our last episode…
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Web 0.1 : Beta [t-42] 1G
Wired Web: 7
Impact: Universities connected
Dr. CooperMobiles: 7,000
Vint Cerf
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Web 1.0 [t-20] 2G
Wired Web: 520,000 Mobiles: 7,000,000
Impact: Links
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Web 1.0 [t-15] 2G
Wired Web: 16,000,000 Mobiles: 98,000,000
Impact: E-commerce ramps
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1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009
Web 1.0 [t-12] 2G
Wired Web: 147,000,000 Mobiles: 469,200,000
Impact: Search and SaaS
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Web 1.0 : Dies [t-11] 2.5G
Wired Web: 361,000,000 Mobiles: 709,000,000
Impact: Tactical retreat & grow
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Web 2.0 : Social [t-6] 3G
People connected: 817,000,000
Impact: Social Web ramps
Mobiles: 1,744,000,000
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In the beginning…
[t-4]
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3G Web 2.0
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Mobile Web 3.0
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18 Months ago….
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1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009
[t-2]
DJIA lost 53% of its value
Wired Web: 1,586,000,000 Mobiles: 4,269,600,000
Impact: Massive GDP shifts14
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1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2010 2011
Web 3.0 [t-0] NOW
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Wired Web: 1,966,514,816 [28%] Mobiles: 5,355,651,438 [77%]
Impact: Web meets World
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58th month of “smart”……
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500,000 apps 60%302,600,000 units 87%525,000,000 users 300% 18,700,000,000 dls 400%
1,000,000,000 to ship Q4
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1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2014
Our Prediction last year [t +3 ]
Smart Phones: 1,000,000,000People connected: 4,000,000,000Impact: $14 Trillion (30%) GDP
Open Mobile• Open radios (wifi, 3G, 4G)• Open OS & Multiple OS• Open Applications• Open APIs
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End of….
PCsMahogany walls
Record labelsNewspapersBooksCredit CardsLaw firms Banks …..
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??
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Music
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Bankrupt
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Movies
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Bankrupt
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Books
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Bankrupt
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Publishing
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?
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Television
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?
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Retail
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?
?
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Advertising
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?
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Banking
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?
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$0 - $10B in 60 months
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Local Mobile Social
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10X impact1/10 cost
10X the speed
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Preview of what’s next [t+1]
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Local Mobile Social
#LoMoSo
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Mobile Meets Web - Opportunities
Mobile Data Problem 600%
• Small cell combo WiFi and 3/4G
• Over 1 billion mobile data session on WiFi at AT&T
• Cablevision over 1M mobile data users a day
• Wireless
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Bio Sensors
#1 Market leader in biometric fingerprint sensors
50%+ market share in PCs
Consumer wants ease of use
Coming to Smart Phones market
Technology integrated into LCDs
“Missing piece” for Mobile wallet
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Customers: NSA, FBI, Bank of America, and Boeing
Partnerships with US Federal Government, several global carriers
Mobile Risk Management
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Mobile Meets Web - Opportunities
Mobile Applications, Discovery, Search: • Finder is #4 on iPhone & #5 on iPad
• Social Utilities
• Game platforms
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500 million User Profiles Greatest reach of location services Reaching 100 million users every
month
Location informs everything Capturing location behavior enabling
monetizing at Premium rates Partnership with GroupOn Partners with AT&T, Cablevision,
Comcast, Boingo, others.
Over 1B check ins
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250 million User Profiles Greatest reach of location services Reaching 100 million users every
month
Launched with Direct TV, CBS, HP, NFL, Partnered with Verizon, AT&T, Sprint
Bring off-line on!
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Don’t get flooded….
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Preview of what’s next [t+1]
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Local Mobile Social
#LoMoSo