US Platforms, Markets,  and Opportunities Startonomics / Tokyo - June 9, 2009 Dave McClure, Founders Fund Bradley Horowitz...
Evolution of Platforms + Successful Platform Monopolists <ul><li>IBM  = Big Iron (1970s-1990s) </li></ul><ul><li>Intel  = ...
Social Platform Wars  (circa late 2007 / early 2008) <ul><li>Missing : </li></ul><ul><li>Twitter </li></ul><ul><li>Apple/i...
Platform Viability Successful Platforms have 3 Things: 1) Features 2) Users 3) Money Users   . .  Money Features Growth Pr...
Platform Discussion Topics <ul><li>“ HOT ” platforms: iPhone, Facebook, Twitter, Wave (?) </li></ul><ul><li>Email & IM : Y...
Vertical Market Platforms? <ul><li>Family & Parenting </li></ul><ul><li>Geographic / Cultural </li></ul><ul><li>Sports / E...
Upcoming SlideShare
Loading in...5
×

Overview of US Platforms & Social Networking (Startonomics Tokyo, June 2009)

591

Published on

Overview of US Platforms & Social Networking (Startonomics Tokyo, June 2009) by Dave McClure.

Published in: Technology, Business
0 Comments
2 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
591
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
40
Comments
0
Likes
2
Embeds 0
No embeds

No notes for slide

Overview of US Platforms & Social Networking (Startonomics Tokyo, June 2009)

  1. 1. US Platforms, Markets, and Opportunities Startonomics / Tokyo - June 9, 2009 Dave McClure, Founders Fund Bradley Horowitz, Google Dan Gould, Fox Interactive
  2. 2. Evolution of Platforms + Successful Platform Monopolists <ul><li>IBM = Big Iron (1970s-1990s) </li></ul><ul><li>Intel = Integrated Circuit (1980's-curr.) </li></ul><ul><li>Microsoft = Desktop (1990's - mid 2000’s) </li></ul><ul><li>Cisco = Network (1990's-curr.) </li></ul><ul><li>Google = Search Act II (2000-curr.) </li></ul><ul><li>PayPal = Online Payments (2000-curr.) </li></ul><ul><li>Apple = iTunes + iPod (2003-curr.) </li></ul><ul><li>YouTube = Online Video (2006-curr.) </li></ul><ul><li>AOL = Email + Gated Internet (1992-2001) </li></ul><ul><li>Yahoo = Search Act I (1994-2000) </li></ul><ul><li>Amazon = Books/New Goods (1995-curr.) </li></ul><ul><li>eBay = Used Goods (1995-2004) </li></ul><ul><li>Craigslist = Classifieds (1998-curr.) </li></ul><ul><li>Friendster = Social Networks vI (2002-2004) </li></ul><ul><li>LinkedIn = Prof. Social Networks (2003-curr.) </li></ul><ul><li>MySpace = Social Networks v2 (2005-2007) </li></ul><ul><li>Facebook = Social Networks v3 (2007-curr.) </li></ul><ul><li>Twitter = Social Networks v3.5 (2008-?) </li></ul>
  3. 3. Social Platform Wars (circa late 2007 / early 2008) <ul><li>Missing : </li></ul><ul><li>Twitter </li></ul><ul><li>Apple/iPhone </li></ul><ul><li>Zynga/SGN/+ </li></ul><ul><li>Microsoft </li></ul><ul><li>Ning </li></ul><ul><li>MMORPGs </li></ul><ul><li>FriendFeed </li></ul><ul><li>(many others) </li></ul><ul><li>(intl players) </li></ul>
  4. 4. Platform Viability Successful Platforms have 3 Things: 1) Features 2) Users 3) Money Users . . Money Features Growth Profit Profitable Growth Nirvana
  5. 5. Platform Discussion Topics <ul><li>“ HOT ” platforms: iPhone, Facebook, Twitter, Wave (?) </li></ul><ul><li>Email & IM : Yahoo, MSFT, Google, AOL, Skype </li></ul><ul><li>Social Networks : Facebook, MySpace, LinkedIn, Twitter, Orkut, hi5, Friendster, etc </li></ul><ul><li>Payment & E-Commerce : Amazon (1-Click), eBay (PayPal), Apple (iTunes) </li></ul><ul><li>Mobile : iPhone, Palm, Android, Blackberry, etc </li></ul><ul><li>Gaming : Zynga, RockYou, Slide, Playfish, SGN </li></ul><ul><li>Development : Amazon (AWS), Google AppEngine, Mozilla, Ruby/Rails, Python/Django, etc </li></ul><ul><li>Other : SalesForce, Craigslist, Wikipedia, YouTube </li></ul>
  6. 6. Vertical Market Platforms? <ul><li>Family & Parenting </li></ul><ul><li>Geographic / Cultural </li></ul><ul><li>Sports / Entertainment </li></ul><ul><li>Academic </li></ul><ul><li>Other? </li></ul>
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×