Mobile Opportunities
for Start-Ups, Updated
Berlin Barcamp 3, Matthäus Krzykowski

Is this the time “to make it” in mobile ?
matthaeus@mobile-facts.com

No
matthaeus@mobile-facts.com

For the moment, at least.
matthaeus@mobile-facts.com

Source: Rutberg, July 2008 Source: MediaPost, July 2008
Investments in mobile marketing tech and services fell off precipitously in
the first half of 2008, slowing to $80 million from $291 million a year ago,
according to the latest M&A report from investment bank Petsky Prunier.
matthaeus@mobile-facts.com

The mobile eco system continues to be much more
hostile to startups than the online one.
matthaeus@mobile-facts.com

We believe this is changing, though.
matthaeus@mobile-facts.com

I. There are some interesting developments in Distribution/
Monetisation
matthaeus@mobile-facts.com

Selected Issues in Mobile Monetisation/Distribution
Carrier/ Device
Manufacturer Stores
Sources:
http://venturebeat.com/2008/07/07/five-trends-driving-the-mobile-web/
http://venturebeat.com/2008/08/13/google-ally-t-mobile-looks-poised-to-compete-with-apples-app-store/
http://venturebeat.com/2008/08/28/mobile-advertising-ads-analytics-and-opportunities/
http://venturebeat.com/2008/08/28/android-market-googles-response-to-apples-app-store-for-third-party-developers/
matthaeus@mobile-facts.com

Summary of the last slide
Good for VCs: Bad for VCs: Question Marks for
- business 2 business - on deck VCs:
- selected off-deck - Apple platform, - OHA app stores
except gaming - carrier app stores
($360M per year
is not enough revenue
to share)
matthaeus@mobile-facts.com

II. There are some interesting developments in Mobile
Platforms
matthaeus@mobile-facts.com

Now: imagine a platform as a cake
matthaeus@mobile-facts.com

matthaeus@mobile-facts.com

There have been cakes on the internet before: for example
Wordpress
matthaeus@mobile-facts.com

mobile platforms are not only about making them happy
http://docs.kolibria.com/img/iphone2.jpg
matthaeus@mobile-facts.com

they are really for them
matthaeus@mobile-facts.com

and them, too
matthaeus@mobile-facts.com

all these people are “the eco system” in this presentation
matthaeus@mobile-facts.com

Misreported: Android
matthaeus@mobile-facts.com

Rich Miner’s Definition of Android:
1) \"An Open Source mobile phone platform that encompassed every layer of the
phone
2) A series of phones powered by that platform
3) A go to market strategy to guarantee global distribution of both platform and
phones.\"
Android tries to make everybody in the “eco system” happy
matthaeus@mobile-facts.com

Some excerpts from the cakes’ recipe: Android as a cake
An Abstract Overview of Android As An Architecture
Source: Mobile Facts,
Source: Google, August 2008
September 2008
matthaeus@mobile-facts.com

that makes them very happy
matthaeus@mobile-facts.com

it’s the best cake out there in the moment, in fact
Source: Mobile Facts, September 2008
matthaeus@mobile-facts.com

That cake is so good it’s a actully a space cake
http://venturebeat.com/2008/09/17/android-roundup-googles-web-wide-plan-ericsson-to-join-oha-and-more/
matthaeus@mobile-facts.com

That is one of the things that makes them very happy
matthaeus@mobile-facts.com

He can enter the smartphone
market with many competetive
devices
matthaeus@mobile-facts.com

He can count on many of his
friends coming from Asia giving
him a good position to negotiate
matthaeus@mobile-facts.com

That’s just one of many Android effects on the industry. I try to
keep it simple in this presentation.
Your take-away: ignore the G1-iPhone comparisons in the
media if your interest is in developing/making money.
matthaeus@mobile-facts.com

So what’s with the iPhone net effect for now?
jobs, performance indicators up the roof
(of course, the iPhone has many more effects. But these
are the main effects affecting your bottom line, imo)
matthaeus@mobile-facts.com

III. The mobile web is emerging.
matthaeus@mobile-facts.com

matthaeus@mobile-facts.com

http://venturebeat.com/2008/05/09/analysis-myspace-and-facebook-challenge-mobile-only-social-networks/
matthaeus@mobile-facts.com

matthaeus@mobile-facts.com

Thank you
btw: we’re always looking to work with good people. Talk with
Daniel about Paul Graham/ Android/iPhone (not about LISP, please)
How to communicate with us best:
follow our blog @www.mobile-facts.com
see our slides @ http://www.slideshare.net/MobileFacts
daniel@mobile-facts.com
http://twitter.com/DanielHartmann
matthaeus@mobile-facts.com
http://twitter.com/matthausk
matthaeus@mobile-facts.com

Thank you.
matthaeus@mobile-facts.com