START    INVESTMENT TRENDS &     UP OPPORTUNITIES FOR MOBILE APPGlobal Mobile Internet Conference - Silicon Valley (GMIC-S...
Moderator                          Bess Ho, Partner at Archimedes Labs       Jay Jamison                                  ...
2011        5 Billion                                        mobile                                                       ...
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261
Competing Attention            Average smartphone contains 18 apps            Consumer spend 94 min per day in mobile app ...
Active iOS & Android             165 Million                            Devices                                    128 Mil...
Active iOS & Android                                                    Devices                                209 Million...
2012 Gartner Analysts“Winning mobile apps will have uniquefeatures that cater to the mobileenvironment rather than acts as...
2012 Gartner Analysts“Increasingly, mobile applications willdefine the user experience on high-end devices and device vendo...
DefinitionMobile First
Designer!= Responsive Design  Mobile First is Not about Design
Developer       != Mobile AppMobile First is Not about App Development
Fred Wilson~ Mobile First Web Second  Twitter: Majority of active users access  the product on mobile more than web  Fours...
Mobile First
Mobile First1. Users First in mobile
Mobile First1. Users First in mobile2. Experience First in mobile
Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile
Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile4. Technology First in mobile
Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile4. Technology First in mobile5....
Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile4. Technology First in mobile5....
Mobile First HistoryStage 1        Stage II       Stage IIIYr 2008-2009   Yr 2010-2011   Yr 2012...                       ...
Stage 1 Yr           LBS Check-in                                    2008-2009           Foursquare                       ...
Photo Sharing                                 Stage II          Instagram                                             Acqu...
Photo Sharing                                         Stage II                                                      Series...
?
?2012...
20 Mobile
Cross Pacific Ventures            $25K-$100K   NYC  Stealth
Archimedes Labs                  $25K-$100K                100% Mobile First            Seed   Angel Series     Series    ...
Archimedes Labs                  $25K-$100K                100% Mobile First            Seed   Angel Series     Series    ...
Mobile First      Hurt                                     Raise                    EvaluationPanel: Investment Trends & O...
Mobile First      Hurt                                       Help                Exit Strategy          A) M/A            ...
Bet or Avoid                     22 App Categories            •Books                             •Medical            •Busi...
News           OMGPOP’s Draw Something soars to 35 million downloads in           seven weeks this Feb. Zynga purchases it...
News           Rovio Entertainment, the creator of the Angry Birds franchise,           racked up revenue of $106.3 millio...
News            Same photo sharing social app. Instagram is acquired by            Facebook at $1.01 Billion in Apr this y...
Top 10 Trends for 2012http://www.itbusinessedge.com/slideshows/show.aspx?c=87261
Top 10 Trends for 2012               1. Mobile Videohttp://www.itbusinessedge.com/slideshows/show.aspx?c=87261
Top 10 Trends for 2012               1. Mobile Video               2. Mobile Emailhttp://www.itbusinessedge.com/slideshows...
Top 10 Trends for 2012               1. Mobile Video               2. Mobile Email               3. Mobile Instant Messagi...
Top 10 Trends for 2012               1. Mobile Video               2. Mobile Email               3. Mobile Instant Messagi...
Top 10 Trends for 2012               1. Mobile Video               2. Mobile Email               3. Mobile Instant Messagi...
Top 10 Trends for 2012               1. Mobile Video               2. Mobile Email               3. Mobile Instant Messagi...
Top 10 Trends for 2012               1. Mobile Video               2. Mobile Email               3. Mobile Instant Messagi...
Top 10 Trends for 2012               1. Mobile Video               2. Mobile Email               3. Mobile Instant Messagi...
Top 10 Trends for 2012               1. Mobile Video               2. Mobile Email               3. Mobile Instant Messagi...
Top 10 Trends for 2012               1. Mobile Video               2. Mobile Email               3. Mobile Instant Messagi...
In 5 Years?   Android                                                iOS    First                                         ...
Your Advices                                          Series Exit                                    Series C             ...
Q&A     @Bess         @GregTarr       @Christofw        @Brady    @Jay_Jamison@ArchimedesLabs                    @KiiCapit...
http://www.slideshare.com/bess.ho          @BlueRunVentures                                                        @Archim...
Gmicsv 2012 oct
Gmicsv 2012 oct
Gmicsv 2012 oct
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Gmicsv 2012 oct

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  • Transcript of "Gmicsv 2012 oct"

    1. 1. START INVESTMENT TRENDS & UP OPPORTUNITIES FOR MOBILE APPGlobal Mobile Internet Conference - Silicon Valley (GMIC-SV) 10/20/2012 Sat San Jose Convention Center
    2. 2. Moderator Bess Ho, Partner at Archimedes Labs Jay Jamison Brad ForrestPartner at BlueRun Ventures Partner at Khosla Ventures Greg Tarr Christof Wittig Partner at Cross Pacific Capital Managing Partner at Kii CapitalPanel: Investment Trends & Opportunities for Mobile Startup
    3. 3. 2011 5 Billion mobile phones 7 Billion people worldwidePanel: Investment Trends & Opportunities for Mobile Startup
    4. 4. http://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    5. 5. Competing Attention Average smartphone contains 18 apps Consumer spend 94 min per day in mobile app Consumer spend 72 min per day on internetPanel: Investment Trends & Opportunities for Mobile Startup
    6. 6. Active iOS & Android 165 Million Devices 128 Million 31 Million 28 Million 22 Million US China UK South Japan Koreahttp://techcrunch.com/2012/08/27/flurry-china-is-fastest-growing-market-for-ios-android-devices-chile-comes-in-2nd/
    7. 7. Active iOS & Android Devices 209 Million 128 Million US Outside UShttp://techcrunch.com/2012/08/27/flurry-china-is-fastest-growing-market-for-ios-android-devices-chile-comes-in-2nd/
    8. 8. 2012 Gartner Analysts“Winning mobile apps will have uniquefeatures that cater to the mobileenvironment rather than acts as amobile extension of their online peers.”
    9. 9. 2012 Gartner Analysts“Increasingly, mobile applications willdefine the user experience on high-end devices and device vendors thatproactively integrate innovative appsand technologies at the platformlayer will have the competitive edge”
    10. 10. DefinitionMobile First
    11. 11. Designer!= Responsive Design Mobile First is Not about Design
    12. 12. Developer != Mobile AppMobile First is Not about App Development
    13. 13. Fred Wilson~ Mobile First Web Second Twitter: Majority of active users access the product on mobile more than web Foursquare: Product value is from mobile app
    14. 14. Mobile First
    15. 15. Mobile First1. Users First in mobile
    16. 16. Mobile First1. Users First in mobile2. Experience First in mobile
    17. 17. Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile
    18. 18. Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile4. Technology First in mobile
    19. 19. Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile4. Technology First in mobile5. Infrastructure First in mobile
    20. 20. Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile4. Technology First in mobile5. Infrastructure First in mobile6. Money First in mobile
    21. 21. Mobile First HistoryStage 1 Stage II Stage IIIYr 2008-2009 Yr 2010-2011 Yr 2012... ?
    22. 22. Stage 1 Yr LBS Check-in 2008-2009 Foursquare Series C $50M 6/2011 Series B $20M Series A 6/2010 $1.35M Founded in 9/2009 Total 3/2009 $71.4 Million Total $2.8 MillionFounded in Angel 2/2008 $1.8M 7/2008 Series A $1.0M Acquired 9/2009 Walt Disney 7/2010 Games Tapulous
    23. 23. Photo Sharing Stage II Instagram Acquired Yr 2010-2011 Series B Facebook $50M $1.01 Billion 4/2012 4/2012 Series A Angel $7M $500K 2/2011 Founded in 3/2010 1/2010 Total $57.5 Million Total $42 MillionLaunch12/2009 Series A $42M Acquired 3/2011 Kombo 6/2011 Games Angry Birds
    24. 24. Photo Sharing Stage II Series C PInterest $100M Yr 2010-2011 5/2012 Series B $27M Series A 10/2011 Angel $10M $500K 5/2011Founded in 1/2010 2008 Total $138 Million Total $41.2 Million Angel $2.5M Series A 11/2010 $8.65M 2/2011 Series B $30M 4/2012 Social Network Path
    25. 25. ?
    26. 26. ?2012...
    27. 27. 20 Mobile
    28. 28. Cross Pacific Ventures $25K-$100K NYC Stealth
    29. 29. Archimedes Labs $25K-$100K 100% Mobile First Seed Angel Series Series A BUncloaked Plate
    30. 30. Archimedes Labs $25K-$100K 100% Mobile First Seed Angel Series Series A BUncloaked Plate
    31. 31. Mobile First Hurt Raise EvaluationPanel: Investment Trends & Opportunities for Mobile Startup
    32. 32. Mobile First Hurt Help Exit Strategy A) M/A B) IPO Not Limited to NYSEPanel: Investment Trends & Opportunities for Mobile Startup
    33. 33. Bet or Avoid 22 App Categories •Books •Medical •Business •Music •Catalogs •Navigation •Education •News •Entertainment •Photo & Video •Finance •Productivity •Food & Drink •Reference •Games •Social Networking •Healthcare & Fitness •Sports •Lifestyle •Travel •Utilities •WeatherPanel: Investment Trends & Opportunities for Mobile Startup
    34. 34. News OMGPOP’s Draw Something soars to 35 million downloads in seven weeks this Feb. Zynga purchases it for $200 Million. Since Zynga’s stock price declines 50% Zynga is writing off as much as $95 Million. Zynga purchased Newtoy for Words for Friends which was a huge hit but it hasn’t been earning tons of money and founders have left the company.http://www.bgr.com/2012/10/05/zynga-omgpop-95-million-write-off/
    35. 35. News Rovio Entertainment, the creator of the Angry Birds franchise, racked up revenue of $106.3 million. The game, which had its debut on iPhones in late 2009, now boasts 40 million active users in early year 2011. Raised $42 Million for Series A.http://dealbook.nytimes.com/2012/05/07/angry-birds-maker-posts-2011-revenue-of-106-3-million/
    36. 36. News Same photo sharing social app. Instagram is acquired by Facebook at $1.01 Billion in Apr this year, before Facebook IPO. Color competes in Photo-sharing app, raised $41 Million in 2011. A year later 30,000 Daily Users.http://articles.businessinsider.com/2012-03-26/tech/31238570_1_iphone-instagram-zynga
    37. 37. Top 10 Trends for 2012http://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    38. 38. Top 10 Trends for 2012 1. Mobile Videohttp://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    39. 39. Top 10 Trends for 2012 1. Mobile Video 2. Mobile Emailhttp://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    40. 40. Top 10 Trends for 2012 1. Mobile Video 2. Mobile Email 3. Mobile Instant Messaging (MIM)http://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    41. 41. Top 10 Trends for 2012 1. Mobile Video 2. Mobile Email 3. Mobile Instant Messaging (MIM) 4. Object Recognition (OR)http://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    42. 42. Top 10 Trends for 2012 1. Mobile Video 2. Mobile Email 3. Mobile Instant Messaging (MIM) 4. Object Recognition (OR) 5. Context-aware Servicehttp://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    43. 43. Top 10 Trends for 2012 1. Mobile Video 2. Mobile Email 3. Mobile Instant Messaging (MIM) 4. Object Recognition (OR) 5. Context-aware Service 6. Mobile Paymenthttp://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    44. 44. Top 10 Trends for 2012 1. Mobile Video 2. Mobile Email 3. Mobile Instant Messaging (MIM) 4. Object Recognition (OR) 5. Context-aware Service 6. Mobile Payment 7. Mobile Commercehttp://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    45. 45. Top 10 Trends for 2012 1. Mobile Video 2. Mobile Email 3. Mobile Instant Messaging (MIM) 4. Object Recognition (OR) 5. Context-aware Service 6. Mobile Payment 7. Mobile Commerce 8. Mobile Searchhttp://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    46. 46. Top 10 Trends for 2012 1. Mobile Video 2. Mobile Email 3. Mobile Instant Messaging (MIM) 4. Object Recognition (OR) 5. Context-aware Service 6. Mobile Payment 7. Mobile Commerce 8. Mobile Search 9. Social Networkinghttp://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    47. 47. Top 10 Trends for 2012 1. Mobile Video 2. Mobile Email 3. Mobile Instant Messaging (MIM) 4. Object Recognition (OR) 5. Context-aware Service 6. Mobile Payment 7. Mobile Commerce 8. Mobile Search 9. Social Networking 10. Location-based Services (LBS)http://www.itbusinessedge.com/slideshows/show.aspx?c=87261
    48. 48. In 5 Years? Android iOS First First MSFT China OS First FirstPanel: Investment Trends & Opportunities for Mobile Startup
    49. 49. Your Advices Series Exit Series C Series B A AngelSeedPanel: Investment Trends & Opportunities for Mobile Startup
    50. 50. Q&A @Bess @GregTarr @Christofw @Brady @Jay_Jamison@ArchimedesLabs @KiiCapital @BlueRunVenturesPanel: Investment Trends & Opportunities for Mobile Startup
    51. 51. http://www.slideshare.com/bess.ho @BlueRunVentures @Archimedeslabs @KiiCapital @GregTarrPanel: Investment Trends & Opportunities for Mobile Startup

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