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Gmicsv 2012 oct Presentation Transcript

  • 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. 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. 2011 5 Billion mobile phones 7 Billion people worldwidePanel: Investment Trends & Opportunities for Mobile Startup
  • 4. http://www.itbusinessedge.com/slideshows/show.aspx?c=87261
  • 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. 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. 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. 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. 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. DefinitionMobile First
  • 11. Designer!= Responsive Design Mobile First is Not about Design
  • 12. Developer != Mobile AppMobile First is Not about App Development
  • 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. Mobile First
  • 15. Mobile First1. Users First in mobile
  • 16. Mobile First1. Users First in mobile2. Experience First in mobile
  • 17. Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile
  • 18. Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile4. Technology First in mobile
  • 19. Mobile First1. Users First in mobile2. Experience First in mobile3. Product First in mobile4. Technology First in mobile5. Infrastructure First in mobile
  • 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. Mobile First HistoryStage 1 Stage II Stage IIIYr 2008-2009 Yr 2010-2011 Yr 2012... ?
  • 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. 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. 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. ?
  • 26. ?2012...
  • 27. 20 Mobile
  • 28. Cross Pacific Ventures $25K-$100K NYC Stealth
  • 29. Archimedes Labs $25K-$100K 100% Mobile First Seed Angel Series Series A BUncloaked Plate
  • 30. Archimedes Labs $25K-$100K 100% Mobile First Seed Angel Series Series A BUncloaked Plate
  • 31. Mobile First Hurt Raise EvaluationPanel: Investment Trends & Opportunities for Mobile Startup
  • 32. Mobile First Hurt Help Exit Strategy A) M/A B) IPO Not Limited to NYSEPanel: Investment Trends & Opportunities for Mobile Startup
  • 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. 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. 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. 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. Top 10 Trends for 2012http://www.itbusinessedge.com/slideshows/show.aspx?c=87261
  • 38. Top 10 Trends for 2012 1. Mobile Videohttp://www.itbusinessedge.com/slideshows/show.aspx?c=87261
  • 39. Top 10 Trends for 2012 1. Mobile Video 2. Mobile Emailhttp://www.itbusinessedge.com/slideshows/show.aspx?c=87261
  • 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. 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. 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. 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. 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. 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. 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. 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. In 5 Years? Android iOS First First MSFT China OS First FirstPanel: Investment Trends & Opportunities for Mobile Startup
  • 49. Your Advices Series Exit Series C Series B A AngelSeedPanel: Investment Trends & Opportunities for Mobile Startup
  • 50. Q&A @Bess @GregTarr @Christofw @Brady @Jay_Jamison@ArchimedesLabs @KiiCapital @BlueRunVenturesPanel: Investment Trends & Opportunities for Mobile Startup
  • 51. http://www.slideshare.com/bess.ho @BlueRunVentures @Archimedeslabs @KiiCapital @GregTarrPanel: Investment Trends & Opportunities for Mobile Startup