40 Years of the Web and where the mobile web is going.

1. AccelerateTO
Web meets World
Nov 2010
CONFIDENTIAL | TRADE SECRET

2. CONFIDENTIAL | TRADE SECRET
t = now

3. CONFIDENTIAL | TRADE SECRET
Web 0.1 : Beta [t-40] 1G
Wired Web: 7
Impact: Universities connected
Bomb Proof
Networks
Dr. Martin Cooper
Mobiles: 7,000
Vint Cerf

4. CONFIDENTIAL | TRADE SECRET
Web 1.0 [t-20] 2G
Wired Web: 520,000 Mobiles: 7,000,000
Impact: Links

5. CONFIDENTIAL | TRADE SECRET
Web 1.0 [t-15] 2G
Wired Web: 16,000,000 Mobiles: 98,000,000
Impact: E-commerce ramps

6. CONFIDENTIAL | TRADE SECRET
1969 1972 1976 1982 1989 1996 19981999 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

7. CONFIDENTIAL | TRADE SECRET
Web 1.0 : Dies [t-10] 2.5G
Wired Web: 361,000,000 Mobiles: 709,000,000
Impact: Tactical retreat & rebuild

8. CONFIDENTIAL | TRADE SECRET
Web 2.0 : Social [t-6] 3G
People connected: 817,000,000
Impact: Social Web ramps
Mobiles: 1,744,000,000

9. CONFIDENTIAL | TRADE SECRET
In the beginning… [t-3]

10. CONFIDENTIAL | TRADE SECRET
3G Web 2.0

11. CONFIDENTIAL | TRADE SECRET
Web 3.0

12. CONFIDENTIAL | TRADE SECRET
1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 20082009
Web 2.0 [t-2] 4G
DJIA
lost 53% of its value
Wired Web: 1,586,000,000 Mobiles: 4,269,600,000
Impact: Massive GDP shifts

13. CONFIDENTIAL | TRADE SECRET
1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 20092010
Web 3.0 : Web meets World [t-1]
People connected: 1,668,000,000
Mobiles: 4,646,000,000
Impact: Web meets World

14. CONFIDENTIAL | TRADE SECRET
Just starting to get faster…
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15. CONFIDENTIAL | TRADE SECRET
10,000,000,000 units?

16. CONFIDENTIAL | TRADE SECRET
Open Mobile: $s follow usage
= $1,000,000,000
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17. CONFIDENTIAL | TRADE SECRET
Smart Phones > PCs

18. CONFIDENTIAL | TRADE SECRET
4 Horse Race?

19. CONFIDENTIAL | TRADE SECRET
6 Months ago….

20. CONFIDENTIAL | TRADE SECRET
“iPad will chop Netbook
sales
by 50 percent”
Brian Dunn, CEO Best Buy
WSJ Sept 17th

21. CONFIDENTIAL | TRADE SECRET
Last month….

22. CONFIDENTIAL | TRADE SECRET
End of….
 PCs
Record labels
Newspapers
Books
Credit Cards
Law firms
Banks
 …..

23. CONFIDENTIAL | TRADE SECRET
40th month of “smart”……
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325,000,000 users 300%
236,000,000 units 300%
300,000 apps 100%
8,000,000,000 dls 500%
22,000,000 a day 700%

24. CONFIDENTIAL | TRADE SECRET
1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2010
Now = Web 3.0 [t-0]
Wired Web: 1,966,514,816
Mobiles: 5,155,651,438
Population: 6,845,609,960
Impact: Web is World @ 28% & 71%

25. CONFIDENTIAL | TRADE SECRET
40 years of acceleration

26. CONFIDENTIAL | TRADE SECRET
What’s next [t+1]

27. CONFIDENTIAL | TRADE SECRET
1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2014
What’s next [t +4 ]
Smart Phones: 1,000,000,000
People connected: 4,000,000,000
Impact: $14 Trillion (30%) GDP
Open Mobile
•Open radios (wifi, 3G, 4G)
• Open OS & Multiple OS
• Open Applications
• Open APIs
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