PayPalX 09 recap
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PayPalX 09 recap - Presentation Transcript
- PayPalX Innovate 09Conference Recap
by cliveboulton.com - X.COM
Smart phones out selling PCs 4 to 1
Massive shift to mobile
To capture growth PayPal changes from software to services
Developers can access services via x.com
http://www.x.com - Give away Asus Eee PC
- Panel
- Security
- Product managers
- Italy’s fastest growing mobile media company demo
- Tim O’Reilly - Keynote
Perspective – what is going on?
Margins shift with commoditization
Mainframe / Mini margins killed by PC LAN
Margins shifted to software (MSFT)
Software killed by Internet / Web
Margins shifted to search / data (GOOG)
Internet OS is emerging…join the dots
Observe the geeks… - X.COM
eBay markets is still larger than Paypal
Paypal is growing faster
Paypal is payments, data services
Access Paypal via x.com
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