US Platforms, Markets, and Opportunities Startonomics / Tokyo - June 9, 2009 Dave McClure, Founders Fund Bradley Horowitz, Google Dan Gould, Fox Interactive

Evolution of Platforms + Successful Platform Monopolists IBM = Big Iron (1970s-1990s) Intel = Integrated Circuit (1980's-curr.) Microsoft = Desktop (1990's - mid 2000’s) Cisco = Network (1990's-curr.) Google = Search Act II (2000-curr.) PayPal = Online Payments (2000-curr.) Apple = iTunes + iPod (2003-curr.) YouTube = Online Video (2006-curr.) AOL = Email + Gated Internet (1992-2001) Yahoo = Search Act I (1994-2000) Amazon = Books/New Goods (1995-curr.) eBay = Used Goods (1995-2004) Craigslist = Classifieds (1998-curr.) Friendster = Social Networks vI (2002-2004) LinkedIn = Prof. Social Networks (2003-curr.) MySpace = Social Networks v2 (2005-2007) Facebook = Social Networks v3 (2007-curr.) Twitter = Social Networks v3.5 (2008-?)

IBM = Big Iron (1970s-1990s)

Intel = Integrated Circuit (1980's-curr.)

Microsoft = Desktop (1990's - mid 2000’s)

Cisco = Network (1990's-curr.)

Google = Search Act II (2000-curr.)

PayPal = Online Payments (2000-curr.)

Apple = iTunes + iPod (2003-curr.)

YouTube = Online Video (2006-curr.)

AOL = Email + Gated Internet (1992-2001)

Yahoo = Search Act I (1994-2000)

Amazon = Books/New Goods (1995-curr.)

eBay = Used Goods (1995-2004)

Craigslist = Classifieds (1998-curr.)

Friendster = Social Networks vI (2002-2004)

LinkedIn = Prof. Social Networks (2003-curr.)

MySpace = Social Networks v2 (2005-2007)

Facebook = Social Networks v3 (2007-curr.)

Twitter = Social Networks v3.5 (2008-?)

Social Platform Wars (circa late 2007 / early 2008) Missing : Twitter Apple/iPhone Zynga/SGN/+ Microsoft Ning MMORPGs FriendFeed (many others) (intl players)

Missing :

Twitter

Apple/iPhone

Zynga/SGN/+

Microsoft

Ning

MMORPGs

FriendFeed

(many others)

(intl players)

Platform Viability Successful Platforms have 3 Things: 1) Features 2) Users 3) Money Users . . Money Features Growth Profit Profitable Growth Nirvana

Platform Discussion Topics “ HOT ” platforms: iPhone, Facebook, Twitter, Wave (?) Email & IM : Yahoo, MSFT, Google, AOL, Skype Social Networks : Facebook, MySpace, LinkedIn, Twitter, Orkut, hi5, Friendster, etc Payment & E-Commerce : Amazon (1-Click), eBay (PayPal), Apple (iTunes) Mobile : iPhone, Palm, Android, Blackberry, etc Gaming : Zynga, RockYou, Slide, Playfish, SGN Development : Amazon (AWS), Google AppEngine, Mozilla, Ruby/Rails, Python/Django, etc Other : SalesForce, Craigslist, Wikipedia, YouTube

“ HOT ” platforms: iPhone, Facebook, Twitter, Wave (?)

Email & IM : Yahoo, MSFT, Google, AOL, Skype

Social Networks : Facebook, MySpace, LinkedIn, Twitter, Orkut, hi5, Friendster, etc

Payment & E-Commerce : Amazon (1-Click), eBay (PayPal), Apple (iTunes)

Mobile : iPhone, Palm, Android, Blackberry, etc

Gaming : Zynga, RockYou, Slide, Playfish, SGN

Development : Amazon (AWS), Google AppEngine, Mozilla, Ruby/Rails, Python/Django, etc

Other : SalesForce, Craigslist, Wikipedia, YouTube

Vertical Market Platforms? Family & Parenting Geographic / Cultural Sports / Entertainment Academic Other?

Family & Parenting

Geographic / Cultural

Sports / Entertainment

Academic

Other?