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Ultimate Platform Hotness Smackdown (Twitter, Facebook, iPhone, Native Web / Search)
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Ultimate Platform Hotness Smackdown (Twitter, Facebook, iPhone, Native Web / Search)

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The Ultimate Platform Hotness Smackdown: Twitter, Facebook, iPhone, the Native Web / Search (Dave McClure, David Cohen, Jeff Clavier, Howard Lindzon, Ryan McIntyre -- Startup2Startup Boulder @ …

The Ultimate Platform Hotness Smackdown: Twitter, Facebook, iPhone, the Native Web / Search (Dave McClure, David Cohen, Jeff Clavier, Howard Lindzon, Ryan McIntyre -- Startup2Startup Boulder @ TechStars, June 2009)

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  • 1. ULTIMATE PLATFORM HOT NESS SMACK DOWN Startup2Startup / Boulder June 30, 2009 David Cohen, TechStars Dave McClure, Founders Fund Jeff Clavier, SoftTech VC Ryan McIntyre, Foundry Group Howard Lindzon, StockTwits/WallStrip
  • 2. Platforms: HOT or NOT ?
    • Facebook
    • iPhone
    • Twitter
    • Native Web (Search)
    • Social Networks : Facebook, MySpace, LinkedIn, Twitter, Orkut, hi5, Friendster
    • Email & IM : Yahoo, MSFT, Google, AOL, Skype
    • Mobile : iPhone, Palm, Android, Blackberry, etc
    • Gaming : Zynga, RockYou, Slide, Playfish, SGN
    • E-Commerce : Amazon (1-Click), eBay (PayPal), Apple (iTunes)
    • Dev : Amazon (AWS), Google AppEngine, Ruby/Rails, Python/Django, etc
    • Other : SalesForce, Craigslist, Wikipedia, YouTube
  • 3. Platform Viability Successful Platforms have 3 Things: 1) Features 2) Users 3) Money Users . . Money Features Growth Profit Profitable Growth Nirvana
  • 4. Discussion Topics
    • Distribution
      • Viral? Paid?
    • Monetization
    • Gatekeepers & Trolls vs Support
    • Stability / Predictability
    • Reputation / Identity
    • Demographic
    • The Future ?
  • 5. Facebook Platform & Facebook Connect: Big Pimping via Profiles, Apps, Feeds
  • 6. Facebook Overview
    • Users : 250M and counting (100M+ in US)
    • Demographic : college -> everyone (moms, grandmas)
    • Distribution : Most viral platform on the planet
    • Monetization : up to you: ads, lead-gen, virtual goods
    • Gatekeepers : not much, unless you get spammy
    • Stability / Predictability : stable, but fickle?
      • Invitations/Notifications: lot s of rules, changes often
      • NewsFeed: amazing distribution, but algorithm continues to “evolve”
    • Reputation / Identity : amazing access to social graph
      • Facebook Connect : portabile identity across the web (+ payments?)
  • 7. The Good Stuff
    • Social Networks Viral Distribution via Friends Lists
      • 1) Messaging, 2) Profile Surfing, 3) News Feeds
    • Social “Gestures” & Communication (pokes, wall posts, emails) drive User Engagement & Distribution
    • Social Content (notes, photos, videos) can be “tagged” with people data that also drives User Engagement & Distribution
    • Social Applications are “carriers” for Content & Communication
    • Facebook Connect enables “data portability” for logins, profile data, friend lists, and other social network content, data, & applications
    • Facebook Payments is coming… soon?
  • 8. Facebook Connect, Facebook Payments
    • Facebook Connect
    • Standardized User Login for use OFF-Platform (outside Facebook)
    • Access to ON-Platform data (user profiles, friend lists)
    • “ Data Portability” -> take my network with me, anywhere on the web
    • Lightweight app framework for use OFF-network
    • Possibility : 250M+ users across the web; “1-click” login / “always logged in Internet”, use of FB Connect use by branded sites & retailers
    • Facebook Payments
    • Not launched yet; “coming soon” (now in alpha)
    • On-platform payment option (wallet? Micro-transactions?)
    • Off-platform payment option (via FB Connect)
    • Possibility : Social Commerce, “Viral” Products / Digital Goods
  • 9. Jeff Clavier (aka @jeff) Managing Partner, SoftTech VC Disclosure: Whoopsie, I actually own AAPL iPhone: The Good, The Bad and the Ugly
  • 10. iPhone Platform – The Good
    • 30M devices (iPhone/iPod Touch) as of 12/08(?)
    • Over 1B downloads from AppStore
    • Easy referencing (sort of), deployment, update
    • Baked in monetization: premium apps, subscriptions, in-app commerce
    • Zero-carrier friction
  • 11. iPhone Platform – The Bad
    • Limited discoverability among 56K applications
      • Tough organic customer acquisition
    • No internal virality (no contacts/graph)
    • Challenging economics
      • Apple’s 30%
      • Only the head of the tail of applications makes money
      • Like video, advertising only works for premium content/applications
    • Proprietary development language
  • 12. iPhone Platform – The Ugly
    • Application developers are not managed like an asset by Apple, more like a necessary evil
    • Lot of crappy apps out there
  • 13. iPhone Platform – The Ugly
    • Application developers are not managed like an asset by Apple, more like a necessary evil
    • Lot of crappy apps out there
    • Proprietary development language
  • 14. Twitter
  • 15. What is StockTwits ?
    • StockTwits is an open, community-powered investment idea and information service
    • 80,000 twitter subscribers
    • Our "Human Ticker” adds context
    • TweetDeck's functionality enables "Social Bloomberg"
    • Eavesdrop on traders and investors in the “Now Web”
    • Piggyback on Twitter’s reputation system
    • Transparency assures meritocracy
  • 16. Free Model
  • 17. Tweetdeck Integration
  • 18. Native Web (Search)
  • 19. Web / Search: One Platform to Rule Them All
    • Hotness
    • Features (yes, all of them!)
    • Users (1.6B and counting)
    • Money (lots! GOOG is $22B, AMZN $20B, EBAY $8B)
    • The search gesture carries more economic value than social/sharing gestures (for now)
    • The über platform: all interesting apps built on web stack, whether FB, Twitter, iPhone, etc
    • Big serendipity/surprise factor inherent in the web/search platform
    • No gatekeeper, no approval process, widest flexibility in developer tools, ease of deployment
    • Web’s ecosystem of ad networks, payment systems, affiliate revenues, etc. enable monetization for non-developers : publishers, retailers
  • 20. Web / Search: One Platform to Rule Them All
    • Coldness
    • Growing more slowly than FB, Twitter, iPhone, etc
    • You can build anything. Constraints imposed by FB, Twitter, iPhone platforms can actually benefit developers WRT stability, distribution, monetization
    • De-facto gatekeeper: Search engine dynamics throttle distribution. Time/money required to build Google juice/SEO and to engage in SEM
    • Pages not people (links are king, ignores the social, makes distribution hard)
    • Then, not now (web is archive, not zeitgeist)
  • 21. Discussion Topics
    • Distribution
      • Viral? Paid?
    • Monetization
    • Gatekeepers & Trolls vs Support
    • Stability / Predictability
    • Reputation / Identity
    • Demographic
    • The Future ?
  • 22. Platform Viability Successful Platforms have 3 Things: 1) Features 2) Users 3) Money Users . . Money Features Growth Profit Profitable Growth Nirvana