Copy vs. Create - Cloning, Learning and Competing in Web 2.0

Slide 1: Copy vs. Create November, 2007 Greg Hochmuth Web 2.0 Expo Berlin

Slide 2: Copy vs. Create Cloning, Learning and Competing on the Web November, 2007 Greg Hochmuth Web 2.0 Expo Berlin

Slide 4: and since?

Slide 5: ...

Slide 6: around 400 profiles of German companies

Slide 7: Clone vs. Compete Clone, copy, or competition?

Slide 8: http://vkontakte.ru/

Slide 9: http://www.xiaonei.com/

Slide 11: http://www.digg.com.my/

Slide 12: http://www.digg.com.my/

Slide 13: http://www.digga.se

Slide 14: http://www.pusha.se/digga.php

Slide 15: http://www.pusha.se/

Slide 16: http://www.wired.com/software/webservices/news/2007/05/twitter_clones

Slide 17: http://twitter.pbwiki.com/Clones

Slide 21: http://www.6.cn

Slide 22: http://www.meebo.com.cn

Slide 25: site:techcrunch.com clone

Slide 26: site:alarmclockeurope.com clone

Slide 29: http://del.icio.us/tag/clone+web2.0 ...

Slide 30: Verwandt.de: German Geni Clone Google PowerPoint Clone Coming Propeller Will Be The New Net Digg Clone Y Combinator’s Unathorized European Clone Ambient Backs European Dogster Clone Taatu launches HabboHotel clone Index Ventures Backs StubHub Clone Samwers Invest in Twitter Clone German Twitter Clone Finds A Buyer on Ebay Another China YouTube Clone - 56.com - Raises $10M ...

Slide 31: Clone vs. Compete Clone, copy, or competition?

Slide 36: http://searchengineland.com/070615-081218.php

Slide 37: http://searchengineland.com/070615-081218.php

Slide 39: http://www.startupvergnuegen.com/

Slide 42: Clone vs. Expand

Slide 43: Expand and Fortify • • StudiVZ Digg • XING • Delicious • Jimdo • YouTube • Netvibes vs. • Twitter • Wikio • LinkedIn • Ciao • Dawanda • Spreadshirt • ...

Slide 44: When things go wrong

Slide 45: When things go elsewhere

Slide 46: When things happen elsewhere

Slide 47: Non-US Markets Lead Usage Penetration in Many Categories E-commerce: Broadband: Online Gaming: Mobile Payments: Germany S. Korea China Japan Online Advertising: UK Social Networking: Microtransactions via SMS: Brazil / S. Korea Philippines 47 Source: Morgan Stanley Research www.morganstanley.com/institutional/techresearch/pdfs/web2.0.pdf

Slide 48: China – Internet Market Capitalization - 76% CAGR over 4 Years China public Internet company market capitalization (US$ in B) (1) $50B $50 $45 Total Market Capitalization (US$ in B) $40 $35 76% CAGR $30 $25 $20 $15 $10 $5B $5 $0 2003 2004 2005 2006 2007 YTD Includes: Sina, NetEase, Sohu, Ctrip, Shanda, 51job, Tencent, Tom Online, Baidu, China Digital TV, Perfect World, CDC Corp, The9, eLong, Kongzhong, China Finance Online, Linktone, Hurray!, New Oriental Education, Home Inns, Netsun, Xinhua Finance Media, Acorn, and Kingsoft (1) Market Capitalization as of 10/15/2007 48 Source: Morgan Stanley Research www.morganstanley.com/institutional/techresearch/pdfs/web2.0.pdf

Slide 49: Forget flat. This will only get more complicated:

Slide 51: LinkedIn, XING MySpace, Bebo, Hi5, Orkut

Slide 52: LinkedIn, XING MySpace, Bebo, Hi5, Orkut

Slide 53: LinkedIn, XING MySpace, Bebo, Hi5, Orkut http://labs.google.com/papers/sawzall-20030814.gif

Slide 55: Thanks. get in touch: grex@cs.stanford.edu