The Social InternetLou Kerner, The Social Internet Fund, April, 2012, @loukerner
The Innovator’s Delimma                  Source: “The Innovators Dilemma”
Emergence of The Siloed       Internet   Started: September 1993  (“Eternal September” –AOL Connected to The Internet)    ...
Emergence of The Social Internet
Emergence of The Social Internet      Started: September 2006  Facebook Introduced the Newsfeed       Massive User Rebelli...
Attributes of a Social Internet Company • They are BORN Social • They are “intertwined” with the leading   Social Internet...
Per Capita GDP Correlates to Social Network Penetration                     Source: The Pew Center, Jan. 2012
The New Media Paradigm
The Meteoric Rise of CityVille                      Source: AppData, Dec 2010-Jan 2011
Largest Brand Owned Audiences                       Source: FanPageList, April 2012
Largest Celebrity Owned Audiences                           Source: FanpageList, April 2012
People Rule on The Social Internet                       Facebook Fans16.0           15.014.0                             ...
Facebook Dominates (Almost) Everywhere                              Source: ComScore, Jan. 2012
Facebook Tracking to 1 Billion Users                              Source: iCrossing, Jan. 2012
Facebook Leads In Engagement Too
Facebook is Dominating Time Spent
Zuckerberg’s Law
Facebook’s Frictionless          SharingIntroduced at f8 Sept., 2011
Immediate Impact ofFrictionless Sharing on Spotify             MAUs                          Source: Appdata, Sept. 2011
Long Term Impact of Frictionless   Sharing on Spotify MAU’s
Many Sites Are BenefittingFrom Frictionless Sharing
Facebook is NOT an Echo Chamber                  Source: Etyan Bakshy, Facebook Data Scientist, Jan. 2012
eCommerce Sites Born of the     Siloed Internet              Source: Internet Retailer, Top 25 eCommerce Sites, 2011
The Purchase Funnel - Consensus
Stores on Facebook Have Had       Limited Success
The Purchase Funnel - Reality
eCommerce Sites Born Social    30.0%            28.1%                                                      24.6%    25.0% ...
Pinterest Is Quickly BecomingPart of the Social Internet Fabric    30.0%            28.1%                                 ...
Other Social Networks Are Also Soaring•   YouTube•   Google+•   SlideShare.net•   LinkedIn•   Tumblr•   Foursquare
What Is Twitter?
Twitter Is Growing Rapidly                       Source: Twitter, Wikipedia
Twitter By Country                     Source: Addthis Data
Top All Time TPS Events                    Source: Twitter, March 2012
Weibo vs. Twitter              Source: Tweibo, FanPageList, March 2012
Corporate Usage is Pervasive      & Twitter Leads
The Customer Owns The Brand
Add Value = Link to Outside         Sources
Tumblr – “Building The PerfectPlatform For Self Expression”                           Source: Tumblr, Jan, 2012
Tumblr – Creative Freedom
Badoo – Meet People……NOW                   Source: Badoo, March, 2012
Google+ - 115mm “Members”                  Source: Leon Halland,
Google+ - Countries Ranked     By Penetration                    Source: CircleCount, March 2012
Google+ - Limited Engagement                    Source: Social Statistics , March, 2012
Google+ - Brands Just Starting       To Get Traction
Top 10 Google+ Brands Circled -Growing Rapidly off Small Bases                      Source: Simply Measured , Feb., 2012
Machinima – Social Television                       Source: Machinima, comScore
Pinterest – A Virtual Pinboard
Pinterest – The Fastest Growing Site Ever                                Source: Alexa, April, 2012
Pinterest Exhibits Remarkable          Stickiness
Fab.com = Social Commerce
Fab.com = 2011 Best Pivot(s)•   4/10 -Fubilis launches a gay Facebook•   1/11 - more like a gay Yelp•   2/11 - more like a...
Fab.com = Accelerating Growth
Social Network Usage Is Global                        Source: ComsScore, Jan. 2012
Social Network Usage Is  Increasingly Mobile                Source: Pandora S-1, Twitter, Facebook, KPCB
Tumblr Traffic By Device                      Source: Tumblr, Jan, 2012
Mobile Means Mobile Apps
Foursquare Explore                 Source: Forusquare, Jan. 2012
Android Is The Dominant Mobile OS
Lou Kerner            @loukerner       loukerner@gmail.comDisclosure: Lou Kerner owns shares of Facebook and Klout
The Social Internet
The Social Internet
The Social Internet
The Social Internet
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  • The Social Internet

    1. 1. The Social InternetLou Kerner, The Social Internet Fund, April, 2012, @loukerner
    2. 2. The Innovator’s Delimma Source: “The Innovators Dilemma”
    3. 3. Emergence of The Siloed Internet Started: September 1993 (“Eternal September” –AOL Connected to The Internet) 1995 Amazon LaunchedWalmart Entered It’s 50th State 2001 Walmart.com launched Sources: Wikipedia, Walmart
    4. 4. Emergence of The Social Internet
    5. 5. Emergence of The Social Internet Started: September 2006 Facebook Introduced the Newsfeed Massive User Rebellion May 2007 Facebook Opens It’s API Sources: Wikipedia
    6. 6. Attributes of a Social Internet Company • They are BORN Social • They are “intertwined” with the leading Social Internet companies • They are authentic, enabling the customer to “own” the brand • They enable the customer to create, curate, & comment on content/commerce • They leverage real-time data to iterate in real-time • “Platforms” will create the most value
    7. 7. Per Capita GDP Correlates to Social Network Penetration Source: The Pew Center, Jan. 2012
    8. 8. The New Media Paradigm
    9. 9. The Meteoric Rise of CityVille Source: AppData, Dec 2010-Jan 2011
    10. 10. Largest Brand Owned Audiences Source: FanPageList, April 2012
    11. 11. Largest Celebrity Owned Audiences Source: FanpageList, April 2012
    12. 12. People Rule on The Social Internet Facebook Fans16.0 15.014.0 12.512.010.0 8.0 6.0 5.3 4.0 2.0 0.0 Lebron/Dwayne NBA Miami Heat Source: FanpageList, April 2012
    13. 13. Facebook Dominates (Almost) Everywhere Source: ComScore, Jan. 2012
    14. 14. Facebook Tracking to 1 Billion Users Source: iCrossing, Jan. 2012
    15. 15. Facebook Leads In Engagement Too
    16. 16. Facebook is Dominating Time Spent
    17. 17. Zuckerberg’s Law
    18. 18. Facebook’s Frictionless SharingIntroduced at f8 Sept., 2011
    19. 19. Immediate Impact ofFrictionless Sharing on Spotify MAUs Source: Appdata, Sept. 2011
    20. 20. Long Term Impact of Frictionless Sharing on Spotify MAU’s
    21. 21. Many Sites Are BenefittingFrom Frictionless Sharing
    22. 22. Facebook is NOT an Echo Chamber Source: Etyan Bakshy, Facebook Data Scientist, Jan. 2012
    23. 23. eCommerce Sites Born of the Siloed Internet Source: Internet Retailer, Top 25 eCommerce Sites, 2011
    24. 24. The Purchase Funnel - Consensus
    25. 25. Stores on Facebook Have Had Limited Success
    26. 26. The Purchase Funnel - Reality
    27. 27. eCommerce Sites Born Social 30.0% 28.1% 24.6% 25.0% 24.1% 22.4% 20.5%U 20.0%ps 18.5%t 17.4%ream 15.0% FacebookTr 13.3% Googleaffic 10.0% 5.0% 0.0% Fab Threadless ModCloth Etsy Source: Alexa, April 2012
    28. 28. Pinterest Is Quickly BecomingPart of the Social Internet Fabric 30.0% 28.1% 24.6% 25.0% 24.1% 22.4% 20.5%U 20.0%ps 18.5%t 17.4%ream Facebook 15.0%T Googler 13.3%a Pinterestff 10.8%ic 10.0% 7.1% 5.0% 4.3% 1.7% 0.0% Fab Threadless ModCloth Etsy Source: Alexa, April 2012
    29. 29. Other Social Networks Are Also Soaring• YouTube• Google+• SlideShare.net• LinkedIn• Tumblr• Foursquare
    30. 30. What Is Twitter?
    31. 31. Twitter Is Growing Rapidly Source: Twitter, Wikipedia
    32. 32. Twitter By Country Source: Addthis Data
    33. 33. Top All Time TPS Events Source: Twitter, March 2012
    34. 34. Weibo vs. Twitter Source: Tweibo, FanPageList, March 2012
    35. 35. Corporate Usage is Pervasive & Twitter Leads
    36. 36. The Customer Owns The Brand
    37. 37. Add Value = Link to Outside Sources
    38. 38. Tumblr – “Building The PerfectPlatform For Self Expression” Source: Tumblr, Jan, 2012
    39. 39. Tumblr – Creative Freedom
    40. 40. Badoo – Meet People……NOW Source: Badoo, March, 2012
    41. 41. Google+ - 115mm “Members” Source: Leon Halland,
    42. 42. Google+ - Countries Ranked By Penetration Source: CircleCount, March 2012
    43. 43. Google+ - Limited Engagement Source: Social Statistics , March, 2012
    44. 44. Google+ - Brands Just Starting To Get Traction
    45. 45. Top 10 Google+ Brands Circled -Growing Rapidly off Small Bases Source: Simply Measured , Feb., 2012
    46. 46. Machinima – Social Television Source: Machinima, comScore
    47. 47. Pinterest – A Virtual Pinboard
    48. 48. Pinterest – The Fastest Growing Site Ever Source: Alexa, April, 2012
    49. 49. Pinterest Exhibits Remarkable Stickiness
    50. 50. Fab.com = Social Commerce
    51. 51. Fab.com = 2011 Best Pivot(s)• 4/10 -Fubilis launches a gay Facebook• 1/11 - more like a gay Yelp• 2/11 - more like a gay Groupon• The Big Pivot – 3 Criteria – 1) Passion about it, 2) Can be the best in the world at it, 3) Can be a $100mm+ business – Flash site sale synonymous with DESIGN – Super use of social…. In their DNA Source: Jason Goldberg, Fab.com CEO
    52. 52. Fab.com = Accelerating Growth
    53. 53. Social Network Usage Is Global Source: ComsScore, Jan. 2012
    54. 54. Social Network Usage Is Increasingly Mobile Source: Pandora S-1, Twitter, Facebook, KPCB
    55. 55. Tumblr Traffic By Device Source: Tumblr, Jan, 2012
    56. 56. Mobile Means Mobile Apps
    57. 57. Foursquare Explore Source: Forusquare, Jan. 2012
    58. 58. Android Is The Dominant Mobile OS
    59. 59. Lou Kerner @loukerner loukerner@gmail.comDisclosure: Lou Kerner owns shares of Facebook and Klout
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