The Social Internet

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) 1995 Amazon LaunchedWalmart Entered It’s 50th State 2001 Walmart.com launched Sources: Wikipedia, Walmart

Emergence of The Social Internet

Emergence of The Social Internet Started: September 2006 Facebook Introduced the Newsfeed Massive User Rebellion May 2007 Facebook Opens It’s API Sources: Wikipedia

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

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 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

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% 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

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

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 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

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

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The Social Internet

by Lou Kerner

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