On the Origins of Digital Species
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On the Origins of Digital Species

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Can China innovate? How does the Chinese Internet relate to Galapagos penguins? This -and more - unveiled for the price of free....

Can China innovate? How does the Chinese Internet relate to Galapagos penguins? This -and more - unveiled for the price of free.

Talk given at the National University of Singapore in October 2011.

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On the Origins of Digital Species On the Origins of Digital Species Presentation Transcript

  • On The Origin of Digital Species Digital Naturalism Benjamin  Joffe|  CEO,  +8*     NUS  ISS|  2011.10  
  • Introduc:on  
  • Hi!  @benjaminjoffe  
  • 10  years  in  Asia’s  Digital  Space  4  years   1  year   5  years  
  • Best  PracDces  from  Asia  
  • 100+  Keynotes  in  17  Countries  
  • Advisor  to  Startup  Incubators  
  • Investor  in  Global  Startups  in  Asia  
  • Since  2011  Samaritan Projects
  • Quiz  
  • When  was  it  invented?  
  • Europe  Gutenberg  |  1450   Korea   Metal  |  1230   China   Wooden  |  1040  
  • What  does  it  tell  us?  1.   Things  can  be  “invented”  more  than  once  2.   Ideas  have  no  na:onality  3.   Time  gap  can  be  bridged  
  • Imagine!  
  • Digital  Naturalism  
  • Naturalism?  •  Observing  local  species  •  Analyzing  ecosystems  •  Finding  new  species!  
  • Digital  species  are  IDEAS   Ideas  used  to  come  from  Muses  
  • Understanding  Digital  Species   DRIFTED   YES   ONLY  ONE   YES   NATIVE  NATURALLY?   LOCATION?   NO   NO  INTRODUCED   INDIGENOUS   YES  WIDESPREAD?   INVASIVE  
  • Understanding  Digital  Species   NATIVE  INTRODUCED   INDIGENOUS   INVASIVE  
  • Copy  is  the  “natural  dri^”  
  • Quiz  What  Fosters  Digital  MutaDons?  
  • 5C’s  of  InnovaDon™   1.  Copy   2.  CompeDDon   3.  Constraints   4.  CombinaDon   5.  Context  
  • China’s  Internet  
  • China’s  Internet  in  the  Western  Mind   Censorship   AcDvists   485m  users   Cyber-­‐Abacks   Internet  Stocks  Source:  Top  Google  News  on  “China  Internet”,  2011.08.16  
  • What  is  missing?   InnovaDon   Users  New  concepts   Startups  
  • #1  Challenge:  Preconcep:ons  China   InnovaDon   Success  
  • Quick  Look  at  Ecosystems   USA  •  Large  populaDon  •  High  GDP/capita  •  Experienced  entrepreneurs  •  High  development  costs  •  Vast  investments  resources  •  Clear  regulaDons   RICH  ECOSYSTEM  
  • Quick  Look  at  Ecosystems   CHINA   •  Very  large  populaDon   •  Low  GDP/capita   •  Inexperienced  entrepreneurs   •  Low  development  costs   •  Popular  investment  spot   •  “In-­‐progress”  regulaDons   TOUGH  ECOSYSTEM  
  • CompeDDon?  Service   No.   Local  Services   Tencent  (QZone,  Pengyou)  Facebook   5   Renren  (IPO),  Kaixin001,  51.com   1G:  (dead)   Twiber   3   2G:  Sina  (IPO),  QQ,  Sohu  (IPO)   1G:  Wealink,  Tianji  LinkedIn   4   2G:  Ushi,  Hengzhi  YouTube   3   Youku  (IPO),  Tudou  (IPO),  QQ   Yahoo   3   Sina,  Sohu,  QQ  Groupon   1,000+   Lashou,  Taobao,  Meituan,  etc.  
  • TENCENT   Endemic    (Galapagos  Penguin)  
  • Tencent  &  QQ  •  1998:  Chinese  “ICQ”  •  Survival:  Virtual  goods  in   Avatars,  Games  (Korea)  •  Today:  social  networks,   microblog,  e-­‐commerce,   search,  internaDonal…  
  • Tencent  Usage  •  IM  acDve  accounts    700  mln    •  Qzone  SNS          530  mln  •  Pengyou  SNS        130  mln  •  Microblog          230  mln  
  • Tencent  Results  (1H2011)  •  Revenue    2  bln  USD   –  More  than  Facebook!   –  Games        55%   –  Ads          8%  •  Net  profit      42%  •  Paying  users    11%   Photo:  Tencent’s  new  Headquarters  in  Shenzhen  
  • JIAYUAN   Endemic    (flightless  cormorant)  
  • Jiayuan  |  #1  Matchmaking  site  •  40  mln  members     •  Revenue  18  MEUR  (loss)  •  5  mln  acDve   •  IPO  in  May  2011  (“DATE”)  
  • Jiayuan  |  #1  Matchmaking  site   •  Starving  with  ads   •  100’s  of  events   •  Sells  “stamps”  (0.4  SGD)   –  Either  sender  or   recipient  must  buy  it  
  • ZHENAI   Endemic  (Lonesome  George)  
  • Zhenai  |  #2  Matchmaking  site  
  • Zhenai  |  #2  Matchmaking  site   •  28M  members   •  VIP  service   •  “Dates  manager”   •  Feedback  channel   •  600  SGD/6  months  
  • VANCL   Endemic  (swallow-­‐tailed  gull)  
  • Vancl  |  #1  Online  Apparel  Store  •  Original  brand  “Vancl”   •  “Online-­‐to-­‐Offline”  (O2O)  •  Started  as  online  shirts   •  200  MUSD  in  2010  •  Expanded  to  apparel   •  $5  bln  ValuaDon  
  • Vancl  |  #1  Online  Apparel  Store  •  “Vancl  Stars”  show  their  styling  ideas  •  10%  commission  on  sales  from  personal  page  
  • ONLINE  GAMES  Indigenous  &  Invasive   (marine  iguana)  
  • >10  Online  Game  Giants!  •  No  game  so^ware  market  (piracy)  •  InspiraDon  from  Korea  (virtual  goods)  •  All  online!  •  Online  games  =  $5bln  vs.  $2bln  in  USA  
  • Market  Cap   $53.5B  8   Unit:  billion  US$  7   6.2  6   5  5   4.5  4  3   2.4  2   1.7   1.7   1.1  1   0.764   0.29   0.1   0.165  0   Tencent   Shanda   Shanda   Netease   Perfect   Changyou   Giant   Kingso^   NetDragon   CDC   The9   Renren   Game   World   InteracDve   Source:  Companies,  2011.04  except  Renren,  2011.05  
  • Who’s  ahead?  
  • Indigenous  &  Invasive  SHANZHAI  (“Bandit”)   (Lava  Cactus)  
  • Apple  Store  in  Kumming  
  • Apple  Store  in  Kumming  •  Real  products!  •  Customer  service  •  (Some)  staff  think  it’s  an  official  store!  
  • Awareness  Test  
  • PHOTO:  MOBILE  PHONE,  BEIJING,  APRIL  2010  ©  Benjamin  Joffe  /  Plus  Eight  Star  Ltd.  
  • PHOTO:  MOBILE  PHONE,  BEIJING,  APRIL  2010  ©  Benjamin  Joffe  /  Plus  Eight  Star  Ltd.  
  • Did  you  noDce  that?  PHOTO:  MOBILE  PHONE,  BEIJING,  APRIL  2010  ©  Benjamin  Joffe  /  Plus  Eight  Star  Ltd.  
  • This  is  a  “FarmVille”  bu0on   There  is  a  link  to   check  your  QQ  Farm  PHOTO:  MOBILE  PHONE,  BEIJING,  APRIL  2010  ©  Benjamin  Joffe  /  Plus  Eight  Star  Ltd.  
  • QQ  Farm  
  • The  First  Social  Farm  Game  was  made  in  China!  
  • “Shanzhai”  Phones:  Mass  CustomizaDon  •  4F’s  of  Shanzhai™   –  Fun   –  Flashy   –  Fast   –  (almost)  Free!  
  • “Invasive”  CommodiDzaDon?   World’s  Fastest   Android  CPU  (1.5G)   by  Xiaomi  Tech   (220  EUR)  
  • “Invasive”  CommodiDzaDon?   HaiPad   Android  2.2,  Dual  camera   by  Haier  (100  EUR)  
  • “Invasive”  CommodiDzaDon?   World’s  First  Android  3.2  Tablet   by  Huawei  
  • Introduced  Species  (cute  puppies  or  voracious  goats?)  
  • ALL  successful  ones  mutated  •  Yahoo!    Invested  in  Alibaba  (40%)  •  Google    Failed  •  Android    Free!  •  Angry  Birds  
  • Groupon  War  •  Hundreds  of  players  •  Single  digit  margins  •  No  clear  leader  •  $110m  funding  for  Lashou  •  Hard  Dme  for  Groupon  US  
  • Cmune  (new  hybrid)  
  • UberStrike  by  Cmune  Top  3D  Game  on  Facebook,  made  from  China!  
  • #1  in  Singapore  on  Mac  OS  >  FREE  Today!  
  • Final  Quiz!  •  5C’s  of  InnovaDon   •  4F’s  of  Shanzhai   –  C…   –  F…   –  C…   –  F…   –  C…   –  F…   –  C…   –  F…   –  C…  
  • The  Future  of  Digital  Species  •  Study  Ecosystems  •  Discover  new  species  •  Evolve  •  Thrive!   Cream-­‐coloured  Giant  Squirrel  (Indigenous  to  Singapore)  
  • Tack  så  Thanks!   mycket!   @benjaminjoffe          benjamin@plus8star.com      www.slideshare.net/plus8star