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On The Origin of Digital Species	 Digital Naturalism	       Benjamin	  Joffe|	  CEO,	  +8*	  	            NUS	  ISS|	  2011...
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...
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	                                       ...
Understanding	  Digital	  Species	                                       NATIVE	  INTRODUCED	      INDIGENOUS	            ...
Copy	  is	  the	  “natural	  dri^”	  
Quiz	  What	  Fosters	  Digital	  MutaDons?	  
5C’s	  of	  InnovaDon™	                  1.    Copy	                  2.    CompeDDon	                  3.    Constraints	...
China’s	  Internet	  
China’s	  Internet	  in	  the	  Western	  Mind	                                                          Censorship	      ...
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	  •    Experien...
Quick	  Look	  at	  Ecosystems	                                     CHINA	                     •    Very	  large	  populaD...
CompeDDon?	  Service	         No.	               Local	  Services	                              Tencent	  (QZone,	  Pengyo...
TENCENT	        Endemic	  	  (Galapagos	  Penguin)	  
Tencent	  &	  QQ	  •  1998:	  Chinese	  “ICQ”	  •  Survival:	  Virtual	  goods	  in	     Avatars,	  Games	  (Korea)	  •  T...
Tencent	  Usage	  •  IM	  acDve	  accounts 	   	  700	  mln	  	  •  Qzone	  SNS 	   	   	   	   	  530	  mln	  •  Pengyou	...
Tencent	  Results	  (1H2011)	  •  Revenue	   	  2	  bln	  USD	      –  More	  than	  Facebook!	      –  Games	   	   	   	...
JIAYUAN	         Endemic	  	  (flightless	  cormorant)	  
Jiayuan	  |	  #1	  Matchmaking	  site	  •  40	  mln	  members	  	     •  Revenue	  18	  MEUR	  (loss)	  •  5	  mln	  acDve...
Jiayuan	  |	  #1	  Matchmaking	  site	                       •  Starving	  with	  ads	                       •  100’s	  of...
ZHENAI	       Endemic	  (Lonesome	  George)	  
Zhenai	  |	  #2	  Matchmaking	  site	  
Zhenai	  |	  #2	  Matchmaking	  site	                              •  28M	  members	                              •  VIP	 ...
VANCL	        Endemic	  (swallow-­‐tailed	  gull)	  
Vancl	  |	  #1	  Online	  Apparel	  Store	  •  Original	  brand	  “Vancl”	          •  “Online-­‐to-­‐Offline”	  (O2O)	  •  ...
Vancl	  |	  #1	  Online	  Apparel	  Store	  •  “Vancl	  Stars”	  show	  their	  styling	  ideas	  •  10%	  commission	  on...
ONLINE	  GAMES	  Indigenous	  &	  Invasive	     (marine	  iguana)	  
>10	  Online	  Game	  Giants!	  •  No	  game	  so^ware	  market	  (piracy)	  •  InspiraDon	  from	  Korea	  (virtual	  goo...
Market	  Cap	          $53.5B	  8	                                                                                        ...
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...
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	  ...
This	  is	  a	  “FarmVille”	  bu0on	                                                                       There	  is	  a	...
QQ	  Farm	  
The	  First	  Social	  Farm	  Game	  was	  made	  in	  China!	  
“Shanzhai”	  Phones:	  Mass	  CustomizaDon	  •  4F’s	  of	  Shanzhai™	      –  Fun	      –  Flashy	      –  Fast	      –  ...
“Invasive”	  CommodiDzaDon?	     World’s	  Fastest	   Android	  CPU	  (1.5G)	      by	  Xiaomi	  Tech	         (220	  EUR)...
“Invasive”	  CommodiDzaDon?	                          HaiPad	             Android	  2.2,	  Dual	  camera	               by...
“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	  •  Androi...
Groupon	  War	  •  Hundreds	  of	  players	  •  Single	  digit	  margins	  •  No	  clear	  leader	  •  $110m	  funding	  f...
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…	                                 ...
The	  Future	  of	  Digital	  Species	  •  Study	  Ecosystems	  •  Discover	  new	  species	  •  Evolve	  •  Thrive!	     ...
Tack	  så	  Thanks!	                              mycket!	                            @benjaminjoffe	                      ...
On the Origins of Digital Species
On the Origins of Digital Species
On the Origins of Digital Species
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.

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

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Transcript of "On the Origins of Digital Species"

  1. 1. On The Origin of Digital Species Digital Naturalism Benjamin  Joffe|  CEO,  +8*     NUS  ISS|  2011.10  
  2. 2. Introduc:on  
  3. 3. Hi!  @benjaminjoffe  
  4. 4. 10  years  in  Asia’s  Digital  Space  4  years   1  year   5  years  
  5. 5. Best  PracDces  from  Asia  
  6. 6. 100+  Keynotes  in  17  Countries  
  7. 7. Advisor  to  Startup  Incubators  
  8. 8. Investor  in  Global  Startups  in  Asia  
  9. 9. Since  2011  Samaritan Projects
  10. 10. Quiz  
  11. 11. When  was  it  invented?  
  12. 12. Europe  Gutenberg  |  1450   Korea   Metal  |  1230   China   Wooden  |  1040  
  13. 13. 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  
  14. 14. Imagine!  
  15. 15. Digital  Naturalism  
  16. 16. Naturalism?  •  Observing  local  species  •  Analyzing  ecosystems  •  Finding  new  species!  
  17. 17. Digital  species  are  IDEAS   Ideas  used  to  come  from  Muses  
  18. 18. Understanding  Digital  Species   DRIFTED   YES   ONLY  ONE   YES   NATIVE  NATURALLY?   LOCATION?   NO   NO  INTRODUCED   INDIGENOUS   YES  WIDESPREAD?   INVASIVE  
  19. 19. Understanding  Digital  Species   NATIVE  INTRODUCED   INDIGENOUS   INVASIVE  
  20. 20. Copy  is  the  “natural  dri^”  
  21. 21. Quiz  What  Fosters  Digital  MutaDons?  
  22. 22. 5C’s  of  InnovaDon™   1.  Copy   2.  CompeDDon   3.  Constraints   4.  CombinaDon   5.  Context  
  23. 23. China’s  Internet  
  24. 24. 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  
  25. 25. What  is  missing?   InnovaDon   Users  New  concepts   Startups  
  26. 26. #1  Challenge:  Preconcep:ons  China   InnovaDon   Success  
  27. 27. Quick  Look  at  Ecosystems   USA  •  Large  populaDon  •  High  GDP/capita  •  Experienced  entrepreneurs  •  High  development  costs  •  Vast  investments  resources  •  Clear  regulaDons   RICH  ECOSYSTEM  
  28. 28. Quick  Look  at  Ecosystems   CHINA   •  Very  large  populaDon   •  Low  GDP/capita   •  Inexperienced  entrepreneurs   •  Low  development  costs   •  Popular  investment  spot   •  “In-­‐progress”  regulaDons   TOUGH  ECOSYSTEM  
  29. 29. 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.  
  30. 30. TENCENT   Endemic    (Galapagos  Penguin)  
  31. 31. Tencent  &  QQ  •  1998:  Chinese  “ICQ”  •  Survival:  Virtual  goods  in   Avatars,  Games  (Korea)  •  Today:  social  networks,   microblog,  e-­‐commerce,   search,  internaDonal…  
  32. 32. Tencent  Usage  •  IM  acDve  accounts    700  mln    •  Qzone  SNS          530  mln  •  Pengyou  SNS        130  mln  •  Microblog          230  mln  
  33. 33. 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  
  34. 34. JIAYUAN   Endemic    (flightless  cormorant)  
  35. 35. Jiayuan  |  #1  Matchmaking  site  •  40  mln  members     •  Revenue  18  MEUR  (loss)  •  5  mln  acDve   •  IPO  in  May  2011  (“DATE”)  
  36. 36. Jiayuan  |  #1  Matchmaking  site   •  Starving  with  ads   •  100’s  of  events   •  Sells  “stamps”  (0.4  SGD)   –  Either  sender  or   recipient  must  buy  it  
  37. 37. ZHENAI   Endemic  (Lonesome  George)  
  38. 38. Zhenai  |  #2  Matchmaking  site  
  39. 39. Zhenai  |  #2  Matchmaking  site   •  28M  members   •  VIP  service   •  “Dates  manager”   •  Feedback  channel   •  600  SGD/6  months  
  40. 40. VANCL   Endemic  (swallow-­‐tailed  gull)  
  41. 41. 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  
  42. 42. Vancl  |  #1  Online  Apparel  Store  •  “Vancl  Stars”  show  their  styling  ideas  •  10%  commission  on  sales  from  personal  page  
  43. 43. ONLINE  GAMES  Indigenous  &  Invasive   (marine  iguana)  
  44. 44. >10  Online  Game  Giants!  •  No  game  so^ware  market  (piracy)  •  InspiraDon  from  Korea  (virtual  goods)  •  All  online!  •  Online  games  =  $5bln  vs.  $2bln  in  USA  
  45. 45. 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  
  46. 46. Who’s  ahead?  
  47. 47. Indigenous  &  Invasive  SHANZHAI  (“Bandit”)   (Lava  Cactus)  
  48. 48. Apple  Store  in  Kumming  
  49. 49. Apple  Store  in  Kumming  •  Real  products!  •  Customer  service  •  (Some)  staff  think  it’s  an  official  store!  
  50. 50. Awareness  Test  
  51. 51. PHOTO:  MOBILE  PHONE,  BEIJING,  APRIL  2010  ©  Benjamin  Joffe  /  Plus  Eight  Star  Ltd.  
  52. 52. PHOTO:  MOBILE  PHONE,  BEIJING,  APRIL  2010  ©  Benjamin  Joffe  /  Plus  Eight  Star  Ltd.  
  53. 53. Did  you  noDce  that?  PHOTO:  MOBILE  PHONE,  BEIJING,  APRIL  2010  ©  Benjamin  Joffe  /  Plus  Eight  Star  Ltd.  
  54. 54. 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.  
  55. 55. QQ  Farm  
  56. 56. The  First  Social  Farm  Game  was  made  in  China!  
  57. 57. “Shanzhai”  Phones:  Mass  CustomizaDon  •  4F’s  of  Shanzhai™   –  Fun   –  Flashy   –  Fast   –  (almost)  Free!  
  58. 58. “Invasive”  CommodiDzaDon?   World’s  Fastest   Android  CPU  (1.5G)   by  Xiaomi  Tech   (220  EUR)  
  59. 59. “Invasive”  CommodiDzaDon?   HaiPad   Android  2.2,  Dual  camera   by  Haier  (100  EUR)  
  60. 60. “Invasive”  CommodiDzaDon?   World’s  First  Android  3.2  Tablet   by  Huawei  
  61. 61. Introduced  Species  (cute  puppies  or  voracious  goats?)  
  62. 62. ALL  successful  ones  mutated  •  Yahoo!    Invested  in  Alibaba  (40%)  •  Google    Failed  •  Android    Free!  •  Angry  Birds  
  63. 63. Groupon  War  •  Hundreds  of  players  •  Single  digit  margins  •  No  clear  leader  •  $110m  funding  for  Lashou  •  Hard  Dme  for  Groupon  US  
  64. 64. Cmune  (new  hybrid)  
  65. 65. UberStrike  by  Cmune  Top  3D  Game  on  Facebook,  made  from  China!  
  66. 66. #1  in  Singapore  on  Mac  OS  >  FREE  Today!  
  67. 67. Final  Quiz!  •  5C’s  of  InnovaDon   •  4F’s  of  Shanzhai   –  C…   –  F…   –  C…   –  F…   –  C…   –  F…   –  C…   –  F…   –  C…  
  68. 68. The  Future  of  Digital  Species  •  Study  Ecosystems  •  Discover  new  species  •  Evolve  •  Thrive!   Cream-­‐coloured  Giant  Squirrel  (Indigenous  to  Singapore)  
  69. 69. Tack  så  Thanks!   mycket!   @benjaminjoffe          benjamin@plus8star.com      www.slideshare.net/plus8star  
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