Kleiner Perkins iFund Presentation at iPhoneDevCamp 3

The Power of the AppStore & Its Future Opportunities Chi-Hua Chien Partner, Kleiner Perkins Cauﬁeld & Byers Friday, July 31, 2009

Internet vs. Mobile 4,000 PC Internet Users Mobile Phone Users Millions of Active Users 3,000 2,000 1,000 0 2001 2002 2003 2004 2005 2006 2007 2008 Friday, July 31, 2009

Powerful Trends Friday, July 31, 2009

iFund $100,000,000 Friday, July 31, 2009

So How’s It Going? Friday, July 31, 2009

iPod Became Ubiquitous 1.50 iPod Sales Millions of Devices Sold 1.25 1.00 0.75 0.50 0.25 0 0 1 2 3 4 5 6 7 8 Quarters after Launch Source: Apple Inc. Public Filings & Announcements Friday, July 31, 2009

...But iPhone Dwarfs iPod 25 iPod Sales iPhone Sales Millions of Devices Sold 20 15 10 5 0 1 2 3 4 5 6 7 8 Quarters after Launch Source: Apple Inc. Public Filings & Announcements Friday, July 31, 2009

iPhone is Changing Behavior US Market iPhone 85% % of US Mobile Subscribers 74% 70% 59% 50% 31% 13% 9% 6% 7% 5% 4% Browsing News Web Search Mobile Video Social Networks Music Games Sources: M:Metrics, 1/31/2008 Survey of U.S. mobile subscribers, n = 31,389 and KPCB estimates (games) Friday, July 31, 2009

iTunes Is a Juggernaut... 400 iTunes Purchases Millions of Downloads 300 200 100 0 0 100 200 300 400 500 600 700 Days after Launch Source: Apple Inc. Public Filings & Announcements Friday, July 31, 2009

...But AppStore Blows it Away 1,500 iTunes AppStore Millions of Downloads 1,250 1,000 750 500 250 0 1 2 3 4 5 6 7 8 9 10 11 12 Months after Launch Source: Apple Inc. Public Filings & Announcements Friday, July 31, 2009

iFund Progress Report Proposals Reviewed > 4000 Companies Met > 250 Actively Engaged >5 Funded 7 Friday, July 31, 2009

iFunded Companies (+2 Unannounced) Friday, July 31, 2009

Big Ideas to Consider Mobile Commerce Real-Time Everywhere & Anywhere Local Search Healthcare Augmented Reality Real-World Gaming Friday, July 31, 2009

Q&A Chi-Hua Chien cchien@kpcb.com Friday, July 31, 2009

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Kleiner Perkins iFund Presentation at iPhoneDevCamp 3

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Kleiner Perkins iFund Presentation at iPhoneDevCamp 3 — Presentation Transcript