The Mobile 2.0 Start-Up Ecosystem
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

“3” launches flat-rate mobile
(november 06)
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Mobile Web 2.0 - London 19/9/07
Rudy De Waele

How are Mobile 2.0
propositions different?
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

The all-IP Environment
(network convergence)
• GSM
• UMTS/3G
• Wi-Fi/Wimax
• GPS
• DVB-H
• Bluetooth
• Fixed Networks
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Convergent Devices
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Application mash-ups
• SMS
• Voice
• VoIP
• Messaging
• Presence
• RSS to SMS
• Click to Call
• Mobile Search
• Maps
• Bluetooth download zones
• Wi-Fi Hotspot Entertainment
• Media Sharing
• Location-Based Services
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Markus Angermeier
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Mobile Web 2.0 - London 19/9/07
Rudy De Waele

What Mobile Web 2.0 characteristics
are start-ups focusing on?
• Harnessing Collective Intelligence
• Ubiquitous Access - operator independant
• Context relevant - desktop is not a mobile screen
• Create Compelling User Experiences
• Synchronisation between Web & Mobile
• Social Interaction - profile & personal media exchange,
chat & messaging, status updates
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

What Mobile Web 2.0 characteristics
are start-ups focusing on?
• Building Solid User Base - Think global, act viral
• Location - Find places as well as people!
• Address Book Integration
• Constraints - latency - battery life - bandwith limitation
• Privacy and security !
• Perpetual Beta?
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Web 2.0 going mobile?
Not really Mobile 2.0 just yet?
Mobile Web 2.0 - London 19/9/07
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Mobile 2.0 Categories / Players
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Mobile 2.0 Categories / Players
• Audio (Nokia Podcasting, Visual Radio, Rhapsody, iTunes)
• Development Platforms (mFoundry, Funambol)
• Entreprise (SoonR)
• Imaging (scanR, Shozu, Daem Interactive)
• Location-Based (buddyping, loopt, Plazes, Socialight, dodgeball)
• Media Sharing (Shozu, Mosh, MoJungle, PixPulse, PixSense, SharpCast)
• Microblogging (Jaiku, Twitter, Pownce, Frazr, Fanfou, Zuosa, Blabto)
• Mobilize (BluePulse, Plusmo)
• Point Of Sales Mobile Channels (Futurlink)
• QR-codes (BeeTagg, Kaywa, ShotCode)
• Shopping (Frucall, Text2Store)
• Social Media (Facebook, MySpace, MyStrands, Mobiluck, Rabble)
• Transactions (Mobo, MyNuMo)
• Video (YouTube, ViiF, Oplayo, vpod.tv, JuiceCaster, ComVu)
• Voice (Fring, Jaja, Gizmo, Grand Central, TalkPlus, Trufone)
• Widgets (Bling, Widsets, Mojax, Webwag)
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

where do we see new start-ups?
Mobile Web 2.0 - London 19/9/07
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Image by Paul Watson
Mobile Web 2.0 - London 19/9/07
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where do we see new start-ups?
innovation is happening everywhere
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Evaluating new propositions:
who is investing in what?
recent deals - some examples
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

• Done deals - sorry, too late guys!
• Venture Capital - Series B
• Venture Capital - Series A
• Seed Capital
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Mobile Web 2.0 - London 19/9/07
Rudy De Waele

who is investing in what?
Google Acquires GrandCentral (July 07)
1 Phonenumber - 1 Mailbox - Many Features
GrandCentral, founded in 2005 is an innovative service that lets users
integrate all of their existing phone numbers and voice mailboxes into one
account, which can be accessed from the web.
The company, raised less than $6 million in capital from Minor Ventures (the
exact amount has never been disclosed), beta launched September 2006.
Earlier this year mainstream press and blogger attention heated up.
GrandCentral was recently pitching a second round of financing to Silicon
Valley venture capitalists, but broke off discussions abruptly as the Google
talks heated up.
The deal is rumored to be somewhere in the range of $50 million
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Mobile Web 2.0 - London 19/9/07
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who is investing in what?
Nokia Acquires Twango (July 07)
Social Media Sharing Platform
Twango, a privately-owned company founded by former Microsoft veterans,
provides a comprehensive media sharing solution for organizing and sharing
photos, videos and other personal media.
Today's digital cameras and camera phones not only take great still photos,
they also record video and audio. One study estimates that within four years,
228 billion images (Yes, that's with a \"b\") will be captured on camera phones
alone.
The deal was undisclosed, estimated to be around $96.8 million by the WSJ.
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Mobile Web 2.0 - London 19/9/07
Rudy De Waele

who is investing in what?
SoonR Raises $6 Million (September 06)
Mobile Entreprise, aiming at the Prosumer market
SoonR, founded in 2005, completed a $6 million Series A round of funding in
September 2006. The investment was led by Clearstone Venture Partners,
with participation by IntelCapital and private investors.
SoonR lets mobile users tap into the power of their computers from any
Internet-connected mobile handset, anywhere in the world.
SoonR Simple Value Proposition that can identify and build a revenue stream
upon in partnership with Operators. SoonR’s value proposition is active
storage with advanced rendering capabilities on a mobile phone that allows
you remote access, view, search, share, print and fax.
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Mobile Web 2.0 - London 19/9/07
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who is investing in what?
BluePulse Raises $6 Million (April 07)
Social Media Platform
In December 2006, Bluepulse launched its game-changing social networking
application.
Bluepulse is built on an open platform that gives its global users multiple
means of communication, content sharing, widgets, and so much more - all
under one roof.
Bluepulse has an advertising-based revenue model.
Bluepulse closed its Series A round with VantagePoint Venture Partners in
April 2007.
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Mobile Web 2.0 - London 19/9/07
Rudy De Waele

who is investing in what?
MyStrands Gets $25million (June 07)
Social Recommendation Platform
Founded in 2003, social recommendation specialist MyStrands has closed a Series B
round of $25million led by Antonio Asensio, CEO of Grupo Zeta, Spain’s third largest
media group, along with existing investors Debaeque and Sequel backing this round as
well. This brings the total amount of funding for MyStrands to $31 million.
Personalization Platform:
Real-time recommendations (user enjoys \"this item\", we suggest \"this other item\":
advertising, music, video...)
• Content organization (intelligent playlist builder, intelligent synchronization between
devices)
• Content agnostic; cross-platform (your profile regardless of what you use to connect)
MyStrands Social Player
Personalized recommendations, build your music profile
See what your friends are listening to - Increases user engagement of the devic
Recently the company launched their MyStrands.TV platform.
Mobile Web 2.0 - London 19/9/07
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The World’s First Multimedia Ringtone Community
Personalization 2.0
Mobile Web 2.0 - London 19/9/07
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Recent launches
Vringo - $12 M in Series B Funding (July 07)
Video Sharing Community
Vringo recently launched a video sharing community which allows you to
share video ringtones (or Vringos) with your buddies each time you call them.
Vringo clips can contain either licensed content from the best of movies, TV
and music, or user generated clips that are created on your own mobile
phone.
Series B round of venture capital funding, receiving $12 million in a round led
by Warburg Pincus, the global private equity firm.
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

mVoIP - Real freedom of choice
Combined &
Call / Chat / Invite Chat Call History Invite a friend
searchable list
Internet communication… on mobile
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Fring Raises $12 Million Series B
(August 07)
mVoIP (mobile VoIP)
fring is an end-to-end mobile VoIP service enabling free calls, chat & real-time
presence over the mobile handset Internet connection.Product development
over the past two years, introduced into the market in Q1 2007
Israeli-based VOIP start-up Fring has closed an estimated $12 million second
round, led by US VC fund North Bridge Venture Partners. VenFin and previous
investors Pitango, Veritas and Yossi Vardi also participated. If the investment
estimate is accurate, it would be one of the larger rounds for a VOIP company.
Fring is a mobile application for Windows and Symbian phones that uses VOIP
to make cheap/free mobile calls and instant message. Unlike Jajah, but like
Truphone, Fring sends calls and chats over Wi-Fi internet access or your 3G or
GPRS Internet data plan. Like Skype, users are charged a nominal fee to call
standard phone lines. However, calls made to other internet phones are free.
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Evaluating new propositions:
recent launches, future deals?
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Mobile Web 2.0 - London 19/9/07
Rudy De Waele

who is investing in what?
Dopplr: early-stage financing (09/07)
Online Service for Frequent Travellers
Dopplr is an online (and probably soon) a mobile service for frequent
travellers. Dopplr lets you share your future travel plans with a group of
trusted fellow travellers whom you have chosen.
Dopplr secured early-stage financing.The investors are Martin Varsavsky,
Joichi Ito, Reid Hoffman and The Accelerator Group led by Saul Klein. This
international team—frequent travellers who themselves use Dopplr—has
separately made previous investments in many successful Internet
companies, including Last.fm, Joost, FON, LinkedIn, Flickr, Technorati, Wikia,
Xing, Stardoll, Six Apart and Netvibes.
Dopplr’s founders are: Lisa Sounio, chief executive officer; Matt Biddulph,
chief technology officer; Matt Jones, design director; and Dan Gillmor,
founding traveller. Marko Ahtisaari is a founding investor.
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Bluetooth Messaging Application
Main features Business model
• Contact people who are in the same Shareware
place (up to 100 meters) • 3-days trial period
• No need to know their phone number! • Basic features available for free
• Send unlimited messages for FREE Premium license sold to end-users
• Send text, pictures, ringing tones, MP3, • Online sales by credit card and Paypal: 15€/year
business cards… • 1-click payment by Premium SMS in 16 countries:
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Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Recent launches
Futurlink - POS Mobile Interaction
• FUTURLINK provides technology that enables to create new retailing
communication paradigms and content distribution systems on the point of
sales
• The system is based on the proximity of mobile phones and it is using short
range wireless technologies embedded in mobile phones such as
Bluetooth, NFC and Wi-Fi
• Access points may interact with consumer mobile phones in the point of
sales using Bluetooth or Wi-Fi, as well as include accessories such as
speakers, barcode readers, presence sensor, coupons printers, etc.
• Non-intrusive Bluetooth or Wi-Fi marketing campaigns are performed in a
way that acceptation by the end-user is required. It is free for the end-users in
the PoS, since they are using Bluetooth or Wi-Fi technology
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

• Taptu launches October
• Only gives you pure results that can
always be consumed easily on your mobile
• Yet crawls and indexes a very long tail of
content,millions and millions of Web items
• e.g Taptu song results are mobile-
playableon 100+ handsets, over 10m songs
indexed
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

WebWag just anounced Series A
2 Mobile phone 1 “Send to mobile” 3 Done !
screen simulation in web widget’s Edit Menu Read & Type
open (displayed when mouse over) Twitts on mobile
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Thank you!
Follow me:
twitter.com/mtrends
rudydw.jaiku.com
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MobileMonday Barcelona
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Mobile 2.0 Conference
San Francisco - October 15, 2007
Mobile Web 2.0 - London 19/9/07
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Contact:
rudy@dotopen.eu
mobile: +34 678 962 637
Mobile Web 2.0 - London 19/9/07
Rudy De Waele

Creative Common License:
Please note: this presentation is licensed under cc 2.0 Attribution-Noncommercial-Share Alike
2.5 Generic License. If you have questions about republishing feel free to contact me.
More info at: http://creativecommons.org/licenses/by-nc-sa/2.5/
Images used in this work:
World Start-Up Map by Markus Angermeier (slide 8)
http://www.nerdwideweb.com/
World Start-Up Map by Paul Watson (slide 16)
http://www.flickr.com/photos/paulwatson/212446246/
Mobile Web 2.0 - London 19/9/07
Rudy De Waele