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Internet investment status & opportunities

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How Internet is changing the investment landscape and what are the emerging opportunities for startups.

How Internet is changing the investment landscape and what are the emerging opportunities for startups.

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Transcript

  • 1. Democratization of Entrepreneurship Bipul Sinha @bipulsinha
  • 2. The Changing Landscape Emergence of infrastructure-as-a-service platforms Deep domain experience not a pre-requisite Advent of a new class of seed investors Disruptive distribution channels Iterative product-market fit experiments Multitude of early exit opportunities
  • 3. An Age of Acceleration A - New capability B – Integration C – Limits D – Decline Source: Tom McKendrees 1994 Singularity diagram
  • 4. Platforms 2B global internet users 670MM global mobile 3G subscribers and growing fast Apple: iPhone/iTouch/iPad 120MM+ users Facebook: 600MM+ users Twitter: 200MM+ users Foursquare/Instagram/Pulse: several million users Source: Morgan Stanley Research, International Telecommunication Union, Informa WCIS+, Facebook, Apple, Google.
  • 5. Opportunities USA: eCommerce ~5% of the total retail USA: Time spent online = 28%; online ad spend = 13% Mobile devices: real-time connectivity 24X7 Open social graph Integration of the offline commerce into the Internet economy Technology driven online media transactions Source: US Dept. of Commerce, Morgan Stanley Research, Yahoo! 2010 analyst day.
  • 6. 2011 Internet/Media Focus Areas
  • 7. Social Utilities Online businesses built on social graph Leverage social distribution to reach scale Focus on reduced cost of transaction Emotional resonance for users Value for all [active/passive] participants Travel, commerce, dating, classifieds, recruiting….
  • 8. Discovery Traffic Google aggregates intent Social platforms aggregate discovery/awareness Discovery traffic represents deferred monetization High growth in the near term Leverage engaged followings and connections News, games, deals, social feeds…..
  • 9. eCommerce Utility -> Fun Mall experience: social, discovery, impulse, sharing, recommendation, and emotional Treasure hunt: bimodal consumer behavior Big brands to consumer direct Verticalization: shoes, jewelry, make-up, dresses…. Crowd focused, fully distributed online-offline
  • 10. Localization Location based discovery Local experience sharing Marketplace, flash mobs, intent, augmented experience Foot traffic pattern mapping Discounts, offers, demand signaling, geo-fencing Next generation location-gamification, traffic aggregation
  • 11. Premium Content Search/discover streaming web content Discover TV content Socialization of TV experience Contextual augmentation Video advertisements Lean-back content consumption on tablets
  • 12. Thank you