Legal Frontiers in Digital Media<br />The Wireless Ecosystem<br />May 19, 2011<br />Chris DeVore, General Partner, Founder...
My background<br />General Partner @ <br />Previously an entrepreneur, product and business guy at…<br />Chris DeVore<br /...
BOOM!<br />Investors + entrepreneurs love “disruptive innovation”<br />Mobile is being disrupted – at lightning speed and ...
What happened?<br />BEFORE<br />AFTER<br />Smartphones<br />“Dumb” phones<br />App Stores<br />Crappy Software<br />Carrie...
What disruption looks like<br />“Apple raked in 48 percent of the worldwide mobile market’s earnings before interest and t...
But wait, there’s more!<br />“For the first time in November, 2010, Android passed the iPhone in total number of U.S. smar...
A computer that makes calls<br />“This new category — somewhere between cellphones and laptops, or even beyond them — dese...
Sensors + user data +apps<br />User data<br /><ul><li> Contacts
 Logins
 Call history
 Email / SMS
 Browse history</li></ul>- Photos / videos<br />App-generated inferences, e.g.,<br /><ul><li> Where am I
 Who am I with?
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The Mobile Ecosystem - Legal Frontiers in Digital Media, May 19 2011

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Opening presentation at the Legal Frontiers in Digital Media conference at Stanford University, an event hosted jointly by Stanford Law School and the Medial Law Resource Center

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The Mobile Ecosystem - Legal Frontiers in Digital Media, May 19 2011

  1. 1. Legal Frontiers in Digital Media<br />The Wireless Ecosystem<br />May 19, 2011<br />Chris DeVore, General Partner, Founders Co-op<br />chris@founderscoop.com<br />http://www.founderscoop.com<br />(206) 801-1080<br />1<br />
  2. 2. My background<br />General Partner @ <br />Previously an entrepreneur, product and business guy at…<br />Chris DeVore<br />@crashdev<br />chrisd@gmail.com<br />Instead of law school…<br />2<br />
  3. 3. BOOM!<br />Investors + entrepreneurs love “disruptive innovation”<br />Mobile is being disrupted – at lightning speed and global scale – triggering huge changes in related markets<br />Not one innovation, but compound changes that reverberate across the entire value chain<br />Big opportunities + big risks<br />Every digital business will be impacted by the changes in mobile<br />3<br />
  4. 4. What happened?<br />BEFORE<br />AFTER<br />Smartphones<br />“Dumb” phones<br />App Stores<br />Crappy Software<br />Carrier as “dumb pipe”<br />Powerful Carriers<br />Branded <br />Hardware + OS<br />Commodity Hardware<br />iPhone Launch, June 29, 2007<br />Creative explosion<br />(Apps + Sensors)<br />Limited Utility <br />(Voice + SMS)<br />4<br />
  5. 5. What disruption looks like<br />“Apple raked in 48 percent of the worldwide mobile market’s earnings before interest and taxes in the second quarter of 2010…with roughly 3 percent of the overall mobile sales in the quarter”<br />Kevin C. Tofel, “Apple Snags 48% of Mobile Profit Pie”,GigaOm, August 17, 2010<br />5<br />
  6. 6. But wait, there’s more!<br />“For the first time in November, 2010, Android passed the iPhone in total number of U.S. smartphone subscribers… 26 percent of them own an Android phone versus 25 percent with an iPhone.<br />- Erick Schonfeld, “comScore: Android Passes iPhone in Total U.S. Subscribers, TechCrunch, January 6, 2011<br />Just four years in, Apple is now being disrupted by Google<br />6<br />
  7. 7. A computer that makes calls<br />“This new category — somewhere between cellphones and laptops, or even beyond them — deserves a name of its own… Apps distinguish iPhonish phones from mere smartphones, so ‘app phones’ it is.”<br />David Pogue, “A Place to Put Your Apps”, The New York Times, November 4, 2009<br />Mobile today = open platform for personal instrumentation<br />7<br />
  8. 8. Sensors + user data +apps<br />User data<br /><ul><li> Contacts
  9. 9. Logins
  10. 10. Call history
  11. 11. Email / SMS
  12. 12. Browse history</li></ul>- Photos / videos<br />App-generated inferences, e.g.,<br /><ul><li> Where am I
  13. 13. Who am I with?
  14. 14. What’s our relationship?
  15. 15. How often do I visit?
  16. 16. How did I get here?
  17. 17. How long did I stay?
  18. 18. What businesses did I visit?
  19. 19. What media did I consume?
  20. 20. What products did I buy?
  21. 21. What did I say + share?
  22. 22. What offers did I see + respond to?</li></ul>Sensor data<br /><ul><li> GPS
  23. 23. Accelerometer
  24. 24. Gyroscope
  25. 25. Camera
  26. 26. WiFi /Bluetooth/NFC
  27. 27. Barcode Reader</li></ul>Open platforms + Developers + $$ = Explosive Innovation<br />8<br />
  28. 28. App usage by type (Nielsen)<br />9<br />
  29. 29. Tablets<br />“Lean Back”<br />Rich Media<br />Brand Advertising<br />Enterprise<br />Multi-player <br />Gaming<br />Small technology change huge behavior change<br />
  30. 30. Who’s making $$ and how?<br /><ul><li>Paid downloads
  31. 31. Relatively small $$, most apps are free
  32. 32. In-app advertising
  33. 33. Low fill rates + CPMs, better targeting + tablets should change this
  34. 34. Virtual goods
  35. 35. Largest + fastest-growing segment, driven by casual gaming
  36. 36. Subscriptions
  37. 37. Emerging opportunity, largely driven by iPad / tablet adoption
  38. 38. Transactions / Commerce
  39. 39. Retail, Travel, comparison shopping, P2P transactions
  40. 40. Lead generation
  41. 41. App delivers customers to off-device / offline service providers</li></ul>11<br />
  42. 42. New opportunities (examples)<br />Context-aware ad / offer targeting<br />Location + psychographics + demographics + time of day<br />Push communications<br />Always-on / interrupt-driven user-to-device relationship<br />Identity management / transactions<br />Personal device a literal store + extension of identity<br />“Augmented reality”<br />Voice input + onboard sensors allow ever-deeper integration with owner’s health / fitness / behavioral + attention states<br />The digital veil through which we experience the world<br />12<br />
  43. 43. Closing thought…<br />“Today, almost three-quarters of the world's people carry a wireless phone. That activity generates immense commercial databases that reveal the ways we arrange ourselves into networks of power, money, love and trust. The patterns allow researchers to see past our individual differences to forms of behavior that shape us in common.”<br />Robert Lee Hotz, “The Really Smart Phone”, The Wall Street Journal, April 23, 2011<br />13<br />

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