Ultimate Platform Hotness Smackdown (Twitter, Facebook, iPhone, Native Web / Search)

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The Ultimate Platform Hotness Smackdown: Twitter, Facebook, iPhone, the Native Web / Search (Dave McClure, David Cohen, Jeff Clavier, Howard Lindzon, Ryan McIntyre -- Startup2Startup Boulder @ TechStars, June 2009)

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Ultimate Platform Hotness Smackdown (Twitter, Facebook, iPhone, Native Web / Search)

  1. ULTIMATE PLATFORM HOT NESS SMACK DOWN Startup2Startup / Boulder June 30, 2009 David Cohen, TechStars Dave McClure, Founders Fund Jeff Clavier, SoftTech VC Ryan McIntyre, Foundry Group Howard Lindzon, StockTwits/WallStrip
  2. Platforms: HOT or NOT ? <ul><li>Facebook </li></ul><ul><li>iPhone </li></ul><ul><li>Twitter </li></ul><ul><li>Native Web (Search) </li></ul><ul><li>Social Networks : Facebook, MySpace, LinkedIn, Twitter, Orkut, hi5, Friendster </li></ul><ul><li>Email & IM : Yahoo, MSFT, Google, AOL, Skype </li></ul><ul><li>Mobile : iPhone, Palm, Android, Blackberry, etc </li></ul><ul><li>Gaming : Zynga, RockYou, Slide, Playfish, SGN </li></ul><ul><li>E-Commerce : Amazon (1-Click), eBay (PayPal), Apple (iTunes) </li></ul><ul><li>Dev : Amazon (AWS), Google AppEngine, Ruby/Rails, Python/Django, etc </li></ul><ul><li>Other : SalesForce, Craigslist, Wikipedia, YouTube </li></ul>
  3. Platform Viability Successful Platforms have 3 Things: 1) Features 2) Users 3) Money Users . . Money Features Growth Profit Profitable Growth Nirvana
  4. Discussion Topics <ul><li>Distribution </li></ul><ul><ul><li>Viral? Paid? </li></ul></ul><ul><li>Monetization </li></ul><ul><li>Gatekeepers & Trolls vs Support </li></ul><ul><li>Stability / Predictability </li></ul><ul><li>Reputation / Identity </li></ul><ul><li>Demographic </li></ul><ul><li>The Future ? </li></ul>
  5. Facebook Platform & Facebook Connect: Big Pimping via Profiles, Apps, Feeds
  6. Facebook Overview <ul><li>Users : 250M and counting (100M+ in US) </li></ul><ul><li>Demographic : college -> everyone (moms, grandmas) </li></ul><ul><li>Distribution : Most viral platform on the planet </li></ul><ul><li>Monetization : up to you: ads, lead-gen, virtual goods </li></ul><ul><li>Gatekeepers : not much, unless you get spammy </li></ul><ul><li>Stability / Predictability : stable, but fickle? </li></ul><ul><ul><li>Invitations/Notifications: lot s of rules, changes often </li></ul></ul><ul><ul><li>NewsFeed: amazing distribution, but algorithm continues to “evolve” </li></ul></ul><ul><li>Reputation / Identity : amazing access to social graph </li></ul><ul><ul><li>Facebook Connect : portabile identity across the web (+ payments?) </li></ul></ul>
  7. The Good Stuff <ul><li>Social Networks Viral Distribution via Friends Lists </li></ul><ul><ul><li>1) Messaging, 2) Profile Surfing, 3) News Feeds </li></ul></ul><ul><li>Social “Gestures” & Communication (pokes, wall posts, emails) drive User Engagement & Distribution </li></ul><ul><li>Social Content (notes, photos, videos) can be “tagged” with people data that also drives User Engagement & Distribution </li></ul><ul><li>Social Applications are “carriers” for Content & Communication </li></ul><ul><li>Facebook Connect enables “data portability” for logins, profile data, friend lists, and other social network content, data, & applications </li></ul><ul><li>Facebook Payments is coming… soon? </li></ul>
  8. Facebook Connect, Facebook Payments <ul><li>Facebook Connect </li></ul><ul><li>Standardized User Login for use OFF-Platform (outside Facebook) </li></ul><ul><li>Access to ON-Platform data (user profiles, friend lists) </li></ul><ul><li>“ Data Portability” -> take my network with me, anywhere on the web </li></ul><ul><li>Lightweight app framework for use OFF-network </li></ul><ul><li>Possibility : 250M+ users across the web; “1-click” login / “always logged in Internet”, use of FB Connect use by branded sites & retailers </li></ul><ul><li>Facebook Payments </li></ul><ul><li>Not launched yet; “coming soon” (now in alpha) </li></ul><ul><li>On-platform payment option (wallet? Micro-transactions?) </li></ul><ul><li>Off-platform payment option (via FB Connect) </li></ul><ul><li>Possibility : Social Commerce, “Viral” Products / Digital Goods </li></ul>
  9. Jeff Clavier (aka @jeff) Managing Partner, SoftTech VC Disclosure: Whoopsie, I actually own AAPL iPhone: The Good, The Bad and the Ugly
  10. iPhone Platform – The Good <ul><li>30M devices (iPhone/iPod Touch) as of 12/08(?) </li></ul><ul><li>Over 1B downloads from AppStore </li></ul><ul><li>Easy referencing (sort of), deployment, update </li></ul><ul><li>Baked in monetization: premium apps, subscriptions, in-app commerce </li></ul><ul><li>Zero-carrier friction </li></ul>
  11. iPhone Platform – The Bad <ul><li>Limited discoverability among 56K applications </li></ul><ul><ul><li>Tough organic customer acquisition </li></ul></ul><ul><li>No internal virality (no contacts/graph) </li></ul><ul><li>Challenging economics </li></ul><ul><ul><li>Apple’s 30% </li></ul></ul><ul><ul><li>Only the head of the tail of applications makes money </li></ul></ul><ul><ul><li>Like video, advertising only works for premium content/applications </li></ul></ul><ul><li>Proprietary development language </li></ul>
  12. iPhone Platform – The Ugly <ul><li>Application developers are not managed like an asset by Apple, more like a necessary evil </li></ul><ul><li>Lot of crappy apps out there </li></ul>
  13. iPhone Platform – The Ugly <ul><li>Application developers are not managed like an asset by Apple, more like a necessary evil </li></ul><ul><li>Lot of crappy apps out there </li></ul><ul><li>Proprietary development language </li></ul>
  14. Twitter
  15. What is StockTwits ? <ul><li>StockTwits is an open, community-powered investment idea and information service </li></ul><ul><li>80,000 twitter subscribers </li></ul><ul><li>Our &quot;Human Ticker” adds context </li></ul><ul><li>TweetDeck's functionality enables &quot;Social Bloomberg&quot; </li></ul><ul><li>Eavesdrop on traders and investors in the “Now Web” </li></ul><ul><li>Piggyback on Twitter’s reputation system </li></ul><ul><li>Transparency assures meritocracy </li></ul>
  16. Free Model
  17. Tweetdeck Integration
  18. Native Web (Search)
  19. Web / Search: One Platform to Rule Them All <ul><li>Hotness </li></ul><ul><li>Features (yes, all of them!) </li></ul><ul><li>Users (1.6B and counting) </li></ul><ul><li>Money (lots! GOOG is $22B, AMZN $20B, EBAY $8B) </li></ul><ul><li>The search gesture carries more economic value than social/sharing gestures (for now) </li></ul><ul><li>The über platform: all interesting apps built on web stack, whether FB, Twitter, iPhone, etc </li></ul><ul><li>Big serendipity/surprise factor inherent in the web/search platform </li></ul><ul><li>No gatekeeper, no approval process, widest flexibility in developer tools, ease of deployment </li></ul><ul><li>Web’s ecosystem of ad networks, payment systems, affiliate revenues, etc. enable monetization for non-developers : publishers, retailers </li></ul>
  20. Web / Search: One Platform to Rule Them All <ul><li>Coldness </li></ul><ul><li>Growing more slowly than FB, Twitter, iPhone, etc </li></ul><ul><li>You can build anything. Constraints imposed by FB, Twitter, iPhone platforms can actually benefit developers WRT stability, distribution, monetization </li></ul><ul><li>De-facto gatekeeper: Search engine dynamics throttle distribution. Time/money required to build Google juice/SEO and to engage in SEM </li></ul><ul><li>Pages not people (links are king, ignores the social, makes distribution hard) </li></ul><ul><li>Then, not now (web is archive, not zeitgeist) </li></ul>
  21. Discussion Topics <ul><li>Distribution </li></ul><ul><ul><li>Viral? Paid? </li></ul></ul><ul><li>Monetization </li></ul><ul><li>Gatekeepers & Trolls vs Support </li></ul><ul><li>Stability / Predictability </li></ul><ul><li>Reputation / Identity </li></ul><ul><li>Demographic </li></ul><ul><li>The Future ? </li></ul>
  22. Platform Viability Successful Platforms have 3 Things: 1) Features 2) Users 3) Money Users . . Money Features Growth Profit Profitable Growth Nirvana

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