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The Old GuyThe Old Guy
SpeechSpeech
The End of the Mobile App Cycle: The 30-The End of the Mobile App Cycle: The 30-
Year ...
Moved to SFMoved to SF
before thebefore the
BrowserBrowser
Product Adoption CycleProduct Adoption Cycle
Switching Cycles SucksSwitching Cycles Sucks
Growth Cycles
1980 1985 1990 1995 2000 2005 2010 2015
Today
Next! 2017 - ?
Mobile apps
Always-on 2003 - 2008
Dial-up 1993 ...
1980 1985 1990 1995 2000 2005 2010 2015
Today
Next! 2017 - ?
Mobile apps
Always-on 2003 - 2008
Dial-up 1993 - 2000
PCs 198...
OpenOpen
ClosedClosed
InvestInvestProfitProfit
Next Cycle Ecologies
@rafer@rafer
@technicolorVC@technicolorVC
@rafer@rafer
@technicolorVC@technicolorVC
Echelon Asia Summit 2015: The Old Guy Speech (The End of the Mobile App Cycle: The 30-Year View)
Echelon Asia Summit 2015: The Old Guy Speech (The End of the Mobile App Cycle: The 30-Year View)
Echelon Asia Summit 2015: The Old Guy Speech (The End of the Mobile App Cycle: The 30-Year View)
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Echelon Asia Summit 2015: The Old Guy Speech (The End of the Mobile App Cycle: The 30-Year View)

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Scott Rafer - the 'old guy' - presents The End of the Mobile App Cycle in an exclusive 30-year view.

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Echelon Asia Summit 2015: The Old Guy Speech (The End of the Mobile App Cycle: The 30-Year View)

  1. 1. The Old GuyThe Old Guy SpeechSpeech The End of the Mobile App Cycle: The 30-The End of the Mobile App Cycle: The 30- Year ViewYear View @rafer@rafer @technicolorVC@technicolorVC 23 June 201523 June 2015
  2. 2. Moved to SFMoved to SF before thebefore the BrowserBrowser
  3. 3. Product Adoption CycleProduct Adoption Cycle
  4. 4. Switching Cycles SucksSwitching Cycles Sucks
  5. 5. Growth Cycles 1980 1985 1990 1995 2000 2005 2010 2015 Today Next! 2017 - ? Mobile apps Always-on 2003 - 2008 Dial-up 1993 - 2000 PCs 1982 - 1990 2010 - 2015 9/11 App Store NetscapeMacintosh
  6. 6. 1980 1985 1990 1995 2000 2005 2010 2015 Today Next! 2017 - ? Mobile apps Always-on 2003 - 2008 Dial-up 1993 - 2000 PCs 1982 - 1990 2010 - 2015 9/11 App Store NetscapeMacintosh Invest Profit Growth Cycle Behavior
  7. 7. OpenOpen ClosedClosed InvestInvestProfitProfit Next Cycle Ecologies
  8. 8. @rafer@rafer @technicolorVC@technicolorVC
  9. 9. @rafer@rafer @technicolorVC@technicolorVC

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