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Copy vs. Create

November, 2007
                              Greg Hochmuth
Web 2.0 Expo Berlin
Copy vs. Create
          Cloning, Learning and Competing
                     on the Web

November, 2007
                                     Greg Hochmuth
Web 2.0 Expo Berlin
and since?
...
around 400 profiles of
German companies
Clone vs. Compete

Clone, copy, or competition?
http://vkontakte.ru/
http://www.xiaonei.com/
http://www.digg.com.my/
http://www.digg.com.my/
http://www.digga.se
http://www.pusha.se/digga.php
http://www.pusha.se/
http://www.wired.com/software/webservices/news/2007/05/twitter_clones
http://twitter.pbwiki.com/Clones
http://www.6.cn
http://www.meebo.com.cn
site:techcrunch.com clone
site:alarmclockeurope.com clone
http://del.icio.us/tag/clone+web2.0



...
Verwandt.de:   German   Geni  Clone
Google   PowerPoint   Clone  Coming
Propeller Will Be The New Net Digg
Clone Y Combinator’s Unathorized
European    Clone   Ambient   Backs
European    Dogster   Clone   Taatu
launches HabboHotel clone Index
Ventures    Backs   StubHub   Clone
Samwers Invest in Twitter Clone
German Twitter Clone Finds A Buyer
on Ebay      Another China YouTube
Clone - 56.com - Raises $10M  ...
Clone vs. Compete

Clone, copy, or competition?
http://searchengineland.com/070615-081218.php
http://searchengineland.com/070615-081218.php
http://www.startupvergnuegen.com/
Clone vs. Expand
Expand and Fortify
•                          •
    StudiVZ                    Digg
•   XING                   •   Delicious
•   Jimdo
                           •   YouTube
•   Netvibes
                     vs.   •   Twitter
•   Wikio
                           •   LinkedIn
•   Ciao
•   Dawanda
•   Spreadshirt
•   ...
When things go wrong
When things go elsewhere
When things happen elsewhere
Non-US Markets Lead Usage Penetration in Many Categories

                       E-commerce:                                 Broadband:
                                             Online Gaming:                               Mobile Payments:
                         Germany                                    S. Korea
                                                  China                                        Japan




 Online Advertising:
        UK




                                           Social Networking:              Microtransactions via SMS:
                                            Brazil / S. Korea                      Philippines

                                                                                                                   47
                                                                                 Source: Morgan Stanley Research
www.morganstanley.com/institutional/techresearch/pdfs/web2.0.pdf
China –
 Internet Market Capitalization - 76% CAGR over 4 Years

                                                       China public Internet company market capitalization (US$ in B)
                                                                                                                                                                             (1)
                                                                                                                                                                    $50B
                                                $50

                                                $45
       Total Market Capitalization (US$ in B)




                                                $40

                                                $35                                                          76% CAGR
                                                $30

                                                $25

                                                $20

                                                $15

                                                $10            $5B
                                                 $5

                                                 $0
                                                               2003                     2004                      2005                     2006                    2007 YTD

                                                      Includes: Sina, NetEase, Sohu, Ctrip, Shanda, 51job, Tencent, Tom Online, Baidu, China Digital TV, Perfect World, CDC Corp,
                                                      The9, eLong, Kongzhong, China Finance Online, Linktone, Hurray!, New Oriental Education, Home Inns, Netsun, Xinhua
                                                      Finance Media, Acorn, and Kingsoft
                                                                                                                                                     (1) Market Capitalization as of 10/15/2007
                                                                                                                                                                                                  48
                                                                                                                                                             Source: Morgan Stanley Research
www.morganstanley.com/institutional/techresearch/pdfs/web2.0.pdf
Forget flat.
This will only get more complicated:
LinkedIn, XING
MySpace, Bebo, Hi5, Orkut
LinkedIn, XING
MySpace, Bebo, Hi5, Orkut
LinkedIn, XING
MySpace, Bebo, Hi5, Orkut




http://labs.google.com/papers/sawzall-20030814.gif
Thanks.
    get in touch: grex@cs.stanford.edu

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Copy vs. Create - Cloning, Learning and Competing in Web 2.0