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Tuesday, January 20, 2009
Technology
Primer
                             Pla0orm
Strategy
                                Kari
Wilson




Tuesday, January 20, 2009
Tuesday, January 20, 2009
Pla0orm
Basics




Tuesday, January 20, 2009
Pla0orm
Basics

                            How
Pla0orms
Work




Tuesday, January 20, 2009
Pla0orm
Basics

                            How
Pla0orms
Work

                            Pla0orm
Strategy




Tuesday, January 20, 2009
Pla0orm
Basics
                            Pla0orm
Basics

                                              Need
image

Tuesday, January 20, 2009
What
is
a
pla0orm?




                                             pla0orm




Tuesday, January 20, 2009
What
is
a
pla0orm?


                                          applica>ons
                                          plug‐ins


                                              pla0orm




Tuesday, January 20, 2009
What
is
a
pla0orm?

                              Applica>on   Internet   Mobile
             OS




Tuesday, January 20, 2009
Why
are
pla0orms
important?


Tuesday, January 20, 2009
Why
are
pla0orms
important?


Tuesday, January 20, 2009
How
Pla0orms
Work




Tuesday, January 20, 2009
SoGware
Developer
Kit

                                   (SDK)

                                          Sample
code
                                      •
                                          Tutorials
                                      •
                                          Debuggers
                                      •
                                          Documenta>on
                                      •
                                          APIs
                                      •




Tuesday, January 20, 2009
APIs
(Applica>on
Programming
Interface)

                               Can
you
send
me
the

                                 city
Jim
lives
in?



                            Sure,
Here
you
go.



                                      Thanks!




Tuesday, January 20, 2009
APIs
(Applica>on
Programming
Interface)

                               Can
you
send
me
the

                                 city
Jim
lives
in?



                            Sure,
Here
you
go.



                                      Thanks!




Tuesday, January 20, 2009
What’s
a
mash‐up?




                              11

Tuesday, January 20, 2009
Tuesday, January 20, 2009
Tuesday, January 20, 2009
Tuesday, January 20, 2009
Tuesday, January 20, 2009
What’s
a
plug‐in?




                            13

Tuesday, January 20, 2009
Tuesday, January 20, 2009
Tuesday, January 20, 2009
What’s
a
widget?




                                               15

Tuesday, January 20, 2009
Tuesday, January 20, 2009
Tuesday, January 20, 2009
Pla0orm
Strategy




Tuesday, January 20, 2009
Where
does
this
fit?


                                               Complementors
                            !quot;#$%&'(


                                               Context

              !+,-quot;#).,(          !quot;#$)**quot;&(




Tuesday, January 20, 2009
Where
does
this
fit?


                                               Complementors
                            !quot;#$%&'(


                                               Context

              !+,-quot;#).,(          !quot;#$)**quot;&(




Tuesday, January 20, 2009
Where
does
this
fit?



                                    network

                            more
                more

                                     effects
                            users              developers




Tuesday, January 20, 2009
Who
are
the
key
players?

                                    Company




                            Users             Developers

Tuesday, January 20, 2009
Who
are
your
customers?




Tuesday, January 20, 2009
Who
are
your
customers?


                     !quot;#$%&'(&$    )'*'+,-'(&$




Tuesday, January 20, 2009
Two‐sided
market




                                               22

Tuesday, January 20, 2009
How
to
price
two
sided
markets
                            Which
side....




                                             23

Tuesday, January 20, 2009
How
to
price
two
sided
markets
                            Which
side....

                                   is
more
price
sensi>ve?




                                                             23

Tuesday, January 20, 2009
How
to
price
two
sided
markets
                            Which
side....

                                   is
more
price
sensi>ve?

                                   adds
more
pla0orm
value?




                                                              23

Tuesday, January 20, 2009
How
to
price
two
sided
markets
                            Which
side....

                                   is
more
price
sensi>ve?

                                   adds
more
pla0orm
value?

                                   is
more
sensi>ve
to
growth
of
the

                                   other
side?




                                                                        23

Tuesday, January 20, 2009
How
to
price
two
sided
markets

                                         !quot;#$%&'
                            !quot;#$%&%'()




                                                   24

Tuesday, January 20, 2009
How
to
price
two
sided
markets

                                               !quot;#$%&'
                                !quot;#$%&%'()


                            • price
sensi>ve

                            • adds
pla0orm

                             value




                                                         24

Tuesday, January 20, 2009
How
to
price
two
sided
markets

                                                    !quot;#$%&'
                                !quot;#$%&%'()

                                               • demand
increases

                            • price
sensi>ve
                                                with
other
side

                                                growth
                            • adds
pla0orm

                             value




                                                                     24

Tuesday, January 20, 2009
How
to
price
two
sided
markets

                                         !quot;#$%&'
                            !quot;#$%&%'()




Tuesday, January 20, 2009
How
to
price
two
sided
markets

                                                  !quot;#$%&'
                                !quot;#$%&%'()

                                             • game
developers
                            • consumers

                             (consoles)




Tuesday, January 20, 2009
How
to
price
two
sided
markets

                                                  !quot;#$%&'
                                !quot;#$%&%'()

                                             • game
developers
                            • consumers

                             (consoles)




Tuesday, January 20, 2009
How
to
price
two
sided
markets

                                                   !quot;#$%&'
                                !quot;#$%&%'()

                                             • game
developers
                            • consumers

                             (consoles)




                                             • PDF
writers
                            • PDF
readers




Tuesday, January 20, 2009
Limited

      Resources




Tuesday, January 20, 2009
Developer
Priori>za>on


                            Segment
                              Target
                             Posi>on




Tuesday, January 20, 2009
Developer
Priori>za>on
                                       Geography
                                       Size
                            Segment    Ver>cals
                              Target   Profitability
                             Posi>on




Tuesday, January 20, 2009
Developer
Priori>za>on


                                       Network
effects
                            Segment
                                       Target
size
                              Target
                                       Feasibility
                             Posi>on




Tuesday, January 20, 2009
Limited

      Resources




Tuesday, January 20, 2009
Pla0orm
Wars

    1970s




Tuesday, January 20, 2009
Pla0orm
Wars

    1970s




    recent




Tuesday, January 20, 2009
Current
Pla0orm
Wars

    social
    graph




    mobile




Tuesday, January 20, 2009
Key
Pla0orm
Takeaways




Tuesday, January 20, 2009
Key
Pla0orm
Takeaways
          • Third
par>es
add
value




Tuesday, January 20, 2009
Key
Pla0orm
Takeaways
          • Third
par>es
add
value
          • Pla0orm,
developers
and
users




Tuesday, January 20, 2009
Key
Pla0orm
Takeaways
          • Third
par>es
add
value
          • Pla0orm,
developers
and
users
          • Two‐sided
markets




Tuesday, January 20, 2009
Key
Pla0orm
Takeaways
          • Third
par>es
add
value
          • Pla0orm,
developers
and
users
          • Two‐sided
markets
          • Limited
resources




Tuesday, January 20, 2009
!quot;
     email:
kwilson2009@kellogg.northwestern.edu




Tuesday, January 20, 2009
Tuesday, January 20, 2009

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