The document discusses the competitive landscape of smart home devices, specifically focusing on Amazon's Echo and its features, financial performance, and business model. It highlights the sales figures since 2014, the advantages of third-party skills, and the company’s strategic positioning against competitors like Google Home. Additionally, it includes a timeline of key events in the Echo's development and addresses some proof of concept and monetization challenges.

1. Wilson Mullen (muwilson)

2. Problem
 Lights, thermostat
 News, music
 All are manual, separate

3. Solution

4. Solution

5. Solution
= =

6. Proof of Solution

7. Financials
 8.2 million sold (2014-present)
 Word of mouth
 Pre-existing customer base

8. Financials
 Loss on gadgets
 No skill monetization
 Profitable on services

9. Business Model

10. Business Model,
cont’d.
 Easy Amazon purchasing
 Special discounts
 Echo  10% increase in
Amazon spending

11. History
2011—first
pitch made
11/2014—
special
release to
invitees
6/2015—
public US
release
3/2016—
Echo Dot
public
release
12/2016—
Echo
involved in
murder
case

12. Secret Sauce—Skills
 3rd party skills
 Bonafide platform
 No native support
needed

13. Skills Examples
“Alexa, ask Uber to
get me a car.”
“Alexa, what beer
goes with ramen?”
“Alexa, ask Kayak where
I can go for $400.”

14. Competition
Amazon Echo/Dot Google Home
3rd party skills ✔ ~
Conversational/
remembrance ✘ ✔
Large # of supported
smart-home devices ✔ ~
Music streaming
capability ✔ ✔
Multi-room audio ✘ ✔
Simple product ordering ✔ ✘

15. Competition
Amazon Echo/Dot Google Home
3rd party skills ✔ ~
Conversational/
remembrance ✘ ✔
Large # of supported
smart-home devices ✔ ~
Music streaming
capability ✔ ✔
Multi-room audio ✘ ✔
Simple product ordering ✔ ✘
Inevitably forthcoming, but not yet

16. Competition
Amazon Echo/Dot Google Home
3rd party skills ✔ ~
Conversational/
remembrance ✘ ✔
Large # of supported
smart-home devices ✔ ~
Music streaming
capability ✔ ✔
Multi-room audio ✘ ✔
Simple product ordering ✔ ✘
Entire knowledgebase, algorithms of Google

17. Prediction—Success
 Amazon == mover, re-invest
 1.5 yr head start
 Skills, skills, skills

18. Sources
Proof of Solution:
- https://finance.yahoo.com/news/why-amazons-echo-totally-dominating-133000032.html
Financials:
- http://www.nasdaq.com/article/alexa-how-big-is-amazons-echo-cm739959
- http://www.businessinsider.com/amazon-echo-sales-figures-stats-chart-2016-12
- https://www.bloomberg.com/features/2016-amazon-echo/
- https://forums.developer.amazon.com/questions/7528/monetizing-echo-apps-voice-app-store.html
- http://www.businessinsider.com/amazon-echo-alexa-add-11-billion-in-revenue-by-2020-2016-9
- http://fortune.com/2016/07/11/amazon-prime-customers/
Business Model:
- http://www.businessinsider.com/amazon-echo-alexa-add-11-billion-in-revenue-by-2020-2016-9
- http://www.recode.net/2016/11/18/13673894/amazon-alexa-deals-weekend-voice-shopping
Timeline:
- http://www.businessinsider.com/the-inside-story-of-how-amazon-created-echo-2016-4
- https://en.wikipedia.org/wiki/Amazon_Echo
- http://www.cnbc.com/2016/12/27/police-said-to-probe-amazon-echo-in-relation-to-murder-case.html
Secret Sauce:
- https://www.cnet.com/how-to/most-useful-alexa-skills/
- http://www.businessinsider.com/amazon-echo-sales-figures-stats-chart-2016-12
Comparison:
- http://www.cio.com/article/3143137/open-source-tools/amazon-echo-vs-google-home-the-choice-is-obvious.html
- http://www.howtogeek.com/282568/amazon-echo-vs.-google-home-which-one-should-you-buy/
- http://interestingengineering.com/google-home-vs-amazon-echo/

19. Questions?