This document summarizes a presentation on mobile Web 2.0 given by Rudy De Waele on September 19th, 2007 in London. It discusses the all-IP environment for mobile networks, convergent devices, mobile applications like location-based services and maps, and characteristics start-ups are focusing on, such as social interaction and context relevance. Examples are given of recent investments and acquisitions in the mobile space, including Google acquiring GrandCentral and Nokia acquiring Twango. The presentation evaluates where new start-ups are emerging and what types of companies are receiving investment.

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The Mobile 2.0 Start-Up Ecosystem

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“3” launches flat-rate mobile
(november 06)

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How are Mobile 2.0
propositions different?

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The all-IP Environment
(network convergence)
• GSM
• UMTS/3G
• Wi-Fi/Wimax
• GPS
• DVB-H
• Bluetooth
• Fixed Networks

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Convergent Devices

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• SMS
• Voice
• VoIP
• Messaging
• Presence
• RSS to SMS
• Click to Call
• Mobile Search
• Maps
• Bluetooth download zones
• Wi-Fi Hotspot Entertainment
• Media Sharing
• Location-Based Services
Application mash-ups

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Markus Angermeier

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What Mobile Web 2.0 characteristics
are start-ups focusing on?
• Harnessing Collective Intelligence
• Ubiquitous Access - operator independant
• Context relevant - desktop is not a mobile screen
• Create Compelling User Experiences
• Synchronisation between Web & Mobile
• Social Interaction - profile & personal media exchange,
chat & messaging, status updates

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• Building Solid User Base - Think global, act viral
• Location - Find places as well as people!
• Address Book Integration
• Constraints - latency - battery life - bandwith limitation
• Privacy and security !
• Perpetual Beta?
What Mobile Web 2.0 characteristics
are start-ups focusing on?

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Web 2.0 going mobile?
Not really Mobile 2.0 just yet?

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Mobile 2.0 Categories / Players

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Mobile 2.0 Categories / Players
• Audio (Nokia Podcasting, Visual Radio, Rhapsody, iTunes)
• Development Platforms (mFoundry, Funambol)
• Entreprise (SoonR)
• Imaging (scanR, Shozu, Daem Interactive)
• Location-Based (buddyping, loopt, Plazes, Socialight, dodgeball)
• Media Sharing (Shozu, Mosh, MoJungle, PixPulse, PixSense, SharpCast)
• Microblogging (Jaiku, Twitter, Pownce, Frazr, Fanfou, Zuosa, Blabto)
• Mobilize (BluePulse, Plusmo)
• Point Of Sales Mobile Channels (Futurlink)
• QR-codes (BeeTagg, Kaywa, ShotCode)
• Shopping (Frucall, Text2Store)
• Social Media (Facebook, MySpace, MyStrands, Mobiluck, Rabble)
• Transactions (Mobo, MyNuMo)
• Video (YouTube, ViiF, Oplayo, vpod.tv, JuiceCaster, ComVu)
• Voice (Fring, Jaja, Gizmo, Grand Central, TalkPlus, Trufone)
• Widgets (Bling, Widsets, Mojax, Webwag)

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where do we see new start-ups?

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Image by Paul Watson

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where do we see new start-ups?
innovation is happening everywhere

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Evaluating new propositions:
who is investing in what?
recent deals - some examples

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• Done deals - sorry, too late guys!
• Venture Capital - Series B
• Venture Capital - Series A
• Seed Capital

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who is investing in what?
Google Acquires GrandCentral (July 07)
1 Phonenumber - 1 Mailbox - Many Features
GrandCentral, founded in 2005 is an innovative service that lets users
integrate all of their existing phone numbers and voice mailboxes into one
account, which can be accessed from the web.
The company, raised less than $6 million in capital from Minor Ventures (the
exact amount has never been disclosed), beta launched September 2006.
Earlier this year mainstream press and blogger attention heated up.
GrandCentral was recently pitching a second round of financing to Silicon
Valley venture capitalists, but broke off discussions abruptly as the Google
talks heated up.
The deal is rumored to be somewhere in the range of $50 million

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who is investing in what?
Nokia Acquires Twango (July 07)
Social Media Sharing Platform
Twango, a privately-owned company founded by former Microsoft veterans,
provides a comprehensive media sharing solution for organizing and sharing
photos, videos and other personal media.
Today's digital cameras and camera phones not only take great still photos,
they also record video and audio. One study estimates that within four years,
228 billion images (Yes, that's with a "b") will be captured on camera phones
alone.
The deal was undisclosed, estimated to be around $96.8 million by the WSJ.

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Mobile Entreprise, aiming at the Prosumer market
SoonR, founded in 2005, completed a $6 million Series A round of funding in
September 2006. The investment was led by Clearstone Venture Partners,
with participation by IntelCapital and private investors.
SoonR lets mobile users tap into the power of their computers from any
Internet-connected mobile handset, anywhere in the world.
SoonR Simple Value Proposition that can identify and build a revenue stream
upon in partnership with Operators. SoonR’s value proposition is active
storage with advanced rendering capabilities on a mobile phone that allows
you remote access, view, search, share, print and fax.
who is investing in what?
SoonR Raises $6 Million (September 06)

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who is investing in what?
BluePulse Raises $6 Million (April 07)
Social Media Platform
In December 2006, Bluepulse launched its game-changing social networking
application.
Bluepulse is built on an open platform that gives its global users multiple
means of communication, content sharing, widgets, and so much more - all
under one roof.
Bluepulse has an advertising-based revenue model.
Bluepulse closed its Series A round with VantagePoint Venture Partners in
April 2007.

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who is investing in what?
MyStrands Gets $25million (June 07)
Social Recommendation Platform
Founded in 2003, social recommendation specialist MyStrands has closed a Series B
round of $25million led by Antonio Asensio, CEO of Grupo Zeta, Spain’s third largest
media group, along with existing investors Debaeque and Sequel backing this round as
well. This brings the total amount of funding for MyStrands to $31 million.
Personalization Platform:
Real-time recommendations (user enjoys "this item", we suggest "this other item":
advertising, music, video...)
• Content organization (intelligent playlist builder, intelligent synchronization between
devices)
• Content agnostic; cross-platform (your profile regardless of what you use to connect)
MyStrands Social Player
Personalized recommendations, build your music profile
See what your friends are listening to - Increases user engagement of the devic
Recently the company launched their MyStrands.TV platform.

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The World’s First Multimedia Ringtone Community
Personalization 2.0

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Recent launches
Vringo - $12 M in Series B Funding (July 07)
Video Sharing Community
Vringo recently launched a video sharing community which allows you to
share video ringtones (or Vringos) with your buddies each time you call them.
Vringo clips can contain either licensed content from the best of movies, TV
and music, or user generated clips that are created on your own mobile
phone.
Series B round of venture capital funding, receiving $12 million in a round led
by Warburg Pincus, the global private equity firm.

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Combined &
searchable list
Call / Chat / Invite Chat Invite a friend
Internet communication… on mobile
Call History
mVoIP - Real freedom of choice

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Fring Raises $12 Million Series B
(August 07)
mVoIP (mobile VoIP)
fring is an end-to-end mobile VoIP service enabling free calls, chat & real-time
presence over the mobile handset Internet connection.Product development
over the past two years, introduced into the market in Q1 2007
Israeli-based VOIP start-up Fring has closed an estimated $12 million second
round, led by US VC fund North Bridge Venture Partners. VenFin and previous
investors Pitango, Veritas and Yossi Vardi also participated. If the investment
estimate is accurate, it would be one of the larger rounds for a VOIP company.
Fring is a mobile application for Windows and Symbian phones that uses VOIP
to make cheap/free mobile calls and instant message. Unlike Jajah, but like
Truphone, Fring sends calls and chats over Wi-Fi internet access or your 3G or
GPRS Internet data plan. Like Skype, users are charged a nominal fee to call
standard phone lines. However, calls made to other internet phones are free.

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Evaluating new propositions:
recent launches, future deals?

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who is investing in what?
Dopplr: early-stage financing (09/07)
Online Service for Frequent Travellers
Dopplr is an online (and probably soon) a mobile service for frequent
travellers. Dopplr lets you share your future travel plans with a group of
trusted fellow travellers whom you have chosen.
Dopplr secured early-stage financing.The investors are Martin Varsavsky,
Joichi Ito, Reid Hoffman and The Accelerator Group led by Saul Klein. This
international team—frequent travellers who themselves use Dopplr—has
separately made previous investments in many successful Internet
companies, including Last.fm, Joost, FON, LinkedIn, Flickr, Technorati, Wikia,
Xing, Stardoll, Six Apart and Netvibes.
Dopplr’s founders are: Lisa Sounio, chief executive officer; Matt Biddulph,
chief technology officer; Matt Jones, design director; and Dan Gillmor,
founding traveller. Marko Ahtisaari is a founding investor.

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Main features
• Contact people who are in the same
place (up to 100 meters)
• No need to know their phone number!
• Send unlimited messages for FREE
• Send text, pictures, ringing tones, MP3,
business cards…
Business model
Shareware
• 3-days trial period
• Basic features available for free
Premium license sold to end-users
• Online sales by credit card and Paypal: 15€/year
• 1-click payment by Premium SMS in 16 countries:
Bluetooth Messaging Application

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Recent launches
Futurlink - POS Mobile Interaction
• FUTURLINK provides technology that enables to create new retailing
communication paradigms and content distribution systems on the point of
sales
• The system is based on the proximity of mobile phones and it is using short
range wireless technologies embedded in mobile phones such as
Bluetooth, NFC and Wi-Fi
• Access points may interact with consumer mobile phones in the point of
sales using Bluetooth or Wi-Fi, as well as include accessories such as
speakers, barcode readers, presence sensor, coupons printers, etc.
• Non-intrusive Bluetooth or Wi-Fi marketing campaigns are performed in a
way that acceptation by the end-user is required. It is free for the end-users in
the PoS, since they are using Bluetooth or Wi-Fi technology

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• Taptu launches October
• Only gives you pure results that can
always be consumed easily on your mobile
• Yet crawls and indexes a very long tail of
content,millions and millions of Web items
• e.g Taptu song results are mobile-
playableon 100+ handsets, over 10m songs
indexed

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2 Mobile phone
screen simulation
open
1 “Send to mobile”
in web widget’s Edit Menu
(displayed when mouse over)
3 Done !
Read & Type
Twitts on mobile
WebWag just anounced Series A

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Thank you!
Follow me:
twitter.com/mtrends
rudydw.jaiku.com

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MobileMonday Barcelona

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Mobile 2.0 Conference
San Francisco - October 15, 2007

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Contact:
rudy@dotopen.eu
mobile: +34 678 962 637

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Creative Common License:
Please note: this presentation is licensed under cc 2.0 Attribution-Noncommercial-Share Alike
2.5 Generic License. If you have questions about republishing feel free to contact me.
More info at: http://creativecommons.org/licenses/by-nc-sa/2.5/
Images used in this work:
World Start-Up Map by Markus Angermeier (slide 8)
http://www.nerdwideweb.com/
World Start-Up Map by Paul Watson (slide 16)
http://www.flickr.com/photos/paulwatson/212446246/