3. 30-‐40%
cost
savings
experienced
by
early
adopters;
Intel
$650M
target
Huge
penetration
of
technology
into
SME
businesses
Massive,
global
entrepreneurial
opportunity
Opportunities:
Collaboration,
Infrastructure,
Analytics,
Vertical
Apps
4. Geographies
are
changing
• Latin
America,
Africa,
South
East
Asia,
Eastern
Europe,
China
Rising
• Second,
third
tier
cities
in
India
becoming
relevant
• Near-‐shore
USA
• Huge
opportunity
for
global
development,
including
rural
5. Facebook:
750M+
|
Tencent:
600M+
|
LinkedIn:
115M+
Social
News,
Social
Games,
Social
Shopping
Specialized
Social
and
Professional
Networks
Enterprise
Social
Networks
Crowd
Sourced
Business
Apps
Mobile
Social
6. Niche
e-‐commerce
Niche
community
Niche
content
apps
Vertical
search
Local
search
and
services
Location-‐based
services
Personalization
9. Robust
monetization
numbers
Huge
movement
from
TV
and
print
over
to
online
Search
Advertising
is
massive
• PPC
and
SEO
–
great
customer
acquisition
strategies
• Display
–
Vertical
Ad
Networks,
Social
Media
-‐
big
Interesting
innovations
in
monetization
models
10. Quiz:
Fastest
growing
company
in
the
history
of
business?
14. Zynga
–
one
of
the
fastest
growing
companies,
ever
• Riding
on
Facebook
Many
entrepreneurs
doing
niche
games,
also
Main
monetization
model:
Virtual
Goods
In-‐game
advertising
gaining
ground
• as
a
monetization
model
• as
a
customer
acquisition
model
15. iPhone,
iPad:
Fastest
adoption
of
a
new
technology
in
recent
memory
Move
from
thin
client
to
rich
client:
Apps
Opportunities:
• Gaming
&
Entertainment
|
Media
|
Business
Apps
|
Education
|
Healthcare
16. Rise
of
tablet
as
a
media
consumption
device
=>
huge
uptick
in
online
video
consumption
Beneficiaries
• Netflix
|
Akamai
|
Finisar
|
Polycom
Opportunities:
Online
Video
Collaboration,
eLearning,
Entertainment,
Media
• Example:
Vivu
17.
18. Finally
taking
off
in
the
Western
world
• Not
yet
everywhere
Disintermediation
• Opens
up
opportunities
for
authors
and
creative
types
to
work
directly
with
Amazon
and
Apple
to
build
franchises
Opportunity:
The
‘book’
experience
will
change
• Example:
Children’s
books,
Text
books
–
multi-‐media
experience