Local Mobile Social evolution and opportunities

1. Web Meets World: Nov 2011 Update
#LoMoSo
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2. “Stay Hungry. Stay Foolish”
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3. In our last episode…
t = now
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4. Web 0.1 : Beta [t-42] 1G
Vint Cerf Dr. Cooper
Wired Web: 7 Mobiles: 7,000
Impact: Universities connected
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5. Web 1.0 [t-20] 2G
Wired Web: 520,000 Mobiles: 7,000,000
Impact: Links
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6. Web 1.0 [t-15] 2G
Wired Web: 16,000,000 Mobiles: 98,000,000
Impact: E-commerce ramps
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7. Web 1.0 [t-12] 2G
1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009
Wired Web: 147,000,000 Mobiles: 469,200,000
Impact: Search and SaaS
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8. Web 1.0 : Dies [t-11] 2.5G
Wired Web: 361,000,000 Mobiles: 709,000,000
Impact: Tactical retreat & grow
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9. Web 2.0 : Social [t-6] 3G
People connected: 817,000,000 Mobiles: 1,744,000,000
Impact: Social Web ramps
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10. [t-4]
In the beginning…
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11. 3G Web 2.0
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12. Mobile Web 3.0
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13. 18 Months ago….
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14. [t-2]
DJIA
lost 53% of its value
1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009
Wired Web: 1,586,000,000 Mobiles: 4,269,600,000
Impact: Massive GDP shifts
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15. Web 3.0 [t-0] NOW
1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2010 2011
Wired Web: 1,966,514,816 [28%] Mobiles: 5,355,651,438 [77%]
Impact: Web meets World
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16. 58th month of “smart”……
500,000 apps 60%
302,600,000 units 87%
525,000,000 users 300%
18,700,000,000 dls 400%
1,000,000,000 to ship Q4
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17. Our Prediction last year [t +3 ]
Open Mobile
•Open radios (wifi, 3G, 4G)
• Open OS & Multiple OS
• Open Applications
• Open APIs
1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2014
Smart Phones: 1,000,000,000
People connected: 4,000,000,000
Impact: $14 Trillion (30%) GDP
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18. End of….
PCs
Mahogany walls
Record labels
Newspapers
Books
Credit Cards
Law firms
Banks
 …..
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19. ??
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20. Music
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21. Movies
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22. Books
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23. Publishing
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24. Television
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25. Retail
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26. Advertising
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27. Banking
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28. $0 - $10B in 60 months
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29. Local Mobile Social
10X impact
1/10 cost
10X the speed
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30. Preview of what’s next [t+1]
Local Mobile Social
#LoMoSo
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31. Mobile Meets Web - Opportunities
 Mobile Data Problem 600%
• Small cell combo WiFi and 3/4G
• Over 1 billion mobile data session on WiFi at AT&T
• Cablevision over 1M mobile data users a day
• Wireless
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32. Bio Sensors
 #1 Market leader in biometric fingerprint  Coming to Smart Phones market
sensors
 50%+ market share in PCs  Technology integrated into LCDs
 Consumer wants ease of use  “Missing piece” for Mobile wallet
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33. Mobile Risk Management
 Customers: NSA, FBI, Bank of
America, and Boeing
 Partnerships with US Federal
Government, several global carriers
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34. Mobile Meets Web - Opportunities
 Mobile Applications, Discovery, Search:
• Finder is #4 on iPhone & #5 on iPad
• Social Utilities
• Game platforms
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35. Over 1B check ins
 Location informs everything  500 million User Profiles
 Capturing location behavior enabling  Greatest reach of location services
monetizing at Premium rates  Reaching 100 million users every
 Partnership with GroupOn month
 Partners with AT&T, Cablevision,
Comcast, Boingo, others.
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36. Bring off-line on!
 Launched with Direct TV, CBS, HP,  250 million User Profiles
NFL,  Greatest reach of location services
 Partnered with Verizon, AT&T, Sprint  Reaching 100 million users every
month
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37. Don’t get flooded….
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38. Preview of what’s next [t+1]
Local Mobile Social
#LoMoSo
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