Solo talk at SXSW Interactive 2017. This presentation explores the rise of the big four tech companies - Google, Apple, Facebook and Amazon. Are these tech giants more vulnerable than they look? Will their business models stand up to the threats of technological advancement and changing consumer behaviour? What are they doing to diversify their revenue streams and future proof themselves? Will there be a backlash from privacy concerned citizens and regulation hungry legislators? From fake news to Alexa, discover which of the big four are best placed to weather the storms of the next ten years.

1. James Schad, We Grow Startups
THE RELENTLESS RISE
OF THE TECH GIANTS #GAFA
JAMES SCHAD @SCHADOW79

2. James Schad, We Grow Startups
THE RELENTLESS RISE AND INEVITABLE
FALL OF THE TECH GIANTS #GAFA
JAMES SCHAD @SCHADOW79

3. James Schad, We Grow Startups
LESSONS FROM HISTORY

4. James Schad, We Grow StartupsJames Schad, We Grow Startups

5. James Schad, We Grow Startups
90%
Search
43%
Online
Retail
91%
Smart
Phone
Sources: Statista, global desktop searches Oct 16, US eCommerce market share 2016, Facebook global MAUs, global smartphone profit share Q316
1.9bn
Reach

6. James Schad, We Grow Startups
90%
Search
43%
Online
Retail
91%
Smart
Phone
Sources: Statista, global desktop searches Oct 16, US eCommerce market share 2016, Facebook global MAUs, global smartphone profit share Q316
1.9bn
Reach

7. James Schad, We Grow Startups
The top 8 US apps of 2016, and their number of monthly active users. Data and chart by Nielsen.

8. James Schad, We Grow Startups
DIGITAL DUOPOLY
$0BN
$3BN
$5BN
$8BN
$10BN
GOOGLE FACEBOOK THE REST
Source: PWC/IAB US ad spend Q315 vs Q316
+54%
+45%
+1%

9. James Schad, We Grow Startups
BUT DIGITALLY RELIANT
Other
14%
Advertising
86%
Other
3%
Advertising
97%
Google Facebook
Source: 2016 Financial Reports, Google & Facebook revenue

10. James Schad, We Grow Startups
SEARCH ISN’T OVER
Source: Bloomreach, State of Amazon 2016

11. James Schad, We Grow Startups
James Schad, We Grow Startups

12. James Schad, We Grow Startups

13. James Schad, We Grow Startups
VIDEO KILLED THE VIDEO STAR

14. James Schad, We Grow Startups
FACEBOOK AD FATIGUE
Q1 2016
Q2 2016
Q3 2016
0 3250 6500 9750 13000
9,731
11,359
12,016
Source: L2 analysis of Unimetric data, n=16k promoted posts, n=427 brands
User engagement with ads (clicks, likes, shares, comments)

15. James Schad, We Grow Startups
“DON’T LET THE FOX
GUARD THE HENHOUSE”
MARC PRITCHARD, CMO P&G

16. James Schad, We Grow StartupsJames Schad, We Grow Startups

17. James Schad, We Grow Startups

18. James Schad, We Grow Startups

19. James Schad, We Grow Startups

20. James Schad, We Grow Startups
ANTITRUST

21. James Schad, We Grow StartupsJames Schad, We Grow Startups

22. James Schad, We Grow Startups
FUTURE PROOFING - PART 1

23. James Schad, We Grow Startups
FUTURE PROOFING - PART 2
James Schad, We Grow Startups

24. James Schad, We Grow Startups
CONTENT IS KING?

25. James Schad, We Grow Startups
“YOU’RE UNLIKELY TO WIN THE
LOTTERY TWICE”
EX-GOOGLE EXEC

26. James Schad, We Grow Startups
ATTACK OF THE CLONES

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28. James Schad, We Grow Startups
FACEBOOK VR
BETS…
James Schad, We Grow Startups

29. James Schad, We Grow Startups
IPHONE 8?

30. James Schad, We Grow Startups
“AMAZON’S TENTACLES
ARE SPREADING”
SIR MARTIN SORRELL, CEO WPP

31. James Schad, We Grow Startups
AWS

32. James Schad, We Grow Startups
MORE, CHEAPER

33. James Schad, We Grow Startups

34. James Schad, We Grow Startups
AMAZON DRONE
WAREHOUSE!

35. James Schad, We Grow Startups
“AMAZON BEARS WHO SAID IT WAS A
LOW MARGIN COMMODITY RETAILER
WERE CORRECT. THEY JUST DIDN’T
REALISE IT WOULD BE THE ONLY ONE.”
BENEDICT EVANS, A16Z

36. James Schad, We Grow Startups
BE COMPETITIVE
BE CUSTOMER FOCUSSED
BE AN ASTRONAUT!

37. James Schad, We Grow Startups
THANK YOU!
ANY QUESTIONS?
JAMES@WEGROWSTARTUPS.CO
@SCHADOW79