Exploring the Future Potential of AI-Enabled Smartphone Processors
Kp13 031608 i fund
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4. iFund & The Mobile Internet ENTERTAINMENT Video, music, ringtones Games (standalone, networked) Download / subscription UGC / streaming SOCIAL NETWORKING Photos Music Content Sharing Social Apps Video Local Mobile Internet Voice UI’s Browsers ADVERTISING Video SMS Banners WAP Applications COMMUNICATION Email PTT MMS VoIP SMS/vSMS Mobile IM Unified Drivers of the ecosystem Internet ready handsets and UIs Cheap, fast broadband data (3G) More open access to content and services User awareness and all you can eat pricing SEARCH/ DISCOVERY LOCATION BASED SVCS . Social networking Asset tracking Navigation Friendfinder COMPONENTS Batteries Storage Display Supercapacitors
Notes de l'éditeur
Mobile Opportunity is Now: Open platforms – iPhone, Android, Yahoo Go are all attracting developers; AT&T, VZW are opening their networks; 700Mhz will require open access on the C-Block Consumer demand -- 95% of iPhone users surf the web (AT&T CEO); iPhone users search 50x as much as other mobile phone users (GOOG) when given usable access to mobile services, users adopt quickly Truly unique factors on mobile combine to yield an opportunity that’s bigger than the PC Why iPhone The iPhone platform has the best software development tools, best devices, and best user base for initial company creation Early adopters on the iPhone platform will help our companies establish early and critical scale 14M iPhones + 24M iPod touches = ~40M devices in market by EOY 2008; sizable market and growing fast KPCB has a proprietary advantage in this ecosystem given the close relationship with Apple across our partnership Goals: Be the leader & use iFund to attract all the best mobile internet talent to our platform Drive returns & back/incubate the winners
Mobile Opportunity is Now: Open platforms – iPhone, Android, Yahoo Go are all attracting developers; AT&T, VZW are opening their networks; 700Mhz will require open access on the C-Block Consumer demand -- 95% of iPhone users surf the web (AT&T CEO); iPhone users search 50x as much as other mobile phone users (GOOG) when given usable access to mobile services, users adopt quickly Truly unique factors on mobile combine to yield an opportunity that’s bigger than the PC Why iPhone The iPhone platform has the best software development tools, best devices, and best user base for initial company creation Early adopters on the iPhone platform will help our companies establish early and critical scale 14M iPhones + 24M iPod touches = ~40M devices in market by EOY 2008; sizable market and growing fast KPCB has a proprietary advantage in this ecosystem given the close relationship with Apple across our partnership Goals: Be the leader & use iFund to attract all the best mobile internet talent to our platform Drive returns & back/incubate the winners