1. START
INVESTMENT TRENDS & UP
OPPORTUNITIES FOR MOBILE APP
Global Mobile Internet Conference - Silicon Valley (GMIC-SV)
10/20/2012 Sat
San Jose Convention Center

2. Moderator
Bess Ho, Partner at Archimedes Labs
Jay Jamison Brad Forrest
Partner at BlueRun Ventures Partner at Khosla Ventures
Greg Tarr Christof Wittig
Partner at Cross Pacific Capital Managing Partner at Kii Capital
Panel: Investment Trends & Opportunities for Mobile Startup

3. 2011
5 Billion mobile
phones
7 Billion people
worldwide
Panel: Investment Trends & Opportunities for Mobile Startup

4. http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

5. Competing Attention
Average smartphone contains 18 apps
Consumer spend 94 min per day in mobile app
Consumer spend 72 min per day on internet
Panel: Investment Trends & Opportunities for Mobile Startup

6. Active iOS & Android
165 Million Devices
128 Million
31 Million
28 Million
22 Million
US China UK South Japan
Korea
http://techcrunch.com/2012/08/27/flurry-china-is-fastest-growing-market-for-ios-android-devices-chile-comes-in-2nd/

7. Active iOS & Android
Devices
209 Million
128 Million
US Outside US
http://techcrunch.com/2012/08/27/flurry-china-is-fastest-growing-market-for-ios-android-devices-chile-comes-in-2nd/

8. 2012 Gartner Analysts
“Winning mobile apps will have unique
features that cater to the mobile
environment rather than acts as a
mobile extension of their online peers.”

9. 2012 Gartner Analysts
“Increasingly, mobile applications will
define the user experience on high-
end devices and device vendors that
proactively integrate innovative apps
and technologies at the platform
layer will have the competitive edge”

10. Definition
Mobile First

11. Designer
!= Responsive Design
Mobile First is Not about Design

12. Developer
!= Mobile App
Mobile First is Not about App Development

13. Fred Wilson
~ Mobile First Web Second
Twitter: Majority of active users access
the product on mobile more than web
Foursquare: Product value is from
mobile app

14. Mobile First

15. Mobile First
1. Users First in mobile

16. Mobile First
1. Users First in mobile
2. Experience First in mobile

17. Mobile First
1. Users First in mobile
2. Experience First in mobile
3. Product First in mobile

18. Mobile First
1. Users First in mobile
2. Experience First in mobile
3. Product First in mobile
4. Technology First in mobile

19. Mobile First
1. Users First in mobile
2. Experience First in mobile
3. Product First in mobile
4. Technology First in mobile
5. Infrastructure First in mobile

20. Mobile First
1. Users First in mobile
2. Experience First in mobile
3. Product First in mobile
4. Technology First in mobile
5. Infrastructure First in mobile
6. Money First in mobile

21. Mobile First History
Stage 1 Stage II Stage III
Yr 2008-2009 Yr 2010-2011 Yr 2012...
?

22. Stage 1 Yr
LBS Check-in 2008-2009
Foursquare Series C
$50M
6/2011
Series B
$20M
Series A 6/2010
$1.35M
Founded in
9/2009 Total
3/2009
$71.4 Million
Total
$2.8 Million
Founded in Angel
2/2008 $1.8M
7/2008 Series A
$1.0M Acquired
9/2009 Walt Disney
7/2010
Games
Tapulous

23. Photo Sharing Stage II
Instagram
Acquired
Yr 2010-2011
Series B
Facebook
$50M
$1.01 Billion
4/2012
4/2012
Series A
Angel $7M
$500K 2/2011
Founded in 3/2010
1/2010 Total
$57.5 Million
Total
$42 Million
Launch
12/2009
Series A
$42M
Acquired
3/2011
Kombo
6/2011
Games
Angry Birds

24. Photo Sharing Stage II
Series C
PInterest $100M
Yr 2010-2011
5/2012
Series B
$27M
Series A 10/2011
Angel $10M
$500K 5/2011
Founded in 1/2010
2008 Total
$138 Million
Total
$41.2 Million
Angel
$2.5M Series A
11/2010 $8.65M
2/2011 Series B
$30M
4/2012
Social Network
Path

26. ?

27. ?
2012...

28. 20 Mobile

31. Cross Pacific Ventures
$25K-$100K
NYC
Stealth

32. Archimedes Labs
$25K-$100K
100% Mobile First
Seed Angel Series Series
A B
Uncloaked
Plate

33. Archimedes Labs
$25K-$100K
100% Mobile First
Seed Angel Series Series
A B
Uncloaked
Plate

34. Mobile First
Hurt Raise
Evaluation
Panel: Investment Trends & Opportunities for Mobile Startup

35. Mobile First
Hurt Help
Exit Strategy
A) M/A B) IPO
Not Limited to NYSE
Panel: Investment Trends & Opportunities for Mobile Startup

36. Bet or Avoid
22 App Categories
•Books •Medical
•Business •Music
•Catalogs •Navigation
•Education •News
•Entertainment •Photo & Video
•Finance •Productivity
•Food & Drink •Reference
•Games •Social Networking
•Healthcare & Fitness •Sports
•Lifestyle •Travel
•Utilities
•Weather
Panel: Investment Trends & Opportunities for Mobile Startup

37. News
OMGPOP’s Draw Something soars to 35 million downloads in
seven weeks this Feb. Zynga purchases it for $200 Million.
Since Zynga’s stock price declines 50% Zynga is writing off
as much as $95 Million. Zynga purchased Newtoy for Words
for Friends which was a huge hit but it hasn’t been earning
tons of money and founders have left the company.
http://www.bgr.com/2012/10/05/zynga-omgpop-95-million-write-off/

38. News
Rovio Entertainment, the creator of the Angry Birds franchise,
racked up revenue of $106.3 million. The game, which had its
debut on iPhones in late 2009, now boasts 40 million active
users in early year 2011. Raised $42 Million for Series A.
http://dealbook.nytimes.com/2012/05/07/angry-birds-maker-posts-2011-revenue-of-106-3-million/

39. News
Same photo sharing social app. Instagram is acquired by
Facebook at $1.01 Billion in Apr this year, before Facebook
IPO. Color competes in Photo-sharing app, raised $41
Million in 2011. A year later 30,000 Daily Users.
http://articles.businessinsider.com/2012-03-26/tech/31238570_1_iphone-instagram-zynga

40. Top 10 Trends for 2012
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

41. Top 10 Trends for 2012
1. Mobile Video
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

42. Top 10 Trends for 2012
1. Mobile Video
2. Mobile Email
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

43. Top 10 Trends for 2012
1. Mobile Video
2. Mobile Email
3. Mobile Instant Messaging (MIM)
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

44. Top 10 Trends for 2012
1. Mobile Video
2. Mobile Email
3. Mobile Instant Messaging (MIM)
4. Object Recognition (OR)
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

45. Top 10 Trends for 2012
1. Mobile Video
2. Mobile Email
3. Mobile Instant Messaging (MIM)
4. Object Recognition (OR)
5. Context-aware Service
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

46. Top 10 Trends for 2012
1. Mobile Video
2. Mobile Email
3. Mobile Instant Messaging (MIM)
4. Object Recognition (OR)
5. Context-aware Service
6. Mobile Payment
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

47. Top 10 Trends for 2012
1. Mobile Video
2. Mobile Email
3. Mobile Instant Messaging (MIM)
4. Object Recognition (OR)
5. Context-aware Service
6. Mobile Payment
7. Mobile Commerce
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

48. Top 10 Trends for 2012
1. Mobile Video
2. Mobile Email
3. Mobile Instant Messaging (MIM)
4. Object Recognition (OR)
5. Context-aware Service
6. Mobile Payment
7. Mobile Commerce
8. Mobile Search
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

49. Top 10 Trends for 2012
1. Mobile Video
2. Mobile Email
3. Mobile Instant Messaging (MIM)
4. Object Recognition (OR)
5. Context-aware Service
6. Mobile Payment
7. Mobile Commerce
8. Mobile Search
9. Social Networking
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

50. Top 10 Trends for 2012
1. Mobile Video
2. Mobile Email
3. Mobile Instant Messaging (MIM)
4. Object Recognition (OR)
5. Context-aware Service
6. Mobile Payment
7. Mobile Commerce
8. Mobile Search
9. Social Networking
10. Location-based Services (LBS)
http://www.itbusinessedge.com/slideshows/show.aspx?c=87261

51. In 5 Years?
Android iOS
First First
MSFT
China OS
First
First
Panel: Investment Trends & Opportunities for Mobile Startup

52. Your Advices
Series Exit
Series C
Series B
A
Angel
Seed
Panel: Investment Trends & Opportunities for Mobile Startup

53. Q&A
@Bess @GregTarr @Christofw @Brady @Jay_Jamison
@ArchimedesLabs @KiiCapital @BlueRunVentures
Panel: Investment Trends & Opportunities for Mobile Startup

54. http://www.slideshare.com/bess.ho
@BlueRunVentures
@Archimedeslabs
@KiiCapital @GregTarr
Panel: Investment Trends & Opportunities for Mobile Startup