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Mobile Opportunitiesfor Start-Ups, Updated
Berlin Barcamp 3, Matthäus Krzykowski
matthaeus@mobile-facts.com
Is this the time “to make it” in mobile ?
matthaeus@mobile-facts.com
For the moment, at least.
matthaeus@mobile-facts.com
Source: Rutberg, July 2008
Investments in mobile marketing tech and services fell off precipitously in the first half of 2008, slowing to $80 million from $291 million a year ago, according to the latest M&A report from investment bank Petsky Prunier.
Source: MediaPost, July 2008
matthaeus@mobile-facts.com
The mobile eco system continues to be much morehostile to startups than the online one.
matthaeus@mobile-facts.com
We believe this is changing, though.
matthaeus@mobile-facts.com
I. There are some interesting developments in Distribution/Monetisation
http://venturebeat.com/2008/07/07/five-trends-driving-the-mobile-web/
Carrier/ Device
Manufacturer Stores
matthaeus@mobile-facts.com
Selected Issues in Mobile Monetisation/Distribution
http://venturebeat.com/2008/08/13/google-ally-t-mobile-looks-poised-to-compete-with-apples-app-store/
Sources:
http://venturebeat.com/2008/08/28/android-market-googles-response-to-apples-app-store-for-third-party-developers/http://venturebeat.com/2008/08/28/mobile-advertising-ads-analytics-and-opportunities/
matthaeus@mobile-facts.com
Good for VCs:- business 2 business- selected off-deck
Bad for VCs:- on deck
- Apple platform, except gaming
($360M per yearis not enough revenue
to share)
Question Marks for VCs:
- OHA app stores- carrier app stores
Summary of the last slide
matthaeus@mobile-facts.com
II. There are some interesting developments in Mobile Platforms
matthaeus@mobile-facts.com
Now: imagine a platform as a cake
matthaeus@mobile-facts.com
There have been cakes on the internet before: for example Wordpress
matthaeus@mobile-facts.com
mobile platforms are not only about making them happy
http://docs.kolibria.com/img/iphone2.jpg
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they are really for them
matthaeus@mobile-facts.com
all these people are “the eco system” in this presentation
matthaeus@mobile-facts.com
Misreported: Android
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Rich Miner’s Definition of Android:
1) "An Open Source mobile phone platform that encompassed every layer of the phone2) A series of phones powered by that platform3) A go to market strategy to guarantee global distribution of both platform and phones."
Android tries to make everybody in the “eco system” happy
matthaeus@mobile-facts.com
Some excerpts from the cakes’ recipe: Android as a cake
An Abstract Overview of Android As An Architecture
Source: Google, August 2008 Source: Mobile Facts, September 2008
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that makes them very happy
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Source: Mobile Facts, September 2008
it’s the best cake out there in the moment, in fact
matthaeus@mobile-facts.com
That cake is so good it’s a actully a space cake
http://venturebeat.com/2008/09/17/android-roundup-googles-web-wide-plan-ericsson-to-join-oha-and-more/
matthaeus@mobile-facts.com
That is one of the things that makes them very happy
matthaeus@mobile-facts.com
He can enter the smartphone market with many competetive
devices
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He can count on many of his friends coming from Asia giving
him a good position to negotiate
matthaeus@mobile-facts.com
That’s just one of many Android effects on the industry. I try to keep it simple in this presentation.
Your take-away: ignore the G1-iPhone comparisons in the media if your interest is in developing/making money.
matthaeus@mobile-facts.com
So what’s with the iPhone net effect for now? jobs, performance indicators up the roof
(of course, the iPhone has many more effects. But theseare the main effects affecting your bottom line, imo)
matthaeus@mobile-facts.com
III. The mobile web is emerging.
matthaeus@mobile-facts.com
http://venturebeat.com/2008/05/09/analysis-myspace-and-facebook-challenge-mobile-only-social-networks/
matthaeus@mobile-facts.com
btw: we’re always looking to work with good people. Talk with Daniel about Paul Graham/ Android/iPhone (not about LISP, please)
Thank you
daniel@mobile-facts.com
http://twitter.com/matthausk
matthaeus@mobile-facts.com
http://twitter.com/DanielHartmann
follow our blog @www.mobile-facts.com
How to communicate with us best:
see our slides @ http://www.slideshare.net/MobileFacts
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