There is no point in drawing a distinction between the future of technology and the future of mobile. They are the same. In other words, technology is now outgrowing the tech industry.
Amazon Prime Video: Delivering the Amazing Video Experience (CTD203-R1) - AWS...Amazon Web Services
In this session, hear engineers from Amazon Prime Video and Amazon CloudFront discuss how they have architected and optimized their video delivery for scaled global audiences. Topics include optimizing the application and video pipeline for use with content delivery networks (CDN), optimizations in the CDN for efficient and performant video delivery, measuring quality, and effectively managing multi-CDN performance and policy. Learn how CloudFront delivers the performance that Prime Video demands, and hear best practices and lessons learned through scaling this fast-growing service.
Presentation created for international VPs of an IT consulting firm, for their introductive training program.
"Illegible fonts, cheesy visuals, obscure charts : everyday, we all suffer from "Death by Powerpoint" syndrome.
But there's only a few tips and tools to know to overcome those setbacks, and to dazzle the audience with your next presentation.
Join us on the quest for the Holy Slide and you will discover the secrets of presentation design."
Lightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika Aldabaux singapore
How can we take UX and Data Storytelling out of the tech context and use them to change the way government behaves?
Showcasing the truth is the highest goal of data storytelling. Because the design of a chart can affect the interpretation of data in a major way, one must wield visual tools with care and deliberation. Using quantitative facts to evoke an emotional response is best achieved with the combination of UX and data storytelling.
Using ChatGPT can be helpful in presentations to explain concepts in easy-to-understand terms.
Pairing that with Dall-E 2 can make your slides fun and interesting.
Facilitating Complexity: A Pervert's Guide to ExplorationWilliam Evans
A talk given at the Melbourne Cynefin meetup. A set of riffs on how to facilitate teams exploring the Complex Domain.
Will Evans explores the convergence of practice and theory using Lean Systems, Design Thinking, DevOps, and LeanUX with global corporations from NYC to Berlin to Singapore. As Chief Design Officer at PraxisFlow, he works with a select group of corporate clients undergoing Lean and Agile transformations across the entire organization. Will is also the Design Thinker-in-Residence at New York University's Stern Graduate School of Management.
Will was previously the Managing Director of TLCLabs, the world's leading Lean Design Innovation consultancy where he brought LeanUX and Design Thinking to large media, finance, and healthcare companies.
Before TLC, he led experience design and research for TheLadders in New York City. He has over 15 years industry experience in service design innovation, user experience strategy and research. His roles include directing UX for social network alanysis & terrorism modeling at AIR Worldwide, UX Architect for social media site Gather.com, and UX Architect for travel search engine Kayak.com. He worked at Lotus/IBM where he was the senior information architect working in Knowledge Management, and for Curl - a DARPA-funded MIT project when he was at the MIT Laboratory for Computer Science.
He lives in New York, NY, and drinks far too much coffee. He Co-Founded and Co-Chaired the LeanUX NYC conference now in it’s 6th year, founded the LEAD SUMMIT NYC, and was also the User Experience track chair for the Agile 2013 and Agile 2014 conferences.
The Great State of Design with CSS Grid Layout and FriendsStacy Kvernmo
For far too long we've been forced to reuse layout patterns that have worked in the past, creating a web full of sites that all look the same. Narrow timelines, browser support restrictions and lack of a true grid system have led us to create work that is "good enough".
I've spent years exploring how we can make the web a more unique space. With some of the newer CSS techniques available, we can start to make more creative designs. CSS Grid Layout is on the horizon and will play a major role in the design of our sites. Finally having a true, 2 dimensional grid will give our layouts much more flexibility and it is on us to explore the possibilities.
This talk was presented at CSS Day 2016.
Here are a few tips on selling from David Ogilvy and other experts. Can you sell?
Enter the Search for the World's Greatest Salesperson. Deadline May 16, 2010 at youtube.com/ogilvy
Amazon Prime Video: Delivering the Amazing Video Experience (CTD203-R1) - AWS...Amazon Web Services
In this session, hear engineers from Amazon Prime Video and Amazon CloudFront discuss how they have architected and optimized their video delivery for scaled global audiences. Topics include optimizing the application and video pipeline for use with content delivery networks (CDN), optimizations in the CDN for efficient and performant video delivery, measuring quality, and effectively managing multi-CDN performance and policy. Learn how CloudFront delivers the performance that Prime Video demands, and hear best practices and lessons learned through scaling this fast-growing service.
Presentation created for international VPs of an IT consulting firm, for their introductive training program.
"Illegible fonts, cheesy visuals, obscure charts : everyday, we all suffer from "Death by Powerpoint" syndrome.
But there's only a few tips and tools to know to overcome those setbacks, and to dazzle the audience with your next presentation.
Join us on the quest for the Holy Slide and you will discover the secrets of presentation design."
Lightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika Aldabaux singapore
How can we take UX and Data Storytelling out of the tech context and use them to change the way government behaves?
Showcasing the truth is the highest goal of data storytelling. Because the design of a chart can affect the interpretation of data in a major way, one must wield visual tools with care and deliberation. Using quantitative facts to evoke an emotional response is best achieved with the combination of UX and data storytelling.
Using ChatGPT can be helpful in presentations to explain concepts in easy-to-understand terms.
Pairing that with Dall-E 2 can make your slides fun and interesting.
Facilitating Complexity: A Pervert's Guide to ExplorationWilliam Evans
A talk given at the Melbourne Cynefin meetup. A set of riffs on how to facilitate teams exploring the Complex Domain.
Will Evans explores the convergence of practice and theory using Lean Systems, Design Thinking, DevOps, and LeanUX with global corporations from NYC to Berlin to Singapore. As Chief Design Officer at PraxisFlow, he works with a select group of corporate clients undergoing Lean and Agile transformations across the entire organization. Will is also the Design Thinker-in-Residence at New York University's Stern Graduate School of Management.
Will was previously the Managing Director of TLCLabs, the world's leading Lean Design Innovation consultancy where he brought LeanUX and Design Thinking to large media, finance, and healthcare companies.
Before TLC, he led experience design and research for TheLadders in New York City. He has over 15 years industry experience in service design innovation, user experience strategy and research. His roles include directing UX for social network alanysis & terrorism modeling at AIR Worldwide, UX Architect for social media site Gather.com, and UX Architect for travel search engine Kayak.com. He worked at Lotus/IBM where he was the senior information architect working in Knowledge Management, and for Curl - a DARPA-funded MIT project when he was at the MIT Laboratory for Computer Science.
He lives in New York, NY, and drinks far too much coffee. He Co-Founded and Co-Chaired the LeanUX NYC conference now in it’s 6th year, founded the LEAD SUMMIT NYC, and was also the User Experience track chair for the Agile 2013 and Agile 2014 conferences.
The Great State of Design with CSS Grid Layout and FriendsStacy Kvernmo
For far too long we've been forced to reuse layout patterns that have worked in the past, creating a web full of sites that all look the same. Narrow timelines, browser support restrictions and lack of a true grid system have led us to create work that is "good enough".
I've spent years exploring how we can make the web a more unique space. With some of the newer CSS techniques available, we can start to make more creative designs. CSS Grid Layout is on the horizon and will play a major role in the design of our sites. Finally having a true, 2 dimensional grid will give our layouts much more flexibility and it is on us to explore the possibilities.
This talk was presented at CSS Day 2016.
Here are a few tips on selling from David Ogilvy and other experts. Can you sell?
Enter the Search for the World's Greatest Salesperson. Deadline May 16, 2010 at youtube.com/ogilvy
Strategic Planning & the Importance of Consumer insightsKaren Saba
A high level presentation shedding light on what Strategic Planners really do at creative agencies and the importance of consumer insights in the world of planning. It is an interactive presentation with a 'Guess the insight' section at the end.
Please feel free to download, improve, and share the credits.
10 Insightful Quotes On Designing A Better Customer ExperienceYuan Wang
In an ever-changing landscape of one digital disruption after another, companies and organisations are looking for new ways to understand their target markets and engage them better. Increasingly they invest in user experience (UX) and customer experience design (CX) capabilities by working with a specialist UX agency or developing their own UX lab. Some UX practitioners are touting leaner and faster ways of developing customer-centric products and services, via methodologies such as guerilla research, rapid prototyping and Agile UX. Others seek innovation and fulfilment by spending more time in research, being more inclusive, and designing for social goods.
Experience is more than just an interface. It is a relationship, as well as a series of touch points between your brand and your customer. Here are our top 10 highlights and takeaways from the recent UX Australia conference to help you transform your customer experience design.
For full article, continue reading at https://yump.com.au/10-ways-supercharge-customer-experience-design/
The Science of Story: How Brands Can Use Storytelling To Get More CustomersDigital Surgeons
Storytelling is not only an entertaining source for information, but a way to engage and humanize our messages that helps them stick. Our brains are wired for stories. Like a drug, we seek them out. Good stories create lasting emotional connections that persuade, educate, entertain, and convert consumers into brand loyalists.
Here’s another good reason to believe in the power of stories: You don't have a goddamn choice. We spend a third of our waking hours crafting stories, and the rest of the time consuming them. Our brains are always searching for stories. You need stories. You live your life around stories. Your life itself is a story. So, now find out how you can use them to better understand how brands and businesses can use storytelling to increase engagement and sales.
Get creative inspiration for next presentation
Agencies in this presentation:
Tribal DDB
Wunderman
SapientNitro
GoViral
OlgivyOne
Draftfcb
Hill & Knowlton
HP
R/GA
Publicis
Contagious
thenetworkone
LeoBurnett
DDB
Dentsu
The Barbarian Group
Y&R
UNIQLO
Razorfish
Smirnoff
Want to spice up your next corporate presentation? Take it from us, Make your next presentation Out Of This World! Download this Presentation for a Tweet here: http://goo.gl/YEheL
This presentation includes science-based principles on how to attract an audience's attention, sustain it, and convert a presentation into memorable content.
Pitching Ideas: How to sell your ideas to othersJeroen van Geel
Learn how to convince others of your UX ideas by understanding them.
We are good in designing usable and engaging products and services. We understand the user's needs and have a toolkit with dozens of deliverables. But for some reason it remains difficult to sell an idea or concept to team members, managers or clients. After this session that problem will be solved!
Selling your ideas and convincing others is one of the most undervalued assets in our field. This ranges from convincing a colleague to use a certain design pattern to selling research to your boss and convincing a client to go for your concept. You can come up with the best ideas in the world, but if it is presented in the wrong way these ideas will die a lonely dead. This is sad, because everybody can learn how to bring a message across. The main thing is that you know what to pay attention to.
In this session I will take you on a journey through the world of presenting ideas. We will move through the heads of clients and your colleagues, learn what their thoughts and needs are. We will move to the core of your idea and into the world of psychology.
25 stats—13 positive, 12 negative—that reflect the marketing world, including content marketing, social media, email newsletters, analytics, blogging, digital video, and more.
Keep these stats in mind when crafting your marketing strategy.
An immersive workshop at General Assembly, SF. I typically teach this workshop at General Assembly, San Francisco. To see a list of my upcoming classes, visit https://generalassemb.ly/instructors/seth-familian/4813
I also teach this workshop as a private lunch-and-learn or half-day immersive session for corporate clients. To learn more about pricing and availability, please contact me at http://familian1.com
by Benedict Evans. Please see this link for full description, slides, AND version with talk track: http://a16z.com/2016/12/09/mobile-is-eating-the-world-outlook-2017/
Strategic Planning & the Importance of Consumer insightsKaren Saba
A high level presentation shedding light on what Strategic Planners really do at creative agencies and the importance of consumer insights in the world of planning. It is an interactive presentation with a 'Guess the insight' section at the end.
Please feel free to download, improve, and share the credits.
10 Insightful Quotes On Designing A Better Customer ExperienceYuan Wang
In an ever-changing landscape of one digital disruption after another, companies and organisations are looking for new ways to understand their target markets and engage them better. Increasingly they invest in user experience (UX) and customer experience design (CX) capabilities by working with a specialist UX agency or developing their own UX lab. Some UX practitioners are touting leaner and faster ways of developing customer-centric products and services, via methodologies such as guerilla research, rapid prototyping and Agile UX. Others seek innovation and fulfilment by spending more time in research, being more inclusive, and designing for social goods.
Experience is more than just an interface. It is a relationship, as well as a series of touch points between your brand and your customer. Here are our top 10 highlights and takeaways from the recent UX Australia conference to help you transform your customer experience design.
For full article, continue reading at https://yump.com.au/10-ways-supercharge-customer-experience-design/
The Science of Story: How Brands Can Use Storytelling To Get More CustomersDigital Surgeons
Storytelling is not only an entertaining source for information, but a way to engage and humanize our messages that helps them stick. Our brains are wired for stories. Like a drug, we seek them out. Good stories create lasting emotional connections that persuade, educate, entertain, and convert consumers into brand loyalists.
Here’s another good reason to believe in the power of stories: You don't have a goddamn choice. We spend a third of our waking hours crafting stories, and the rest of the time consuming them. Our brains are always searching for stories. You need stories. You live your life around stories. Your life itself is a story. So, now find out how you can use them to better understand how brands and businesses can use storytelling to increase engagement and sales.
Get creative inspiration for next presentation
Agencies in this presentation:
Tribal DDB
Wunderman
SapientNitro
GoViral
OlgivyOne
Draftfcb
Hill & Knowlton
HP
R/GA
Publicis
Contagious
thenetworkone
LeoBurnett
DDB
Dentsu
The Barbarian Group
Y&R
UNIQLO
Razorfish
Smirnoff
Want to spice up your next corporate presentation? Take it from us, Make your next presentation Out Of This World! Download this Presentation for a Tweet here: http://goo.gl/YEheL
This presentation includes science-based principles on how to attract an audience's attention, sustain it, and convert a presentation into memorable content.
Pitching Ideas: How to sell your ideas to othersJeroen van Geel
Learn how to convince others of your UX ideas by understanding them.
We are good in designing usable and engaging products and services. We understand the user's needs and have a toolkit with dozens of deliverables. But for some reason it remains difficult to sell an idea or concept to team members, managers or clients. After this session that problem will be solved!
Selling your ideas and convincing others is one of the most undervalued assets in our field. This ranges from convincing a colleague to use a certain design pattern to selling research to your boss and convincing a client to go for your concept. You can come up with the best ideas in the world, but if it is presented in the wrong way these ideas will die a lonely dead. This is sad, because everybody can learn how to bring a message across. The main thing is that you know what to pay attention to.
In this session I will take you on a journey through the world of presenting ideas. We will move through the heads of clients and your colleagues, learn what their thoughts and needs are. We will move to the core of your idea and into the world of psychology.
25 stats—13 positive, 12 negative—that reflect the marketing world, including content marketing, social media, email newsletters, analytics, blogging, digital video, and more.
Keep these stats in mind when crafting your marketing strategy.
An immersive workshop at General Assembly, SF. I typically teach this workshop at General Assembly, San Francisco. To see a list of my upcoming classes, visit https://generalassemb.ly/instructors/seth-familian/4813
I also teach this workshop as a private lunch-and-learn or half-day immersive session for corporate clients. To learn more about pricing and availability, please contact me at http://familian1.com
by Benedict Evans. Please see this link for full description, slides, AND version with talk track: http://a16z.com/2016/12/09/mobile-is-eating-the-world-outlook-2017/
Network effects. It’s one of the most important concepts for business in general and especially for tech businesses, as it’s the key dynamic behind many successful software-based companies. Understanding network effects not only helps build better products, but it helps build moats and protect software companies against competitors’ eating away at their margins.
Yet what IS a network effect? How do we untangle the nuances of 'network effects' with 'marketplaces' and 'platforms'? What’s the difference between network effects, virality, supply-side economies of scale? And how do we know a company has network effects?
Most importantly, what questions can entrepreneurs and product managers ask to counter the wishful thinking and sometimes faulty assumption behind the belief that “if we build it, they will come” … and instead go about more deterministically creating network effects in their business? Because it's not a winner-take-all market by accident.
Looking to scale something up? Depending on how you're going after your market/ acquiring users, you may need to build a sales organization that's optimized for a top-down or bottom-up sales process (or perhaps both).
Watch the video overview at http://a16z.com/2015/03/06/go-to-market-bootcamp/ and then check out this slide deck, which shares some concrete tips and tools for accelerating time to market -- from the go-to-market experts at a16z, led by 'sales savant' Mark Cranney.
Because selling to enterprises is a lot like getting a bill passed through Congress: it can get stuck. And getting stuck -- or going down the wrong path -- can mean death to startups in a competitive market. Here's how to avoid that.
In this update of his past presentations on Mobile Eating the World -- delivered most recently at The Guardian's Changing Media Summit -- a16z’s Benedict Evans takes us through how technology is universal through mobile. How mobile is not a subset of the internet anymore. And how mobile (and accompanying trends of cloud and AI) is also driving new productivity tools.
In fact, mobile -- which encompasses everything from drones to cars -- is everything.
Internet of Things - Future & Opportunities * اینترنت اشیاء - فرصتهای پیش روMasoud Zamani
Internet of Things - Future & Opportunities
اینترنت اشیاء به شبکهای از اجسام (اشیاء) فیزیکی اطلاق میشود که به کمک قطعات الکترونیکی، سنسورها و نرمافزارهای درون خودشان، با گردآوری و تحلیل دادههای مختلف، میتوانند ارزشی فراتر از کاربری معمول خود را خلق کنند. این ارائه تلاش دارد تا با آشناسازی مخاطبان با اینترنت اشیاء روندها و فرصتهای آتی بازار این حوزه را مشخص سازد.
-----
Videos:
Part 1: http://www.aparat.com/v/gGqhj
Part 2: http://www.aparat.com/v/EGe0f
Part 3: http://www.aparat.com/v/gAF0R
We’ve shared a lot of data about whether and why ‘this time is different’. But beyond that, why is the tech market opportunity larger than any time in history (no, really!)? One word: mobile.
In this update of his past presentation on Mobile Eating the World — delivered this month at Andreessen Horowitz’ annual investor meeting — a16z’s Benedict Evans shares just how and why mobile changes everything. Because tech is outgrowing the tech industry.
SpringOwl's 99 Page Presentation On How To Best Turnaround Yahoo!Eric Jackson
On Dec. 13, 2015, SpringOwl released this 99 page presentation on why Yahoo needs substantial change from the status quo and why it would be a mistake to sell the core business now at the lows. We offer our 9 point plan for how to turn around the company and create the most amount of value with the least risk for shareholders (and employees)
Top 10 Learnings Growing to (Almost) $10 Million ARR: Leo's presentation at S...Buffer
Our COO Leo Widrich spoke at the SaaStr Annual conference on February 9, 2016 and shared some lessons that have helped Buffer grow. The tips range across product, marketing, and general work culture!
GP Bullhound LLP puts together its annual report on valuations, revenues and "unicorns" inside the European Union (this is the final list in which UK based companies are being counted as European!)
Why Boards Matter: Building and Developing a World Class Board of DirectorsJim Citrin
Our insights about the market for board talent across S&P 500, the U.S. Tech Industry, and early stage growth companies as well as a cross section of boards interested executives based on the Spencer Stuart Board Index, the U.S. Tech Board Index, and a SurveyMonkey survey put together as input for #WhyBoardsMatter, a joint presentation from Spencer Stuart and Kleiner Perkins.
Read the full post here:
Black Box Thinking - The Surprising Truth About SuccessMatthew Syed
In his new book Black Box Thinking, award winning journalist and best-selling author Matthew Syed shares the surprising truth about success (and why some people never learn from their mistakes).
Covering topics including marginal gains, closed loops, blame culture, the logic of failure and creating a growth culture, Matthew uses gripping case studies, exclusive interviews and really practical takeaways to explain how you can turn failure into success.
Whether developing a new product, honing a core skill or just trying to get a critical decision right, Black Box Thinkers aren't afraid to face up to mistakes. In fact, Black Box Thinkers see failure as the very best way to learn. Rather than denying their mistakes, blaming others or attempting to spin their way out of trouble, these institutions and individuals interrogate errors as part of their future strategy for success.
This is a visual preview of Black Box Thinking. You can pick up a copy of the book at www.mathewsyed.com/blackboxthinking
SpringOwl's 99 Page Presentation On Turning Around ViacomEric Jackson
In this 99 page presentation, we lay out why Viacom's stock price has been cut in half in the past year, and our proposed plan for turning the company around.
Venture capitalists, especially those investing at the early stage, could be described as “relationship capitalists”. You’ll often hear how investors approach their commitments like a marriage, and that they think long and hard about with whom they want to go to bed. Avoid picturing that second part.
But the VC mystique can be inexplicable at times. Why do they send such curt emails? What the #%$! do they mean by “traction”? Are they even paying attention?!
Here are some things they might be thinking (but probably won’t flat-out say) during the courtship process, and how you can prepare, take ownership, and rock the pitch.
Benedict Evans of Enders Analysis in London tracks the big companies that manage so much of the environment and ecosystem in which publishers operate. In this presentation, he will review the strategies of Amazon, Apple, Facebook, Google, and Microsoft, with a special focus on the aspects of their activities that affect book publishers. Then Evans will talk about how publishers can best take advantage of the opportunities these companies make available while avoiding the pitfalls of dancing with partners who dwarf the publishing industry—let alone any single player—in size.
Presented at the 2010 Mobile Enterprise Growth Alliance (http://www.mega.org.au/) in South Australia.
* Local Australian & global mobile industry statistics.
* Overview of the mobile ecosystem in Australia.
* Mobile trends
Mobile is Global
Mobile Technology Growth
Types of Mobile Users
Noteworthy Platforms
User Experience
Mobile Fragmentation
Mobile Gaming
Internet of Things
Mobile Marketing Examples
Publishers today need to have a sharp focus on mobile or be run over by it. Business Insider's president Julie Hansen presents a case study on the ways BI has embraced mobile and how editorial and advertising are evolving with the rise of consuming content via phone or tablet.
2015 Global Trend Forecast (Technology, Media & Telecoms)CM Research
Global Trend Forecast Report: Technology, Media & Telecoms
by CM Research
This report is an extract from the fourth edition of our Global TMT Trend Forecast series, originally published on 16 July 2014. In it, we identify the major disruptive technologies that we will see in 2014/15 and predict how they will impact the world’s largest technology, media and telecom (TMT) companies.
Benedict Evans, consultant with media and technology analyst firm Enders Analysis, talks about the fundamental shift in internet use to mobile and tablets and the ways in which that disrupts publishers.
Emerging Technology, Shiny Objects & The Future of Media - iSummit - Fred SteubeFred Steube
The rapid pace of digital innovation has media companies scrambling to figure out which new emerging technology will be a hit with consumers and how to reach these consumers on these many new channels. Traditional media like print, TV, radio, and outdoor media will need to take advantage of wearables, beacons, digital wallets, augmented reality, etc and will have to respond to disruptive technology to remain competitive in an increasingly dynamic business landscape.
A review of the Australian mobile landscape with a look to some European stats as a clue as to what might be happening next.
Also, some predications for the future of mobile - 2010 and beyond.
3. Growth into the bubble
0.5
0.4
0.3
0.2
0.1
0.0
Billion people online
1995 2000
Source: ITU, a16z
4. Growth since the bubble
3.5
3.0
2.5
2.0
1.5
1.0
0.5
0.0
Billion people online
1995 2000 2014
People online
Smartphones
Source: ITU, a16z
5. Growth into the future - everyone
Another 1bn people will come online, all due to smartphones
5
4
3
2
1
0
Billion people online
1995 2000 2014 2020
People online
Smartphones
Source: ITU, a16z
6. The unconnected are shrinking
100%
75%
50%
25%
0%
Global adult population
1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015e 2017e
No Internet
No smartphone
[Source: a16z, World Bank, Apple, Google, Nokia]
7. The world in 2020
By 2020 80% of the adults on earth will have a smartphone
8
7
6
5
4
3
2
1
0
Population Adults TV audience Literate
adults
Mobile Online pops Smart phones PCs Consumer
PCs
Global population (bn)
Growth to 2020
2014
Source: World Bank, GSMA, a16z
8. Source: Apple, Intel, a16z
A new iPhone CPU has 625 times more
transistors than a 1995 Pentium
iPhone launch weekend: Apple sold 25x
more CPU transistors than were in all the PCs
on Earth in 1995
Everyone gets a pocket supercomputer
9. Yes, everyone
The utility of mobile increases as income falls
80%
70%
60%
50%
40%
30%
20%
10%
0%
Cellular coverage 3G coverage now 3G coverage by
2019
Improved water Electricity Mobile users
Sub-Saharan Africa population coverage
Source: Ericsson, McKinsey
11. Post-Netscape, post-PageRank
More time is spent in mobile apps than on all of the web
1,250
1,000
750
500
250
0
US time spent online (bn minutes)
June 2013 June 2014
Mobile web
Mobile app
Desktop web
Source: comScore Media Metrix Multi-Platform & Mobile Metrix, U.S., June 2013 - June 2014
12. And remains totally unsettled
“Android”? Forks, Google Play
Services, Chrome…
“I installed an app on my Android smartphone ”
“Installed” an “app”? Web apps,
cards, APIs, push notifications,
social platforms, Google Now…
“Smartphone?” Watches,
Glass, wearables, TV,
tablets…
13. Ecosystem complexity
Ecosystem dynamics depend on where you are and what you’re doing
100%
75%
50%
25%
0%
Mobile platform share
Phone unit sales SF FB users Delhi FB users App store revenue Global Browsing China browsing
Android
iOS
Source: Facebook, Apple, Google, Gartner, Akamai, Baidu, a16z
14. New sensors, new businesses
Smartphones are far more sophisticated than PCs
A computer
shouldn’t ask
anything that
it should
know
Sensors
profoundly
change what
a computer
can know
Every new
sensor
creates a
new
business
15. Key: mobile leverage
I n creased sophistication from mobile is as important as the increase in scale
x
Personal
Taken everywhere
Frictionless access
Sensors, cameras
Location
Payment
Social platform
Much easier to use
= 10x the
opportunity
2-3x more
smartphones
than PCs by
2020
16. Facebook’s multi-stage rocket
Mobile ads have doubled revenue and built a $6.5bn run-rate business in just 24 months
3.0
2.5
2.0
1.5
1.0
0.5
0.0
Facebook revenue by segment ($bn)
June-11 December-11 June-12 December-12 June-13 December-13 June-14
Mobile ads
Payments & Other
Desktop ads
Source: Facebook
17. Source: GSMA, WhatsApp
Global SMS: 7.5tr messages a year
WhatsApp: 7.2tr messages a year
(with just 30 engineers)
18. Fundamental change in costs
Mobile leverage plus collapse of development costs transforms early capital needs
2000
100 staff
1m users
$10m raised
Today
10 staff
10m users
$1m raised
YO
1 man
1m users
$0 raised
20. The smartphone industry dwarfs PCs
4bn people buying every 2 years instead of 1.6bn buying every 5 years
300
250
200
150
100
50
0
Quarterly unit shipments (m)
March-95 March-97 March-99 March-01 March-03 March-05 March-07 March-09 March-11 March-13
PCs
iOS & Android
Source: Gartner, Apple, Google, a16z
21. Mobile scale eats consumer electronics
Smartphones & tablets are now close to half of the consumer electronics industry
50%
40%
30%
20%
10%
0%
Smartphone & tablet share of global CE retail revenue
2008 2009 2010 2011 2012 2013 2014
Source: GfK, a16z
22. 1999 – 80bn consumer photos taken on film
This year – 800bn photos shared on social
networks
More iPhones & Android phones sold than
Japanese cameras ever
Source: Kodak, Companies, CIPA, a16z
23. Shift away from Microsoft
100%
75%
50%
25%
0%
Microsoft share of personal computing device sales
March-09 March-10 March-11 March-12 March-13 March-14
Source: Gartner, Apple, Google, Microsoft, Nokia, Blackberry, a16z
24. Apple, the minority smartphone player, is
overtaking the entire PC industry
* PC industry excluding Mac sales Source: Apple, Microsoft, Barclays Capital
250
200
150
100
50
0
Revenue ($bn)
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Apple
PC industry *
Microsoft
25. Tech centre of gravity moves from Seattle
and Finland (and Japan)
Old New
Computing platform Microsoft Apple & Google
Chips Intel ARM & Qualcomm
Mobile Nokia Shenzhen, China
26. Leveraging the mobile supply chain
Enabling new
categories
Wearables, Internet
of Things, Smart TV
Connected cars,
Drones etc etc
Flood of small,
cheap, low-power,
high-performance
smartphone chips
And pushing into
the data centre
From ‘big iron’
and Intel to ARM
and commodity
components
29. And tech brands are huge
50%
40%
30%
20%
10%
0%
Share of top 100 global brand value
2004 2014
Google, Apple,
Facebook, Amazon
All tech brands
Source: Interbrand
30. What would children miss the most? Mobile
100%
75%
50%
25%
0%
‘Media you would miss most', UK aged 11-15
Boys Girls
Other
TV set
Games console
PC
Mobile & tablet
Source: Ofcom
31. Comms are going pure digital, pure mobile
Email is for grandparents
100%
75%
50%
25%
0%
Share of communication activity, UK
Adults 12 to 15
Photo messages
Messaging apps
Social networks
Phone calls
Email
Source: Ofcom
32. TV sets are in the minority
Computing devices used for video now far outnumber actual ‘televisions’
Source: Apple, Google, Nokia, Blackberry, Displaysearch, a16z
TVs
24%
iOS
13%
Google Android
23%
Chinese Android
9%
WP/RIM
1%
PCs & Macs
30%
Global install base of video players
“By the summer of 2012,
the majority of the
televisions you see in
stores will have Google
TV embedded”
- Eric Schmidt
33. Glass is eating the world
Close to a square foot of screen sold for every adult on earth
5
4
3
2
1
0
Global LCD display sales (billion square feet)
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Source: Corning
34. Yet tech is still a pretty small industry
1,600
1,400
1,200
1,000
800
600
400
200
0
Global revenue, 2013 ($bn)
Music Films Online ads Books PCs Phones GAFA TV Advertising Mobile Apparel Cars
Source: Companies, PwC, a16z
35. Three phases of technology deployment
Companies that
write a check to buy
technology
Companies that
make technology
Companies that
are created with
technology
37. Amazon: Sears Roebuck of the 21st Century
Tech company? Or retailer created with tech?
80
70
60
50
40
30
20
10
0
-10
Amazon since launch ($bn)
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Revenue
Net income
Source: Amazon
38. But still (relatively) tiny
Amazon still only has 1% of US retail
1.25%
1.00%
0.75%
0.50%
0.25%
0.00%
Amazon North America ecommerce as % US retail*
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
* Excluding gasoline, building supplies, food & beverage service. Source: a16z, BLS, Amazon
39. Each wave of tech creates new businesses
Railways &
steam press Photography Color printing Internet &
Social
Hearst Life Glossy
Magazines Buzzfeed
… but these are all still media businesses
40. But are those ‘tech’ businesses?
Trucks & inter-state
highways
Trucks & inter-state
highways
Web &
Smartphones Smartphones
McDonalds Walmart AirBnB Uber/Lyft
Food Retail Travel Transport
41. When tech is fully adopted, it disappears
1800 1810 1820 1830 1840 1850 1860 1870 1880 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000
Source: Google
Frequency of ‘Railways’ in Google Books
42. Steel
1800 1810 1820 1830 1840 1850 1860 1870 1880 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000
Source: Google
Frequency of ‘Steel’ in Google Books
43. Computerization
1800 1810 1820 1830 1840 1850 1860 1870 1880 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000
Source: Google
Frequency of ‘Computerization’ in Google Books
44. Software
1800 1810 1820 1830 1840 1850 1860 1870 1880 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000
Source: Google
Frequency of ‘Software’ in Google Books