empowered entrepreneurs and hyper growth in mobile era

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Investment Panel: Empowered Entrepreneurs and Hyper Growth in Mobile Era Silicon Vally China Wireless (SVCW) Sep 2013 Palo Alto CA

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Investment Panel titled "Empowered Entrepreneurs and Hyper Growth in Mobile Era" at Silicon Vally China Wireless (SVCW) Conference in 2013. Snapchat evaluated at $800M is gaining 200 million images daily, growing faster than Instagram (130M users), Facebook (1B users) and Twitter (550M users). Instagram hits 5 Million video uploads within 24 hours. In China, Alibaba's gross merchandise volume surpassed Amazon and eBay in Q4 2012. Sina's Weibo, Chinese's version of Twitter, is growing at 2x Year To Year with a 530 million users from zero revenue to $100 Million revenue in a year. Our investor panel would discuss upcoming startup to watch and past successful investment.

TRANSCRIPT

Page 1: Empowered Entrepreneurs and Hyper Growth in Mobile Era

Investment Panel: Empowered Entrepreneurs and

Hyper Growth in Mobile EraSilicon Vally China Wireless (SVCW)

Sep 2013 Palo Alto CA

Page 2: Empowered Entrepreneurs and Hyper Growth in Mobile Era

Jay EumTranslink Capital

Brittany RichardsCiti Ventures

@brittqrichards

John SunNew Horizon Capital

Blake CommagereMediaSpike

@commagere

Bess HoArchimedes Labs

@Bess

Follow us on Twitter

#SVCW #SVCWireless

Page 3: Empowered Entrepreneurs and Hyper Growth in Mobile Era

PartnerTranslink Capital

Venture DirectorCiti Ventures

Managing DirectorNew Horizon Capital

Bess HoPartner

Archimedes Labs

Hyper GrowthZero to 1 Million Users

Volume + Innovation

Jay Eum Brittany Richards John Sun Blake CommagereCEO

MediaSpike

Page 4: Empowered Entrepreneurs and Hyper Growth in Mobile Era

Hyper Growth

10 20 40 80 160 320 640 1280x1 x2 x3 x4 x5 x6 x7

How Fast Do You

Double

Extremely Rapid Growth

In A Given Period Of Time

Page 5: Empowered Entrepreneurs and Hyper Growth in Mobile Era

Distribution Platforms

Facebook AppSocial Network

100,000 Users

iOS AppiTunes Store

1,000,000 Users

Android AppGoogle Play

Web MobileWeb 2.0 Era2004-2008

Mobile First Era2008-Present

Hyper Growth

Page 6: Empowered Entrepreneurs and Hyper Growth in Mobile Era

6 Years

500MUsers

1BUsers2 Years

Oct 20122004

Double In Size Every Year

Page 7: Empowered Entrepreneurs and Hyper Growth in Mobile Era

1MDownloads

10Days

FREE Mobile Video Calling

Oct 2010

#1 Social Networking App

9 CountriesUS France Spain Hong Kong South Korea Taiwan

40% US 60% INTL

Page 8: Empowered Entrepreneurs and Hyper Growth in Mobile Era

#1 Social Networking App

1MDownloads

1Day

5MDownloads

6Days

Apr 2012

FREE Photo Sharing

Page 9: Empowered Entrepreneurs and Hyper Growth in Mobile Era

50MUsers

Apr 2013

50MUsers

+

#1 Social Networking AppFREE Photo Sharing

Page 10: Empowered Entrepreneurs and Hyper Growth in Mobile Era

225MRegistered Users

500MRegistered Users

Jun 2013 Jul 2013

1.2BRegistered Users

Sep 2013

500MRegistered Users

Jun 2013

500MRegistered Users

May 2013

Page 11: Empowered Entrepreneurs and Hyper Growth in Mobile Era

1.3BPopulation

USChina

50MRegistered Users

S. Korea

127MPopulation

Japan

739MPopulation

Europe314MPopulation

1BPopulation

Africa

S. America

388MPopulation

Page 12: Empowered Entrepreneurs and Hyper Growth in Mobile Era

300MActive Users

Aug 2013

230MRegistered Users

Aug 2013

300MRegistered Users

Apr 2013

Distributing PlatformMessaging App

Page 13: Empowered Entrepreneurs and Hyper Growth in Mobile Era

Business ModelRevenue

0%Mobile Revenue

Jul 2012

40%Mobile Revenue

Sep 2013

56%Mobile Users

80%Mobile Users

Rough quoted by Mark Zuckerberg

IPO May 2012

Page 14: Empowered Entrepreneurs and Hyper Growth in Mobile Era

Business ModelRevenue

80%Mobile Revenue

from iOSMar 2012

56%Global Mobile Ad

Revenue

13%Global Mobile Ad

Revenue

Jun 2013

Page 15: Empowered Entrepreneurs and Hyper Growth in Mobile Era

Future Platforms

SmartCar

SmartWatch

Hyper Growth

SmartPhone

SmartBank

SmartHome

SmartGlass

BitCoin