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5/11/2010 1 LATEST TRENDS ON INVESTING IN WEB 2.0 DAVE BERKUS (c) 2010 D.W.Berkus, All Rights Reserved (c) 2010 D.W.Berkus, All Rights Reserved SOCIAL MEDIA

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Page 1: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

5/11/2010

1

LATEST TRENDS ON INVESTING IN WEB

2.0

DAVE BERKUS(c) 2010 D.W.Berkus, All Rights Reserved

(c) 2010 D.W.Berkus, All Rights Reserved

SOCIAL MEDIA

Page 2: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

5/11/2010

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(c) 2010 D.W.Berkus, All Rights Reserved

SOCIAL MEDIA

(c) 2010 D.W.Berkus, All Rights Reserved

of the world population is now Internet enabled.

people now have regular access to Internet.

In North America.

26%

1,734,000,000

15%

The GROWING SCOPE of the INTERNET

22% last year

Page 3: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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The GROWING SCOPE of the INTERNET

(c) 2010 D.W.Berkus, All Rights Reserved

2009 - 2 billion devices

2012 -3 billion devices.

26%

32%

The GROWING SCOPE of the INTERNET

(c) 2010 D.W.Berkus, All Rights Reserved

B to B commerce in 2010.Ten times B to C.

Who says this is just a consumer revolution?

$12.4 trillion

Page 4: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

5/11/2010

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Every week 12,000,000 people join the Internet, most from outside the USA.

Unintended consequences:

Big media transformation

Birth of the long tail

Social networking

Democratization of content

Power to the artist

Disrupted distribution

(c) 2010 D.W.Berkus, All Rights Reserved

(c) 2010 D.W.Berkus, All Rights Reserved

Page 5: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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(c) 2010 D.W.Berkus, All Rights Reserved

Up 200 MM in one year

(c) 2010 D.W.Berkus, All Rights Reserved

Page 6: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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(c) 2010 D.W.Berkus, All Rights Reserved

(c) 2010 D.W.Berkus, All Rights Reserved

Page 7: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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Next Generation Platforms and Digital Natives Drive Change

Young people entering workforce will drive wide deployment through the enterprise.

iPhone applications top 100,000

Facebook as a platform: 390,000,000+ users.

Over 100,000+ applications. Parallel to Internet browser as a container for applications. Fastest

growing group over 65.

Social media has become the largest use of the web.

(c) 2010 D.W.Berkus, All Rights Reserved

Mobile Internet – The next major computing cycle

(c) 2010 D.W.Berkus, All Rights Reserved

Page 8: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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(c) 2010 D.W.Berkus, All Rights Reserved

(c) 2010 D.W.Berkus, All Rights Reserved

Page 9: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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(c) 2010 D.W.Berkus, All Rights Reserved

(c) 2010 D.W.Berkus, All Rights Reserved

Page 10: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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(c) 2010 D.W.Berkus, All Rights Reserved

(c) 2010 D.W.Berkus, All Rights Reserved

Page 11: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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(c) 2010 D.W.Berkus, All Rights Reserved

(c) 2010 D.W.Berkus, All Rights Reserved

Page 12: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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(c) 2010 D.W.Berkus, All Rights Reserved

(c) 2010 D.W.Berkus, All Rights Reserved

Page 13: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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(c) 2010 D.W.Berkus, All Rights Reserved

CONCLUSIONS:

Place your bets on MOBILE INTERNET and MOBILE COMPUTING.

Social networking platforms

are not profitable, but

necessary as a marketing tool.

Advertising, apps, marketing, and content plays make sense.

(c) 2010 D.W.Berkus, All Rights Reserved

Page 14: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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(c) 2010 D.W.Berkus, All Rights Reserved

“The future ain’t what it used to be.”

-Yogi Berra

But let’s credit Yogi for putting it best…

(c) 2010 D.W.Berkus, All Rights Reserved

[email protected]

WWW.BERKUS.COM

WWW.BERKONOMICS.COM

Page 15: LATEST TRENDS ON INVESTING IN WEB 2...5/11/2010 15 DAVE BERKUS Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's

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DAVE BERKUS

Hospitality industry visionary - Founder of Computerized Lodging Systems Inc. (CLS), 2 years on Inc. 500 list of America's fastest growing companies

72 investments in early stage ventures - IRR of 97%

Manages Berkus Technology Ventures, LLC andKodiak Ventures, L.P.

Chairman Emeritus of the Tech Coast Angels

Graduate and currently a Trustee of Occidental College

Author of “BERKONOMICS” and “Extending the Runway”

Board member – 9 private companies; Chairman of 5 – and active member of 5 non-profit boards

"Director of the Year" - Forum for Corporate Directors

(c) 2010 D.W.Berkus, All Rights Reserved