Life After Google - The Way Forward for US Internet Companies & Investors in China Stanford University, April 13th 2011 Duncan Clark, Visiting Scholar, SPRIE & Chairman, BDA China Highlights for distribution
[email protected] http://sprie.stanford.edu Wednesday, April 13, 2011 China 2.0 is an ongoing research initiative of SPRIE at Stanford University focused on the drivers & global implications of growth in Chinaʼs Internet. • How are entrepreneurship & innovation fueling the rise of Chinese Internet firms? • How do these firms differ from their US peers? • Is Chinaʼs experience relevant for other emerging markets? • Is there a future for US Internet players in China? • How will Chinese Internet firms fare overseas? Inaugural China 2.0 event Victor Koo (CEO, Youku) keynoting China Stanford, May 2010 2.0 Beijing, October 2010 Ongoing speaker series through May 2011. Next China 2.0 conference Fall 2011 at Stanford http://sprie.stanford.edu Wednesday, April 13, 2011 Keep connected to China 2.0 #china20 China 2.0 http://sprie.stanford.edu Wednesday, April 13, 2011 Source: ITU, BDA Forecast Wednesday, April 13, 2011 5 of the top 20 websites in the world by traffic are in China 1. 11. 2. 12. .co.jp 3. 13. .co.in 4. 14. 5. 15. 6. 16. 7. 17. .de 8. 18. .com.hk 9. 19. 10. 20. .co.uk Source: Alexa Wednesday, April 13, 2011 .com.hk Source: Alexa Wednesday, April 13, 2011 Google & Amazon remain the worldʼs most valuable listed Internet companies. Baidu is #3 followed by Tencent & eBay. Taobao & Facebook have yet to list. Market Cap Comparison (USD Million) *Market Cap on April 12th 2011 Exchange rate: 1 USD=7.77 HKD Wednesday, April 13, 2011 Google & Amazon remain the worldʼs most valuable listed Internet companies.