The Mobile 2.0 Start-Up Ecosystem

Mobile Web 2.0 - London 19/9/07 Rudy De Waele “3” launches flat-rate mobile (november 06)

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele How are Mobile 2.0 propositions different?

Mobile Web 2.0 - London 19/9/07 Rudy De Waele The all-IP Environment (network convergence)

• GSM • UMTS/3G • Wi-Fi/Wimax • GPS • DVB-H • Bluetooth • Fixed Networks

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Convergent Devices

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Application mash-ups

• SMS • Voice • VoIP • Messaging • Presence • RSS to SMS • Click to Call • Mobile Search • Maps • Bluetooth download zones • Wi-Fi Hotspot Entertainment • Media Sharing • Location-Based Services

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Markus Angermeier Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele What Mobile Web 2.0 characteristics are start-ups focusing on?

• Harnessing Collective Intelligence

• Ubiquitous Access - operator independant

• Context relevant - desktop is not a mobile screen

• Create Compelling User Experiences

• Synchronisation between Web & Mobile

• Social Interaction - profile & personal media exchange, chat & messaging, status updates

Mobile Web 2.0 - London 19/9/07 Rudy De Waele What Mobile Web 2.0 characteristics are start-ups focusing on?

• Building Solid User Base - Think global, act viral

• Location - Find places as well as people!

• Address Book Integration

• Constraints - latency - battery life - bandwith limitation

• Privacy and security !

• Perpetual Beta?

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Web 2.0 going mobile? Not really Mobile 2.0 just yet?

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile 2.0 Categories / Players

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile 2.0 Categories / Players

• Audio (Nokia Podcasting, Visual Radio, Rhapsody, iTunes) • Development Platforms (mFoundry, Funambol) • Entreprise (SoonR) • Imaging (scanR, Shozu, Daem Interactive) • Location-Based (buddyping, loopt, Plazes, Socialight, dodgeball) • Media Sharing (Shozu, Mosh, MoJungle, PixPulse, PixSense, SharpCast) • Microblogging (Jaiku, Twitter, Pownce, Frazr, Fanfou, Zuosa, Blabto) • Mobilize (BluePulse, Plusmo) • Point Of Sales Mobile Channels (Futurlink) • QR-codes (BeeTagg, Kaywa, ShotCode) • Shopping (Frucall, Text2Store) • Social Media (Facebook, MySpace, MyStrands, Mobiluck, Rabble) • Transactions (Mobo, MyNuMo) • Video (YouTube, ViiF, Oplayo, vpod.tv, JuiceCaster, ComVu) • Voice (Fring, Jaja, Gizmo, Grand Central, TalkPlus, Trufone) • Widgets (Bling, Widsets, Mojax, Webwag)

Mobile Web 2.0 - London 19/9/07 Rudy De Waele where do we see new start-ups?

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Image by Paul Watson

Mobile Web 2.0 - London 19/9/07 Rudy De Waele where do we see new start-ups?

innovation is happening everywhere

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Evaluating new propositions:

who is investing in what? recent deals - some examples

Mobile Web 2.0 - London 19/9/07 Rudy De Waele • Done deals - sorry, too late guys!

• Venture Capital - Series B

• Venture Capital - Series A

• Seed Capital

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? Google Acquires GrandCentral (July 07)

1 Phonenumber - 1 Mailbox - Many Features

GrandCentral, founded in 2005 is an innovative service that lets users integrate all of their existing phone numbers and voice mailboxes into one account, which can be accessed from the web.

The company, raised less than $6 million in capital from Minor Ventures (the exact amount has never been disclosed), beta launched September 2006. Earlier this year mainstream press and blogger attention heated up.

GrandCentral was recently pitching a second round of financing to Silicon Valley venture capitalists, but broke off discussions abruptly as the Google talks heated up.

The deal is rumored to be somewhere in the range of $50 million

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? Nokia Acquires Twango (July 07)

Social Media Sharing Platform

Twango, a privately-owned company founded by former Microsoft veterans, provides a comprehensive media sharing solution for organizing and sharing photos, videos and other personal media.

Today's digital cameras and camera phones not only take great still photos, they also record video and audio. One study estimates that within four years, 228 billion images (Yes, that's with a "b") will be captured on camera phones alone.

The deal was undisclosed, estimated to be around $96.8 million by the WSJ.

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? SoonR Raises $6 Million (September 06)

Mobile Entreprise, aiming at the Prosumer market

SoonR, founded in 2005, completed a $6 million Series A round of funding in September 2006. The investment was led by Clearstone Venture Partners, with participation by IntelCapital and private investors.

SoonR lets mobile users tap into the power of their computers from any Internet-connected mobile handset, anywhere in the world.

SoonR Simple Value Proposition that can identify and build a revenue stream upon in partnership with Operators. SoonR’s value proposition is active storage with advanced rendering capabilities on a mobile phone that allows you remote access, view, search, share, print and fax.

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? BluePulse Raises $6 Million (April 07)

Social Media Platform

In December 2006, Bluepulse launched its game-changing social networking application.

Bluepulse is built on an open platform that gives its global users multiple means of communication, content sharing, widgets, and so much more - all under one roof.

Bluepulse has an advertising-based revenue model.

Bluepulse closed its Series A round with VantagePoint Venture Partners in April 2007.

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? MyStrands Gets $25million (June 07)

Social Recommendation Platform

Founded in 2003, social recommendation specialist MyStrands has closed a Series B round of $25million led by Antonio Asensio, CEO of Grupo Zeta, Spain’s third largest media group, along with existing investors Debaeque and Sequel backing this round as well. This brings the total amount of funding for MyStrands to $31 million.

Personalization Platform: Real-time recommendations (user enjoys "this item", we suggest "this other item": advertising, music, video...) • Content organization (intelligent playlist builder, intelligent synchronization between devices) • Content agnostic; cross-platform (your profile regardless of what you use to connect)

MyStrands Social Player Personalized recommendations, build your music profile See what your friends are listening to - Increases user engagement of the devic

Recently the company launched their MyStrands.TV platform.

Mobile Web 2.0 - London 19/9/07 Rudy De Waele The World’s First Multimedia Ringtone Community

Personalization 2.0

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Recent launches Vringo - $12 M in Series B Funding (July 07)

Video Sharing Community

Vringo recently launched a video sharing community which allows you to share video ringtones (or Vringos) with your buddies each time you call them.

Vringo clips can contain either licensed content from the best of movies, TV and music, or user generated clips that are created on your own mobile phone.

Series B round of venture capital funding, receiving $12 million in a round led by Warburg Pincus, the global private equity firm.

Mobile Web 2.0 - London 19/9/07 Rudy De Waele mVoIP - Real freedom of choice

Combined & Call / Chat / Invite Chat Call History Invite a friend searchable list

Internet communication… on mobile

Mobile Web 2.0 - London 19/9/07 32 Rudy De Waele Fring Raises $12 Million Series B (August 07) mVoIP (mobile VoIP) fring is an end-to-end mobile VoIP service enabling free calls, chat & real-time presence over the mobile handset Internet connection.Product development over the past two years, introduced into the market in Q1 2007

Israeli-based VOIP start-up Fring has closed an estimated $12 million second round, led by US VC fund North Bridge Venture Partners. VenFin and previous investors Pitango, Veritas and Yossi Vardi also participated. If the investment estimate is accurate, it would be one of the larger rounds for a VOIP company.

Fring is a mobile application for Windows and Symbian phones that uses VOIP to make cheap/free mobile calls and instant message. Unlike Jajah, but like Truphone, Fring sends calls and chats over Wi-Fi internet access or your 3G or GPRS Internet data plan. Like Skype, users are charged a nominal fee to call standard phone lines. However, calls made to other internet phones are free.

Mobile Web 2.0 - London 19/9/07 33 Rudy De Waele Evaluating new propositions: recent launches, future deals?

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? Dopplr: early-stage financing (09/07)

Online Service for Frequent Travellers

Dopplr is an online (and probably soon) a mobile service for frequent travellers. Dopplr lets you share your future travel plans with a group of trusted fellow travellers whom you have chosen.

Dopplr secured early-stage financing.The investors are Martin Varsavsky, Joichi Ito, Reid Hoffman and The Accelerator Group led by Saul Klein. This international team—frequent travellers who themselves use Dopplr—has separately made previous investments in many successful Internet companies, including Last.fm, Joost, FON, LinkedIn, Flickr, Technorati, Wikia, Xing, Stardoll, Six Apart and Netvibes.

Dopplr’s founders are: Lisa Sounio, chief executive officer; Matt Biddulph, chief technology officer; Matt Jones, design director; and Dan Gillmor, founding traveller. Marko Ahtisaari is a founding investor.

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Bluetooth Messaging Application

Main features Business model • Contact people who are in the same Shareware place (up to 100 meters) • 3-days trial period • No need to know their phone number! • Basic features available for free • Send unlimited messages for FREE Premium license sold to end-users • Send text, pictures, ringing tones, MP3, • Online sales by credit card and Paypal: 15€/year business cards… • 1-click payment by Premium SMS in 16 countries:

Mobile Web 2.0 - London 19/9/07 Rudy De Waele 37 Mobile Web 2.0 - London 19/9/07 Rudy De Waele Recent launches Futurlink - POS Mobile Interaction

• FUTURLINK provides technology that enables to create new retailing communication paradigms and content distribution systems on the point of sales

• The system is based on the proximity of mobile phones and it is using short range wireless technologies embedded in mobile phones such as Bluetooth, NFC and Wi-Fi

• Access points may interact with consumer mobile phones in the point of sales using Bluetooth or Wi-Fi, as well as include accessories such as speakers, barcode readers, presence sensor, coupons printers, etc.

• Non-intrusive Bluetooth or Wi-Fi marketing campaigns are performed in a way that acceptation by the end-user is required. It is free for the end-users in the PoS, since they are using Bluetooth or Wi-Fi technology

Mobile Web 2.0 - London 19/9/07 Rudy De Waele • Taptu launches October

• Only gives you pure results that can always be consumed easily on your mobile

• Yet crawls and indexes a very long tail of content,millions and millions of Web items

• e.g Taptu song results are mobile- playableon 100+ handsets, over 10m songs indexed

Mobile Web 2.0 - London 19/9/07 Rudy De Waele WebWag just anounced Series A

2 Mobile phone 1 “Send to mobile” 3 Done ! screen simulation in web widget’s Edit Menu Read & Type open (displayed when mouse over) Twitts on mobile

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Thank you!

Follow me: twitter.com/mtrends rudydw.jaiku.com

Mobile Web 2.0 - London 19/9/07 Rudy De Waele MobileMonday Barcelona

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile 2.0 Conference San Francisco - October 15, 2007

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Contact:

[email protected] mobile: +34 678 962 637

Mobile Web 2.0 - London 19/9/07 Rudy De Waele Creative Common License:

Please note: this presentation is licensed under cc 2.0 Attribution-Noncommercial-Share Alike 2.5 Generic License. If you have questions about republishing feel free to contact me.

More info at: http://creativecommons.org/licenses/by-nc-sa/2.5/

Images used in this work:

World Start-Up Map by Markus Angermeier (slide 8) http://www.nerdwideweb.com/

World Start-Up Map by Paul Watson (slide 16) http://www.flickr.com/photos/paulwatson/212446246/

Mobile Web 2.0 - London 19/9/07 Rudy De Waele