Mobile is eating the world

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Summary:

Presentation by Andreessen Horowitz

Virtual Reality Firehose of products Hardware tech for almost anything is on the shelf The challenge is vision and route to market 23 Our grandparents could count their electric motors.

On-demand Rocket fuel for on-demand – far more supply, lower costs (driver, insurance, parking) New vehicle types, ownership structures – and new real estate models Autonomous Smartphones with wheels Three ways to think about cars, if you’re a software company 29 ‘Driverless cars’ = ‘horseless carriages’ Electricity and autonomy will allow fundamental redesign of vehicles 29 Source: Daimler29 30 Redesigning the system How will the end of manual driving (and parking) change the urban landscape?

33 Computing in 1960 Everyone in this picture is an Excel cell – the building is a spreadsheet 33 34 A tool for real work: the Friden Adding Machine “Electronic data processing systems did not come about for the purpose of replacing any type of office equipment.

The internet moves
to mobile 43 0 50 100 150 200 250 300 350 400 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 US online revenues ($bn, 2014 dollars) So, the internet happened… US ecommerce + online ad revenue has increased ~15x since 1999 Source: US Census Bureau, IAB/PwC, a16z Online advertising Ecommerce 44 Media and attention moved… Global Internet advertising is now a quarter of the total advertising market Source: Zenith, a16z 0 10 20 30 40 50 60 70 80 90 Annual ad spending, 1980-2014 ($bn, 2014 dollars) Internet Print TV Other North America Western Europe APAC CEE Latam MENA 45 0% 25% 50% 75% 100% 2013 2014 2015 ‘What’s your most important device for accessing the internet?’ (UK, summer 2015) Desktop Laptop Tablet Smartphone And now we move to mobile Devices based on the new ecosystem are already overtaking the old one Source: Ofcom 46 Half of Facebook’s base is mobile-only 52% of Facebook’s 1.6bn monthly active users only use it on mobile Source: Facebook, a16z 0.00 0.25 0.50 0.75 1.00 1.25 1.50 1.75 Mar 2012 Sep 2012 Mar 2013 Sep 2013 Mar 2014 Sep 2014 Mar 2015 Sep 2015 Facebook MAUs by platform (bn) Mobile only Mobile & desktop Desktop only 47 0% 10% 20% 30% 40% 50% 60% 2010 2011 2012 2013 2014 2015 Mobile share of US ‘Black Friday’ ecommerce Share of traffic Share of sales Ecommerce is shifting Mobile can now be over half of ecommerce traffic and a third of revenue Source: IBM 48 Only at home 8% Mainly at home 16% Both at home and outside 66% Mainly out of home 9% Only out of home 1% Where do you use the internet on your phone?

Chrome, Xiaomi… “Smartphone?” Watches, Amazon Echo, wearables, TV, tablets… “I installed an app on my Android smartphone ” 60 OS competition drives continuous change Apple and Google both won the mobile OS wars, in different ways Both keep innovating Source: Apple, Google, Gartner, Facebook, Akamai, IBM, a16z 0% 25% 50% 75% 100% Phone unit sales Facebook users Mobile web browsing App store revenue US ‘Black Friday’ sales Global mobile market share, Q4 2015 Android iOS 61 There’s no single global market anymore Global tech market shares mean relatively little – there are many markets with sustainable scale and they can look very different Source: Facebook, a16z 0% 10% 20% 30% 40% 50% 60% UK USA FR DE IT ES ID BR IND MX TR Facebook users as % total population, December 2015 Non-mobile Other Android iOS 62 A smartphone OS isn’t a neutral platform Smartphones are internet platforms.

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