The Device that Used To Be Your Phone

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Information about The Device that Used To Be Your Phone

Published on January 30, 2008

Author: Maurizio


Slide1:  the device that used to be your phone… vinod khosla, Slide2:  what you know… what you don’t know… where are we going? what should we be asking? Slide3:  transport dead or alive? Slide4:  transport is dead, right? what you know… Slide5:  $1 trillion spent on telecom transport last year …so it’s not quite dead, yet mobile transport growing 15% in 2007 to $650B wireline transport flat in 2007 at $550B Slide6:  working with incumbent carriers: do you have a choice? if so, when do you want to be carrier friendly? how do new carriers change the rules? what’s next in transport: Slide7:  MoIP: Mobile over IP different approaches: existing voice networks or all IP? Slide8:  do you want a desk phone and a cell phone? (many younger people have already made the choice) what’s next in transport: Slide9:  a sample service for small businesses: professional image + more productivity = revenue one simpler, cheaper landline + mobile phone a proven model: tens of thousands of paid business customers … but not paying for transport SoIP: Services over IP Slide10:  what if transport revenue didn’t “die” but GREW? …and was paid for by businesses instead of consumers? what’s next in transport: Slide11:  Has this happened before? Toll Free / 800 business Oh, and Google business-sponsored calling Sure. Slide12:  speaking of advertising Slide13:  ads over ip are big business Slide14:  broadcast TV is free tv over IP is expensive (iTunes) or illegal (BitTorrent) sounds like we’re missing an ad model… what can IP video advertising learn from the web? where else are we missing an ad model? what’s next in advertising: Slide15:  right ad, right place, right time > free (legal) video ad-supported tv – with ip Slide16:  anyone can produce and post ads, best ads rise to the top anyone can then customize those ads user generated advertising? Slide17:  US Media Usage to Ad Spending Ratios untapped ad potential on mobile? 1000x+ Slide18:  beyond ads: $50b on SMS Online Search / Advertising (monthly - in billions) (‘06 - billions of $) (monthly - in billions) (‘06 - billions of $) Mobile SMS Slide19:  viral mobile apps + mobile monetization = $100b opportunity Slide20:  1,000 micro-content channels + mobile monetization = opportunity Slide21:  hardware & software: inflection points Slide22:  where does hardware hold back what is possible? what kind of new businesses can be enabled? inflection points: Slide23:  youtube was a warm up act 500+ million camera phones Then Now Slide24:  a problem… An average SMS is 140 bytes and costs 10 cents, or $750/MB Video recording of a rock concert is 5 gigabytes and would cost $3.85M to upload at the same price …an opportunity Slide25:  yes, but maybe not the wireless you think is wireless the answer? Slide26:  one step further 100 GB on your cell phone? Slide27:  100 GB = power drain! battery life is the biggest obstacle to these technologies batteries coming soon that recharge 80%+ in one minute! expect more innovation here… Slide28:  you think you know mobile tv Slide29:  you think you know the big screen Slide30:  your mobile device as a full-fledged TV! spatial photonics, texas instruments, microvision… the new screen software freed from hardware:  software freed from hardware Moka5 allows your entire PC to be carried on your phone… or your “phone on your phone” (entire address book…) Slide32:  are we accelerating or decelerating? Slide33:  can you understand me now? real-time translation of speech is being developed Slide34:  telemedicine your cell phone could be as a diagnostic tool care providers in rural areas could use a “Doc In a Phone” Slide35:  a different kind of cockroach 1999: UUnet founder predicts silicon cockroaches will swamp internet traffic Slide36:  a different kind of cockroach Slide37:  a clean example students know machine availability via cell phones, updates on laundry status via SMS if this is coming to washing machines, much broader use of m2m applications not far behind baby steps toward banking:  baby steps toward banking Slide39:  your phone as your wallet - “your cell phone as your wallet: still waiting” (cnn) Slide40:  taking baby steps to banking In the Philippines, SMART Padala offers a way to transmit money from users via text messages – without bank accounts ARYTY allows family/friends in the US to send prepaid minutes back to the Philippines Slide41:  a new banking market In Kenya, Safaricon allows the transfer of surplus phone minutes as payments – in effect, a new currency 60% of mobile users worldwide are prepaid 60% of $667b ≈ $420b in minutes as a potential currency …why give carriers all the interest? Slide42:  mobile sales that work 2D Barcodes allow quicker sales without standing in line (just point your phone at an item and go!) In Japan, the Felica system allows you to pay for tickets and buy food at stores More than 20 million Japanese consumers have phones with embedded circuitry that can function as credit cards Slide43:  Japanese phones are already there 80%+ cell phones sold in Japan have 2D barcode readers 27% of consumers use their phones as barcode readers, and 26% use them as GPS systems Moreover, a significant minority (more than 10%) use their phones as FM radios, Voice Records, and TV Tuners Slide44:  parting thought net growth has never stopped Megabytes Slide45:  even in the depths of the bust, bets on IP proving out parting thought don’t bet against the net

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