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KPCB, iFund Mobile Market Perspective: spectrum + devices + open = innovation

KPCB, iFund Mobile Market Perspective: spectrum + devices + open = innovation. Matt Murphy Partner, Kleiner Perkins Caufield & Byers. Mobile The Next Great Platform…. Why Now? High mobile penetration Fast(er) wireless broadband data

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KPCB, iFund Mobile Market Perspective: spectrum + devices + open = innovation

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  1. KPCB, iFund Mobile Market Perspective: spectrum + devices + open = innovation Matt Murphy Partner, Kleiner Perkins Caufield & Byers

  2. Mobile The Next Great Platform… • Why Now? • High mobile penetration • Fast(er) wireless broadband data • Proliferation of applications/services, smartphones, real browsers • Increased consumer demand • More favorable data pricing

  3. Powerful Trends

  4. US Users (MM) 200175 150 125 100 75 50 25 Source: Nielsen, eMarketing, iSuppli

  5. Download Velocity Accelerating… Application downloaded per iphone every 6 days vs every 6 months on all phones

  6. iPhone is Changing Behavior Subscribers Source: MMetrics 3/2009

  7. iPhone Developers: Opportunity for All Lifestyle Incumbents/Brands Swing For The Fence Urbanspoon Piano TapDefense Trism Blimp Pilots Starbucks Chipolte Amazon Audi Facebook Google iFund Shazam Pandora Smule

  8. Impact of the AppStore… 15 months $1.5B $0 • Key ingredients for success: • 99% open platform w/ clear, reasonable business terms (70/30) • 3G + great devices + payment platform

  9. Bing Bang Moments For The Internet/mInternet: Netscape '96, iPhone '08 200175 150 125 100 75 50 25 Source: Morgan Stanley

  10. What Else is Needed? • Open access networks (multiple app stores, low friction to get on the network) • Open platform networks (variety of devices that connect to the networks without paying a prohibitive tax) • Highly affordable networks for consumers • Multiple nationwide networks to spur competition and serve all constituencies (coverage, higher speed networks, flexible pricing models).

  11. Specific Idea: the Opportunity in AWS-3 Free Minimum of 768 Kbps Premium/Wholesale 3-6 Mbps • Free Service @ 768 Kbps • Instant install, ‘Fixed portable’ use, nationwide coverage • Consumer buys CPE such as netbooks and other smart devices • Minimum 3 Mbps service • Instant install, ‘Fixed portable’ use, nationwide coverage • Enables nationwide roaming Service Description: • Open access network: no blocking of content (similar to 700 MHz “C” Block);4 • Open platform network: no proprietary end-user equipment (similar to 700 MHz “C” Block);5 • Nationwide Free Broadband Service: at least 25% of the network capacity dedicated to a free (no monthly subscription charge or other fees) service with a minimum of 768 kbps (download) which is the FCC’s definition of basic broadband;6 • Aggressive build out requirements: coverage of 50% of the population in 4 years; 95% within 10 years (with license revocation as a remedy for failure to comply).7 Net Neutrality Universal Access …Developing alternative types of networks will drive investment in new mobile apps.

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