Copy vs. Create

Greg HochmuthNovember, 2007Web 2.0 Expo Berlin

Copy vs. Create

Greg HochmuthNovember, 2007Web 2.0 Expo Berlin

Cloning, Learning and Competingon the Web

and since?

...

around 400 profiles of German companies

Clone vs. Compete

Clone, copy, or competition?

http://vkontakte.ru/

http://www.xiaonei.com/

http://www.digg.com.my/

http://www.digg.com.my/

http://www.digga.se

http://www.pusha.se/digga.php

http://www.pusha.se/

http://www.wired.com/software/webservices/news/2007/05/twitter_clones

http://twitter.pbwiki.com/Clones

http://www.6.cn

http://www.meebo.com.cn

site:techcrunch.com clone

site:alarmclockeurope.com clone

http://del.icio.us/tag/clone+web2.0

...

Verwandt.de: German Geni CloneGoogle PowerPoint Clone ComingPropeller Will Be The New Net DiggClone Y Combinator’s UnathorizedEuropean Clone Ambient BacksEuropean Dogster Clone Taatulaunches HabboHotel clone IndexVentures Backs StubHub CloneSamwers Invest in Twitter CloneGerman Twitter Clone Finds A Buyeron Ebay Another China YouTubeClone - 56.com - Raises $10M ...

Clone vs. Compete

Clone, copy, or competition?

http://searchengineland.com/070615-081218.php

http://searchengineland.com/070615-081218.php

http://www.startupvergnuegen.com/

Clone vs. Expand

Expand and Fortify

• StudiVZ

• XING

• Jimdo

• Netvibes

• Wikio

• Ciao

• Dawanda

• Spreadshirt

• ...

• Digg

• Delicious

• YouTube

• Twitter

• LinkedIn

vs.

When things go wrong

When things go elsewhere

When things happen elsewhere

47

Non-US Markets Lead Usage Penetration in Many Categories

Source: Morgan Stanley Research

Social Networking:

Brazil / S. Korea

E-commerce:

Germany

Mobile Payments:

Japan

Broadband:

S. Korea

Online Gaming:

China

Microtransactions via SMS:

Philippines

Online Advertising:

UK

www.morganstanley.com/institutional/techresearch/pdfs/web2.0.pdf

48

China –Internet Market Capitalization - 76% CAGR over 4 Years

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

2003 2004 2005 2006 2007 YTD

To

tal M

ark

et

Ca

pit

aliza

tio

n (

US

$ in

B)

China public Internet company market capitalization (US$ in B)

(1) Market Capitalization as of 10/15/2007

Source: Morgan Stanley Research

76% CAGR

$50B (1)

Includes: Sina, NetEase, Sohu, Ctrip, Shanda, 51job, Tencent, Tom Online, Baidu, China Digital TV, Perfect World, CDC Corp, The9, eLong, Kongzhong, China Finance Online, Linktone, Hurray!, New Oriental Education, Home Inns, Netsun, Xinhua

Finance Media, Acorn, and Kingsoft

$5B

www.morganstanley.com/institutional/techresearch/pdfs/web2.0.pdf

Forget flat.This will only get more complicated:

LinkedIn, XINGMySpace, Bebo, Hi5, Orkut

LinkedIn, XINGMySpace, Bebo, Hi5, Orkut

LinkedIn, XINGMySpace, Bebo, Hi5, Orkut

http://labs.google.com/papers/sawzall-20030814.gif

Thanks.

get in touch: grex@cs.stanford.edu