Copy vs. Create - Cloning, Learning and Competing in Web 2.0
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Copy vs. Create Greg Hochmuth November, 2007 Web 2.0 Expo Berlin
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Talk given at Web 2.0 Expo Berlin: Copy vs. Create - Cloning, Learning and Competing in Web 2.0, by Gregor Hochmuth (www.dotgrex.com)
Transcript of Copy vs. Create - Cloning, Learning and Competing in Web 2.0
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://www.wired.com/software/webservices/news/2007/05/twitter_clones
site:techcrunch.com clone
site:alarmclockeurope.com clone
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
Clone vs. Expand
Expand and Fortify
• StudiVZ
• Jimdo
• Netvibes
• Wikio
• Ciao
• Dawanda
• Spreadshirt
• ...
• Digg
• Delicious
• YouTube
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
LinkedIn, XINGMySpace, Bebo, Hi5, Orkut
LinkedIn, XINGMySpace, Bebo, Hi5, Orkut
LinkedIn, XINGMySpace, Bebo, Hi5, Orkut
http://labs.google.com/papers/sawzall-20030814.gif
