Echelon Asia Summit 2015: The Old Guy Speech (The End of the Mobile App Cycle: The 30-Year View)
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The Old Guy The Old Guy Speech Speech The End of the Mobile App Cycle: The End of the Mobile App Cycle: The 30-Year View The 30-Year View @rafer @rafer @technicolorVC @technicolorVC 23 June 2015 23 June 2015
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Transcript of Echelon Asia Summit 2015: The Old Guy Speech (The End of the Mobile App Cycle: The 30-Year View)
The Old Guy The Old Guy SpeechSpeech
The End of the Mobile App Cycle: The The End of the Mobile App Cycle: The 30-Year View30-Year View
@rafer @rafer @technicolorVC@technicolorVC
23 June 201523 June 2015
Moved to SF Moved to SF before the before the BrowserBrowser
Product Adoption CycleProduct Adoption Cycle
Switching Cycles SucksSwitching Cycles Sucks
Growth Cycles
1980 1985 1990 1995 2000 2005 2010 2015
Today
Next! 2017 - ?
Mobile appsAlways-on 2003 - 2008
Dial-up 1993 - 2000
PCs 1982 - 1990
2010 - 2015
9/11 AppStore
NetscapeMacintosh
1980 1985 1990 1995 2000 2005 2010 2015
Today
Next! 2017 - ?
Mobile appsAlways-on 2003 - 2008
Dial-up 1993 - 2000
PCs 1982 - 1990
2010 - 2015
9/11 AppStore
NetscapeMacintosh
Invest
Profit
Growth Cycle Behavior
11
OpenOpen
ClosedClosed
InvestInvestProfitProfit
Next Cycle Ecologies
@rafer @rafer @technicolorVC@technicolorVC
@rafer @rafer @technicolorVC@technicolorVC
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