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VIC SINGH

ABOUT VIC SINGH

! Founder and CEO of Tracks, a mobile startup

! Venture capitalist

! MBA, Columbia

! BSE, UPENN

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PHOTO TAKING IS EXPLODING

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SOURCE - 1000 MEMORIES

THE ALWAYS-CONNECTED CAMERA IS IN YOUR POCKET

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! 3/5 people take photos with their phone

! > 1 billion camera phones today

SOURCE: PHOTOROCKET

FACEBOOK IS THE WORLD’S BIGGEST PHOTO SHARING SITE

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SOURCE: PHOTOROCKET

INSTAGRAM IS THE BIGGEST MOBILE PHOTO SOCIAL NETWORK

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1 Billion Photos Shared

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5 REASONS THE ACQUISITION MAKES SENSE

#1: INSTAGRAM IS GROWING 4X FASTER THAN FACEBOOK

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!"!!!!

!#!!

!$%!!

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#2: FACEBOOK DEFENDS AGAINST COMPETITORS

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! Social is the single biggest initiative

! Google+ is scaling the user base

! NOT organic and NOT Mobile First

! Highly acquisitive and keeps indy

! The leading photo app on Twitter

! Twitter is an asymmetric network

! Instagram is Twitter for photos

!Twitter founder is Instagram investor

#3: AT $30/USER INSTAGRAM IS ACTUALLY CHEAP

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FB = $118/USERTWITTER = $55/USER

SOURCE: WAXY.ORG

#4: HUGE MONETIZATION OPPORTUNITY

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#5: DEEP USER ENGAGEMENT

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! 10 million new users on Android during first week

! 30 million+ iPhone users

! 1 billion+ photos uploaded

! 5 million+ photos per day

! 575 likes per second

! 81 comments per second

WHAT SHOULD FACEBOOK DO WITH INSTAGRAM?

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NOTHING!

OR?

TRACKS IS DRIVING THE NEXT WAVE - PRIVATE MOBILE SOCIAL

Take photos/videosMake a track Add friends

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VIC@TRACKS.IO

WWW.TRACKS.IO

@TRACKS

@VICSINGH