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Wall Street's View on Social Media
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The Social Internet
Lou Kerner, The Social Internet Fund, April, 2012, @loukerner
The Innovator’s Delimma
Source: “The Innovators Dilemma”
Emergence of The Siloed Internet
Started: September 1993(“Eternal September” –
AOL Connected to The Internet)
1995Amazon Launched
Walmart Entered It’s 50th State
2001Walmart.com launched
Sources: Wikipedia, Walmart
Emergence of The Social Internet
Emergence of The Social Internet
Started: September 2006
Facebook Introduced the Newsfeed
Massive User Rebellion
May 2007
Facebook Opens It’s API
Sources: Wikipedia
Attributes of a Social Internet Company
• They are BORN Social• They are “intertwined” with the leading
Social Internet companies• They are authentic, enabling the customer
to “own” the brand• They enable the customer to create,
curate, & comment on content/commerce• They leverage real-time data to iterate in
real-time • “Platforms” will create the most value
Per Capita GDP Correlates to Social Network Penetration
Source: The Pew Center, Jan. 2012
The New Media Paradigm
The Meteoric Rise of CityVille
Source: AppData, Dec 2010-Jan 2011
Largest Brand Owned Audiences
Source: FanPageList, April 2012
Largest Celebrity Owned Audiences
Source: FanpageList, April 2012
People Rule on The Social Internet
Lebron/Dwayne NBA Miami Heat0.0
2.0
4.0
6.0
8.0
10.0
12.0
14.0
16.015.0
12.5
5.3
Facebook Fans
Source: FanpageList, April 2012
Facebook Dominates (Almost) Everywhere
Source: ComScore, Jan. 2012
Facebook Tracking to 1 Billion Users
Source: iCrossing, Jan. 2012
Facebook Leads In Engagement Too
Facebook is Dominating Time Spent
Zuckerberg’s Law
Facebook’s Frictionless SharingIntroduced at f8 Sept., 2011
Immediate Impact of Frictionless Sharing on Spotify
MAUs
Source: Appdata, Sept. 2011
Long Term Impact of Frictionless Sharing on Spotify MAU’s
Many Sites Are Benefitting From Frictionless Sharing
Facebook is NOT an Echo Chamber
Source: Etyan Bakshy, Facebook Data Scientist, Jan. 2012
eCommerce Sites Born of the Siloed Internet
Source: Internet Retailer, Top 25 eCommerce Sites, 2011
The Purchase Funnel - Consensus
Stores on Facebook Have Had Limited Success
The Purchase Funnel - Reality
eCommerce Sites Born Social
Source: Alexa, April 2012
Fab Threadless ModCloth Etsy0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
28.1%
18.5%17.4%
13.3%
24.1%
20.5%
24.6%
22.4%
Upstream Traffic
Pinterest Is Quickly Becoming Part of the Social Internet Fabric
Source: Alexa, April 2012
Fab Threadless ModCloth Etsy0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
28.1%
18.5%17.4%
13.3%
24.1%
20.5%
24.6%
22.4%
4.3%
1.7%
10.8%
7.1%
Upstream Traffic
Other Social Networks Are Also Soaring
• YouTube• Google+• SlideShare.net• LinkedIn• Tumblr• Foursquare
What Is Twitter?
Twitter Is Growing Rapidly
Source: Twitter, Wikipedia
Twitter By Country
Source: Addthis Data
Top All Time TPS Events
Source: Twitter, March 2012
Weibo vs. Twitter
Source: Tweibo, FanPageList, March 2012
Corporate Usage is Pervasive & Twitter Leads
The Customer Owns The Brand
Add Value = Link to Outside Sources
Tumblr – “Building The Perfect Platform For Self Expression”
Source: Tumblr, Jan, 2012
Tumblr – Creative Freedom
Badoo – Meet People……NOW
Source: Badoo, March, 2012
Google+ - 115mm “Members”
Source: Leon Halland,
Google+ - Countries Ranked By Penetration
Source: CircleCount, March 2012
Google+ - Limited Engagement
Source: Social Statistics , March, 2012
Google+ - Brands Just Starting To Get Traction
Top 10 Google+ Brands Circled - Growing Rapidly off Small Bases
Source: Simply Measured , Feb., 2012
Machinima – Social Television
Source: Machinima, comScore
Pinterest – A Virtual Pinboard
Pinterest – The Fastest Growing Site Ever
Source: Alexa, April, 2012
Pinterest Exhibits Remarkable Stickiness
Fab.com = Social Commerce
Fab.com = 2011 Best Pivot(s)
• 4/10 -Fubilis launches a gay Facebook • 1/11 - more like a gay Yelp• 2/11 - more like a gay Groupon• The Big Pivot – 3 Criteria
– 1) Passion about it, 2) Can be the best in the world at it, 3) Can be a $100mm+ business
– Flash site sale synonymous with DESIGN– Super use of social…. In their DNA
Source: Jason Goldberg, Fab.com CEO
Fab.com = Accelerating Growth
Social Network Usage Is Global
Source: ComsScore, Jan. 2012
Social Network Usage Is Increasingly Mobile
Source: Pandora S-1, Twitter, Facebook, KPCB
Tumblr Traffic By Device
Source: Tumblr, Jan, 2012
Mobile Means Mobile Apps
Foursquare Explore
Source: Forusquare, Jan. 2012
Android Is The Dominant Mobile OS
Big Data is Coming
”We create more data every two days, then from the beginning of time thru 2003”. Eric Schmidt, 2010
Management of unstructured data is the new frontier, with significant wealth creation for the
winners
Palantir and Cloudera are among the early leaders in the race to monetize the need for unstrucutred
data analysis