Accelerate to

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40 Years of the Web and where the mobile web is going.

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AccelerateTO

Web meets World

Nov 2010

CONFIDENTIAL | TRADE SECRET

CONFIDENTIAL | TRADE SECRET

t = now

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Web 0.1 : Beta [t-40] 1G

Wired Web: 7

Impact: Universities connected

Bomb Proof Networks

Dr. Martin Cooper

Mobiles: 7,000

Vint Cerf

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Web 1.0 [t-20] 2G

Wired Web: 520,000 Mobiles: 7,000,000

Impact: Links

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Web 1.0 [t-15] 2G

Wired Web: 16,000,000 Mobiles: 98,000,000

Impact: E-commerce ramps

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1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009

Web 1.0 [t-12] 2G

Wired Web: 147,000,000 Mobiles: 469,200,000

Impact: Search and SaaS

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Web 1.0 : Dies [t-10] 2.5G

Wired Web: 361,000,000 Mobiles: 709,000,000

Impact: Tactical retreat & rebuild

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Web 2.0 : Social [t-6] 3G

People connected: 817,000,000

Impact: Social Web ramps

Mobiles: 1,744,000,000

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In the beginning… [t-3]

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3G Web 2.0

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Web 3.0

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1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009

Web 2.0 [t-2] 4G

DJIA lost 53% of its value

Wired Web: 1,586,000,000 Mobiles: 4,269,600,000

Impact: Massive GDP shifts

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1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2010

Web 3.0 : Web meets World [t-1]

People connected: 1,668,000,000Mobiles: 4,646,000,000

Impact: Web meets World

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Just starting to get faster…

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10,000,000,000 units?

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Open Mobile: $s follow usage = $1,000,000,000

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Smart Phones > PCs

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4 Horse Race?

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6 Months ago….

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“iPad will chop Netbook sales 

by 50 percent”Brian Dunn, CEO Best BuyWSJ Sept 17th

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Last month….

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End of….

PCsRecord labelsNewspapersBooksCredit CardsLaw firms Banks …..

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40th month of “smart”……

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325,000,000 users 300% 236,000,000 units 300%300,000 apps 100%8,000,000,000 dls 500%22,000,000 a day 700%

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1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2010

Now = Web 3.0 [t-0]

Wired Web: 1,966,514,816 Mobiles: 5,155,651,438Population: 6,845,609,960

Impact: Web is World @ 28% & 71%

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40 years of acceleration

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What’s next [t+1]

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1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2014

What’s next [t +4 ]

Smart Phones: 1,000,000,000People connected: 4,000,000,000Impact: $14 Trillion (30%) GDP

Open Mobile• Open radios (wifi, 3G, 4G)• Open OS & Multiple OS• Open Applications• Open APIs

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