Kleiner Perkins iFund Presentation at iPhoneDevCamp 3

The Power of the AppStore & Its Future Opportunities

Chi-Hua ChienPartner, Kleiner Perkins Caufield & Byers

Friday, July 31, 2009

0

1,000

2,000

3,000

4,000

2001 2002 2003 2004 2005 2006 2007 2008

PC Internet Users Mobile Phone Users

Internet vs. MobileM

illions o

f A

cti

ve U

sers


Powerful Trends


$100,000,000

iFund


So How’s It Going?


iPod Became Ubiquitous

0

0.25

0.50

0.75

1.00

1.25

1.50

0 1 2 3 4 5 6 7 8

iPod Sales

Quarters after Launch

Millions o

f D

evic

es S

old

Source: Apple Inc. Public Filings & Announcements


...But iPhone Dwarfs iPod

5

10

15

20

25

0 1 2 3 4 5 6 7 8

iPod Sales iPhone Sales

Quarters after Launch

Millions o

f D

evic

es S

old



iPhone is Changing Behavior

Browsing News Web Search Mobile Video Social Networks Music Games

70%74%

50%

31%

59%

85%

9%7%

4%5%6%

13%

% o

f U

S M

ob

ile S

ub

scri

bers

US Market iPhone

Sources: M:Metrics, 1/31/2008 Survey of U.S. mobile subscribers, n = 31,389 and KPCB estimates (games)


iTunes Is a Juggernaut...

0

100

200

300

400

0 100 200 300 400 500 600 700

iTunes Purchases

Days after Launch

Millions o

f D

ow

nlo

ads



...But AppStore Blows it Away

250

500

750

1,000

1,250

1,500

0 1 2 3 4 5 6 7 8 9 10 11 12

iTunes AppStore

Months after Launch

Millions o

f D

ow

nlo

ads



Proposals Reviewed

Companies Met

Actively Engaged

Funded

> 4000

> 250

> 5

7

iFund Progress Report


iFunded Companies

(+2 Unannounced)


Big Ideas to Consider

Mobile Commerce

Real-Time Everywhere & Anywhere

Local Search

Healthcare

Augmented Reality

Real-World Gaming


[email protected]

Chi-Hua Chien

Q&A


mailto:[email protected]

mailto:[email protected]

Technology

Kleiner Perkins iFund Presentation at iPhoneDevCamp 3