Comments on: The unfolding opportunity in mobile http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/ Nic Brisbourne's view from London on venture capital and exploiting change in technology and media Fri, 19 Mar 2010 12:57:54 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Finance Geek » The blurring distinction between fixed and mobile http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/comment-page-1/#comment-6762 Finance Geek » The blurring distinction between fixed and mobile Tue, 02 Feb 2010 11:40:06 +0000 http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/#comment-6762 [...] the potential of mobile at the moment.  Mary Meeker has perhaps been leading the charge with predictions that mobile will drive the next big computing cycle and will be 10x the size of the desktop [...] [...] the potential of mobile at the moment.  Mary Meeker has perhaps been leading the charge with predictions that mobile will drive the next big computing cycle and will be 10x the size of the desktop [...]

]]> By: brisbourne http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/comment-page-1/#comment-6549 brisbourne Thu, 05 Nov 2009 18:51:26 +0000 http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/#comment-6549 Good point Henry. I have been a little sceptical about the potential scale of businesses based on a single app like Foursquare, but I should think again given the success Foursquare is enjoying. Good point Henry. I have been a little sceptical about the potential scale of businesses based on a single app like Foursquare, but I should think again given the success Foursquare is enjoying.

]]> By: henryyates http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/comment-page-1/#comment-6548 henryyates Thu, 05 Nov 2009 16:25:09 +0000 http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/#comment-6548 One of the big opportunities seems to be mobile+social+real time. A great example of this type of business is foursquare. They have delivered a differentiated, engaging service which could have real utility and is naturally viral. There should be other opportunities in that triangle. One of the big opportunities seems to be mobile+social+real time. A great example of this type of business is foursquare. They have delivered a differentiated, engaging service which could have real utility and is naturally viral. There should be other opportunities in that triangle.

]]> By: brisbourne http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/comment-page-1/#comment-6010 brisbourne Thu, 05 Nov 2009 11:51:26 +0000 http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/#comment-6010 Good point Henry. I have been a little sceptical about the potential scale of businesses based on a single app like Foursquare, but I should think again given the success Foursquare is enjoying. Good point Henry. I have been a little sceptical about the potential scale of businesses based on a single app like Foursquare, but I should think again given the success Foursquare is enjoying.

]]> By: henryyates http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/comment-page-1/#comment-6007 henryyates Thu, 05 Nov 2009 09:25:09 +0000 http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/#comment-6007 One of the big opportunities seems to be mobile+social+real time. A great example of this type of business is foursquare. They have delivered a differentiated, engaging service which could have real utility and is naturally viral. There should be other opportunities in that triangle. One of the big opportunities seems to be mobile+social+real time. A great example of this type of business is foursquare. They have delivered a differentiated, engaging service which could have real utility and is naturally viral. There should be other opportunities in that triangle.

]]> By: brisbourne http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/comment-page-1/#comment-6005 brisbourne Wed, 04 Nov 2009 11:43:09 +0000 http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/#comment-6005 That is kind of my point. It is hard to know which if any of the apps will make it big, but maybe there is opportunity at the infrastructure level. That is kind of my point. It is hard to know which if any of the apps will make it big, but maybe there is opportunity at the infrastructure level.

]]> By: jkaljundi http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/comment-page-1/#comment-6004 jkaljundi Wed, 04 Nov 2009 11:26:27 +0000 http://www.theequitykicker.com/2009/11/04/the-unfolding-opportunity-in-mobile/#comment-6004 While there might be 100k iPhone apps out there, what it might boil down to is everyone of us using just a few of them on a regular basis. Initially we check out hundreds, then the novelty effect goes away. Same applies to mobile websites, we might end up only some of them regularly. These selected few instances will then decide on what else we use. <br><br>The big question is, which are the selected golden ones? Is it the mobile OS itself - directing us to applications? Is it just the browser - and its bookmarks? Or apps running inside the browser instead of the OS level? Is it one of the applications - and it's sub-sections? Is it a mobile portal site or GSM operator homepage? All of them have their chances of winning big and losing big. Which layer of these will be the real platform?<br><br>Facebook app on mobile might make it huge. So could some Twitter clients like Tweetdeck or just pure e-mail programs, just because people use them often. We have not seen too many of mobile portals now, but they should be coming (in Europe could be country specific). While there might be 100k iPhone apps out there, what it might boil down to is everyone of us using just a few of them on a regular basis. Initially we check out hundreds, then the novelty effect goes away. Same applies to mobile websites, we might end up only some of them regularly. These selected few instances will then decide on what else we use.

The big question is, which are the selected golden ones? Is it the mobile OS itself – directing us to applications? Is it just the browser – and its bookmarks? Or apps running inside the browser instead of the OS level? Is it one of the applications – and it's sub-sections? Is it a mobile portal site or GSM operator homepage? All of them have their chances of winning big and losing big. Which layer of these will be the real platform?

Facebook app on mobile might make it huge. So could some Twitter clients like Tweetdeck or just pure e-mail programs, just because people use them often. We have not seen too many of mobile portals now, but they should be coming (in Europe could be country specific).

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