GAFA (The Relentless Rise Of The Tech Giants) - James Schad SXSWi 2017

James Schad, We Grow Startups

THE RELENTLESS RISE OF THE TECH GIANTS #GAFA

JAMES SCHAD @SCHADOW79


THE RELENTLESS RISE AND INEVITABLE FALL OF THE TECH GIANTS #GAFA

JAMES SCHAD @SCHADOW79


LESSONS FROM HISTORY

James Schad, We Grow StartupsJames Schad, We Grow Startups


90% Search

43% Online Retail

91% Smart Phone

Sources: Statista, global desktop searches Oct 16, US eCommerce market share 2016, Facebook global MAUs, global smartphone profit share Q316

1.9bn Reach


The top 8 US apps of 2016, and their number of monthly active users. Data and chart by Nielsen.


DIGITAL DUOPOLY

$0BN

$3BN

$5BN

$8BN

$10BN

GOOGLE FACEBOOK THE REST

Source: PWC/IAB US ad spend Q315 vs Q316

+54%

+45%+1%


BUT DIGITALLY RELIANT

Other 14%

Advertising 86%

Other 3%

Advertising 97%

Google Facebook

Source: 2016 Financial Reports, Google & Facebook revenue


SEARCH ISN’T OVERSource: Bloomreach, State of Amazon 2016


VIDEO KILLED THE VIDEO STAR


FACEBOOK AD FATIGUEQ1 2016

Q2 2016

Q3 2016

0 3250 6500 9750 13000

9,731

11,359

12,016

Source: L2 analysis of Unimetric data, n=16k promoted posts, n=427 brands

User engagement with ads (clicks, likes, shares, comments)


“DON’T LET THE FOX GUARD THE HENHOUSE”MARC PRITCHARD, CMO P&G


ANTITRUST


FUTURE PROOFING - PART 1


FUTURE PROOFING - PART 2James Schad, We Grow Startups


CONTENT IS KING?


“YOU’RE UNLIKELY TO WIN THE LOTTERY TWICE”

EX-GOOGLE EXEC


ATTACK OF THE CLONES


FACEBOOK VR BETS…



IPHONE 8?


“AMAZON’S TENTACLES ARE SPREADING”SIR MARTIN SORRELL, CEO WPP


AWS


MORE, CHEAPER


AMAZON DRONE WAREHOUSE!


“AMAZON BEARS WHO SAID IT WAS A LOW MARGIN COMMODITY RETAILER WERE CORRECT. THEY JUST DIDN’T

REALISE IT WOULD BE THE ONLY ONE.” BENEDICT EVANS, A16Z


BE COMPETITIVE BE CUSTOMER FOCUSSED BE AN ASTRONAUT!


THANK YOU! ANY QUESTIONS?

[email protected] @SCHADOW79

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GAFA (The Relentless Rise Of The Tech Giants) - James Schad SXSWi 2017

Technology

Transcript of GAFA (The Relentless Rise Of The Tech Giants) - James Schad SXSWi 2017