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Bharat Vijay Founder, Boltell. My background Some web history Inflexion points for web companies Trends in modern web companies Goal : Identify questions.

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Presentation on theme: "Bharat Vijay Founder, Boltell. My background Some web history Inflexion points for web companies Trends in modern web companies Goal : Identify questions."— Presentation transcript:

1 Bharat Vijay Founder, Boltell

2 My background Some web history Inflexion points for web companies Trends in modern web companies Goal : Identify questions to ask when evaluating trends in the web space

3 15 year long affair Early-Yahoo!, mid nineties Studying web users, late nineties Web information retrieval, early 2000s Global engineering for web companies, early 2000 India conceptualized Global Web products, Amazon & e-commerce,

4 uGenie – an India based e-commerce startup (2007) A startup for the Facebook revolution – weRead (2008) New Web advertising models (2009) 2 nd Generation Information companies from the web - Boltell (2010)




8 Apply to portions of Web or any industry Identifying them helps understand trends and short term plans IMO, applicable in 5-10% of cases, but can be a costly miss Is there a Land Grab ? Are the products in an Improve phase ? Are key players beginning to Experiment ? Is it a Survive phase ?

9 Land Grab Impr ove Survive Experi ment Land Grab Impr ove Dot com crash

10 Growth/user interest in an area Is there money being invested ? Deferred business returns Powerful ability to spread information Key to a successful land grab is aggregation Yahoo! Launched upwards of 50 products in a year and it was not alone More than applications on facebook in 2007

11 Off-line information was fast spreading to the web Web was spreading as a quick, cheap way to get information People quickly wanted products to try out on the web Yahoo!, Excite, Lycos, Infoseek and others launched thousands of products in 18 months. Many companies were bought out for large sums of money Key question : How important is first to market?



14 Socially important information was spreading fast. Facebook embraced openness – allow others to quickly innovate. Not as much money as 1996, but not as expensive to launch either. People tried out many products Many companies bought for small amounts, but successful exits Facebook rockets past Yahoo! And Google as the messaging platform Key question : How fast can a product grow through the social network ?

15 Most dominant players established End users become discriminating in the new universe Features become important. Companies and products that offer these features get gobbled up. Key question : How to Retain customers ?

16 No immediate danger of a collapse Large companies place some big long term bets Example – Amazon with S3, EC2 Key question : Should I continue to survive and improve profits OR experiment at the cost of profitability ?

17 Marketing and customer acquisition Revenues through sales/advertising Customer data Infrastructure to improve/innovate Uptime Capital

18 Social media integration is a must Search engine optimization is crucial Surprise – it may be cheaper to market offline ! Mobile apps will go from simple to compelling SEM can have prohibitive cost – probably a last resort Key question : Who is able to market using leverage ?

19 Capital is hard to come by for another months. Mad rush areas like iPhone apps, mobile apps, cloud computing are getting some funding. Advertising revenues are available for content ads Surprise : People may actually buy your premium products Key question that techies dont ask : How effective are the product sales ?

20 Cloud based services are already world class Simple integration/development can be outsourced to 24x7 companies The keyword is integration – widgets/APIs/virtual servers are available Surprise : Minimize your time to first set of sales

21 Very few products – area is wide open for innovation Google Analytics provides reporting Huge need to marry IR with traffic trending Key question : Is there a real connection between data we are measuring and the sales process ?

22 Information source is now the web. In fact there is too much information – too many informative writeups, too much video, too much news, noise level is very high Devices are portable, powerful, smart. There are too many types and not yet wired well. China and Taiwan cranking them out by the 10s of millions. But people pay for them unlike the internet.

23 Taking information through till the transactions and beyond. Cleantech, Education, Healthcare, Infrastructure are the areas in India getting funding Q $1.9 billion in funding Source: Deloitte Consulting Report

24 Each subdomain has inflexion points – Land grab, Improve, Experiment, Survive Cost of web marketing is very high. Opportunity for new age content companies. Web infrastructure can make it fast for you to reach sales and critical business feedback End users may buy your products through interesting channels Making sense of customer data today is tough, but is an opportunity Ask questions to really interpret the trends


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