4. X.COM Smart phones out selling PCs 4 to 1 Massive shift to mobile To capture growth PayPal changes from software to services Developers can access services via x.com http://www.x.com
40. Tim O’Reilly - Keynote Perspective – what is going on? Margins shift with commoditization Mainframe / Mini margins killed by PC LAN Margins shifted to software (MSFT) Software killed by Internet / Web Margins shifted to search / data (GOOG) Internet OS is emerging…join the dots Observe the geeks…
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57. X.COM eBay markets is still larger than Paypal Paypal is growing faster Paypal is payments, data services Access Paypal via x.com