A talk given at iPhoneDevCamp 3 by Chi-Hua Chien of the Kleiner Perkins' iFund.

1. The Power of the AppStore
& Its Future Opportunities
Chi-Hua Chien
Partner, Kleiner Perkins Caufield & Byers
Friday, July 31, 2009

2. 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. Mobile
Millions
of
Active
Users
Friday, July 31, 2009

3. Powerful Trends
Friday, July 31, 2009

4. $100,000,000
iFund
Friday, July 31, 2009

5. So How’s It Going?
Friday, July 31, 2009

6. 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
of
Devices
Sold
Source: Apple Inc. Public Filings & Announcements
Friday, July 31, 2009

7. ...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
of
Devices
Sold
Source: Apple Inc. Public Filings & Announcements
Friday, July 31, 2009

8. 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%
%
of
US
Mobile
Subscribers
US Market iPhone
Sources: M:Metrics, 1/31/2008 Survey of U.S. mobile subscribers, n = 31,389 and KPCB estimates (games)
Friday, July 31, 2009

9. iTunes Is a Juggernaut...
0
100
200
300
400
0 100 200 300 400 500 600 700
iTunes Purchases
Days after Launch
Millions
of
Downloads
Source: Apple Inc. Public Filings & Announcements
Friday, July 31, 2009

10. ...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
of
Downloads
Source: Apple Inc. Public Filings & Announcements
Friday, July 31, 2009

11. Proposals Reviewed
Companies Met
Actively Engaged
Funded
> 4000
> 250
> 5
7
iFund Progress Report
Friday, July 31, 2009

12. iFunded Companies
(+2 Unannounced)
Friday, July 31, 2009

13. Big Ideas to Consider
Mobile Commerce
Real-Time Everywhere & Anywhere
Local Search
Healthcare
Augmented Reality
Real-World Gaming
Friday, July 31, 2009

14. cchien@kpcb.com
Chi-Hua Chien
Q&A
Friday, July 31, 2009