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

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James Schad, We Grow Startups

THE RELENTLESS RISE OF THE TECH GIANTS #GAFA

JAMES SCHAD @SCHADOW79

James Schad, We Grow Startups

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

JAMES SCHAD @SCHADOW79

James Schad, We Grow Startups

LESSONS FROM HISTORY

James Schad, We Grow StartupsJames Schad, We Grow Startups

James 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

James 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

James Schad, We Grow Startups

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

James Schad, We Grow Startups

DIGITAL DUOPOLY

$0BN

$3BN

$5BN

$8BN

$10BN

GOOGLE FACEBOOK THE REST

Source: PWC/IAB US ad spend Q315 vs Q316

+54%

+45%+1%

James Schad, We Grow Startups

BUT DIGITALLY RELIANT

Other 14%

Advertising 86%

Other 3%

Advertising 97%

Google Facebook

Source: 2016 Financial Reports, Google & Facebook revenue

James Schad, We Grow Startups

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

James Schad, We Grow Startups

James Schad, We Grow Startups

James Schad, We Grow Startups

James Schad, We Grow Startups

VIDEO KILLED THE VIDEO STAR

James Schad, We Grow Startups

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)

James Schad, We Grow Startups

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

James Schad, We Grow StartupsJames Schad, We Grow Startups

James Schad, We Grow Startups

James Schad, We Grow Startups

James Schad, We Grow Startups

James Schad, We Grow Startups

ANTITRUST

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James Schad, We Grow Startups

FUTURE PROOFING - PART 1

James Schad, We Grow Startups

FUTURE PROOFING - PART 2James Schad, We Grow Startups

James Schad, We Grow Startups

CONTENT IS KING?

James Schad, We Grow Startups

“YOU’RE UNLIKELY TO WIN THE LOTTERY TWICE”

EX-GOOGLE EXEC

James Schad, We Grow Startups

ATTACK OF THE CLONES

James Schad, We Grow Startups

James Schad, We Grow Startups

FACEBOOK VR BETS…

James Schad, We Grow Startups

James Schad, We Grow Startups

IPHONE 8?

James Schad, We Grow Startups

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

James Schad, We Grow Startups

AWS

James Schad, We Grow Startups

MORE, CHEAPER

James Schad, We Grow Startups

James Schad, We Grow Startups

AMAZON DRONE WAREHOUSE!

James Schad, We Grow Startups

“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

James Schad, We Grow Startups

BE COMPETITIVE BE CUSTOMER FOCUSSED BE AN ASTRONAUT!

James Schad, We Grow Startups

THANK YOU! ANY QUESTIONS?

JAMES@WEGROWSTARTUPS.CO @SCHADOW79