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The Future
                         will be
                        Cloudy
10/2009
Mehrdad Piroozram
Founder iSteps Widget Ventures
mehrdad@iSteps.de
http://www.twitter.com/piroozram
http://www.slideshare.net/mehrdadpiroozram
                                        1
Who we are
*Widget Production
*Widget Reach/Property
-Lead-Investor/ Co-Founder
-Co-Investor / Widget Stamp
*started Q4 2005
*Part of Top EU Widget Players
*€3,5m - €6 m. syndicated
                  2
Portfolio




            3
Mega Trends
Total User involvement/UGC
Coexistence/Competition of multiple ecosystems
Devices get cross-connected
Software is transforming to SaaS
Global content-factories come up
Micro services conquer the web
Widgets syndicate/cross connect UGC/
 microservices

                        4
5
Why Widgets
 User   Eco-Systemes   Internet




              6
How we got cloudy

- imageloop
- peak over 100% growth m. /m.
- HW, DB, OP Vendor Poker
- Ongoing BE Development
- Down Times = Viral Breaks
- Model about to fail

                7
Animoto Case




http://www.animoto.com




                         8
Current App shakers
http://appdata.com

FarmVille:
http://appdata.com/facebook/apps/index/id/102452128776

Café World:
http://appdata.com/facebook/apps/index/id/101539264719




                             9
Challenges




             10
The Investor wants

,Scale or shut-down when fail‘

,I like my start-ups failing
cheap!‘


                 11
Who is paying the check

Enterprise IT investment
              PM
  $1   $3+1            $2      $1
 HW     SW          Services   OP
  $1   $3+1           $3-4     $1



               12
Who is paying the check

Enterprise IT aaS
                               $?
P   HW    SW        Services   Op
M
           %




               13
Mega Trends

„The network is the Computer!“
 1998, Scott McNealy Sun


„Every piece of software will have a client
component, a server component, and
service component from the cloud“
 2008, Steve Ballmer CEO Microsoft



                           14

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The future is Cloudy!