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At the halfway point A mid-year update on the year of Conversational Commerce

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1968

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1968

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• Graphical “Windows” UI • Window Resizing and Layering • Hyperlinks • Hypermedia • WYSIWYG Word Processing • Contextual Help • Keyword Search • Video calling • Slideshows • Collaborative Document Editing • Version Control • Remote Procedure Calls • Dynamic File Linking • Distribute Client-Server Architecture • Shared Databases Video: SRI International; Text source: Chris Cox

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SAGE (Semi-Automatic Ground-Environment Computers) 1968

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Vitruvian Trooper by Cooper “We shape our tools and thereafter our tools shape us.” —Marshall McLuhan

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1968 2007

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• Mutable touchscreen җ immutable hardware keyboard • Always-on connectivity, all-day battery life • Design-driven innovation (distributed as apps) • Socially driven discovery & adoption (virality) How the medium changed 1968 2007

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3,500 Q4 '11 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 0 500 1,000 1,500 2,000 2,500 3,000 MESSAGING APPS HAVE SURPASSED SOCIAL NETWORKS Monthly active users for top 4 social networks and messaging apps Big 4 Messaging Apps Big 4 Social Networking Apps Millions BI INTELLIGENCE Source: Companies, Bi Intelligence

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Messaging: the killer mobile “app”

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2016 The year of Conversational Commerce 1968 2007 2016

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“…interacting with brands, services, or bots in the bidirectional, asynchronous messaging context” —me 1968 2007 2016

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“Evolving from simple social conversations to business-related conversations.” —Mary Meeker, KPCB 1968 2007 2016

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+ 1968 2007 2016 Slack bots / Uber in Messenger

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+ 1968 2007 2016 Conversational Commerce * January

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+ + 1968 2007 2016 February Uber Skill for Alexa *

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+ + + 1968 2007 2016 M arch Tay / Microsoft Bot Framework / Skype bots *

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+ + + 1968 2007 2016 A pril Kik Bot Store / Telegram Bot Platform 2.0 / Messenger Platform *

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+ + + 1968 2007 2016 M ay Twilio Messaging / Google Allo *

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+ + + 1968 2007 2016 June iMessage SDK *

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+ + 1968 2007 2016 ??? WhatsApp platform? *

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VCs in 2015: Winter is coming

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Platform-focused Investment VC Investment

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Exits Up and to the right

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Independent platform builders: picks & shovels

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Will bots replace apps?

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No.

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Tree Rings by greatandlittle Web Bots Apps

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What’s next?

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?!

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Bots in groups meekan scheduling bot @Trivia Master in Skype

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SandiMacBot  @VeronicaBelbot @EstherBot Bot Wick

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MessinaBot

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=Contextually & personally relevant + +

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Augment human intellect!

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Thoughts and feedback: @chrismessina Talk to my bot: m.me/messinabot Thank you.