A talk I gave to the Writers Guild of America on venture capital, disruption and the new media order.

1. VENTURE CAPITAL, DISRUPTION &THE NEW MEDIA ORDER MO KOYFMAN, SPARK CAPITAL FEBRUARY 24, 2010

2. VENTURE CAPITAL

3. WHAT IS VENTURE CAPITAL?

4. THE GODFATHERS

5. THE ENTREPRENEUR

6. WHY IS VC IMPORTANT?

7. TECHNOLOGY

8. DISRUPTION

9. AREAS OF INNOVATION

10. CLUSTERS OF INNOVATION

11. DISRUPTION

12. THE INTERNET

13. UBIQUITOUS CONNECTIVITY

14. EMERGENCE OF MOBILE PLATFORM

15. ENTIRELY NEW DEVICES

16. CAPITAL EFFICIENCY

17. PARTICIPATORY

18. SOCIAL

19. REAL-TIME

20. OPEN

21. PERSISTENT IDENTITY & CONNECTIVITY

22. NETWORKS AS PLATFORMS

23. ADVERTISING GROWTH Source: “US Interactive Marketing Forecast, 2009 to 2014”, Forrester Research, Inc., July 2009

24. DATA, TARGETING & REAL-TIME BIDDING DATA EXCHANGE DEMANDSIDE PLATFORM Source: “US Interactive Marketing Forecast, 2009 to 2014”, Forrester Research, Inc., July 2009

25. DIGITAL GOODS $5 BILLIONWorldwide $1 BILLIONIn U.S. Alone Estimated Sales for this Year Source: Claire Cain Miller and Brad Stone, NYTimes

26. THE NEW MEDIA ORDER

27. REDEFINITION OF NEWS

28. REPROGRAMMING RADIO LastFM, HypeM, Pandora

29. CHANGING FACE OF TV

30. FILM: THE LAST BASTION? 1st annual decline

31. EMERGENCE OF GAMING

32. THE DIGITAL DIVIDE Media Consumption Ages 42 – 51 Ages 18 – 27 Age 62 + Other Other Digital Other Digital Digital Print Print Print TV TV TV 52 Hours Weekly 46 Hours Weekly 37 Hours Weekly Source: Forrester Research, Morgan Stanley. Note: Digital Media includes internet, gaming, and mobile. Other includes movies and radio.

33. GATEKEEPERS -71% Since ‘05 -59% Since ‘05

34. KEY CHALLENGE How do you get here??

35. HOW RESPOND? Build personal brand Embrace new platforms Allocate time & dollars smartly Ubiquitous distribution Charge for uniqueness, attach sponsorship and/or explore new revenue opportunities Control your destiny