iPad dominates tablet web traffic

OK, well, in case you were living under a mobile rock and didn’t know that the iPad was HUGE here is a chart from Chitika.

Android is still a ways away… and MSFT is just so far behind it’s hard to imagine how they catch up at this point. Poor MSFT.

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Happy New Years

by: Healy Jones

Happy New Years! I hope everyone has a good 2013.

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VC doing ok?

Hmm, it’s hard to say how venture capital did in 2012.  PEhub has a great post with a lot of good charts on venture capital performance in 2012, ytd, and it looks just ok. The title of the post is great though –  ”VC ’12 Year-Ender: We Suck Less!

From the post: the dotcom bust is finally washed out of the 10 year numbers: “Cambridge Associates US VC Index for a ten year period (ending June 2012) shows a return of 5.28%. That’s worse than Barclays bond index at 5.79% and S&P 500 at 5.33%. But every cloud has a silver lining. VC returns are up from a lousy 1.25% a year ago. Or -4.2% in 2010.”

So I guess the key take away is that venture capital is not performing up to its risk adjusted level. But it is getting better than it was, so we may see some decent gains.

And I guess that means that LP’s are chasing the returns again, if this chart means what I think it means:

LP Investment Allocations for 2013 Estimates

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Shoppers like tablets for research but not buying

Wow, shoppers now prefer tablet browsing for product research and search OVER the PC, according to a press release by OpinionLab. “Tablets are great for browsing but not buying: Consumers embrace the tablet as hands-down the best platform to research, browse and price hunt. However, satisfaction plummets when making a purchase, indicating profound frustration with the actual buying experience available on the tablet today. Tablets topped all platforms in terms of Site Opinion rating (3.61) – and consumers were particularly happy when using the tablet to research, browse and price hunt (3.64 vs. 3.47 for mobile and 2.94 for desktop). Ratings plummet 40% to 2.39 for consumers who were using tablets to purchase a product.”

I would not have guessed that tablets would over take the PC just yet for browsing for purchases, but then I started to think about how I search for products… and I seem to do a lot of research on the iPad. I guess this is because I prefer the form factor and fast boot up. Searching for a product on the couch is so much easier with a tablet.

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Tablet share growing, but pricing dropping

Average tablet pricing is coming down, as tablet’s share of “connected stuff” is rising, according to IDC. “Looking forward, IDC expects the worldwide smart connected device space will continue to surge well past the strong holiday quarter and predicts shipments to surpass 2.1 billion units in 2016 with a market value of $796.7 billion worldwide. IDC’s research clearly shows this to be a multi-device era, although market dynamics are shifting in terms of product category. In 2011, PC’s – a combination of desktop and portable PCs – accounted for 39.1% of the smart connected device market. By 2016 it is expected to drop to 19.9%. Smartphones will be the preferred product category with share growing from 53.1% in 2011 to 66.7% in 2016. Tablets will also grow significantly with share growing from 7.7% in 2011 to 13.4% in 2016. The shift in demand from the more expensive PC category to more reasonably priced smartphones and tablets will drive the collective market ASP from $534 in 2011 to $378 in 2016.”

In summary, PC’s lose, smartphones and tablets win. And, of course, as these devices get more affordable the entire process will accelerate.

Not totally sure I understand this whole retreat from mobile first! Just because figuring out a monetization and engagement strategy is hard in a competitive app marketplace doesn’t mean that startups shouldn’t try to figure it out.

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