There is a significant shift going from web to mobile. Across segments in advertising, gaming, social networking, shopping, music and mapping, we see the transition in the monetization, information delivery and user experience.
As price points for dumb phones and smart phones intersect, the global population will upgrade their personal devices at an accelerated pace. Smart phones are fast becoming the poor man’s personal computer. Mobile operators have lost their role as gatekeepers for applications as handsets become software driven and “app stores” are the new distribution channel. Mobile born services like Foursquare and Instagram are winners in this transition while feature rich web apps like Facebook are conforming and dividing their mobile experience into smaller individual apps like Facebook Messenger and Facebook Chat.