Enclosed is a paper I wrote in December 2008. I developed it based on some work that one of our portfolio companies, Zeemote, had been doing at the intersection of the mobile and gaming industry. It illustrates some of my core theses on the creative destruction process in and around mobile over the next 2-5 years. It is somewhat over the top. However, since I wrote this paper a number of others seem to be subscribing to these ideas, and some aspects of the thesis are clearly bearing out: for example, a few recent shifts:
- The latest generation phones - iPhone 3GS, Nokia N97, HTC Magic, Palm Pre - all have processing power within 15-20% of gaming consoles such as Xbox, Wii
- Most of the smartphone makers are including Tv-out as a feature, which becomes a critical enabler for the use of the mobile phone as a console-gaming equivalent
- Zeemote has extended the range of phones that it covers substantially, and is in the process of becoming a standard interface for any Bluetooth enabled phone
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