Why is the new wave of anonymous social rookie valuations high?

Absrtact: Snapchat was founded in May 2011 with a valuation of about 3.6 billion U.S. dollars; secret was founded in November 2013, financing 8.6 million U.S. dollars, valued about 40 million U.S. dollars, Whisper was founded in 2012, a total of 60 million dollars in financing; Yik Yak was founded in October 2013, financing 11.1 million U.S. dollars

Snapchat was founded in May 2011, valued about 3.6 billion U.S. dollars, Secret was founded in November 2013, the financing of 8.6 million U.S. dollars, the valuation of about 40 million U.S. dollars, Whisper was founded in 2012, a total of 60 million dollars in financing; Yik Yak was founded in October 2013, financing 11.1 million dollars;

A new wave of anonymity and instant social products that are so popular in the capital market, the reason I think is that it is a new wave, with Facebook, Twitter, the birth of the PC-side of the players are not the same, and the momentum has just started, but the pattern is not, everyone wants to bet.

Let's comb the bottom of the story, what does the mobile End feature bring to the PC-side's historic social approach?

The basic social methods of the PC end include: BBS, IM and sns-these or real names, or anonymous, or acquaintances or strangers, can do on the PC side of the broad section of this is only.

Some of the new features of mobile connected than the PC side include:

Real-time response: Social interaction is no longer limited by the times and places, and more fragmentation time is released.

Address Book: With a further acquaintance social such as micro-letter, the emergence of the so-called "anonymous social networking" concept, typically secret;

LBS: The corresponding location of the person, information in a specific position of the connection;

Instantaneous: simulate face-to-face communication;

Everywhere available Sensors: the threshold for photographing, photographing and recording has been technically crushed. They also promote the emergence of social networks of the corresponding vertical media patterns, which, of course, can be used for any other product as a single parameter.

Anonymous + Address Book is secret, is a variant of SNS; Whisper is a mobile real-time bbs;lbs+ anonymous +bbs is Yik Yak;snapchat is a "burn after reading" mobile IM. Before the PC end there is a random chat this way of communication, its product form can see the current meow (long-distance lbs random chat), Ji Ji (long-distance lbs random chat) and several degrees (Address Book Two degree of contacts).

Contacts, LBS, sensors are in some ways a parameter in shaping the circle, but all the mobile-end social networks are strung together by the real-time backbone. In addition to the inherent product form that already exists on the PC side, the mobile end product is a much richer world than the web side.

Capital always has the mentality of FOMO (fear of missing out), fearing that they will miss the next Facebook, the reason for the overvaluation of the new generation of social products.