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21 23 25 27 29 31 33 35 37 39 41 43 45 47 49

in c

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MinutesNumber of drops

Actually, it’s just 49 minutes

Moore’s Law

Exponential Improvement

Source: Deloitte report, The next billion dollar idea

Race to Reach One Billion User

Exponential Time Calls for Exponential Thinking

Bekkozha MuslimovInvestment Director at Blue Wire Capital

Exponential Time: Disruptive Forces Are Multiplying

Who We Are?

Blue Wire Capital:

• Is London-based venture capital firm

• Founded in 2013

• Invests in early stage technology companies

• Invests in venture funds

What we are looking for:

• Big market with huge customer pain

• Authentic entrepreneur and A class team

• Unfair competitive advantage

Our Focus: Our Portfolio:

Four Disruptive Forces

Now Future

Collaborative Economy Age Autonomous World Age

Connected EcosystemUnbundling

1

2

3

4

…And The Threats Are Multiplying

Costs to launch Internet start-up

Unbundling 1

Democratisation of OpportunitiesUnbundling 1

• Founder of Summly

• Algorithm for news summary

• Institutional VC money

• Acquired by Yahoo for $30m

Unbundling

Fintech

Unbundling 1

Every imaginable industry is being unbundled

Car Energy HealthcareLogistics MediaFinance

Source: CB Insights

Sharing Economy Collaborative Economy 2

Impact of Disruption A properly shared car is

$270,000Lost Revenue

Of auto sales

1 shared car = 9 cars at average of $30k each

But what about loans, taxes, gas, parking, dealer services, resale and

more?

Collaborative Economy 2

Car Makers Response Collaborative Economy 2

Volkswagen invested $300 million in Israeli start-up Gett

General Motors invested $500 million in U.S.-based Lyft and announced partnership to use GM’s self-driving cars as part of Lyft’s fleet

Toyota stroke strategic partnership with Uber on leasing cars

Apple committed a $1 billion investment in DidiChuxing, the leading service in China

Gig Economy Collaborative Economy 2

Meet Andreas

• Age - 24

• Came from Denmark

• Study art

• Pay own living costs

• Works evening shifts

• Earns £800 pm

• Loves cycling

Share of income from gig economy

Monthly income from gig economy

The Next Big Wave of Disruption

Connected CarConnected Home

Connected Ecosystem 3

Result? Unexpected newcomersUberHealth Toyota Insurance

Connected Ecosystem 3

Advancements in AIAutonomous World Age 4

1997 2016

What type of business disruption we should expect from advancements in AI?

Autonomous World Age 4