investment trends: where to invest your attention in 2015
TRANSCRIPT
Investment trends for 2015: Where to invest your attention
January, 2015
David StarkPrincipal, OurCrowd
@starkupnation
Zack MillerPartner, OurCrowd
@newrulesinvest
Trend: Big Data
Trend: Big Data
Trend: Big Data
Trend: Big Data
Trend: Big Data
Trend: Sensorification
Car of the Future Digital Health Internet of Things
Trend: Sensors
Car of the Future Trend: Sensors
Car of the FutureTrend: Sensors
China will grow rapidly to claim a 35% share of the 120 million cars sold in 2030, accounting for revenues of $24 billion, against $21 billion for the U.S. market and $20 billion for
Europe.Source: Luxe Research
Trend: Sensors
Trend: Sensors
Making voice control work — in any sound environment
Trend: Sensors
Car of the FutureDigital Health
Internet of Things
Trend: Sensors
Trend: Sensors
Source: New York eHealth Collaborative
Trend: Sensors
Wearables —> The Quantified Self
Trend: Sensors
Trend: Sensors
Car of the Future Digital Health Internet of Things
Trend: Sensors
Trend: Sensors
There are already more than 10 billion systems connected to the Internet (IDC) and by 2020 there will be nearly 26
billion devices on the Internet of Things (Gartner).
Trend: Sensors
Trend: Sensors
New charging technologies will
power the IoT
Trend: Sensors
Source: IHS
Trend: Sensors
Trend: Sensors
Trend: Sensors
Trend: Sensors
energy hot spots
Trend: Cannabis Commerce
The legal cannabis industry is poised to grow faster than smartphones according to the Huffington Post.
Source: HuffPo
Trend: Cannabis Commerce
Legalized Cannabis industry expected to
bring in tens of billions of dollars of extra revenue per state
Trend: Cannabis Commerce
Source: TechCrunch
Venture Capital flowing to blooming
startups, sensing opportunity
Trend: Cannabis Commerce
Source: TechCrunch
Trend: Cannabis Commerce
provides natural,
pesticide-free insect repellant
Augmented RealityTrend: Reality Shifting
Trend: Reality Shifting
Augmented Reality (AR) might be the 8th mass market to evolve, following print, recording, cinema, radio, TV,
Internet, and mobile, according to industry analyst, Tomi Ahonen
AR mobile apps have already gained traction in travel/tourism, healthcare, education, manufacturing,
commerce, and entertainmentTrend: Reality Shifting
In 2009, Juniper Research reported annual revs from
mobile AR apps were < $1M
In 2015, ARCchart forecasts revs will reach $2.2B
Augmented Reality can offer much more than just an information overlay
SELLING WITH AUGMENTED REALITY• Likelihood to buy?
• 2D print display: 45% • AR: 74%
• Attitude to price?• 2D print display: average
price of £5.99 was attributed as the estimated retail value of the product
• AR: average price of £7.99
• Advertising engagement?• 2D print display: average
of 12 seconds• AR: average of 1 minute
23 seconds.Source- hiddenltd.com
Trend: Reality Shifting
"Well, we still have some work to do, but now we're ready to put on our big kid shoes and learn how to run," Google said.
Google Glass was the first to make waves among the AR wearables, but
hasn’t found product market fit. Trend: Reality Shifting
Microsoft’s entry to the market last week was met with great excitement
Trend: Reality Shifting
METATrend: Reality Shifting
Augmented Reality <—> Virtual Reality
Virtual RealityTrend: Reality Shifting
Trend: Reality Shifting
Consumer VR market is forecasted to generate over $5B in 2018, roughly 50/50 split between hardware and
software
Some people call VR “the last medium” because any subsequent medium can be invented inside of VR, using software alone. Looking back, the movie and TV screens we use today will be seen as an intermediate step between the invention of electricity and the invention of VR. Kids will think it’s funny that their ancestors used to stare at glowing rectangles hoping to suspend disbelief.– Chris Dixon
Trend: Reality Shifting
FACEBOOK paid $2 billion for Oculus to work together in “building the next computing platform and reimagining the way
people communicate.”
Trend: Reality Shifting
Trend: Unbundling
Trend: UnbundlingThe Rental/Sharing Economy
The revenue flowing through the share economy directly into people’s wallets will surpass $3.5 billion this year, with growth
exceeding 25%. Source: Forbes
Trend: Unbundling
A whole new generation of sharing economy with entirely new assets to share
Trend: Unbundling
Sharing economy is multigenerational Trend: Unbundling
Trend: Unbundling
Trend: Unbundling
Trend: Crowd Everything
Trend: The Crowd
Businesses are co-opting the crowd into their business models
“Let your power users be the voice [of your brand]. Customers these days are more willing to do this kind of work for your brand, but they want
recognition for doing it—they would like to be given that badge or stamp that says, ‘You’re the power expert in Applegate bacon.
— JD Peterson, (previous) VP Marketing, Zendesk
Marketplace lending taking on big banking
Trend: The Crowd
Crowdfinance is changing the way capital flows to people
and opportunities
Trend: The Crowd
IPODecember 2014
Trend: The Crowd
Source: Lending Club
Lending Club massively ramping loan volumes
Trend: The Crowd
51 Flavors of Crowdfinance Trend: The Crowd
OurCrowd, AngelList, CircleUp lead the equity crowdfunding pack
OurCrowd invested in ReWalk Robotics (RWLK), industry’s
first IPO
Trend: The Crowd
CYBER SECURITY
$100B market with significant growth drivers
“Cybersecurity budgets will explode in 2015 as every company, institution, and government attempts to avoid being Sony’d. VCs will pour money into this sector…and, yet, the hacks will continue because on the open internet there is no such thing as an impenetrable system.” - Fred Wilson (co-founder of Union Square Ventures)
Trend: Security
Source: IBM
• The volume, complexity and impact of attacks is growing rapidly
• Adoption of cloud services and mobile devices has erased network perimeters, rendering traditional solutions ineffective
Trend: Security
Trend: Security
Trend: Security
Trend: Bitcoin
Trend: Bitcoin
Bitcoin got off to a rough start…
Trend: Bitcoin
And still hasn’t settled downTrend: Bitcoin
Investors are more excited about the Blockchain and its potential applications
Source: Joel Monegro, USV
Trend: Bitcoin
Notable mentions
1. 2.
What is so exciting is that we are on the precipice of some major technological evolutions and looking at historical precedents provides insight for key investment areas• Internet —> Sensors/Internet of Everything•Social —> Crowd•Mobile —> AR / VR•Etc.
Summary