investment trends: where to invest your attention in 2015

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Investment trends for 2015: Where to invest your attention January, 2015

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Page 1: Investment Trends: Where to invest your attention in 2015

Investment trends for 2015: Where to invest your attention

January, 2015

Page 2: Investment Trends: Where to invest your attention in 2015

David StarkPrincipal, OurCrowd

@starkupnation

Zack MillerPartner, OurCrowd

@newrulesinvest

Page 3: Investment Trends: Where to invest your attention in 2015

Trend: Big Data

Page 4: Investment Trends: Where to invest your attention in 2015

Trend: Big Data

Page 5: Investment Trends: Where to invest your attention in 2015

Trend: Big Data

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Trend: Big Data

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Trend: Big Data

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Trend: Sensorification

Page 9: Investment Trends: Where to invest your attention in 2015

Car of the Future Digital Health Internet of Things

Trend: Sensors

Page 10: Investment Trends: Where to invest your attention in 2015

Car of the Future Trend: Sensors

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Car of the FutureTrend: Sensors

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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

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Trend: Sensors

Page 14: Investment Trends: Where to invest your attention in 2015

Making voice control work — in any sound environment

Trend: Sensors

Page 15: Investment Trends: Where to invest your attention in 2015

Car of the FutureDigital Health

Internet of Things

Trend: Sensors

Page 16: Investment Trends: Where to invest your attention in 2015

Trend: Sensors

Source: New York eHealth Collaborative

Page 17: Investment Trends: Where to invest your attention in 2015

Trend: Sensors

Page 18: Investment Trends: Where to invest your attention in 2015

Wearables —> The Quantified Self

Trend: Sensors

Page 19: Investment Trends: Where to invest your attention in 2015

Trend: Sensors

Page 20: Investment Trends: Where to invest your attention in 2015

Car of the Future Digital Health Internet of Things

Trend: Sensors

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Trend: Sensors

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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

Page 24: Investment Trends: Where to invest your attention in 2015

Trend: Sensors

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New charging technologies will

power the IoT

Trend: Sensors

Page 27: Investment Trends: Where to invest your attention in 2015

Trend: Sensors

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Trend: Sensors

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Trend: Sensors

energy hot spots

Page 30: Investment Trends: Where to invest your attention in 2015

Trend: Cannabis Commerce

Page 31: Investment Trends: Where to invest your attention in 2015

The legal cannabis industry is poised to grow faster than smartphones according to the Huffington Post.

Source: HuffPo

Trend: Cannabis Commerce

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Legalized Cannabis industry expected to

bring in tens of billions of dollars of extra revenue per state

Trend: Cannabis Commerce

Page 33: Investment Trends: Where to invest your attention in 2015

Source: TechCrunch

Venture Capital flowing to blooming

startups, sensing opportunity

Trend: Cannabis Commerce

Page 34: Investment Trends: Where to invest your attention in 2015

Source: TechCrunch

Trend: Cannabis Commerce

Page 35: Investment Trends: Where to invest your attention in 2015

provides natural,

pesticide-free insect repellant

Page 36: Investment Trends: Where to invest your attention in 2015

Augmented RealityTrend: Reality Shifting

Page 37: Investment Trends: Where to invest your attention in 2015

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

Page 38: Investment Trends: Where to invest your attention in 2015

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

Page 39: Investment Trends: Where to invest your attention in 2015

Augmented Reality can offer much more than just an information overlay

Page 40: Investment Trends: Where to invest your attention in 2015

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

Page 41: Investment Trends: Where to invest your attention in 2015

"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

Page 42: Investment Trends: Where to invest your attention in 2015

Microsoft’s entry to the market last week was met with great excitement

Trend: Reality Shifting

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METATrend: Reality Shifting

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Augmented Reality <—> Virtual Reality

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Virtual RealityTrend: Reality Shifting

Page 46: Investment Trends: Where to invest your attention in 2015

Trend: Reality Shifting

Page 47: Investment Trends: Where to invest your attention in 2015

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

Page 48: Investment Trends: Where to invest your attention in 2015

FACEBOOK paid $2 billion for Oculus to work together in “building the next computing platform and reimagining the way

people communicate.”

Trend: Reality Shifting

Page 49: Investment Trends: Where to invest your attention in 2015

Trend: Unbundling

Page 50: Investment Trends: Where to invest your attention in 2015

Trend: UnbundlingThe Rental/Sharing Economy

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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

Page 52: Investment Trends: Where to invest your attention in 2015

Trend: Unbundling

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A whole new generation of sharing economy with entirely new assets to share

Trend: Unbundling

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Sharing economy is multigenerational Trend: Unbundling

Page 55: Investment Trends: Where to invest your attention in 2015

Trend: Unbundling

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Trend: Unbundling

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Trend: Crowd Everything

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Trend: The Crowd

Businesses are co-opting the crowd into their business models

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“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

Page 60: Investment Trends: Where to invest your attention in 2015

Marketplace lending taking on big banking

Trend: The Crowd

Page 61: Investment Trends: Where to invest your attention in 2015

Crowdfinance is changing the way capital flows to people

and opportunities

Trend: The Crowd

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IPODecember 2014

Trend: The Crowd

Page 63: Investment Trends: Where to invest your attention in 2015

Source: Lending Club

Lending Club massively ramping loan volumes

Trend: The Crowd

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51 Flavors of Crowdfinance Trend: The Crowd

Page 65: Investment Trends: Where to invest your attention in 2015

OurCrowd, AngelList, CircleUp lead the equity crowdfunding pack

OurCrowd invested in ReWalk Robotics (RWLK), industry’s

first IPO

Trend: The Crowd

Page 66: Investment Trends: Where to invest your attention in 2015

CYBER SECURITY

Page 67: Investment Trends: Where to invest your attention in 2015

$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

Page 68: Investment Trends: Where to invest your attention in 2015

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

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Trend: Security

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Trend: Security

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Trend: Bitcoin

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Trend: Bitcoin

Page 73: Investment Trends: Where to invest your attention in 2015

Bitcoin got off to a rough start…

Trend: Bitcoin

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And still hasn’t settled downTrend: Bitcoin

Page 75: Investment Trends: Where to invest your attention in 2015

Investors are more excited about the Blockchain and its potential applications

Source: Joel Monegro, USV

Trend: Bitcoin

Page 76: Investment Trends: Where to invest your attention in 2015

Notable mentions

1. 2.

Page 77: Investment Trends: Where to invest your attention in 2015

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

Page 78: Investment Trends: Where to invest your attention in 2015