the virtual world is calling. 18 predictions and new realities

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CONFIDENTIAL / / / / The Virtual World is Calling 18 Predictions and New Realities By Edith Yeung August 2016

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Page 1: The Virtual World is Calling. 18 Predictions and New Realities

CONFIDENTIAL /

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The Virtual World is Calling 18 Predictions and New Realities

By Edith Yeung

August 2016

Page 2: The Virtual World is Calling. 18 Predictions and New Realities

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The Virtual World is Calling.

Edith Yeung | @edithyeung | edith.co

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/ Edith Yeung is a Partner at 500 Startups’ Mobile Collective, focusing on investing in mobile apps and consumer internet startups. Before 500, Edith was the VP of marketing & business development for Dolphin Browser. Dolphin Browser is a Sequoia-backed mobile browser with over 150 million installs worldwide. She also founded RightVentures - seed stage investment firm focusing on mobile and consumer internet companies. Prior, she led many operation roles at Oracle, Siebel, AT&T, Symantec, Telstra, Cisco, Autodesk, etc.

Edith Yeung | @edithyeung | edith.co

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/ / Since July 2010 1,540+ Portfolio Companies

500 Startups Is the Most Active Seed Investor in the World1

$257M in AUM2

The various geographies highlighted in the map result from investments we have made across all 500 Startups funds. 1.  CB Insight https://www.cbinsights.com/blog/2015-early-stage-investors/ 2.  Approximated as of 5/31/2016 and includes the following 500 Startups funds: (a) 500 Startups, L.P. and 500 Startups-A, L.P. (together, “Fund I”), (b) 500 Startups II, L.P. and 500 Startups II-A, L.P. (together, “

Fund II”), (c) 500 Startups III, L.P. and 500 Startups III-A, L.P. (together, “Fund III”), (d) 500 Startups IV, L.P. and 500 Startups IV-A, L.P. (together, “Fund IV”), (e) 500 Startups Annex Fund, 3.  L.P. (“Annex”), (f) 500 Luchadores, L.P. (“Luchadores”), (g) 500 Durians, L.P. (“Durians”), (h) 500 Mobile Collective, L.P. (“Mobile Collective”), (i) 500 Kimchi, L.P. (“Kimchi”), (j) 500 TukTuks, L.P. (“TukT

uks”), (k) 500 Startups JP, L.P. ("Japan”), (l) 500 Startups Istanbul, L.P. ("Istanbul”), (m) 500 Nordics, L.P. (“Nordics”), (n) 500 Falcons, L.P. (“Falcons”), (o) 500 Kulfi, L.P. (“India”), and (p) 500 Fintech, L.P. (“Fintech”), and (q) 500 Startups Canada, L.P. (“Canada”).

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/ 500 Startups is one the most active early-stage IoT/VR/AR Investors with over 50 investments

IoT - Security IoT - Toys IoT - Health IoT - Home IoT – Enterprise

3D Printing Robotics / Auto VR / AR Connectivity AI

IoT -Lifestyle

Drones / Aero

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/ / Virtual Reality Landscape 2016

Source: CBInsights - https://www.cbinsights.com/blog/virtual-reality-sapphire-vc/ Edith Yeung | @edithyeung | edith.co

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/ / Virtual Reality & Augmented Reality Investment Trends

Source: Tracxn Report: Virtual Reality http://blog.tracxn.com/2016/01/07/tracxn-report-virtual-reality/

Over $1.1B invested since 2010, with ~ $500M+ virtual reality devices, technology and content with 150+ rounds of funding between 2014 – 2016 including: •  Content - 53 investments worth ~ $365M •  Panoramic Camera - 32 investments worth ~ $288M

Edith Yeung | @edithyeung | edith.co

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Edith Yeung | @edithyeung | edith.co

18 Virtual Reality Predictions

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/ / 1. Virtual reality safari and travel – no need to physically travel

Edith Yeung | @edithyeung | edith.co Source: http://fortune.com/2016/02/23/abc-treks-into-virtual-reality-with-gma-on-safari/

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/ / 2. Virtual reality movies – why just watch a movie? Experience it.

Edith Yeung | @edithyeung | edith.co Source: https://thevoid.com/dimensions/ghostbusters

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/ / 3. Virtual journalism – experience the news

Edith Yeung | @edithyeung | edith.co Source: http://blog.webjournalist.org/wp-content/uploads/2015/11/nytimes-vr-google-cardboard-1024x620.jpg

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/ / 4. Virtual real estate tour

Edith Yeung | @edithyeung | edith.co

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/ / 5. Virtual reality education

Edith Yeung | @edithyeung | edith.co

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/ / 6. Virtual reality operating room – paging Dr. House!

Edith Yeung | @edithyeung | edith.co Source: http://www.techinsider.io/virtual-reality-surgery-2016-4

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/ / 7. Virtual reality live sport and concert – take the front row seats

Edith Yeung | @edithyeung | edith.co Source: http://www.nextvr.com/#/

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/ / 8. Virtual shopping mall - try things on and shop virtually anytime anywhere

Edith Yeung | @edithyeung | edith.co Source: http://www.forbes.com/sites/currentaccounts/2016/01/28/virtual-reality-coming-soon-to-a-clothing-store-near-you/#1c9ff8c910ed

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/ / 9. Virtual reality fitness – run, bike, golf like a pro anywhere you want anytime

Edith Yeung | @edithyeung | edith.co Source: http://newatlas.com/virzoom-review-exercise-bike-vr-hands-on/41259/

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/ / 10. (Virtual Reality + Search + Google Earth) will find and bring you anything anywhere in the world anytime you want

Edith Yeung | @edithyeung | edith.co

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/ / 11. Virtual home office - meet everyone right at your house and feel like they are there

Edith Yeung | @edithyeung | edith.co Source: http://www.fastcodesign.com/3028433/virtual-reality-goes-to-work

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/ / 12. Virtual reality storage – meet your loved ones and ancestors again

Edith Yeung | @edithyeung | edith.co

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/ / 13. Virtual reality karaoke – sing with your idols and celebrities right at your home

Edith Yeung | @edithyeung | edith.co Source: http://www.digitaltrends.com/virtual-reality/karaoke-in-virtual-reality-is-about-as-weird-as-youd-expect/

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/ / 14. Virtual reality city planning – visualize the future & construct the new world

Edith Yeung | @edithyeung | edith.co Source: https://visionvrar.com/blog/urban-planning-building-cities-vr-and-ar

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/ / 15. Virtual reality investigation – 3D reconstructions of crime scene

Edith Yeung | @edithyeung | edith.co Source: https://techcrunch.com/gallery/7-unexpected-virtual-reality-use-cases/slide/7/

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/ / 16. Virtual reality dining - dining at the top of Mount Everest?

Edith Yeung | @edithyeung | edith.co Source: https://techcrunch.com/gallery/7-unexpected-virtual-reality-use-cases/slide/7/

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/ / 17. 4D sensing – beyond immersive. Can you feel the heat?

Edith Yeung | @edithyeung | edith.co

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/ / 18. Augmented contact lenses – empower players to see Pokémon around them without using a phone

Edith Yeung | @edithyeung | edith.co

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/ You can find me at:

•  Email [email protected] •  Twitter @edithyeung •  Newsletter http://www.edith.co/#newsletter •  Slideshare http://www.slideshare.net/EdithYeung

Edith Yeung | @edithyeung | edith.co