Sequoia Capital: Jim Goetz at Y Combinator's Startup School At Stanford

Humble Beginnings

 FOUNDERS  IDEA  TIMINGTHINGS © Play Bigger Advisors

Timing

S&P DECLINE 1973 – 74 43% 1980 – 82 17% 1987 30% 1973 1975 1977 1979 1981 1983 1985 1987 ATARI TANDEM APPLE AMCC LINEAR TECH ORACLE CISCO LSI LOGIC SYMANTEC 3COM EA UPS AND DOWNS 1990 15% 1998 15% 2000-02 44% 1989 1991 1993 1995 1997 1999MICROCHIP ARBOR FLEXTRONCIS YAHOO! REDBACK PAYPAL GOOGLE DOCUMENTUM NVIDIA NETAPP NETSCREEN RACKSPACE INS 2007 – 08 16% 2001 2003 2005 2007 2009 2011 GREENDOT ARUBA SOURCEFIRE YOUTUBE ADMOB DROPBOX UNITY SQUARE ISILON ZAPPOS PALO ALTO FIREYE JIVE POCKETGEMS TUMBLR LINKED-IN KAYAK BUMP MONGO AIRBNB © 2011 Sequoia Capital 21

MOBILE OUTPACES PC, INTERNET RAMP 1980 1990 2000 2010 PCs~7 years from 10 to 100M 1976-78 1987 1994 2005 Apple, Microsoft 10M 100M 800M founded users users users Internet ~5 years from 10 to 100M 1990 1993 1996 1998 2005 HTTP, web 10M AOL flat- 100M 1B browser users rate users users invented pricing Mobile Internet <4 years from 10 2002 2005 2007 to 100M First RIM 10M iPhone Blackberry users launched © 2011 Sequoia Capital 23

THE WEB GRAVITATED TOWARDS FREE + AD SUPPORTED Payment Ongoing Advertising Training & Premium In App Transaction None Lead-gen Support Subscription Content Based PaidPayment Upfront SaaS Web Contract 2000s Free © 2011 Sequoia Capital 25

NEW AND DIVERSE MODELS ARE BEING EXPERIMENTED WITH IN THE MOBILE ECONOMY TODAY Payment Ongoing Advertising Training & Premium In App Transaction None Lead-gen Support Subscription Content Based PaidPayment Upfront Contract Free © 2011 Sequoia Capital 26

…Great Causes

NOT THE REAL STORYTop VC Firms Benefit From Wave of IPOsSilicon Valleys technology boom is giving a lift to the venture-capitalindustry. But many of the gains are being disproportionately reaped bybrand-name venture firms, which are benefiting from a wave of Internet IPOsand the soaring valuations of closely held companies…. © 2011 Sequoia Capital

Alfred I Dupont Trust MITAmherst College Northwestern UniversityBarr Foundation Norwich UniversityBoston College Princeton UniversityBoston University RensselaerBowdoin College Rw Johnson FoundationBrown University Rockefeller FoundationBush Foundation Smithsonian InstitutionClaremont McKenna Stanford UniversityColby College The Ford Foundation GREAT CAUSESColumbia University University Of ChicagoCornell University University Of MinnesotaDartmouth College University Of Notre DameDuke University University Of RochesterGeorgia Tech Foundation USCHarvard University Vanderbilt UniversityHewlett Foundation Washington UniversityJames Irvine Foundation Wellcome TrustJohns Hopkins University Wellesley CollegeMacarthur Foundation Williams CollegeMoore Foundation © 2011 Sequoia Capital 35

Q&Agoetz@sequoiacap.com

Thank YouJim Goetz (goetz@sequoiacap.com)

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Sequoia Capital: Jim Goetz at Y Combinator's Startup School At Stanford

by Sequoia Capital on Nov 01, 2011

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Sequoia Capital: Jim Goetz at Y Combinator’s Startup School At Stanford — Presentation Transcript