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Jeff Clavier at The Next Web Conference

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  • 1. Investing Globally The New Connectedness Jeff Clavier Managing Partner, SoftTech VC
  • 2. Jeff Clavier
    • SoftTech VC
      • Business Angel
      • Startup Advisor
    • Hacked in C/C++, CTO/VP Engineering
    • General Partner at Reuters Venture Capital
    • Started investing in Web 2.0 3 years ago
      • 20+ investments, 3 exits
    • More:
      • softtechvc.com, blog.softtechvc.com
      • twitter.com/jeffclavier
  • 3. SoftTech VC
  • 4. Investing Globally The New Connectedness Jeff Clavier Managing Partner, SoftTech VC
  • 5. Investing Globally The New Connectedness Jeff Clavier Managing Partner, SoftTech VC
  • 6. Investing in Silicon Valley The New Connectedness Jeff Clavier Managing Partner, SoftTech VC
  • 7. Investing in Silicon Valley building a part of The New Connectedness Jeff Clavier Managing Partner, SoftTech VC
  • 8. Investing: 2004 vs.2007
    • 2004
      • Cheap and available talent
      • Lots of open opportunities
      • Building next generation services and new markets
      • Leveraging global broadband
    • 2007
      • Very tight and expensive hiring
      • Numerous “white spaces” overcrowded
      • Mashing up services to deliver incremental (limited?) value
      • Laughing at “US broadband"
  • 9. Why I still invest in 2007
    • Still large pockets of capital efficient opportunities, and “offline” inefficiencies
    • Increased monetization opportunities in the advertising market, and beyond
    • Deportalization + new platforms = …
    • “ The world needs…”
    • That’s what I do 
  • 10. What defines the New Connectedness?
    • New Experience
      • Richer: quality/interaction
        • Gaming as an interaction paradigm
      • Shared
    • Multi personal instantiation modality
      • Blurring of online, offline and virtual
      • “A bunch of me’s with Me in the middle”
      • …across devices
  • 11. What defines the New Connectedness?
    • My Web, My World, My Life
      • Personalization will reach a point of total freakiness
        • Content, Context, Location, Time, Behavior
      • Across my me’s
    • Automation pushed to the edge
      • Robots, sensors and fulfillment
      • Less Utility, More Entertainment
  • 12. The Global Opportunity
  • 13. The “Global” Opportunity
    • Silicon Valley has the most efficient startup/innovation ecosystem
    • Global = SV > West Coast > East Cast > USA+Canada > China/India > Israel
    • Investments in Europe ?
      • Just a handful of exceptions
    • Exits in Europe ?
      • Anyone ?
  • 14. What does it take for Europe to compete ?
    • Success creates self-fulfilling prophecies
      • New generation of angels
    • Index Ventures is Sequoia, needs a Kleiner Perkins
    • Forget local markets, build global and scalable
    • Out-innovate, go for the throat, forget knock-offs
    • Culture shift: celebrate success, accept failure, promote risk taking
    • Network, share, support
  • 15. The Big Opportunity
    • The US won’t have access to Mega-band for a long (long) time
    • We are also years behind on cell phone infrastructure, products and services
    • It will therefore be challenging for us to invent the generation of applications and services that will leverage mega-band
  • 16. Thank You!