Venture Investing and the CloudLP Meeting Glenn Solomon - 20122012
Purpose of Today’s PresentationOver the next half hour you will….  ➜ Learn more about why VCs continue to like the cloud  ...
AgendaCloud Computing: Why VCs Still Love the CloudWhat’s Disrupting The Cloud ➜Mobile’s Effect on the Cloud ➜Very Big Dat...
The Cloud Continues to Grow                              4
Cloud Companies: Numerous and Specific                                         5
Strong Consolidation in Cloud                                6
Cloud Companies Beat Market Expectations                                           *Morgan Stanley                        ...
Still Lots To Do                              Priorities for Improving Cloud Apps                                         ...
AgendaCloud Computing: Why VCs Still Love the CloudWhat’s Disrupting The Cloud ➜ Mobile’s Effect on the Cloud ➜ Very Big D...
A Mobile-First, PC-Second World                                         Q1 2011                  Q1 2011  Q1 2011         ...
Mobile’s Weakness: Storage      Mobile users rely on the cloud to access and store data                 Mobile Data per Ye...
Popular Mobile Apps that Rely on the Public Cloud                                                    12
Opportunities in Mobile and the Cloud                        Mobile Security                     Sharing Data Across      ...
AgendaCloud Computing: Why VCs Still Love the CloudWhat’s Disrupting The Cloud ➜ Mobile’s Effect on the Cloud ➜ Very Big D...
Facebook: A Lesson in Big Data               Every day Facebook processes…                 • 300M new photos              ...
Big Data Needs for the Cloud               Storage               • Need inexpensive, dense storage               • High pe...
Exciting Disruptors in Cloud / Big Data Infrastructure       Storage             Computation           Infrastructure     ...
Opportunities in Big Data and the Cloud                       Easy, Real-Time                       Analytics             ...
AgendaCloud Computing: Why VCs Still Love the CloudWhat’s Disrupting The Cloud ➜ Mobile’s Effect on the Cloud ➜ Very Big D...
SMBs Flocking to the Cloud• SMBs adding services. 39% of SMBs projected to pay for 1+cloud services in three years; curren...
Tech Sales 1.0                 21
What SMBs Love: Tech Sales 2.0                                 22
Who’s Doing It Right                       23
Succeeding in SMB Cloud                     Leverage Social                        Media                    Disrupt Tradit...
AgendaCloud Computing: Why VCs Still Love the CloudWhat’s Disrupting The Cloud ➜ Mobile’s Effect on the Cloud ➜ Very Big D...
Approaching a VC with your Cloud Company                   Study the landscape and differentiate                   Focus o...
Questions?             27
Backup Slides
Template Slides                  29
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  • Rate at which we create data is faster than the rate at which phone memory sizes are increasing (we’re making more than we can store locally)The cloud is necessary to overcome computing and storage limitations of smartphones due to form factor and size.
  • All of these startups use public cloud resources (namely AWS) to operate
  • Mobile Security: Assmartphones become the primary computing platform in use by consumers, attacks targeting them will increase.Sharing Data Across Mobile Platforms: As the world drifts towards a more diverse set of mobile platforms (iOS, Android, Win Phone) the need to share data and content across them becomes more important.Crossing the Content Creation Gap: If we’re to use smartphones as our primary computing device, we need to be able to deal with the gap between phones/tablets and PC’s in creating content like spreadsheets and word processing.
  • Queries refer to search operations like searching for frends, events, and friend suggestions. Many of these queries are optimized by memoization – reducing the number of uniquesearches by returning content searched previously (think Dedupe for compute). If they didn’t optimize their queries, Facebook would break.
  • Efficient analysis over large data sets: Find out a way to get information from data without breaking the computer Big Data Databases: Databases that can store and index large data sets in an efficient manner, interacts well with modern programming languages and APIs Performance at Scale: Ability to host a multitenant infrastructure that supports big data analysis
  • Easy, Real Time Analytics: Need to be able to get information from large data sources in real time (versus batch/Hadoop) and in a way that doesn’t require a PhD in CS.High PerformanceMultitenancy: Need to have a scalable infrastructure that can host multiple “mini-Facebooks” (startups with big data-level concerns) safely with high performance.Cloud Security and Compliance: Major inhibitor to movement to the cloud.
  • Leverage Social Media: Essential to use the social graph to approach customers without the need of a sales teamDisrupting Traditional Markets: Continue to disrupt traditional markets (past e.g.: payments, billing, etc.)Scalable Customer Service:Issue of capacity. You will scale to 1,000’s of customers without 1,000’s of employees
  • Glenn solomon up presso d 3.pptx

    1. 1. Venture Investing and the CloudLP Meeting Glenn Solomon - 20122012
    2. 2. Purpose of Today’s PresentationOver the next half hour you will…. ➜ Learn more about why VCs continue to like the cloud ➜ Get a sense for the models VCs like ➜ Gain some practical experience on how to approach VCs 2
    3. 3. AgendaCloud Computing: Why VCs Still Love the CloudWhat’s Disrupting The Cloud ➜Mobile’s Effect on the Cloud ➜Very Big Data ➜SMB: The Final FrontierGetting Funded: Dos and Don’ts 3
    4. 4. The Cloud Continues to Grow 4
    5. 5. Cloud Companies: Numerous and Specific 5
    6. 6. Strong Consolidation in Cloud 6
    7. 7. Cloud Companies Beat Market Expectations *Morgan Stanley 7
    8. 8. Still Lots To Do Priorities for Improving Cloud Apps % of Respondents Unimportant Of Little Importance Somewhat Important Important Very Important Ensuring security & compliance 11% 35% 48% Improving manageability 16% 45% 36% Deeper integration with on-premise apps 18% 48% 29% Deeper integration with other cloud apps 19% 50% 26% Providing mobile access 19% 42% 33% Performance monitoring/management 19% 43% 32% Improving data quality 23% 34% 39% Reducing SaaS siloes 19% 42% 31% Improving application governance 20% 39% 34% Reporting & analytics 19% 39% 33% Driving user adoption/productivity 25% 35% 31% *Appirio 8
    9. 9. AgendaCloud Computing: Why VCs Still Love the CloudWhat’s Disrupting The Cloud ➜ Mobile’s Effect on the Cloud ➜ Very Big Data ➜SMB: The Final FrontierGetting Funded: Dos and Don’ts 9
    10. 10. A Mobile-First, PC-Second World Q1 2011 Q1 2011 Q1 2011 Q1 2012 17% 39% 46% 29% +12% +7% Almost a third of American adults own Nearly half of all American adults tablets own smartphones *Morgan Stanley, Pell 10
    11. 11. Mobile’s Weakness: Storage Mobile users rely on the cloud to access and store data Mobile Data per Year 15.6 GB *T-Mobile Internal Storage Facebook Photos per Year 761 MB *Facebook, Pixable Average iTunes Music Library 16 GB 9 GB *TuneUp 11
    12. 12. Popular Mobile Apps that Rely on the Public Cloud 12
    13. 13. Opportunities in Mobile and the Cloud Mobile Security Sharing Data Across Mobile Platforms Crossing the Content Creation Gap 13
    14. 14. AgendaCloud Computing: Why VCs Still Love the CloudWhat’s Disrupting The Cloud ➜ Mobile’s Effect on the Cloud ➜ Very Big Data ➜SMB: The Final FrontierGetting Funded: Dos and Don’ts 14
    15. 15. Facebook: A Lesson in Big Data Every day Facebook processes… • 300M new photos • 2.5B new items shared + • 2.7B “Likes” • 70,000 queries (Friend Suggestions) More than 500TB of data *Facebook 15
    16. 16. Big Data Needs for the Cloud Storage • Need inexpensive, dense storage • High performance Computation • Efficient analysis over large data sets (Friend Suggestions) • Big Data Databases (NoSQL / NewSQL) Infrastructure • Performance at Scale • Security 16
    17. 17. Exciting Disruptors in Cloud / Big Data Infrastructure Storage Computation Infrastructure 17
    18. 18. Opportunities in Big Data and the Cloud Easy, Real-Time Analytics High Performance Multitenancy Cloud Security and Compliance 18
    19. 19. AgendaCloud Computing: Why VCs Still Love the CloudWhat’s Disrupting The Cloud ➜ Mobile’s Effect on the Cloud ➜ Very Big Data ➜ SMB: The Final FrontierGetting Funded: Dos and Don’ts 19
    20. 20. SMBs Flocking to the Cloud• SMBs adding services. 39% of SMBs projected to pay for 1+cloud services in three years; current 29%. SMBs with cloudservices will be using 3.3 services in three years; current 2 services.• Hybrid model. Within three years, 43% of workload will be on paidcloud services, 28% on-premise, 29% free / bundled.• SaaS and IaaS adoption. SMBs adopting SaaS and IaaS servicesare larger, more growth-oriented companies *Microsoft SMB Cloud Adoption Study 2011 / William Blair 20
    21. 21. Tech Sales 1.0 21
    22. 22. What SMBs Love: Tech Sales 2.0 22
    23. 23. Who’s Doing It Right 23
    24. 24. Succeeding in SMB Cloud Leverage Social Media Disrupt Traditional Markets Create Scalable Processes 24
    25. 25. AgendaCloud Computing: Why VCs Still Love the CloudWhat’s Disrupting The Cloud ➜ Mobile’s Effect on the Cloud ➜ Very Big Data ➜ SMB: The Final FrontierGetting Funded: Dos and Don’ts 25
    26. 26. Approaching a VC with your Cloud Company Study the landscape and differentiate Focus on big market with relevant team What is your flywheel? Scalability? Know your financial model VC partner – chemistry over terms DO Use buzzwords Try to do everything – focus is key DON’T Maximize valuation over chemistry Hide your vulnerabilities 26
    27. 27. Questions? 27
    28. 28. Backup Slides
    29. 29. Template Slides 29

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