March 18, 2011 Prepared for  VIA’s Exploring Social Innovation program San Francisco and Stanford University Tim Clark, Pa...
Agenda: Silicon Valley Goes  Green  and Social <ul><li>What is Social Innovation?  </li></ul><ul><li>VIA’s Ties to Social ...
FactPoint Background <ul><li>Help high-tech clients identify and address market opportunities. Founded in 1992.  </li></ul...
What is Social Innovation?  <ul><li>Social enterprises </li></ul><ul><ul><li>Microfinance  </li></ul></ul><ul><ul><ul><li>...
Cloud computing: [Every thing]-as-a-Service <ul><li>“ A style of </li></ul><ul><li>computing in which </li></ul><ul><li>dy...
VIA’s Social Innovator connections  <ul><li>Tom Lo (former board member)  </li></ul><ul><li>Then  </li></ul><ul><li>Now   ...
The recipe for Silicon Valley  <ul><li>Intellectual capital, initially from universities such as  </li></ul><ul><li>Ventur...
Companies with Stanford roots  <ul><li>Hewlett Packard—Bill Hewlett, David Packard (1939)  </li></ul><ul><li>Cisco—Started...
What does these people have in common?  <ul><li>Sergey Brin, Google co-founder  </li></ul><ul><li>Jerry Yang, Yahoo co-fou...
Waves of innovation  <ul><li>The Internet wave—Netscape, Yahoo, Google (mid-1990s) </li></ul><ul><li>The dot.com bust (200...
PayPal Mafia: Mobile people, personal networking  <ul><li>PayPal CEO/Founder Peter Thiel earned $68 million from eBay buyo...
Trends in Silicon Valley  <ul><li>Consolidation—big companies grow by buying smaller ones  </li></ul><ul><li>Cloud computi...
Open source’s appeal: It’s not only about cost <ul><li>Cost counts, of course </li></ul><ul><li>For customers, access to c...
Mobile computing: Smartphones and iPads <ul><li>Smartphones are booming </li></ul><ul><ul><li>Apple iPhone—Most coveted </...
Green IT: Sprinkle a little  Green  on software <ul><li>Web meetings:  Adobe, Cisco Webex, GoToMeeting </li></ul><ul><li>P...
Silicon Valley Goes  Green  and Social
How Silicon Valley can go  green  and social   <ul><li>Software engineering talent  </li></ul><ul><li>Venture capital fina...
Barriers in Silicon Valley  <ul><li>High costs  </li></ul><ul><li>Global competition—China in solar  </li></ul><ul><li>Man...
Mixing Models: How Silicon Valley goes social  <ul><li>Hewlett, Packard and Moore Foundations </li></ul><ul><li>Google.org...
Where the  green  companies are <ul><li>Autos </li></ul><ul><li>Tesla Motors , Palo Alto, manufacturer of electric cars </...
Ways to go Green  <ul><li>Energy generation </li></ul><ul><li>Bloom Energy , Sunnyvale, on-site power generation using fue...
Lessons from Silicon Valley  <ul><li>There is no stigma in failing. Instead, what did you learn?  </li></ul><ul><li>Serial...
How Stanford University fits in  <ul><li>Source for engineering talent  </li></ul><ul><li>Source for business talent  </li...
Questions for ESI participants <ul><li>Is failing in a social enterprise a negative?  </li></ul><ul><li>Where do you find ...
Exploring Social Innovation <ul><li>Thanks </li></ul>Tim Clark, Partner [email_address] +1 650-233-1748
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Exploring social innovation in the bay area, tim clark, march 18 2011

  1. 1. March 18, 2011 Prepared for VIA’s Exploring Social Innovation program San Francisco and Stanford University Tim Clark, Partner www.factpoint.com +1-650-233-1748 Copyright 2011 The FactPoint Group Exploring Social Innovation in the San Francisco Bay Area
  2. 2. Agenda: Silicon Valley Goes Green and Social <ul><li>What is Social Innovation? </li></ul><ul><li>VIA’s Ties to Social Innovators </li></ul><ul><li>The Recipe for Silicon Valley—including Stanford University </li></ul><ul><li>The PayPal Mafia: Networking and Mobile Entrepreneurs </li></ul><ul><li>Mixing models: How Silicon Valley goes Social </li></ul><ul><li>Trends in Silicon Valley </li></ul><ul><li>Is the Future Social? </li></ul><ul><li>Q&A </li></ul>
  3. 3. FactPoint Background <ul><li>Help high-tech clients identify and address market opportunities. Founded in 1992. </li></ul><ul><li>Custom research, not reports, focused on specific benefits (ROI/TCO) </li></ul><ul><li>Areas of focus: Cloud computing, open source software, security, cleantech, financial studies. </li></ul><ul><li>Asian clients: Hitachi, NTT Data, NTT Labs, NEC America </li></ul><ul><ul><li>IBM Japan </li></ul></ul><ul><ul><li>Nomura Research </li></ul></ul><ul><ul><li>Hewlett-Packard Japan </li></ul></ul><ul><ul><li>Fujitsu Research </li></ul></ul><ul><ul><li>Ricoh </li></ul></ul>
  4. 4. What is Social Innovation? <ul><li>Social enterprises </li></ul><ul><ul><li>Microfinance </li></ul></ul><ul><ul><ul><li>Kiva </li></ul></ul></ul><ul><ul><ul><li>Microplace/eBay </li></ul></ul></ul><ul><ul><li>Social entrepreneurs </li></ul></ul><ul><ul><li>Social sector innovation </li></ul></ul><ul><ul><li>CleanTech/ Green business </li></ul></ul><ul><ul><li>Cooperatives </li></ul></ul><ul><ul><ul><li>Buyers </li></ul></ul></ul><ul><ul><ul><li>Sellers (agriculture) </li></ul></ul></ul><ul><ul><li>Social media </li></ul></ul><ul><ul><li>Facebook </li></ul></ul><ul><ul><li>MySpace </li></ul></ul><ul><ul><li>Twitter </li></ul></ul><ul><ul><li>Wikipedia </li></ul></ul><ul><ul><li>Yelp </li></ul></ul><ul><ul><li>Blogs and wikis </li></ul></ul><ul><li>User Generated Content </li></ul><ul><ul><li>Yes, free </li></ul></ul><ul><ul><li>But quality? </li></ul></ul>
  5. 5. Cloud computing: [Every thing]-as-a-Service <ul><li>“ A style of </li></ul><ul><li>computing in which </li></ul><ul><li>dynamically scalable </li></ul><ul><li>and often virtualized </li></ul><ul><li>resources are </li></ul><ul><li>provided as a </li></ul><ul><li>service over the </li></ul><ul><li>Internet. Users need </li></ul><ul><li>not have knowledge </li></ul><ul><li>of, expertise in, or </li></ul><ul><li>control over the </li></ul><ul><li>Technology </li></ul><ul><li>infrastructure in the </li></ul><ul><li>&quot;cloud&quot; that supports </li></ul><ul><li>them.“ </li></ul><ul><li>-- Wikipedia </li></ul>Source: Appirio, 2009
  6. 6. VIA’s Social Innovator connections <ul><li>Tom Lo (former board member) </li></ul><ul><li>Then </li></ul><ul><li>Now </li></ul><ul><li> MicroPlace (eBay company) </li></ul><ul><li> Invest wisely. End poverty. </li></ul><ul><li>Andy Cohen (former board member) </li></ul><ul><li>Tom Fricke (Indonesia, 1974) </li></ul>
  7. 7. The recipe for Silicon Valley <ul><li>Intellectual capital, initially from universities such as </li></ul><ul><li>Venture capital </li></ul><ul><ul><li>3000 Sand Hill Road, Menlo Park </li></ul></ul><ul><ul><li>Invest in start-ups, aiming for 10X returns </li></ul></ul><ul><ul><li>Cash out in IPOs or acquisitions (UC-Berkeley) </li></ul></ul><ul><li>People: Innovative, talented risk-takers </li></ul><ul><ul><li>Technical, marketing or business skills </li></ul></ul>
  8. 8. Companies with Stanford roots <ul><li>Hewlett Packard—Bill Hewlett, David Packard (1939) </li></ul><ul><li>Cisco—Started with Stanford network (1984) </li></ul><ul><li>Netscape—Jim Clark (1994) </li></ul><ul><li>Yahoo!—Jerry Yang, David Filo (1994) </li></ul><ul><li>Google—Sergey Brin, Larry Page (1998) </li></ul>
  9. 9. What does these people have in common? <ul><li>Sergey Brin, Google co-founder </li></ul><ul><li>Jerry Yang, Yahoo co-founder (ex-CEO) </li></ul><ul><li>Andy Grove, Intel co-founder </li></ul><ul><li>Elon Musk, PayPal and Tesla co-founder </li></ul>
  10. 10. Waves of innovation <ul><li>The Internet wave—Netscape, Yahoo, Google (mid-1990s) </li></ul><ul><li>The dot.com bust (2000-2001) </li></ul><ul><li>The Web 2.0 wave / social media </li></ul><ul><li>Mobility wave: SmartPhones and iPad (tablets) </li></ul><ul><li>CleanTech </li></ul><ul><li>Social Innovation </li></ul>
  11. 11. PayPal Mafia: Mobile people, personal networking <ul><li>PayPal CEO/Founder Peter Thiel earned $68 million from eBay buyout. Invested in Facebook, LinkedIn, Yelp, IronPort </li></ul><ul><li>Engineers and web designer Chad Hurley, founded YouTube. </li></ul><ul><li>Elon Musk, forced out of PayPal after losing an internal fight, co-founded Tesla Motors and also founded private space exploration company SpaceX. </li></ul><ul><li>Engineer Russel Simmons and Jeremy Stoppelman, VP of Technology, founded Yelp in 2004. </li></ul><ul><li>Product manager Premal Shah became founding president of Kiva.org </li></ul><ul><li>EVP Reid Hoffman founded LinkedIn in 2002 and was an early investor in Friendster, Six Apart, Zynga, Flickr, Digg, IronPort, Nanosolar, Ning, Technorati , etc. </li></ul>
  12. 12. Trends in Silicon Valley <ul><li>Consolidation—big companies grow by buying smaller ones </li></ul><ul><li>Cloud computing—Software-as-a-Service (SaaS), On-demand </li></ul><ul><li>Open Source—Users get source code to software </li></ul><ul><li>Mobility—Beyond voice and data to mobile data </li></ul><ul><li>Green IT—Save the environment, save money </li></ul><ul><li>CleanTech—Electric cars, solar, energy conservation, etc. </li></ul>
  13. 13. Open source’s appeal: It’s not only about cost <ul><li>Cost counts, of course </li></ul><ul><li>For customers, access to code eases integration issues. </li></ul><ul><li>Some see code access as an insurance policy against their vendor going out of business. </li></ul><ul><li>Search for commercial open source business model fixated Valley in last 2-3 years. </li></ul>
  14. 14. Mobile computing: Smartphones and iPads <ul><li>Smartphones are booming </li></ul><ul><ul><li>Apple iPhone—Most coveted </li></ul></ul><ul><ul><li>Google Android—Growing fastest </li></ul></ul><ul><ul><li>RIM Blackberry—Market leader for number in use </li></ul></ul><ul><ul><li>Palm—Relaunched by Hewlett-Packard for tablet too </li></ul></ul><ul><li>Apple iPad </li></ul><ul><ul><li>Boom in a category that has often failed before </li></ul></ul><ul><ul><li>Many copycats </li></ul></ul><ul><li>Specialty devices </li></ul><ul><ul><li>Amazon Kindle </li></ul></ul>
  15. 15. Green IT: Sprinkle a little Green on software <ul><li>Web meetings: Adobe, Cisco Webex, GoToMeeting </li></ul><ul><li>Power management software: Cassatt --sold </li></ul><ul><li>Automated systems management: KACE --sold </li></ul><ul><li>Digitize paper processes: SpringCM on Accounts Payable </li></ul><ul><li>Telework: Secure remote access and workflow—SonicWALL, Adobe </li></ul><ul><li>How telecommuting </li></ul><ul><li>pleases workers… </li></ul><ul><li>More flexibility </li></ul><ul><li>Less stress </li></ul><ul><li>Work-life balance </li></ul><ul><li>Control of time </li></ul><ul><li>Lower commute costs </li></ul><ul><li>More time at home </li></ul><ul><li>… and employers too </li></ul><ul><li>Lower absenteeism </li></ul><ul><li>Higher productivity </li></ul><ul><li>Better job satisfaction </li></ul><ul><li>Higher retention rates </li></ul><ul><li>Lower training costs </li></ul><ul><li>Easier recruitment </li></ul><ul><li>SonicWALL, 2008 </li></ul>
  16. 16. Silicon Valley Goes Green and Social
  17. 17. How Silicon Valley can go green and social <ul><li>Software engineering talent </li></ul><ul><li>Venture capital financing </li></ul><ul><li>Entrepreneurial talent </li></ul><ul><li>Political/governmental savvy </li></ul><ul><li>Global market </li></ul>
  18. 18. Barriers in Silicon Valley <ul><li>High costs </li></ul><ul><li>Global competition—China in solar </li></ul><ul><li>Manufacturing issues </li></ul><ul><ul><li>Labor costs </li></ul></ul><ul><ul><li>Supply chain </li></ul></ul>
  19. 19. Mixing Models: How Silicon Valley goes social <ul><li>Hewlett, Packard and Moore Foundations </li></ul><ul><li>Google.org—is it CSR or philanthropic? </li></ul><ul><li>eBay co-founder Pierre Omidiyar, Omidiyar Foundation </li></ul><ul><li>Cypress Semiconductor, T.J. Rodgers, incubated and spun out SunPower, solar company </li></ul><ul><li>Applied Materials, Santa Clara, chip equipment to solar cells </li></ul><ul><li>eBay acquired MicroPlace (micro-finance) </li></ul><ul><li>VIA: Nonprofit runs for-profit operations in travel, typesetting </li></ul>
  20. 20. Where the green companies are <ul><li>Autos </li></ul><ul><li>Tesla Motors , Palo Alto, manufacturer of electric cars </li></ul><ul><li>Better Place , Palo Alto, recharging stations for electric cars </li></ul><ul><li>Energy efficiency </li></ul><ul><li>NovaTorque , Sunnyvale, efficient motors (ex-VIA founder) </li></ul><ul><li>People Power Co. , Palo Alto, open source software to manage energy use of appliances </li></ul><ul><li>Smart grid </li></ul><ul><li>eMeter , San Mateo, software for smart grid data </li></ul><ul><li>Silver Spring Networks , Redwood City, hardware and software for smart-grid networks </li></ul><ul><li>Trilliant , Redwood City, technology for smart-grid communication </li></ul>
  21. 21. Ways to go Green <ul><li>Energy generation </li></ul><ul><li>Bloom Energy , Sunnyvale, on-site power generation using fuel cells </li></ul><ul><li>Solar </li></ul><ul><li>Ausra , Mountain View, large-scale solar panels (acquired February 2010 by French nuclear company Areva) </li></ul><ul><li>Akeena , Los Gatos, installs solar panels </li></ul><ul><li>SolarCity , Foster City, installs solar panels </li></ul><ul><li>Solyndra , Fremont, manufactures solar panels </li></ul><ul><li>Green building materials </li></ul><ul><li>Serious Materials , Sunnyvale, energy-efficient drywall, windows, </li></ul><ul><li>Food materials </li></ul><ul><li>World Centric , Palo Alto, biodegradable containers, utensils </li></ul>
  22. 22. Lessons from Silicon Valley <ul><li>There is no stigma in failing. Instead, what did you learn? </li></ul><ul><li>Serial entrepreneurs are valuable—and pampered </li></ul><ul><li>It’s a small, small town—personal connections matter </li></ul><ul><li>With venture capital, you must build the business model and the technology to scale. Small is not beautiful. </li></ul><ul><li>Doing Well vs. Doing Good—Can they be the same? </li></ul><ul><li>Location matters: </li></ul><ul><ul><li>Irish Innovation Center, San Jose: Danielle McCormick left Dublin a year ago to found myCubi.com . &quot;If you want to create a global brand, you have to be in Silicon Valley.&quot; </li></ul></ul><ul><ul><li>VCs hate to travel—poor, poor Chicago </li></ul></ul>
  23. 23. How Stanford University fits in <ul><li>Source for engineering talent </li></ul><ul><li>Source for business talent </li></ul><ul><li>Center for Design Research—design for extreme affordability </li></ul><ul><li>Center for Social Innovation </li></ul>
  24. 24. Questions for ESI participants <ul><li>Is failing in a social enterprise a negative? </li></ul><ul><li>Where do you find personal connections for social enterprises? </li></ul><ul><li>Must a social enterprise scale/grow large to be successful? </li></ul><ul><li>Can you do well while doing good? </li></ul><ul><li>What would you do after your first social enterprise success? </li></ul>
  25. 25. Exploring Social Innovation <ul><li>Thanks </li></ul>Tim Clark, Partner [email_address] +1 650-233-1748
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