1. Majority World Report 2016
Post-Brexit & Trump
@cape @localglobevc

2. We’ve never been more networked

3. But these same networks often only
amplify our differences

4. Driving political nationalism that sells
independence based on division

5. We have real visibility on amazing innovations
in energy & transportation

6. We are experiencing significant breakthroughs
in machine learning and artificial intelligence

7. We are ushering in a new age of human and machines

8. But the majority world is still earning less than
before, while needing to spend more to stand still

9. Meanwhile the 1% minority has only become richer

10. People feel strongly about income inequality

12. Technology companies have changed the face of
global capitalism in the last 15 years

13. Extraordinary value has been created at an
extraordinary pace

14. Many of these emerging giants are now also being grown
outside of Silicon Valley
Source: https://techcrunch.com/2014/10/28/the-us-breeds-the-most-unicorns-but-the-rest-of-the-world-is-catching-up/

15. The Internet is now a fundamental part of Global GDP

16. $40TN of value is still locked up within the Fortune 2000
Source: Fortune 2000 (2015) & Gartner Estimated IT spend %

17. $30TN of which will be reallocated in next 10 years

18. Media Entertainment Retail
$3TN already disrupted by current tech wave

19. Transport Property Food
Now tech is advancing into more and more sectors
Energy

20. Fortune 2000 invests $2TN a year on tech - to what end?
Source: Fortune 2000 (2015) & Gartner Estimated IT spend %

21. Which part of this $40TN market will be able to fully
embrace technology to innovate and grow?

22. Fortune 500 disruption matters economically as
there’s increasingly less of a public sector safety net
Changes in UK Parliamentary Spend (www.parliament.uk)

23. We will feel even more political impact as millennial
unemployment remains high in many major EU economies
Source: Statista, https://www.statista.com/chart/3644/youth-unemployment-still-unrelenting-in-europe/

24. Lack of economic opportunities and austerity
causing protests and unrest

25. So while luxuries may feel closer to hand, the jobs
and housing which stimulate well-being don’t

26. This fear is most acute for millennials and parents

27. Unicorn FTEs Zebras
160,000+ drivers
5,000+ Roos
640,000+ hosts
6,700
2,400
800
Meanwhile a new breed of tech businesses are starting to
flip the idea of income and employment on its head
46,000 8,500,000+ sellers

28. There will be many other new labour marketplace entrants

29. Source: http://www.resolutionfoundation.org/media/blog/the-gig-economy-revolutionising-the-world-of-work-or-the-latest-storm-in-a-teacup/
Amplifying an already established trend of self-employment
and freelancing marketplaces

30. There are now over 120m Zebras on
Facebook “interested in entrepreneurship”
● Independence
● Control
● Flexibility

31. These Zebras are using new realities of self-employment
to build an income and their own businesses

32. Entrepreneurs are already over 5% of world’s population

33. This isn’t a Silicon Valley thing, it’s a global
phenomenon

34. How do you create an industrial strategy
for the many not just for the few?

35. It’s not just about jobs - the UK is in a relatively good place
for unemployment

36. It’s not just about immigration - nearly 9m migrants already
part of the UK labour market

37. In fact, the UK is only G8 economy with an
established entrepreneur’s visa program

38. It’s partly about how governments adapt to a backdrop of
profound change and widespread new technology realities?*
(list from 2011)
1. Global Internet, Local Services
2. Broadband Everywhere
3. Mobile Devices
4. Cloud Computing
5. E-Commerce
6. Social Graph
7. Consumerization of IT
8. Incredibly low cost of Start Ups

39. Tech realities which by 2016 have only accelerated and
further evolved even as they repeat themselves...
1. Marketplaces & SaaS (again!)
2. Messaging & Bots (again!)
3. AI (again!)
4. Security & Privacy (again!)
5. Sharing & On-demand Economy
6. Digital Transformation
7. Zebras & NOMAD stack
8. Automation - Drones, Cars & Robots
9. Blockchain & Microservices

40. The FTSE 100 have a market capitalization in excess of $2.7 Trillion, employ
over 5,580,000 people and spend well over $60bn a year on IT
Source: Public company data, Gartner % IT Spend by Industry (2012)
40
FTSE 100 could see as much as $2TN of value displacement - with
a real impact on employment

41. Population: 240,595
Source: Camden Profile (2015), London Borough Profiles 2016, Camden Equality Taskforce Evidence Base
(*) Poverty defined as 60% of national median income – currently equivalent to about £16,500.
Local economies will have to innovate or suffer as well
London’s 3rd largest economy (1.6% of UK GDP -
larger than Estonia)
Home to 24,400 businesses including:
But 15-20% households still under poverty line*

42. So now’s the time to choose something important and
double down on Maslow’s web
Communications
Fashion
Discretionary Non-Discretionary
Media
Entertainment
Shopping
Travel
Energy
Housing
Education
Food
Finance
Health
Transport
Security
1993-2003 2004-2012 2012+

43. But entrepreneurs aren’t afraid of the dark,
so pick a big problem to solve

44. We are all living with new uncertainties

46. @cape
♯majorityworld