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Roelof Botha at Stanford University E-Bootcamp

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Roelof Botha discussed the Elements of a Sustainable Company at Stanford E-Bootcamp on February 28, 2009.

Published in: Education, Technology, Business

Roelof Botha at Stanford University E-Bootcamp

  1. 2. EUREKA! AND OTHER ELEMENTS OF A SUSTAINABLE COMPANY
  2. 9. THEY WERE ONCE IN YOUR SHOES
  3. 10. FRUSTRATION, RESIGNATION, INNOVATION
  4. 11. SOLVED A PROBLEM FOR THEMSELVES
  5. 12. CISCO
  6. 13. APPLE
  7. 14. GOOGLE
  8. 15. ADMOB
  9. 16. YOUTUBE
  10. 17. MANY OTHER EXAMPLES…
  11. 18. SEQUOIACAP.COM/IDEAS
  12. 19. COMPANY PURPOSE CISCO SYSTEMS BUILDS SPECIAL PURPOSE UNIX SERVERS THAT ALLOWS CONNECTIVITY BETWEEN HOMOGENEOUS NETWORKS CISCO SYSTEMS NETWORKS NETWORKS
  13. 20. PROBLEM & SOLUTION
  14. 21. WHY NOW
  15. 22. MARKET SIZE
  16. 24. COMPETITION – TECHNOLOGY FRONTIER
  17. 25. COMPETITION – FMA vs LMA
  18. 26. TECHNOLOGY PARTNERSHIPS SIMPLICITY BUSINESS PROCESS DOMAIN KNOWLEDGE NETWORK EFFECT DESIGN COMPETITION – ACCUMULATE ADVANTAGE
  19. 27. PRODUCT
  20. 28. PRODUCT
  21. 29. BUSINESS MODEL
  22. 30. TEAM
  23. 31. FINANCIALS 2007 2008 2009 2010 REVENUE GROSS MARGIN         OPEX         PBT        
  24. 32. SEQUOIACAP.COM/IDEAS
  25. 33. CLARITY OF PURPOSE
  26. 34. SPECTACULAR MARKET
  27. 35. ALLEVIATE CUSTOMER PAIN
  28. 36. TEAM DNA
  29. 37. INCREDIBLE PRODUCT FOCUS
  30. 38. REAL OPERATING MARGINS
  31. 39. FRUGALITY
  32. 40. INFERNO WITH A SINGLE MATCH
  33. 41. 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 ATARI TANDEM APPLE AMCC LINEAR TECH LSI LOGIC MENTOR GRAPHICS 3COM ELECTRONIC ARTS ORACLE SYMANTEC CYPRESS PMC-SIERRA CISCO VITESSE 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 MICROCHIP OXFORD HEALTH ASPECT DEVELOPMENT PROGRESS SOFTWARE FLEXTRONCIS NVIDIA INS DOCUMENTUM NEOMAGIC ARBOR (HYPERION) VERISITY GOOGLE RACKSPACE NETWORK APPLIANCE TERAYON YAHOO! AGILE REDBACK PIXELWORKS PAYPAL IPO IKANOS MELLANOX 2001 2002 2003 2004 2005 2006 2007 2008 RHAPSODY NAVINI ACTONA TRAIANA ARUBA NETSCALER ISILON TRAIANA RIVERHEAD NETEZZA OPEN-SILICON SOURCEFIRE YOUTUBE FOLLOWAP PORTAUTHORITY BLUECOAT VANCEINFO IDEA CELLULAR 2000 – 02 44% 2007 – 08 16% QUMRANET EDELWEISS RENHE UPS AND DOWNS
  34. 42. WHAT’S YOUR PROBLEM?

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