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The Era of Dataism

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You can see here what is really happening in Global Tech Startup include China, India, all the globe.

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The Era of Dataism

  1. 1. Rebright PartnersPteLtd. All Rights Reserved. Takeshi Ebihara Rebright Partners 25th June, 2018 Global Tech Topics to Watch Now
  2. 2. World Startup funding in 2017 Source: NVCA, Dow Jones VentureSource USA $84B Japan $3B China $59B India $14B SE Asia $8B Israel $5B Europe $17B Rebright PartnersPteLtd. All Rights Reserved.
  3. 3. Rebright PartnersPteLtd. All Rights Reserved. The Era of Dataism
  4. 4. Rebright PartnersPteLtd. All Rights Reserved. AI x Finance AI x Politics Robert Mercer James Simons
  5. 5. Rebright PartnersPteLtd. All Rights Reserved. PolarizationCrisis of Democracy Inequality Hate SpeechRussia Intervention Privacy Invasion “My Mistake, I’m SORRY”
  6. 6. Rebright PartnersPteLtd. All Rights Reserved. Samsung Chef arrested EU hits Google with a record antitrust fine of $2.7 billion U.S. CEOs Urge Trump to Keep DACA ‘Dreamers’ Program Monopoly vs Nation States
  7. 7. Rebright PartnersPteLtd. All Rights Reserved. Internet is NO MORE Growing Industry
  8. 8. Rebright PartnersPteLtd. All Rights Reserved. Global New Smartphone Shipments YoY Growth  0% (New Car Shipments +2%) Global Internet Users YoY Growth 7%
  9. 9. Rebright PartnersPteLtd. All Rights Reserved. New Frontier => Outside of Internet Solving Real Problem with Tech
  10. 10. Rebright PartnersPteLtd. All Rights Reserved. Solving problem of Indian Healthcare accessibility Healthcare x AI
  11. 11. Rebright PartnersPteLtd. All Rights Reserved. Bank x Blockchain Solving Problem of Philippino Unbanking
  12. 12. Rebright PartnersPteLtd. All Rights Reserved. Bank x AI Solving problem of Global Anti-Money Laundering KYC,AML
  13. 13. Rebright PartnersPteLtd. All Rights Reserved. Digital Transform Solving Problem of Indian accessibility of Education
  14. 14. Rebright PartnersPteLtd. All Rights Reserved. All those examples are… ✓Outside of Internet ✓Digital Transformation (from legacy Industry) ✓But more importantly, its Problem first, not tech.
  15. 15. Rebright PartnersPteLtd. All Rights Reserved. New Frontier: Rural
  16. 16. Rebright PartnersPteLtd. All Rights Reserved. 13% 87% 55% 45% 50%50% Rural vs Urban World Population Global Internet Penetration E-Comm vs Physical Retail (in USA) Rural Urban Online Off-line China 20% Japan 5%
  17. 17. Rebright PartnersPteLtd. All Rights Reserved. 2, 3 tier City China Pop-mom Shop turn into Intelligent Convenience Store by Alibaba
  18. 18. Rebright PartnersPteLtd. All Rights Reserved. India Indonesia Empowering Pop-mom Shop in Rural
  19. 19. Rebright PartnersPteLtd. All Rights Reserved. Empowering Rural Farmers
  20. 20. Rebright PartnersPteLtd. All Rights Reserved. Technology progress speed ≠ Society Adoption speed
  21. 21. Rebright PartnersPteLtd. All Rights Reserved. Trend of Tech, Industry, and Society Mobility Healthcare All other Industries Society Paradigm Shift AsiaShift Urbanization Aging Inclusion Empowerment Decentralization Industry Technology Artificial Intelligence 5G Material Mixed Reality Quantum Computing Blockchain Voice / Sound Autonomy Analytics, Consulting Regal AI Financial etc.. Telematics, Connected Edge computing Telemedicine Telework EV Battery Regenerative Medicine ADAS Retinal Scanning Manufacturing Design Enabler Supply Chain EHR Smart Contract
  22. 22. Rebright PartnersPteLtd. All Rights Reserved. Linear growth Exponential growth Feel slow Once it happens, It explodes Feel Slow, then it explodes
  23. 23. Rebright PartnersPteLtd. All Rights Reserved. Beginning of Internet People said ”Paper would disappear” Beginning of 3G, People said “Brain Cancer will dramatically increase”
  24. 24. Rebright PartnersPteLtd. All Rights Reserved. Mobility Revolution
  25. 25. Rebright PartnersPteLtd. All Rights Reserved.
  26. 26. Rebright PartnersPteLtd. All Rights Reserved. CASE in Asia
  27. 27. Rebright PartnersPteLtd. All Rights Reserved. Battery War
  28. 28. Rebright PartnersPteLtd. All Rights Reserved. Market Share of Lithium Ion Battery for EV Unit : by GWh Source : NewsPicks and Rebright Partners
  29. 29. Rebright PartnersPteLtd. All Rights Reserved. BYD vs Tesla -1,000,000,000 -500,000,000 0 500,000,000 1,000,000,000 1,500,000,000 0 2,000,000,000 4,000,000,000 6,000,000,000 8,000,000,000 10,000,000,000 12,000,000,000 14,000,000,000 16,000,000,000 1 2 $16B $59B Market Cap Revenue Profit / Loss
  30. 30. Rebright PartnersPteLtd. All Rights Reserved. Car (Human Drive) Crash Death only in Arizona 952 in last year. Of which, 300 is Alcohol (32%) USA total, 40,100 - 109 per day - Some Accidents by Autonomy Car but
  31. 31. Rebright PartnersPteLtd. All Rights Reserved. Asia shift
  32. 32. Digital Economy moves faster than macro economy 32.6 84 4.3 59 0 10 20 30 40 50 60 70 80 90 2012 2017 8x 1.4x USA China USA China Unit:$$ Startup Funding Rebright PartnersPteLtd. All Rights Reserved.
  33. 33. 34% 4% 2% 1% 49% 9% China India SE Asia Korea Japan USA Others Unicorn global split (in $ portion) 43% Asia CB Insights 4th April, 2018 2015 Oct #141 / $505B ↓ 2018 April #232 / $776B +1.5x in both #and$ in 2.5y Rebright PartnersPteLtd. All Rights Reserved.
  34. 34. 10 Largest Venture Capital Deals 2017 Preqin Company Deal Date Deal Size ($B) Investor(s) Industry Location Didi Chuxing Apr-17 5.5 Bank of Communications, China Merchants Bank, Pagoda Investment, RCFSI, Silver Lake, SoftBank Ride-sharing China WeWork Aug-17 4.5 SB Investment Advisers, Softbank Capital Co-working space US Didi Chuxing Dec-17 4 Mubadala Capital, SoftBank Ride-sharing China Meituan- Dianping Oct-17 4 Coatue Management, CPP Investment Board, GIC, IDG Capital, Mubadala Capital, Sequoia Capital, Tencent, The Priceline Group, Tiger Global Management, Trustbridge Partners Internet Service China Snap Inc. Nov-17 2.1 Tencent Internet Service US Grab Jul-17 2 Didi Chuxing, SoftBank Ride-sharing Singapore Toutiao Aug-17 2 General Atlantic Internet Service China BAIC BJEV Jul-17 11,118 CNY Beijing Automotive Group Co., Ltd, China Cinda Asset Management, Guoxuan Investment, Zhongji Investment EV (Car) China Flipkart Aug-17 1.5 SB Investment Advisers E-Commerce India Flipkart Apr-17 1.4 eBay Inc., Microsoft, Tencent E-Commerce India 8 / 10 Largest deals are Asia Rebright PartnersPteLtd. All Rights Reserved.
  35. 35. Rebright PartnersPteLtd. All Rights Reserved. R&D Spending [$M] OECD 464,324 411,993 0 50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000 450,000 500,000 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 USA China Japan Germany Korea Total expenditure by all resident companies, research institutes, university and government laboratories, etc., in a country.
  36. 36. Rebright PartnersPteLtd. All Rights Reserved. India
  37. 37. Rebright PartnersPteLtd. All Rights Reserved. $20B and it’s REALISED YahooJapan $19B Rakuten $9.1B Beginning of Ecosystem - Expanded Reproduction – Intel > Apple > Netscape > Google > FB…
  38. 38. Service is Domestic, Tech goes Global Service belong to Location, Tech belong to People Rebright PartnersPteLtd. All Rights Reserved.
  39. 39. “So-called- Silicon Valley Startups” but actually Inidan Acquired by Cisco by 4B Application software management Jyoti Banal Founder Chairman CEO Indian Institute of Technology, Delhi Rajiv Gupta : Founder CEO Indian Institute of Technology Kharagpur Unicorn:$106.5M raised Cloud access security Rajiv Batra (2nd co foudner after Nir Zuk, Israel ) Indian Institute of Technology, Kanpur NYSE listed Network security Unicorn:$1.3B Data access management software Bipul Sinha : Founder CEO Indian Institute of Technology, Kharagpur Jayshree Ullal Early time to present President & CEO Raised in Delhi NYSE listed Cloud network computing Rebright PartnersPteLtd. All Rights Reserved.
  40. 40. Rebright PartnersPteLtd. All Rights Reserved. USA Unicorn by 1st Gen Immigrants Source: Internet Trends Reports 2018 India is Top having 7, followed by Israel having 6
  41. 41. Rebright PartnersPteLtd. All Rights Reserved. Corporate used to be competitor, but now The largest Backer of Startups Rebright PartnersPteLtd. All Rights Reserved.
  42. 42. US Corporate / CVC Minority investment Source: NVCA, Pitchbook 37.37 - 5.00 10.00 15.00 20.00 25.00 30.00 35.00 40.00 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Unit:$B USA $84B $ B 0 Rebright PartnersPteLtd. All Rights Reserved.
  43. 43. World Largest Fundraising in 2017 Source: Dow Jones Venture Source “Corporate pays What VC can’t pay” -Fred Wilson- Company Deal Size ($B) Lead Investor Didi Chuxing 5.5 SoftBank WeWork 4.5 Softbank Meituan-Dianping 4 Tencent Snap Inc. 2.1 Tencent Grab 2 Didi Chuxing, SoftBank Toutiao 2 General Atlantic BAIC BJEV 1.7 Beijing Automotive Group Flipkart 1.4 Softbank eBay Microsoft Tencent Rebright PartnersPteLtd. All Rights Reserved.
  44. 44. Rebright PartnersPteLtd. All Rights Reserved. Few tales almost All
  45. 45. Rebright PartnersPteLtd. All Rights Reserved. Grab, 2,000 Go-Jek, 1,200 SEA, 550 Traveloka, 500 others, 745 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% SE Asia Fundraising 2017 Other 240 companies Only 4/244 deals occupy 85% of all $
  46. 46. 69% Occupied by Top 10 53% Occupied by Top 3deals Same in India Rebright PartnersPteLtd. All Rights Reserved.
  47. 47. Excessive Liquidity Rebright PartnersPteLtd. All Rights Reserved.
  48. 48. Q1 1995 Q1 1996 Q1 1997 Q1 1998 Q1 1999 Q1 2000 Q1 2001 Q1 2002 Q1 2003 Q1 2004 Q1 2005 Q1 2006 Q1 2007 Q1 2008 Q1 2009 Q1 2010 Q1 2011 Q1 2012 Q1 2013 Q1 2014 Q1 2015 Q1 2016 USA Startup Funding = Blue Nasdaq Index = Orange Source: MoneyTree Report , Nasdaq 5233 1119 $29B $4B $15B Rebright PartnersPteLtd. All Rights Reserved.
  49. 49. 66 83 91 97 144 184 150 275 0 50 100 150 200 250 300 2000 2001 2002 2003 2004 2005 2006 2007 Series D Pre-M Valuation - Global, Median, $M- Source : Venture Pulse, Q4'17, Global Analysis of Venture Funding, KPMG Enterprise Rebright PartnersPteLtd. All Rights Reserved.
  50. 50. U.S. Monetary Base Source : FREDSt. Louis Adjusted Monetary Base 0 500 1000 1500 2000 2500 3000 3500 4000 4500 BillionsUSD Rebright PartnersPteLtd. All Rights Reserved.
  51. 51. Rebright PartnersPteLtd. All Rights Reserved. ✓Tremendous Liquidity causing Inflation of Startups. ✓ When Wall Street down, Silicon Valley down. Vice Versa. ✓So, let’s not to forget this lesson.. Letter from Sequoia Capital to all of their Portfolio companies in 2008
  52. 52. Rebright PartnersPteLtd. All Rights Reserved. info@rebrightpartners.com https://www.crunchbase.com/organization/rebright-partners www.rebrightpartners.com Takeshi Ebihara Rebright Partners

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