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Rebright PartnersPteLtd. All Rights Reserved.
Takeshi Ebihara Rebright Partners
25th June, 2018
Global Tech Topics to Watc...
World Startup funding in 2017 Source: NVCA, Dow Jones VentureSource
USA
$84B
Japan
$3B
China
$59B
India
$14B
SE Asia
$8B
I...
Rebright PartnersPteLtd. All Rights Reserved.
The Era of Dataism
Rebright PartnersPteLtd. All Rights Reserved.
AI x Finance
AI x Politics
Robert Mercer
James Simons
Rebright PartnersPteLtd. All Rights Reserved.
PolarizationCrisis of Democracy Inequality
Hate SpeechRussia Intervention Pr...
Rebright PartnersPteLtd. All Rights Reserved.
Samsung Chef arrested
EU hits Google with a record antitrust fine of $2.7 bi...
Rebright PartnersPteLtd. All Rights Reserved.
Internet is NO MORE Growing Industry
Rebright PartnersPteLtd. All Rights Reserved.
Global New Smartphone Shipments YoY Growth
 0%
(New Car Shipments +2%)
Glob...
Rebright PartnersPteLtd. All Rights Reserved.
New Frontier => Outside of Internet
Solving Real Problem with Tech
Rebright PartnersPteLtd. All Rights Reserved.
Solving problem of
Indian Healthcare accessibility
Healthcare x AI
Rebright PartnersPteLtd. All Rights Reserved.
Bank x Blockchain
Solving Problem of
Philippino Unbanking
Rebright PartnersPteLtd. All Rights Reserved.
Bank x AI
Solving problem of
Global Anti-Money Laundering
KYC,AML
Rebright PartnersPteLtd. All Rights Reserved.
Digital
Transform
Solving Problem of
Indian accessibility of Education
Rebright PartnersPteLtd. All Rights Reserved.
All those examples are…
✓Outside of Internet
✓Digital Transformation (from l...
Rebright PartnersPteLtd. All Rights Reserved.
New Frontier: Rural
Rebright PartnersPteLtd. All Rights Reserved.
13%
87%
55%
45%
50%50%
Rural vs Urban
World Population
Global Internet Penet...
Rebright PartnersPteLtd. All Rights Reserved.
2, 3 tier City China Pop-mom Shop turn into
Intelligent Convenience Store by...
Rebright PartnersPteLtd. All Rights Reserved.
India Indonesia
Empowering Pop-mom Shop in Rural
Rebright PartnersPteLtd. All Rights Reserved.
Empowering Rural Farmers
Rebright PartnersPteLtd. All Rights Reserved.
Technology progress speed
≠ Society Adoption speed
Rebright PartnersPteLtd. All Rights Reserved.
Trend of Tech, Industry, and Society
Mobility Healthcare
All other
Industrie...
Rebright PartnersPteLtd. All Rights Reserved.
Linear growth
Exponential growth
Feel slow
Once it happens,
It explodes
Feel...
Rebright PartnersPteLtd. All Rights Reserved.
Beginning of Internet
People said ”Paper would disappear”
Beginning of 3G, P...
Rebright PartnersPteLtd. All Rights Reserved.
Mobility Revolution
Rebright PartnersPteLtd. All Rights Reserved.
Rebright PartnersPteLtd. All Rights Reserved.
CASE in Asia
Rebright PartnersPteLtd. All Rights Reserved.
Battery War
Rebright PartnersPteLtd. All Rights Reserved.
Market Share of Lithium Ion Battery for EV
Unit : by GWh Source : NewsPicks ...
Rebright PartnersPteLtd. All Rights Reserved.
BYD vs Tesla
-1,000,000,000
-500,000,000
0
500,000,000
1,000,000,000
1,500,0...
Rebright PartnersPteLtd. All Rights Reserved.
Car (Human Drive) Crash Death only in Arizona
952 in last year.
Of which, 30...
Rebright PartnersPteLtd. All Rights Reserved.
Asia shift
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 US...
34%
4%
2%
1%
49%
9%
China
India
SE Asia
Korea
Japan
USA
Others
Unicorn global split (in $ portion)
43% Asia
CB Insights 4t...
10 Largest Venture Capital Deals 2017 Preqin
Company Deal Date
Deal Size
($B) Investor(s) Industry Location
Didi
Chuxing
A...
Rebright PartnersPteLtd. All Rights Reserved.
R&D Spending
[$M] OECD
464,324
411,993
0
50,000
100,000
150,000
200,000
250,...
Rebright PartnersPteLtd. All Rights Reserved.
India
Rebright PartnersPteLtd. All Rights Reserved.
$20B and it’s REALISED
YahooJapan $19B
Rakuten $9.1B
Beginning of Ecosystem
...
Service is Domestic, Tech goes Global
Service belong to Location, Tech belong to People
Rebright PartnersPteLtd. All Right...
“So-called- Silicon Valley Startups” but actually Inidan
Acquired by Cisco by 4B
Application software management
Jyoti Ban...
Rebright PartnersPteLtd. All Rights Reserved.
USA Unicorn by 1st Gen Immigrants
Source: Internet Trends Reports 2018
India...
Rebright PartnersPteLtd. All Rights Reserved.
Corporate used to be competitor,
but now The largest Backer of Startups
Rebr...
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...
World Largest Fundraising in 2017
Source: Dow Jones Venture Source
“Corporate pays What VC can’t pay” -Fred Wilson-
Compan...
Rebright PartnersPteLtd. All Rights Reserved.
Few tales almost All
Rebright PartnersPteLtd. All Rights Reserved.
Grab,
2,000
Go-Jek,
1,200
SEA, 550
Traveloka,
500
others,
745
0%
10%
20%
30%...
69%
Occupied by Top 10
53%
Occupied by Top 3deals
Same in India
Rebright PartnersPteLtd. All Rights Reserved.
Excessive Liquidity
Rebright PartnersPteLtd. All Rights Reserved.
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...
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
- Gl...
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.
✓Tremendous Liquidity causing Inflation of Startups.
✓ When Wall Street down...
Rebright PartnersPteLtd. All Rights Reserved.
info@rebrightpartners.com
https://www.crunchbase.com/organization/rebright-p...
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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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