2. Demand
This Venn Diagram Efficiency
encompasses the themes that
we see as important drivers of
growth and productivity in the
world economy for years
to come. It is laid out Mobility
so that each theme
intersects with every
other theme, in any
combination. While Food
there are compelling
“pure play” stories in
every theme, it is the
intersections between
these big ideas that are
intriguing. By filtering a
company through these Energy
themes, a clearer picture
is formed of how that Resources
company relates to the
evolving global marketplace.
Connectivity
4. The Connectivity theme continues to
drive grass roots, as well as global
growth and innovation with no signs of
slowing, by redefining and reshaping
how we manage our daily lives.
Connectivity is instant and ubiquitous.
It envelops nearly every aspect of
our daily lives -- from the way we
manage relationships, to the way we
manufacture goods and research, and
shop for products and services.
Connectivity enables relationships,
industries, currencies, and communities
to form at warp speed, along with
global security issues, border disputes
and trade wars. Summit Creek Capital
would never underestimate the influence
and impact of The Connectivity theme.
Neither should you.
5. New Industry
In 2010, 3 million tablets were connected to the
mobile network, and each tablet generated 5
times more traffic than the average smartphone.
www.cisco.com
6. World Wide
to Quadruple
Internet Traffic from 2009-2014
www.cisco.com
7. 69% of us are
InternetDating
already in the cloud The online dating industry
picasa, facebook, is now worth $4 billion
salesforce.com worldwide.
http://computinginthecloud.files.wordpress.com/2008/09/
pip_cloudmemo.pdf
8. The Daily Deal
Spending on U.S. daily deals could soar
as much as $3.9 billion in the next four
years, which seems a little conservative
based on the figures known about the
largest players in the space.
$6 Billion by 2015 **
Source: emoney.allthingsd.com
10. Workers in the Cloud*** 1.19
919.4 Million in 2008 Bill
i
by 2 on
013
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DemanD
12. e
Before the Global Financial Crisis spawned
buzzwords like the ‘new normal,’ there was
an entire subset of buzzwords regarding the
shifting economic paradigm. Acronyms,
new words, and phrases such as ‘BRIC,’
‘Chindia,’ ‘emerging markets,’ ‘developing
economies,’ and ‘globalization’ were
tossed around in the media with increasing
frequency. The phenomena that these terms
refer to is the economic growth of a group
of countries that were once considered
‘third world.’ Countries such as Brazil,
China, India, Indonesia, Malaysia, and
Russia, are experiencing growth rates that
are far in excess of their larger counterparts
in the ‘developed’ world. A generational
shift is occurring as the developed world
hands off the baton of the world’s consumer
to the developing, global middle class.
Investing in newly minted consumers is
a theme that will drive growth for the
foreseeable future.
15. U.S.a
ChIna
China overtook
the U.S. as the
largest buyer of
cars in 2009*
16. NOW
100 years ago 50.5%
less than 5% of the live in Cities
world’s population
lived in Cities
****
17. New Economies = DEMAND
BET WEEN
2007 & 2009
consumption in emerging
m a r k e t s
SURPASSED
U. S . c o n s u m p t i o n
FOR THE FIRST TIME*
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effICIenCy
19. e
Corporations become more efficient, doing
more with fewer employees. Consumers
become more efficient, ditching landlines,
Efficiencies are computers, TVs, and video game consoles
created as all the for smartphones. When smartphones
themes interact with met e-commerce, the excitement spawned
one another. m-commerce, the global marketplace in your
pocket. Price checking has never been easier.
Nor has growing a small business: start from
the ground up, and extend to the cloud. Cloud
computing has created operational efficiencies
for companies of all sizes, but as server farms
grow larger, their proprietors are seeking
to become more energy efficient. Energy
efficiency discussions extend to appliances,
buildings, power grids, server farms,vehicles
and pretty much all corners of the physical
world.
Investing in efficiency will continue to be one of
Summit Creek’s focal points in years to come.
20. eneRgy + connectivity
+ RESouRcES + MobiLity
+ Food:
Allows farmers to turn
off irrigation pumps
during peak hours from a
MobiLity +
smartphone; reducing their
connectivity: making a1
energy bill and reducing
click purchase from the
peak power prices. (m2m
ski lift of the book that
Food communications)
was recommended by
the guy sitting next to + eneRgy +
you on the lift chair. ResouRces:
LED lights and
temperature-controlled
rooms allow for agricultural
products to be grown in cities,
reducing transportation
costs and water usage.
eneRgy + ResouRces +
connectivity:
Smart Grid: Monitoring and
Metering consumption of
Food + ResouRces: electricity, fuel, and water
center pivot irrigation increases to better balance usage and
water efficiency 40-90% versus define chokepoints.
flood irrigation, yet 90% of the
world’s farmland is flood irrigated.
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energy
22. e
From mitosis to manufacturing, our world is
shaped by energy. Oil has had a good run
as the king of energy, and though its reign will
continue for decades more, the realization that it
is a finite resource with some severe social and
environmental side effects has spurred research
into alternatives. Charlie Munger once said “I
never miss an opportunity to NOT install solar
systems, because I think they’re going to get
cheaper. I’m not worried about what comes after
oil, because solutions are on the horizon.”
References to a paradigm shift have become
common in mainstream media; have you heard of
the United States referred to as the ‘Saudi Arabia
of Wind’ or the ‘Saudi Arabia of Natural Gas?’
From our food supply to our transportation
network, from the way we communicate to
the clothes we wear, energy is the common
theme. And, as a theme, it will continue to drive
investment and innovation.
23. 34.30%
30.46%
23.41%
6.47%
5.36%
Natural Gas
Nuclear
Hydro
coal
oil
Global Energy Use by Source 2010
(estimate) www.gregor.us
24. Wind was the 2nd
largest US energy
resource added for
the 5th straight year.
10 GW of wind power
added in 2009,
bringing total
to ~35 GW
www1.eere.energy.gov
25. rgy falls o
r ene nt
sola h
gh
ee
ou
art
s of the E
En
hs
ed
year
uro an
sruface
eet the ne
pe
for a
Union
in
m
t
w
en
ty m tes to
inu
26. 0
10
20
30
40
50
60
Olmedilla Photovoltaic Park
Spain
(Peak Power, MW)
Lieberose Photovoltaic Park
Germany
Puertollano Photovoltaic Park
Spain
Moura Photovoltaic Park
Portugal
Waldpolenz Solar Park
Germany
stations are all in Europe
The top 10 largest solar power
Worlds Largest Photovoltaic Power Stations
27. Currently, the world consumes more than 85
million barrels of oil per day. That amounts to
nearly 31.6 billion barrels annually.
http://1bog.org/blog/a-world-without-oil/#more-12807
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fooD
29. e
Human beings, when it comes down
to it, have few basic necessities: Food,
water, shelter, and connectivity with
others. Overlay life, liberty, and the
pursuit of happiness, and necessities
morph into luxuries. Producing enough
food to feed an ever increasing
population, with ever increasing
standards of living, is a necessity. As
demand for protein like meat and dairy
products increases there is an even
larger increase in demand for grains and
arable land. In that light, Agriculture is
one of the themes that we believe will be
more important in years to come.
30. 8 billion = 8,000,000,000
With more people, it means we’ll need
to produce more food in the next 50
years than we’ve produced in the past
10,000 years combined.****
31. B R I C
A g R i c u l t u R e
brazil leads the the other three bRic nations
pack, with growth Russia, india & china forecast
of more than 40% notching up their growth by
through 2019.** 26%, 21% and 26% through 2019**
32. Global Population Growth
eight
billion
seven
billion
six
billion
It took only 12
years to go from
five
billion
five billion to six
billion people
billions of People
(in 1999).*
four
billion
It took 123 years
Modern Age
for the world to go
three
billion from one billion
new stone new stone bronze iron Middle
Age Age Age Age Ages people to two
two
commences
billion (in 1930).*
billion
the bl
ack De
ath - t
he Plague
2-5 million years 7000 b.c. 6000 b.c. 5000 b.c. 4000 b.c. 3000 b.c. 2000 b.c. 1000 b.c. Ad 1000 A.D. 2030 A.D.
33. global water
requirements are
Just 13.31% of global land
area is considered arable*
likely to rise at
least 40% more
than the current
accessible &
reliable supply.***
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moBIlITy
35. We’ve reached a tipping point in the last
few years. We’ve had the internet for
awhile now. We’ve also had cell phones for
long enough that most of us can remember
a briefcase-sized box with a shoulderstrap
that you could talk on. And computers have
been around since World War II. But, for
the first time, internet access is available on
a mobile device that has more computing
power than PCs during Y2K, weighs less
than a quarter-pounder with fries, and
you can talk (or video conference) on it
to boot. This always available computing
power is a modern marvel, but combined
with Connectivity, is truly a game-changer.
Being mobile and connected allows for
rapid decision making, accelerated product
development, and a consumer base that
can shop from anywhere.
36. of purchases are already
made using a mobile device.
according to ATT, Aug 26,2010
37. 72% 2009 vs 2010
smartphone sales
up 72% compared 2009 *Gartner
38. 1.6 Billion
ToTal moBIle
DeVICe SaleS In 2010 *Gartner
39. Price checking has never been easier ults
.99
Res
With barcode scanning apps, you can use your
phone to instantly compare prices with other $16 a
just
nd ay)
less le aw
%
merchants while on-the-go. apps enable you to ( 15 ne mi
o
compare products across physical and ecommerce
merchants, optimizing the shopping experience.
40. Expected Growth of Smartphones in Units
2011
95 million units
2010
67 million units
*Gartner
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reSoUrCeS
43. e
Humans have always been dependent
on the Earth’s resources. Some of those
resource dependencies have developed
as trade and commerce grew; coal and
oil were not extremely useful before the
industrial revolution. Others have never
been excessively useful, but have captivated
our attention for millenia (one shiny yellow
metal, in particular, comes to mind). Still
others, like water, have been taken for
granted; regarded as free, misuse and
overuse have been commonplace. Though
mispricings are frequent, the laws of supply
and demand hold strong for resources.
There will be enormous opportunities
in the way we account for and use our
resources, especially as essential resource
needs become scarce and new resources
see increased demand. Resources have
increasingly become viewed as national
security issues: dependence on foreign
oil has been cited as a funding source
for terrorism; bottlenecks in the supply of
rare earth elements threaten developed
economies around the world.
44. Less than 2% of the Earth’s water
supply is fresh water. of that, only
1% is available for drinking water.***
45. average water use per person per day (liters)***
Top 5
1. US 575
2. Australia 493
3. Italy 386
4. Japan 374
5. Mexico 366
46. china
95%
produces &
exports 95 %
of rare earth
elements.****
47. ~.05
1980
~.25
1990
~2
year
~5
2000 2008
copper in millions of tons
48. >2 u.S.A.
1980
Rest of the World >6
2 u.S.A.
1990 Rest of the World <8
year >2 u.S.A.
2000
Rest of the World >10
<2 u.S.A.
2008
Rest of the World >11
copper in millions of tons
50. 725 pounds of
ovendried wood
onE bARREL of oiL 520 pounds
EquALS APPRoxiMAtELy of coal
580 cubic
feet of
natural gas
19 gallons of
motor gaso-
line
51. sources
all source information can
be found by going to
www.summitcreekcapital.com/infographic_sources
Summit Creek capital
