8. SAAS DAPPS
Easily Copied
DATA LAYER
Race to Open / Lose Moat
TRANSACTIONAL LAYER
Race to Zero
BAAS
Market established & patenting
AI Monopolies
Invaluable & Acquirable
SustainableProfitability
Sustained
Marginal
& Temporal
“What is the killer app of
open source?
There is no killer app but
there is a list of long tail
applications just about
every kind of software
imaginable."
10. IoT, AI, Mixed Reality, Robotics, 3D
‘blockchain like’ tech
11. Artificial Intelligence
Technology
Siloed data with no economic
incentive to share
Problem
Decentralized shared data layer &
marketplace for AI
blockchain enables…
Autonomous Robotics
Limited mass coordination
infrastructure
Transparent, auditable control & transaction
system for robotic networks
Internet of Things
Centralised insecure & siloed data
with limited m2m value exchange
Secure data storage & transfer infrastructure
connecting smart objects in an affordable
way
3D Printing No secure distribution channels
Secure and auditable CAD-to-printer
marketplace for IP management
Augmented / Virtual Reality
No secure interoperable content
channels
Secure content marketplace and
infrastructure for a virtual economy
12. Initial dedicated
consumer hardware
available
Early stages of
adoption
Narrow AI
employed
(Netflix,
Amazon)
Autonomous
vehicles
expected by
2020
Total Addressable Market in $ trillion
Next Computing
Cycle = $13 Trillion
Source: IDC, Euromonitor, MAGNA Global, Digi-Capital, IBM,
Alphawise, Morgan Stanley Research Estimates
Add these technologies together and this means
blockchain like tech is the critical infrastructure for
the next $13 trillion computing cycle.
Without this almost every major emergent tech
trends (VR, IOT, AI, Autonomous robotics, 3D
printing) cannot reach full potential.
This means new peer-to-peer models and the
machine-to-machine economy dreamt of by
Industry 4.0 are entirely dependent on it to
become reality.
VR/ AR
0.5
0.81
IOT
2
AI/ ML Autonomous Robotics
10
13.
14. Mobility /
Logistics
Industry
4.0
eGovt
Health
Embedded
Services
Smart CitySmart Home
P2P Energy
Sharing Economy
Finserv
Insurance
Lawtech
Identity
Tax
Public Services
Security
Citizenship
CHARACTERISTICS:
Decentralised,
Compliant,
Frictionless,
Automated,
Secure, Segregated,
Predictive
ACCESS ON SPECTRUM NEGOTIATED LOCALLY
BETWEEN CITIZENS, GOVTS & BUSINESS
THROUGH TRADE-OFFS
Provenance
IP / Assets
Security
Supply-chains
Functional & Economic Autonomous
Vehicles, Shipping & Drones
Convergence enables what we term
‘the smart economy’ which is a
rules-based frictionless and
self-optimising economic system that
spans from heavy industry to everyday
life.
It is enabled by the decentralised Web
3.0 woven through how we travel
through to our health and homes.
It requires cross-industry, lateral
collaboration at the inter-section of
numerous technologies and industries
but most importantly the six key
convergence.
Converged Smart Economy
Wellness
Disease Mapping
Personalised Drugs
18. Capital Gap…
This sheer level of complexity can not be funded by retail investors and
even professional VCs will have great difficulty too.
So there is a capital gap because it requires:
Industry 4.0 in Europe alone is est.
to provide productivity gains of up
to 8 % over 10 yrs worth €150
billion. Convergence technology is
the critical IT infrastructure to make
this happen. • New paradigm uncertainty
• Deep Multi Tech expertise
• Ability to timeline individual techs and their convergence
• Domain expertise field of application
• Ability to invest pre-seed in R&D intensive startups
21. Since launching our pioneering whitepaper in late 2016
we have built a rapidly growing global community
around our ‘Convergence’ thesis across multiple
channels and countries. Including early adopters,
startups, corporate partners and government officials.
This includes:
• 2,000 person Annual Conference where the majority
of profits are invested back into the community
based on their votes.
• Quarterly Meetups in 11 global tech hubs
live-streamed
• Weekly Podcast, Monthly Newsletter & Themed
Video
• An dedicated Angel List Syndicate (launched Mar ‘17
April - Hong Kong - RegTech, FinTech &
LawTech
April - Singapore – Logistics & Trade
May - Boston – Healthcare
May - Berlin - Energy
June - Tel Aviv – Security
June - London – Creative Industries
July – Tokyo – Transport & Mobility
July – Seoul – Industry 4.0 & Manufacturing
Sept – Bangalore – Aerospace
Sept – Dubai – eGovernment