1.
GROWING IN ASIA
How to survive local disruption while going global
Alex Barrera
alex@thealeph.com

2.
HELLO MY NAME IS...

3.
My Blended Experience

4.
FACE TO FACE
FORUMS (WhatsApp)
WOW Room

5.
Growing in Asia Group
http://bit.ly/GrowingInAsia

6.
Entrepreneurial Region by nature

7.
Buddhism
James Cook
Botanic Bay Settlement

8.
Buddhism
Lachlan Macquarie
Governor of New South Wales
Egalitariasm of emancipists

9.
The Gold Rush (1851 - 1900)

10.
1889

11.
Mark I Tank

12.
Buddhism
Source: https://oec.world/en/profile/country/aus/

13.
Rise of the Startups

14.
Dwingeloo Radio Observatory
The Netherlands
John O’Sullivan,CSIRO

15.
Dwingeloo Radio Observatory
The Netherlands
John O’Sullivan,CSIRO

16.
C. 2005

17.
57% GDP
68% Employment

18.
Source: STATISTICS SINGAPORE -Infographics -Singapore Economy 2017

19.
Number of internet users in selected countries in the Asia-Pacific region as of
January 2019, by country (in millions)
Source: Statista 2019

20.
Active internet users as percentage of the total population in Australia from 2015 to 2018
Source: Statista 2019

21.
Source: The Mobile Economy Asia-Pacific 2018 Report.GSM Association.

22.
Source: The Mobile Economy Asia-Pacific 2018 Report.GSM Association.

23.
Smartphone penetration rate as share of the population in Australia from 2012 to 2022*
Source: Statista 2019

24.
Source: e-Conomy SEA 2018 Report.Google-Temasek
Australia 0.004%

25.
Source: Akamai State of the Internet -Connectivity Report.Q1 2017

26.
Source: CBInsights Data.The Aleph Report elaboration.

27.
Source: CBInsights Data.The Aleph Report elaboration.

28.
Sectors

29.
Creativity

30.
Creativity

31.
Fintech

32.
Fintech

33.
Cryptocurrencies

34.
Cryptocurrencies

35.
Blockchain

36.
Human Resources

37.
Human Resources
Source: Startup Talent Gap Report.StartupAus 2017.

38.
Human Resources

39.
AgroTech

40.
AgroTech

41.
Telecommunications

42.
Source: e-Conomy SEA 2018 Report.Google-Temasek

43.
Incumbent Disruption

44.
We have been taking them fantastic innovations, like the
marine mining of high-grade copper and zinc deposits,
for this entire period. For entrepreneurs like me, I don’t
mind saying they are ‘brain dead’. They have no spirit of
creation.
If you ask them what they are doing in innovation they
say ‘Look, we are introducing driverless trucks!’ Well,
surely the automotive industry must be credited with
that?
They are not trying to change the fundamentals of
mining.
“
Julian Malnic. Which-50.Oct 2018

45.
Source: The 2018 Global CVC Report.CBInsights

46.
Source: The 2018 Global CVC Report.CBInsights

47.
General disregard for small startups

48.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)

49.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)
Focus on trends, not tech itself

50.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)
Focus on trends, not tech itself
Focus on new business models, not self improvement

51.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)
Focus on trends, not tech itself
Focus on new business models, not self improvement
CVC isn’t just about ROI

52.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)
Focus on trends, not tech itself
Focus on new business models, not self improvement
CVC isn’t just about ROI
Begin working with Venture Builders

53.
Scaling beyond the region

54.
Local still complicated

55.
Fortunately, Aussie VC funds have a raised a lot of capital
in recent years, much of which has yet to be deployed.
These funds will still be in the market, recession or not.
However, given a change of mood and less competition
for deals, even startups that have high-growth rates
coupled with good metrics will struggle to get the sort
of valuations they expect.
“
Angel investor and venture capital founder Les Szekely.Jan 2019

56.
Source: LinkedIn Future of Skills APAC Report,2019.

57.
The Trade Wars

58.
Buddhism
Source: https://oec.world/en/profile/country/aus/

59.
Source: https://dfat.gov.au/trade/resources/investment-statistics/Pages/statistics-on-who-invests-in-australia.aspx

60.
Source: Chinese direct investment to Australia by value 2007–2018 (US$ million). KPMG/Sydney University database.

61.
Source: Chinese direct investment in Australia by Industry in 2018 (percentage of total).. KPMG/Sydney University database.

62.
Source: Southeast Asia Tech Investment in 2018.Cento

63.
HUAWEI
NVIDIA / QUALCOMM

64.
Natural scaling regions
English
E-3 Visa

65.
Natural scaling regions
Source: e-Conomy SEA 2018 Report.Google-Temasek

66.
Source: e-Conomy SEA 2018 Report.Google-Temasek

67.
Source: Startup Muster Annual Report.2018.

68.
Source: Startup Talent Gap Report.StartupAus 2017.

69.
Startup Muster’s data also reveals that only 29% of
startups actually have export revenue, and
independent research conducted by StartupAUS with
Australia’s most successful scale-ups suggests even at
the mature end, a significant number of companies were
still struggling to internationalise. Fewer than half of
the scale-ups in the study had more than 20% of their
revenue coming from overseas.
“
StartupAUS Crossroads Report V.

70.
Cross border investments

71.
Avoided markets

72.
Avoided markets

73.
Avoided markets

74.
660 M
vs
743 M

75.
Average annual spending per capita for online shopping in Europe from 2015 to 2018,
by country (in euros**)
Source: Statista 2019

76.
28 countries
23 official languages

77.
Northern Europe
Southern Europe
4000 KM

78.
Western Europe
Eastern Europe

79.
Source: Dealroom.co.Excludes buyouts,secondary transactions,debt,ICOs,lending capital,grants.

80.
Distributed Startups

81.
Global Scope
Most SEA too regional
Some players undervalued

82.
Europe - Asia opportunities

83.
Market Saturation

84.
Local Corporates (CVC)
Who funds the region?

85.
Increased competition

86.
Organic growth

87.
Breaking the regional lock

88.
Excel at scale
Apply to Europe

89.
Lessons of efficiency

90.
Logistics (Forward Freighter)
Operations (massive retail operations)
Automation (autonomous vehicle China roads)
Recommendation (Dynamic Yield)
Semiconductors – AI chipsets (Xiaomi)
5G (Huawei)
Cryptocurrencies
eSports
Cybersecurity & Privacy technology

91.
http://www.slideshare.net/thealeph Alex Barrera (@abarrera)
THANK YOU
Alex Barrera
alex@thealeph.com

92.
Growing in Asia Group
http://bit.ly/GrowingInAsia
https://www.linkedin.com/in/abarrera