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The China Tide and the downfall of Silicon Valley

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We review the current status of Silicon Valley and the unstoppable growth of China's innovation space. We analyze their strengths and weaknesses and their next steps toward world domination.

Published in: Leadership & Management
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The China Tide and the downfall of Silicon Valley

  1. 1. THE CHINA TIDE & THE DOWNFALL OF SILICON VALLEY Alex Barrera alex@thealeph.com
  2. 2. China? @thealeph_report / @abarrera
  3. 3. Beijing, China @thealeph_report / @abarrera
  4. 4. SHANGHAI, China @thealeph_report / @abarrera
  5. 5. HONG KONG,SAR China @thealeph_report / @abarrera
  6. 6. GUANGZHOU,China @thealeph_report / @abarrera
  7. 7. The promised land… san francisco, us @thealeph_report / @abarrera
  8. 8. Land of the Farting Unicorn @thealeph_report / @abarrera
  9. 9. @thealeph_report / @abarrera
  10. 10. Dark clouds approaching…
  11. 11. Donald J. Trump, 45th USA President @thealeph_report / @abarrera
  12. 12. @thealeph_report / @abarrera
  13. 13. 51% Unicorns* co-founded by an immigrant * Source: National Foundation for American Policy, Policy Brief, March 2016
  14. 14. 71% Unicorns* one immigrant in key positions * Source: National Foundation for American Policy, Policy Brief, March 2016
  15. 15. @thealeph_report / @abarrera
  16. 16. Talent shortages @thealeph_report / @abarrera
  17. 17. @thealeph_report / @abarrera
  18. 18. Research & Development @thealeph_report / @abarrera
  19. 19. @thealeph_report / @abarrera
  20. 20. @thealeph_report / @abarrera
  21. 21. Jürgen Schmidhuber, father of LSTM Lugano, Switzerland
  22. 22. Dr. Demis Hassabis, co-founder & CEO DeepMind London, UK @thealeph_report / @abarrera
  23. 23. Amount of venture capital funds raised in the United States from 2nd quarter 2015 to 2nd quarter 2018 (in billion U.S. dollars) @thealeph_report / @abarrera
  24. 24. Global financing volume into technology companies by stage Source: Pitchbook @thealeph_report / @abarrera
  25. 25. @thealeph_report / @abarrera
  26. 26. Government Intervention @thealeph_report / @abarrera
  27. 27. @thealeph_report / @abarrera
  28. 28. @thealeph_report / @abarrera
  29. 29. @thealeph_report / @abarrera
  30. 30. @thealeph_report / @abarrera
  31. 31. Not Trump but long-term trends @thealeph_report / @abarrera
  32. 32. World doesn’t STOPS
  33. 33. China EXPLOSION @thealeph_report / @abarrera
  34. 34. Source: IDC Smartphone Vendor Market Share @thealeph_report / @abarrera
  35. 35. @thealeph_report / @abarrera
  36. 36. @thealeph_report / @abarrera
  37. 37. Number of Unicorn Startups - August 2018 unicornstartups 0 35 70 105 140 UnitedStates China UnitedKingdom India Germany Israel 46 1415 79 130 Source: CB Insights / Processed by The Aleph Report @thealeph_report / @abarrera
  38. 38. EDUCATION @thealeph_report / @abarrera
  39. 39. Source: Times Higher Education World Universities Rankings 2018 @thealeph_report / @abarrera
  40. 40. Stanford University Score evolution (THE 2017) Pekin University Score evolution (THE 2017) @thealeph_report / @abarrera
  41. 41. @thealeph_report / @abarrera
  42. 42. @thealeph_report / @abarrera
  43. 43. @thealeph_report / @abarrera
  44. 44. @thealeph_report / @abarrera
  45. 45. @thealeph_report / @abarrera
  46. 46. China’s STRENGTHS
  47. 47. 1.Holistic approach to value chain dominance @thealeph_report / @abarrera
  48. 48. @thealeph_report / @abarrera
  49. 49. @thealeph_report / @abarrera
  50. 50. 2.Very competitive local market @thealeph_report / @abarrera
  51. 51. @thealeph_report / @abarrera
  52. 52. “ According to data collected from Preqin, Chinese venture capital investment in Latin America spiked from $30 million in 2015 (pre-Trump’s election) to $1 billion in 2017 (post-Trump’s election). Source: IR Insider @thealeph_report / @abarrera
  53. 53. 3.Government co-investment @thealeph_report / @abarrera
  54. 54. 4.Lax or inexistent regulations @thealeph_report / @abarrera
  55. 55. China’s WEAKNESSES @thealeph_report / @abarrera
  56. 56. 1.Government intervention @thealeph_report / @abarrera
  57. 57. 2.Privacy fears @thealeph_report / @abarrera
  58. 58. 3.Internationalization of their business models @thealeph_report / @abarrera
  59. 59. 4.Core technology dependency @thealeph_report / @abarrera
  60. 60. CHINA 3.0 @thealeph_report / @abarrera
  61. 61. 1.Facial recognition & tracking @thealeph_report / @abarrera
  62. 62. 2.Autonomous vehicles @thealeph_report / @abarrera
  63. 63. 3.Semiconductors / AI Chips Huawei (Kirin 980) Alibaba-Pingtouge Huami huangshan no. 1 @thealeph_report / @abarrera
  64. 64. 4.Quantum computing & communications Alibaba Quantum Computing - Alibaba Cloud @thealeph_report / @abarrera
  65. 65. 4.Quantum computing & communications China’s first Quantum Satellite - Micius @thealeph_report / @abarrera
  66. 66. What should we ask? @thealeph_report / @abarrera
  67. 67. alex@thealeph.com THANKYOU!

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