1.
THE CHINA TIDE
&
THE DOWNFALL OF SILICON VALLEY
Alex Barrera
alex@thealeph.com

2.
China?
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3.
Beijing, China
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4.
SHANGHAI, China
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5.
HONG KONG,SAR China
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6.
GUANGZHOU,China
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7.
The promised land…
san francisco, us
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8.
Land of the Farting Unicorn
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9.
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10.
Dark clouds approaching…

11.
Donald J. Trump, 45th USA President
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12.
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13.
51% Unicorns*
co-founded by an immigrant
* Source: National Foundation for American Policy, Policy Brief, March 2016

14.
71% Unicorns*
one immigrant in key positions
* Source: National Foundation for American Policy, Policy Brief, March 2016

15.
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16.
Talent shortages
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17.
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18.
Research & Development
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19.
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20.
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21.
Jürgen Schmidhuber, father of LSTM
Lugano, Switzerland

22.
Dr. Demis Hassabis,
co-founder & CEO DeepMind
London, UK
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23.
Amount of venture capital funds raised in the United
States from 2nd quarter 2015 to 2nd quarter 2018
(in billion U.S. dollars)
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24.
Global financing volume into technology companies by stage
Source: Pitchbook
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25.
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26.
Government Intervention
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27.
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28.
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29.
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30.
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31.
Not Trump
but
long-term trends
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32.
World
doesn’t
STOPS

33.
China EXPLOSION
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34.
Source: IDC Smartphone Vendor Market Share
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35.
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36.
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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
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38.
EDUCATION
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39.
Source: Times Higher Education World Universities Rankings 2018
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40.
Stanford University Score evolution (THE 2017)
Pekin University Score evolution (THE 2017)
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41.
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42.
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43.
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44.
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45.
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46.
China’s STRENGTHS

47.
1.Holistic approach to value chain dominance
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48.
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49.
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50.
2.Very competitive local market
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51.
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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.
3.Government co-investment
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54.
4.Lax or inexistent regulations
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55.
China’s WEAKNESSES
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56.
1.Government intervention
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57.
2.Privacy fears
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58.
3.Internationalization of their business models
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59.
4.Core technology dependency
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60.
CHINA 3.0
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61.
1.Facial recognition & tracking
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62.
2.Autonomous vehicles
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63.
3.Semiconductors / AI Chips
Huawei (Kirin 980)
Alibaba-Pingtouge
Huami huangshan no. 1
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64.
4.Quantum computing & communications
Alibaba Quantum Computing - Alibaba Cloud
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65.
4.Quantum computing & communications
China’s first Quantum Satellite - Micius
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66.
What should we ask?
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67.
alex@thealeph.com
THANKYOU!