Research from a Silicon Valley Tour Q1 2011 "End of"

1. RESEARCH FROM OUR
SILICON VALLEY TOUR Q1 2011
CONFIDENTIAL INFORMATION
PART 1 – ”END OF”
RECAPEX
Research. Capital. Execution.

2. RECAPEX
Research. Capital. Execution.
END OF
SEARCH Information
Overload + Decision
Overload
Information
is searching
you
Search becomes social
Survival of
the quickest?
Social is search?
SMARTER GROWTH™ SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION 2

3. RECAPEX
Research. Capital. Execution.
END OF
BUSINESS Technology
& Business
+ World is
Shrinking
More
Social
TRAVEL
Efficiency Travel
SMARTER GROWTH™ SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION 3

4. RECAPEX
Research. Capital. Execution.
END OF
DESKTOP Mobile
+ Connecting
Devices
Your life
remote
control
Desktop search only 75% - is your business visible?
SMARTER GROWTH™ SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION 4

5. RECAPEX
Research. Capital. Execution.
END OF
TYPING Mobile
Explosion + Voice
Recognition
Change of
Usage and
Service
vs
”Voice is back”
SMARTER GROWTH™ SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION 5

6. RECAPEX
Research. Capital. Execution.
END OF
PRIVACY Technology
+ Laws
Your
Privacy
You will not be able to hide or live a private life without
paying a premium or making concious decisions.
You still may not be private.
Forces againts Privacy Forces for
Americans don’t care Cookie Laws in EU?
(until there is a business)
Apple iPhone tracking?
Kids Z-gen globally don’t care
Facebook settings?
Money has limited ethics
SMARTER GROWTH™ SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION 6

7. RECAPEX
Research. Capital. Execution.
END OF
LANGUAGES Englification
+ Translation
Technology
One
World
SMARTER GROWTH™ SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION 7

8. RECAPEX
Research. Capital. Execution.
END OF
LOCAL Global
Direct + Global
Scale
Location
less
important
”Why start to look for customers in San Francisco?
We can get global using FB and Google?”
END OF LOCAL - BUT LONG LIVE LOCAL AND LOCATION!
SMARTER GROWTH™ SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION 8

9. RECAPEX
Research. Capital. Execution.
END OF
MONEY Mobile
Penetration + E-commerce
sophistication
Cash has no
Kingdom
Apple Itunes Mobile Payment IPX Facebook Cash?
”Mobile phone = Your wallet”
SMARTER GROWTH™ SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION 9

10. RECAPEX
Research. Capital. Execution.
END OF
AGEING Research
and
+
Resource
and
Extending
life
Technology Ethics
”BIO INK – ORGAN PRINTING”
CISCO: ”KIDS BORN TODAY COULD BECOME 300 YEAR+”
What is the impact if our lives are extended 1 / 5 / 10 years on average?
SMARTER GROWTH™ SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION 10

11. RECAPEX
Research. Capital. Execution.
END OF
FIXED COSTS
+
Flexible
Under
Technology crowd
employement
sourcing
”+20% of Americans are not fully employeed /unemployed”
”Flexible and mobile technology and an over supply of
commercial real estate”
”Social network marketing vs old media”
”New payment systems”
New companies will emerge even faster
”Fail quickly or succeed early”
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