Exploring the Future Potential of AI-Enabled Smartphone Processors
2013 실리콘밸리 스타트업 투자 동향_트랜스링크 캐피탈 박성빈 대표
1. Providing the Missing Link
What I See in Silicon Valley in
2013/2014
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TransLink Capital proprietary
2. Providing the Missing Link
“Collaborative Venture Model”
Business Trends: The Next Wave?
Drivers
•
•
1970’s
1980’s
Agility
•
1950’s
Scalability
Cost
1990’s
2000
Present/Future
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TransLink Capital proprietary
3. Providing the Missing Link
Companies above $1 Billion Valuation
Silicon Valley continues to be the center of global innovation
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TransLink Capital proprietary
4. Providing the Missing Link
VC Funding Remains Robust
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TransLink Capital proprietary
5. Providing the Missing Link
VC-Backed Exits are Steady
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TransLink Capital proprietary
6. Providing the Missing Link
The Opportunity: The Missing Link
LEADING TECHNOLOGY
COMPANIES IN ASIA
The World Is Flat: A Brief History of the Twenty-First Century, is
an international bestselling book by Thomas L. Friedman
BEST OF BREED TECHNOLOGY
START-UPS
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TransLink Capital proprietary
7. Providing the Missing Link
Takeaways and the TransLink Opportunity
•
Silicon Valley continues to be the center of technology innovation
•
Trend = Mobile, Social and Cloud
•
Power shift from the old to the new in both consumer and enterprise
•
Asia is becoming increasingly relevant; both partnerships, end-market
•
Very few US venture capital firms can help their portfolio companies reach
their first partners and customers in Asia
Significant and growing business opportunity for TransLink to
bridge Silicon Valley and Asia; Japan/Korea/Greater China
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TransLink Capital proprietary
8. Providing the Missing Link
“Collaborative Venture Model”
BD Activity
Due Diligence
“Asian Insight"
to better
Selection
Quality Deal
Flow
Relevant
Investment
Themes
Complementary
Strategic
Investors
Experienced
Team
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TransLink Capital proprietary
9. Providing the Missing Link
TransLink Investments by Sector
Cloud
Mobile
Social
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TransLink Capital proprietary
10. Providing the Missing Link
Recent Exits at TransLink
IPO on August 11, 2011
(NASDAQ: CARB)
January, 2012
August, 2012
August, 2012
IPO on August 7, 2013
(NYSE: YUME)
IPO on September 25, 2013
(NASDAQ: MONT)
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TransLink Capital proprietary
11. Providing the Missing Link
Investing Along the Themes
Bridging the gap between Silicon Valley and early adoptors in Asia
Investment Themes
•
Mobile
•
Cloud
•
Social
•
Green IT
Our Observations/Market Drivers
•
•
•
Consumer to enterprise
New devices
New business models - Wellness
•
•
•
Data Explosion
Open Source
Commoditization of HW
•
•
•
Changing consumer behavior
Anytime, anywhere
New form entertainment
•
•
•
Placing our Bets
Increasing public awareness
Affordable technology
Government encouragement
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TransLink Capital proprietary
12. Providing the Missing Link
Gartner: Strategic Technology Trends for 2014
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TransLink Capital proprietary
13. Providing the Missing Link
Next Steps
Begin to plan expansion possibilities of the TransLink platform
Market Entry
Social Mobile Cloud
Partnerships
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TransLink Capital proprietary
14. Thank you !
TransLink Capital Partners
228 Hamilton Avenue Suite 210, Palo Alto, CA, 94301
Telephone: 650-330-7353
Facsimile: 650-330-7351
www.translinkcapital.com
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TransLink Capital proprietary