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Majority World Report 2015
cape@localglobe.vc
Web Summit, Nov 2015
Newsflash: Internet just keeps
getting bigger
China + India = already 32% of global
Internet with lots of room to grow
49%
coverage
24%
coverage
US + Europe = only 14% of global
audience with very little growth
84%
coverage
85%
coverage
“We” are already less than "the <20%"
UK & France already smaller than Nigeria
Still we assume we have a global perspective
“What % of Internet usage is desktop, mobile, tablet or console”
And some of the smartest people in our world believe
mobile is the future
But in the Majority World mobile is already the present
With Middle East & Africa growing the most
When our kids are parents, Africa will be 25% of population
The future is happening in Nigeria, India & South Africa
Maybe these guys are onto something?
We’ve seen this movie before…
Smart money pouring back into Asia
Looking to repeat the
epic tales of when
new means of
transport and trade
create huge new
economic empires and
mass moveme...
Except this time the empires have new materials
Messaging Blockchain
Peer-to-peer connections Distributed Trust
And of course mobiles
We are officially now living in the majority world
Robert MacFarlane: The Majority World – Calcutta Railway Station - 1969
1.5bn Facebook MAUs serve as proxy for this humanity
This world is online, but facing serious employment issues
230m people already are live outside their home countries
To what extent, if at all, do you feel that today’s youth will have had a better or worse life than their parents generati...
Often going to places with extremely high youth unemployed
Where even those in work have less collective
representation than ever before
Their Governments are in debt and find it hard to
invest in public services
Yet tech giants have enormous balance sheets
And the financial markets have created >100 new Unicorns
There are now 121m Zebras on Facebook
“interested in Entrepreneurship”
+119%
y/y
Some cities are becoming centers of
entrepreneurial gospel
Zebras as % of city
population
Stanford is like the Vatican for Zebras
Zebras in top 5 unicorn universities
Are we living in a fairy tale?
Or just a new strange world of Zebras and Unicorns
Propelling the value of tech way beyond any
sectors other than energy & financial
$650bn $483bn
$200bn
$422bn
$287bn $280bn
These companies and their millennial workforce
are defining our new reality
This is a generation on the move
Work Leisure
Less focused on owning major assets
Own Lease Rent Borrow Swap Donated
House
Transport
Food
Energy
Phone
Computer
Clothes
...
Creating massive new opportunities
Own Lease Rent Borrow Swap Donated
House
Transport
Food
Energy
Phone
Computer
Clothes
T...
So who should we be backing?
Cities Companies Universities
1976
1690
1830
3,146 837
Companies >200 yrs old
1821
1885
1096
1088
Athens
1400 BC
1776
Lisb...
Europe has too many elephants
But we also have countries where the number of
Zebras are growing fastest
Unicorns are having rare economic and social impact
Mobile Messaging Marketplaces
Money
These unicorns are creating income for
millions of freelance Zebras
Drivers Delivery
$50-100k
per year
Creating marketplaces for 10s of millions
of services Zebras
>$100k
per year
Hospitality
Catering
Software
Data
Design
Fut...
As well as 10s of millions of Creative Zebras
>$1m
per year
Products
Photographers
DJs & Musicians
Film-makers & Animators...
Until Europe can create $50bn unicorns, it
needs to be the best place for Zebras
Our kids will be living in a different world
What do we really know about India & China?
So let’s not be afraid of the dark
@cape
♯majorityworld
Majority World Report 2015 - Dublin Web Summit
Majority World Report 2015 - Dublin Web Summit
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Majority World Report 2015 - Dublin Web Summit

Keynote at final Dublin Web Summit 2015 on where majority world future opportunities lie online.

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Majority World Report 2015 - Dublin Web Summit

  1. 1. Majority World Report 2015 cape@localglobe.vc Web Summit, Nov 2015
  2. 2. Newsflash: Internet just keeps getting bigger
  3. 3. China + India = already 32% of global Internet with lots of room to grow 49% coverage 24% coverage
  4. 4. US + Europe = only 14% of global audience with very little growth 84% coverage 85% coverage
  5. 5. “We” are already less than "the <20%"
  6. 6. UK & France already smaller than Nigeria
  7. 7. Still we assume we have a global perspective “What % of Internet usage is desktop, mobile, tablet or console”
  8. 8. And some of the smartest people in our world believe mobile is the future
  9. 9. But in the Majority World mobile is already the present
  10. 10. With Middle East & Africa growing the most
  11. 11. When our kids are parents, Africa will be 25% of population
  12. 12. The future is happening in Nigeria, India & South Africa
  13. 13. Maybe these guys are onto something?
  14. 14. We’ve seen this movie before…
  15. 15. Smart money pouring back into Asia
  16. 16. Looking to repeat the epic tales of when new means of transport and trade create huge new economic empires and mass movements
  17. 17. Except this time the empires have new materials Messaging Blockchain Peer-to-peer connections Distributed Trust
  18. 18. And of course mobiles
  19. 19. We are officially now living in the majority world Robert MacFarlane: The Majority World – Calcutta Railway Station - 1969
  20. 20. 1.5bn Facebook MAUs serve as proxy for this humanity
  21. 21. This world is online, but facing serious employment issues
  22. 22. 230m people already are live outside their home countries
  23. 23. To what extent, if at all, do you feel that today’s youth will have had a better or worse life than their parents generations or will it be the same? Trying to find a better life for their families Ipsos Mori Global Trends 2014
  24. 24. Often going to places with extremely high youth unemployed
  25. 25. Where even those in work have less collective representation than ever before
  26. 26. Their Governments are in debt and find it hard to invest in public services
  27. 27. Yet tech giants have enormous balance sheets
  28. 28. And the financial markets have created >100 new Unicorns
  29. 29. There are now 121m Zebras on Facebook “interested in Entrepreneurship” +119% y/y
  30. 30. Some cities are becoming centers of entrepreneurial gospel Zebras as % of city population
  31. 31. Stanford is like the Vatican for Zebras Zebras in top 5 unicorn universities
  32. 32. Are we living in a fairy tale?
  33. 33. Or just a new strange world of Zebras and Unicorns
  34. 34. Propelling the value of tech way beyond any sectors other than energy & financial $650bn $483bn $200bn $422bn $287bn $280bn
  35. 35. These companies and their millennial workforce are defining our new reality
  36. 36. This is a generation on the move Work Leisure
  37. 37. Less focused on owning major assets Own Lease Rent Borrow Swap Donated House Transport Food Energy Phone Computer Clothes TV & Radio Newspaper & Books
  38. 38. Creating massive new opportunities Own Lease Rent Borrow Swap Donated House Transport Food Energy Phone Computer Clothes TV & Radio Newspaper & Books
  39. 39. So who should we be backing?
  40. 40. Cities Companies Universities 1976 1690 1830 3,146 837 Companies >200 yrs old 1821 1885 1096 1088 Athens 1400 BC 1776 Lisbon 1200 BC Malaga 8th Century BC Rome 753 BC Marseille 600 BC London 43 AD
  41. 41. Europe has too many elephants
  42. 42. But we also have countries where the number of Zebras are growing fastest
  43. 43. Unicorns are having rare economic and social impact
  44. 44. Mobile Messaging Marketplaces
  45. 45. Money
  46. 46. These unicorns are creating income for millions of freelance Zebras Drivers Delivery $50-100k per year
  47. 47. Creating marketplaces for 10s of millions of services Zebras >$100k per year Hospitality Catering Software Data Design Future: • Teaching • Healthcare & Wellness • Supervisory Care & Security Events
  48. 48. As well as 10s of millions of Creative Zebras >$1m per year Products Photographers DJs & Musicians Film-makers & Animators Writers
  49. 49. Until Europe can create $50bn unicorns, it needs to be the best place for Zebras
  50. 50. Our kids will be living in a different world
  51. 51. What do we really know about India & China?
  52. 52. So let’s not be afraid of the dark
  53. 53. @cape ♯majorityworld

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