GSV co-founder Michael Moe opens the 2016 Pioneer Summit by outlining the most important megatrends and themes that are shaping the Industries of Tomorrow.

1. DEFYING GRAVITY
Pioneer Summit
September 14, 2016
Michael Moe, CFA Co-Founder, GSV @michaelmoe

2. Bill Campbell
1940 - 2016

5. 4 Minute
Mile

6.
Impossible is not
a fact. It’s an
opinion.
— MUHAMMAD ALI

7. Dyslexic

8. Turned down by 53 banks
for a business loan.

9. Founded 8
$1+ billion businesses.

11. Grew up in the
segregated south…

12. …Finished high school at 15.

13. Provost at Stanford at age 39.

15. Launched business in 2007 with 3
air ma!resses…

16. …basically from a need to eat.

17. “Raised” ini!al
capital by
selling
custom cereal
boxes at
2008
campaign
events.
Source: Inc.

19. 80+ Million
Nights Booked in 2015
Source: Reuters

20. $26 Billion
Market Value
Source: Wall Street Journal

21. Grew up in the projects of
Brooklyn.

22. A!ended Northern Michigan
University on a
football scholarship.

24. 24,000+ Stores
70+ Countries

25. $80+ Billion
Market Value
Source: Yahoo Finance (9/12/2016)

26. Unemployed, on welfare…

27. …Hatched book idea while stuck
on a delayed train.

29. 400+ Million
Books Sold
$25+ Billion
Franchise Value
Source: Forbes, Scholastic

30. Failed Chinese university
entrance exam 3 "mes.

31. Job applica"on rejected by 30
companies, including KFC.

33. $255+ Billion
Market Value
Source: Yahoo Finance (9/12/2016)

34. Used to approve each new user
profile manually.

35. 25+
VC Rejec!ons
Source: Fortune

37. 400+ Million
Members
Source: VentureBeat

38. Acquired for
$26+ Billion
Source: Wall Street Journal

39. 30+
VC Rejec!ons
Source: Yahoo Finance

40. Founders banned from U.S.
for viola"ng archaic FCC and
copyright laws.

42. 3+ Billion
Call Minutes per Day

43. Acquired for
$8.5+ Billion

44. Christopher
Columbus

45. King John II
Portugal
1485

46. Queen Isabella
Spain
1486

47. King John II
Portugal
1488
Attempt 2

48. Genoa
1488

49. Venice
1488

50. Bartholomew
Columbus
1488

51. King Henry VII
England
1488

52. King Charles VIII
France
1488

53. King Ferdinand
&
Queen Isabella
Spain
1489-1491

54. Columbus Closes
the Deal
1492

55. 10% of Revenue from New
Lands in Perpetuity

56. Planned Voyage: Europe to Asia

57. Actual Voyage

59. FACEMASH

62. slack

63. GRAVITATIONAL SHIFT 1:
Digital Na!ves Rule

64. Class of 2020

65. 18 Years Ago…

67. 4 Trillion Searches Per Day

69. Smartphone = Phone

76. 50% of the
Class of 2020
think online
courses are as
good or be"er.
Source: Chegg

77. No memory of
the DotCom
Bubble

79. Source: Forbes
2007 Today
39%
48%
Millennial Home Ownership

81. Millennials’
Projected
Lifetime
Careers: 15+
Source: Forbes, U.S. Bureau of Labor Statistics

83. More cars sold last year to
people aged 75+ than
18-24-year-olds.
Source: Bloomberg, Board of Governors of the Federal Reserve System

84. GRAVITATIONAL SHIFT 2:
Geographic

85. Popula"on Size
1.7B 1.3B1.4B
Source: Facebook, World Bank

86. Virtual Reality

87. Pokémon Go
500 million downloads
+ fastest game to
reach $500 million in
revenue
Source: TechCrunch

88. Lytro

89. $80
Billion
Today
2025
63% CAGR
Source: Deloitte, Goldman Sachs
$1
Billion

92. 2000
9% of Global Popula!on
Source: The Economist, United Nations, International Monetary Fund

93. 2000
52% of Global GDP
Source: The Economist, United Nations, International Monetary Fund

94. 2000 - 2015
-0.1% GDP Growth (CAGR)
Source: The Economist, United Nations, International Monetary Fund

95. Today
26% of Popula!on Older than 60
Source: The Economist, United Nations, International Monetary Fund

96. Today
11% of Popula!on Younger than 15
Source: The Economist, United Nations, International Monetary Fund

97. In Japan last
year, more
adult diapers
sold than baby
diapers.
Source: NPR Marketplace, QZ

98. Today
1.6 Fer!lity Rate
Source: The Economist, United Nations, International Monetary Fund

99. Today
38% of Global GDP
Source: The Economist, United Nations, International Monetary Fund

101. “VChIIPs”

102. 43% of Global Popula!on
Source: The Economist, United Nations, International Monetary Fund

103. 28% of Global GDP
Source: The Economist, United Nations, International Monetary Fund

104. 6.6% GDP Growth Rate
Source: The Economist, United Nations, International Monetary Fund

105. 11% of Popula!on Older than 60
Source: The Economist, United Nations, International Monetary Fund

106. 24% of Popula!on Younger than 15
Source: The Economist, United Nations, International Monetary Fund

107. 2.3 Fer!lity Rate
Source: The Economist, United Nations, International Monetary Fund

108. Old Center of
Gravity

109. New Center of
Gravity

110. On Deck

111. Ci"es with 1M+ Popula"on
CHINA
160
U.S.
10
Source: Wikipedia, OECD

112. Shanghai Pudong: 1990

113. Shanghai Pudong: Today

114. Shanghai’s popula!on is 40 million…
…larger than Canada.

115. Xi'an (13 million) is the 10th
largest city in China…

116. …It’s bigger than Sweden and
you’ve never heard of it.

117. Global Middle Class: 2000
1.4
Billion
Source: OECD

118. Global Middle Class: Today
2.5
Billion +80%
Source: OECD

119. Share of Middle Class Consump"on: 2015
All Other
51%
Asia Pacific
23%
North America
26%
Source: The Brookings Institution

120. Share of Middle Class Consump"on: 2030
All Other
31%
Asia Pacific
59%
North America
10%
Source: The Brookings Institution

122. Source: Fortune (in 2014-2015)

123. 1400 - 1900: Sea

124. 1900 - Today: Air

125. Future: Space

126. Defense

127. Communica"on

128. Agriculture

129. Logis"cs

130. Leisure

132. $330 Billion
Market
Source: Space Foundation

133. GRAVITATIONAL SHIFT 3:
Automa!on

135. 30,000
Amazon
Warehouse
Robots

136. 350+ Million
Global Manufacturing +
Warehouse Workers
Source: McKinsey, GSV Asset Management

138. 12 Million
U.S. Middle Skills Jobs
Eliminated by 2025
Source: McKinsey

139. $7 Trillion
Managed by
Robo-Financial Advisors
by 2025
Source: Deloitte

140. 3,000+
Financial
Reports Per Quarter
Source: New York Times

141. 50%
Jobs At Risk of
Replacement in
20 Years
Source: The Economist, Oxford University

142. “Our policy is to hire as
many talented computer
engineers as we can
find. There aren't
enough people who
have these skills today.”
— MARK ZUCKERBERG

143. 1.2 Million
Computer Science
Job Openings by 2020
Source: U.S. Department of Labor, Fortune

144. “Data Science
— The sexiest
job of the 21st
Century.”

145. 1060
Time
Humans
Knowledge, Skills, Abili!es
Computers
We Are Here

148. Killer Jobs Today…
Killed Tomorrow

149. Automa"on Eats Jobs
Farming
Factory
Informa!on
Knowledge

151. GRAVITATIONAL SHIFT 4:
Knowledge Economy

152. Weapons of Mass Instruction

155. GRAVITATIONAL SHIFT 5:
Global Silicon Valley

156. Old Global Innova!on Map

157. London
“Risk isn’t my
cup of tea.”

158. New York City
“If it’s such a good
idea, why hasn’t it
been done already.”

159. Minneapolis
“Looks promising…
Let’s test it.”

160. San Francisco
“Can I write you a
check?”

161. Shanghai
“Great idea. Now it’s
my idea.”

162. New Global Innova!on Map

163. Aus"n

164. Boston

165. Chicago

166. Sao Paulo

167. Mumbai

168. Shanghai

169. Dubai

170. Global Silicon Valley

171. Imagine a
connected Global
Silicon Valley.

172. Imagine no
boundaries.

173. Imagine how you
can change the
world for good.

174. Dare to
defy gravity.

175. DARE TO BE
GREAT!!!