Rockit Regional Digital Summit - 2016, February 5-6th

1. Tech
Startups
and
Corpora1ons

2. Compete
or
partner
up
?

3. A
quick
word
about
what
I
do…

4. We
help
corpora1ons
partner
up
with
tech
startups

5. What
I
do
These
corpora1ons
are
looking
for
innovate
products
or
services
that
they
could
offer
to
their
customers.
We
find,
evaluate
and
integrate
such
products
and
services
for
them.

6. Our
porGolio

8. Intro

9. The
Ecosystem
Corpora1on
Angel
VC
Advisor
Government
Startup

10. A
bit
of
history…
Year
2000
AD

11. 2000
Total
Internet
Users
108m
118m
18m
4.5m
7.6m
105m
6%
Total
Penetra1on
Users:
361m
Source:
Internet
World
Stats

12. Evolu8on
of
Content
Discovery
1975
-­‐
2015
Source:
Nielsen
12/14
(courtesy
of
Mary
Meeker’s
KPCB
Internet
Trends
Report)

13. 2000
Global
Venture
Funding
US
$101.1B
6%
Total
Asia
$12.3B
Total
Europe
$19.5B
Israel
$1.0B
Source:
EVCA,
NVCA,
IVC
Research
Center

14. 157
105
Global
Venture
Funding
1990
-­‐
2015
Source:
Thompson
ONE,
Morgan
Stanley
Equity
Capital
Markets,
Bloomberg

15. 2000
Tech
Startup
Hubs
6%
Source:
Thompson
ONE,
Bloomberg

16. -­‐ Main
sectors:
E-­‐Commerce
and
Search
-­‐ Disrup1on:
Minimal

17. A
threat
?
Let’s
look
at
e-­‐commerce

18. 2000
Global
Retail
Market:
Online
vs.
Offline
<1%
Online
Offline
Est.
$11.2T
US
UK
China
Russia
India
Brazil
Nigeria
Germany
Source:
eMarketer

19. The
corporate
threat
looked
like
this…

20. 2000
Major
Fashion
Marketplace
Source:
Internet
Archive

21. Not
very
strong
in
design

22. But
definitely
prejy
good
at
TV
Ads

23. Very
popular
TV
ad
from
Pets.com
2000
Source:
Internet
Archive

24. What
is
different
now
?

25. 2015
Total
Internet
Users
345m
1.7B
27m
604m
47%
Total
Penetra1on
Users:
3.36B
331m
314m
Source:
Internet
World
Stats

26. 2014
Global
Venture
Funding
US
$58.8B
6%
Total
Asia
Est.
$39.1B
Total
Europe
Est.
$10.2B
Israel
$3.6B
Source:
EVCA,
NVCA,
IVC
Research
Center,
Preqin

27. 157
105
Global
Venture
Funding
1990
-­‐
2015
Source:
Thompson
ONE,
Morgan
Stanley
Equity
Capital
Markets,
Bloomberg

28. 2015
Major
Tech
Startup
Hubs
6%
Source:
Financial
Times,
Wall
Street
Journal

29. Compare
to
2000

30. 2000
Tech
Startup
Hubs
6%
Source:
Thompson
ONE,
Bloomberg

31. The
corporate
threat
looks
like
this
…

32. 2016
Airbnb
Source:
Airbnb
website

33. 2000
Major
Fashion
Marketplace
Source:
Internet
Archive

34. So,
what
about
the
disrup1on
?

35. 2015
Global
Retail
Market:
Online
vs.
Offline
$1.3T
14%
12%
6%
Online
Offline
$21.1T
7%
US
UK
China
2%
Russia
8%
4%
1%
India
Brazil
1%
Nigeria
Germany
Source:
eMarketer

36. What
are
corporates
doing
?

37. The
empire
never
sleeps

38. Paying
ajen1on

39. 2015
Corporate
Memos
Source:
CB
Insights

40. This
is
why

41. 2015
Disrup8ng
Logis8cs
Source:
CB
Insights

42. 2015
Disrup8ng
Banking
Source:
CB
Insights

43. You
think
hardware
can’t
be
disrupted
?

44. 2015
Disrup8ng
Auto
Source:
CB
Insights

45. Corporate
thinking.
Then.

46. Who
should
you
be
afraid
of
?
2000

47. Corporate
thinking.
Now.

48. Who
should
you
be
afraid
of
?
2015

49. Are
startups
a
poten1al
threat
?

50. Cost
to
Launch
a
Tech
Startup
$5m
$500k
$50k
$5k
Open
source
and
horizontal
scaling
Cloud
and
AWS
2000
2005
2009
2011
Source:
Upfront
Ventures

51. Beat
them
but
also
join
them
?

52. 2015
GeYng
into
the
game
Source:
Financial
Times,
Wall
Street
Journal

53. Let
the
fishing
begin
2015

54. -­‐ Ignore
-­‐ Acquire
-­‐ Compete
-­‐ Partner
up

55. Why
partner
up
?
Why
can’t
we
just
buy
them
?

56. Confusing
1mes.
Internet,
mobile,
millenials…

58. Reasons
to
partner
up
① Bejer
speed
(quicker
decision
making
and
implementa1on)
② Bejer
innova1on
(more
sparks)
③ Stronger
mo1va1on
(when
you
work
for
yourself)
④ Bejer
understanding
of
the
young
market
⑤ Leaner

59. Thanks.
Ques1ons
?

60. Impact
of
Internet
Source:
Harvey
Balls
4/15
(courtesy
of
Mary
Meeker’s
KPCB
Internet
Trends
Report)