1. MAPPING UK INNOVATION
Barclays Open Innovation
October 22nd, 2013
Sumon Sadhu
Quid Inc
@sharpshoot
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2. Tommy Flowers,
Bletchley Park
1939
2
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3. 3
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4. Palace of Fine Arts,
San Francisco
2009
4
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5. “Can one build
software to
replace human
intelligence?”
5
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6. “Can one build
software to
augment human
intelligence?”
6
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7. “Can one build
software to
amplify human
intelligence?”
7
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8. 1
Sensors
8
2
Cloud
3
Storage
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9. 9
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10. 10
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11. “What can we learn
from the
commercial space
industry?”
11
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12. SpaceX Ecosystem
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13. “What is the
state of UK
innovation?”
13
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14. 1
250K
Documents
14
2
616
Companies
3
23
Clusters
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15. Recently funded UK companies break into eight high-level themes
Biotechnology
Industrials
6
7
Telecommunications
3
Business Software
TV & Media
1
9
Consumer Software
1
Financial Technologies
Commerce
3
4
15
Confidential | ©2013 Quid, Inc.

16. UK Innovation has eight key themes
Biotechnology
Industrials
6
7
Telecommunications
3
Business Software
TV & Media
4
1
9
Consumer Software
1
20
Commerce
Financial Technologies
3
4
16
Confidential | ©2013 Quid, Inc.

17. This representation of UK Innovation breaks down into twenty three
key segments
Biotechnology
Industrials
Pharmaceuticals
Chemical, Materials
& Sensors
Medical Devices
6
7
Cleantech & Energy
Industrial
Infrastructure
3
4
1
9
1
20
3
4
17
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18. This representation of UK Innovation breaks down into twenty three
key segments
6
7
Business Software
Telecommunications
Cloud Platforms
Telecommunications
Infrastructure
Collaboration
3
Customer Analytics
Wireless Networking
4
Data Analytics
TV & Media
1
Enterprise Software &
9
Services
Digital Advertising
Digital TV & Video
1
20
3
4
18
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19. This representation of UK Innovation breaks down into twenty three
key segments
6
7
3
4
Consumer Software
1
Financial
Technologies
Betting & Gaming
9
Music & Media
Social & Sharing
Commerce
3
Jewellery & Fashion
1
Lending
20
Payments
Trading & Investing
Tools
4
Mobile Commerce &
Apps
Retail & Shopping
19
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20. Once revealed these segments can reveal areas of focus within UK
innovation
Biotechnology
Industrials
14%
18%
6
7
Telecommunications
5%
3
Business Software
22%
TV & Media
4
7%
1
9
Consumer Software
13%
20
Commerce
15%
20
1
3
Financial
Technologies
6%
4
% companies in each segment
Confidential | ©2013 Quid, Inc.

21. Business Software, Industrials and Commerce are the top three
areas for innovative UK companies
Industrials
18%
6
7
3
Business Software
22%
4
1
9
1
20
Commerce
15%
21
3
4
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22. Telecoms, Media and Fintech sectors are smaller but similar in size
6
7
Telecommunications
5%
3
TV & Media
4
7%
1
9
1
20
3
Financial
Technologies
6%
4
22
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23. Over US$20BN invested in UK companies in the past 4 years
Pharmaceuticals
Chemicals, Materials & Sensors
Industrial Infrastructure
Telecommunications Infrastructure
Digital TV & Video
Wireless Networking
Enterprise Software
& Services
Cloud Platforms
Trading &
Investing Tools
Total Investment
3Q09-3Q13
US$500M+
US$200 to 500M
< US$200M
23
* GBP 12BN, assuming 1.61USD/GBP
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24. Over US$20BN invested in UK companies in the past 4 years
Pharmaceuticals
Industrial Infrastructure
Chemicals, Materials &
Sensors – US$579M
Telecommunications Infrastructure
Digital TV & Video
Wireless Networking
Enterprise Software
& Services
- US$745M
Cloud Platforms
Trading &
Investing Tools
Total Investment
3Q09-3Q13
US$500M+
US$200 to 500M
< US$200M
24
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25. UK companies are solving some of the most impactful problems
Biotechnology
Industrials
$155M
$84M
Human Health
6
Electric Vehicles
7
3
1
9
Business Software
1
Telecommunications
$345M
$15M
Oil & Gas analytics
Connectivity & Access
3
Total Investment
3Q09-3Q13 4
US$500M+
US$200 to 500M
< US$200M
25
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26. MiSys and NDS group have achieved multi-billion dollar exits from
the UK
Acquired by Cisco
for US$5BN
IPTV & Video Infrastructure
Acquired by Vista
Equity Partners
for US$2BN
Banking & Investment
Software
Total Investment
3Q09-3Q13
US$500M+
US$200 to 500M
< US$200M
26
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27. Seven areas have shown significant growth in investment since 2012
Medical Devices
Telecommunications
Infrastructure
Data Analytics
Collaboration
Cloud Computing
Music & Media
Lending
Investment Growth
2012–2013
>100%
0-100%
<0%
27
Confidential | ©2013 Quid, Inc.

28. Software trends are driving the creation of a new UK digital sector
Data Analytics
Customer Analytics
Collaboration
Mobile Commerce &
Applications
Social & Sharing
Betting & Gaming
% companies
founded after 2010
>20%
10-20%
<10%
28
Digital Advertising
Lending
Retail & Shopping
Confidential | ©2013 Quid, Inc.

29. Areas of particularly fast growth are spread across commerce,
finance, and enterprise software
Data Analytics
Customer Analytics
– 36%
Collaboration
Social & Sharing
Digital Advertising
Mobile Commerce &
Applications
Betting & Gaming
Lending – 60%
– 32%
% companies
founded after 2010
>20%
Retail & Shopping – 33%
10-20%
<10%
29
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30. sumon@quid.com
@sharpshoot
30
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