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The China Tide and the downfall of Silicon Valley

The Aleph
The Aleph
2 de Oct de 2018••
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley
The China Tide and the downfall of Silicon Valley

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The China Tide and the downfall of Silicon Valley

2 de Oct de 2018••
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We review the current status of Silicon Valley and the unstoppable growth of China's innovation space. We analyze their strengths and weaknesses and their next steps toward world domination.

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The China Tide and the downfall of Silicon Valley

  1. THE CHINA TIDE & THE DOWNFALL OF SILICON VALLEY Alex Barrera alex@thealeph.com
  2. China? @thealeph_report / @abarrera
  3. Beijing, China @thealeph_report / @abarrera
  4. SHANGHAI, China @thealeph_report / @abarrera
  5. HONG KONG,SAR China @thealeph_report / @abarrera
  6. GUANGZHOU,China @thealeph_report / @abarrera
  7. The promised land… san francisco, us @thealeph_report / @abarrera
  8. Land of the Farting Unicorn @thealeph_report / @abarrera
  9. @thealeph_report / @abarrera
  10. Dark clouds approaching…
  11. Donald J. Trump, 45th USA President @thealeph_report / @abarrera
  12. @thealeph_report / @abarrera
  13. 51% Unicorns* co-founded by an immigrant * Source: National Foundation for American Policy, Policy Brief, March 2016
  14. 71% Unicorns* one immigrant in key positions * Source: National Foundation for American Policy, Policy Brief, March 2016
  15. @thealeph_report / @abarrera
  16. Talent shortages @thealeph_report / @abarrera
  17. @thealeph_report / @abarrera
  18. Research & Development @thealeph_report / @abarrera
  19. @thealeph_report / @abarrera
  20. @thealeph_report / @abarrera
  21. Jürgen Schmidhuber, father of LSTM Lugano, Switzerland
  22. Dr. Demis Hassabis, co-founder & CEO DeepMind London, UK @thealeph_report / @abarrera
  23. Amount of venture capital funds raised in the United States from 2nd quarter 2015 to 2nd quarter 2018 (in billion U.S. dollars) @thealeph_report / @abarrera
  24. Global financing volume into technology companies by stage Source: Pitchbook @thealeph_report / @abarrera
  25. @thealeph_report / @abarrera
  26. Government Intervention @thealeph_report / @abarrera
  27. @thealeph_report / @abarrera
  28. @thealeph_report / @abarrera
  29. @thealeph_report / @abarrera
  30. @thealeph_report / @abarrera
  31. Not Trump but long-term trends @thealeph_report / @abarrera
  32. World doesn’t STOPS
  33. China EXPLOSION @thealeph_report / @abarrera
  34. Source: IDC Smartphone Vendor Market Share @thealeph_report / @abarrera
  35. @thealeph_report / @abarrera
  36. @thealeph_report / @abarrera
  37. Number of Unicorn Startups - August 2018 unicornstartups 0 35 70 105 140 UnitedStates China UnitedKingdom India Germany Israel 46 1415 79 130 Source: CB Insights / Processed by The Aleph Report @thealeph_report / @abarrera
  38. EDUCATION @thealeph_report / @abarrera
  39. Source: Times Higher Education World Universities Rankings 2018 @thealeph_report / @abarrera
  40. Stanford University Score evolution (THE 2017) Pekin University Score evolution (THE 2017) @thealeph_report / @abarrera
  41. @thealeph_report / @abarrera
  42. @thealeph_report / @abarrera
  43. @thealeph_report / @abarrera
  44. @thealeph_report / @abarrera
  45. @thealeph_report / @abarrera
  46. China’s STRENGTHS
  47. 1.Holistic approach to value chain dominance @thealeph_report / @abarrera
  48. @thealeph_report / @abarrera
  49. @thealeph_report / @abarrera
  50. 2.Very competitive local market @thealeph_report / @abarrera
  51. @thealeph_report / @abarrera
  52. “ According to data collected from Preqin, Chinese venture capital investment in Latin America spiked from $30 million in 2015 (pre-Trump’s election) to $1 billion in 2017 (post-Trump’s election). Source: IR Insider @thealeph_report / @abarrera
  53. 3.Government co-investment @thealeph_report / @abarrera
  54. 4.Lax or inexistent regulations @thealeph_report / @abarrera
  55. China’s WEAKNESSES @thealeph_report / @abarrera
  56. 1.Government intervention @thealeph_report / @abarrera
  57. 2.Privacy fears @thealeph_report / @abarrera
  58. 3.Internationalization of their business models @thealeph_report / @abarrera
  59. 4.Core technology dependency @thealeph_report / @abarrera
  60. CHINA 3.0 @thealeph_report / @abarrera
  61. 1.Facial recognition & tracking @thealeph_report / @abarrera
  62. 2.Autonomous vehicles @thealeph_report / @abarrera
  63. 3.Semiconductors / AI Chips Huawei (Kirin 980) Alibaba-Pingtouge Huami huangshan no. 1 @thealeph_report / @abarrera
  64. 4.Quantum computing & communications Alibaba Quantum Computing - Alibaba Cloud @thealeph_report / @abarrera
  65. 4.Quantum computing & communications China’s first Quantum Satellite - Micius @thealeph_report / @abarrera
  66. What should we ask? @thealeph_report / @abarrera
  67. alex@thealeph.com THANKYOU!
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