1. 1
Ecommerce Trends
from Silicon Valley
Yac/M 2014

2. • Venture Partner, 500 Startups
• Mentor at 16 Startup Accelerators in US/Europe/Israel
• Board/Advisory Board Member @ 8 companies
• 10.5 Year Ex-Yahoo! Executive
Who Am I

3. 500 Startups: Global Seed Fund
BREAKDOWN:
People on the ground
Regional Coverage areas
Countries where we’ve invested

4. Ecommerce Growth
B2C Ecommerce Sales Worldwide, 2012–2017
Trillions and % change
$ 1.058
$ 1.251
$ 1.505
$ 1.771
$ 2.053
$ 2.375
22.3%
15.9% 14.8%17.7%20.2%18.3%
2016 20172012 2013 2014 2015
Note: CAGR (2012-2017)=17.4%; includes products and services ordered and leisure and unmanaged business travel sales booked using the
internet via any device, regardless of the method of payment or fulfillment
Source: eMarketer, January 2014
B2C ecommerce sales % change

5. Offline Retail is Dying

6. Niches & Specialists

7. Subscription Commerce is Back…
sort of

8. The Last Mile

9. …..and its Global
Free* Same-Day Deliveryin 25+ Cities in China / Customer Can Track Package
Location on Map / Mobile Devices and Contact Delivery Person in Real Time

10. OmniChannel

11. New Channels: Social

12. New Channels: Mobile
Source: Monetate

13. New Channels: Mobile

14. New Channels: Mobile Messaging Apps

15. New Channels: Mobile Messaging Apps

16. New Channels: Content

17. “To paraphrase Schumpeter: We believe that offline
retailers that cannot deliver a differentiated value
proposition to consumers will be destroyed
by a new generation of online retailers that is being
created before our eyes.”

18. Thank you!
18