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The Virtual World is Calling
18 Predictions and New Realities
By Edith Yeung
August 2016

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The Virtual World is Calling.
Edith Yeung | @edithyeung | edith.co

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/ Edith Yeung is a Partner at 500 Startups’ Mobile
Collective, focusing on investing in mobile apps and
consumer internet startups.
Before 500, Edith was the VP of marketing & business
development for Dolphin Browser. Dolphin Browser is a
Sequoia-backed mobile browser with over 150 million
installs worldwide. She also founded RightVentures -
seed stage investment firm focusing on mobile and
consumer internet companies. Prior, she led many
operation roles at Oracle, Siebel, AT&T, Symantec,
Telstra, Cisco, Autodesk, etc.
Edith Yeung | @edithyeung | edith.co

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Since July 20101,540+ Portfolio Companies
500 Startups Is the Most Active Seed Investor in the World1
$257M in AUM2
The various geographies highlighted in the map result from investments we have made across all 500 Startups funds.
1. CB Insight https://www.cbinsights.com/blog/2015-early-stage-investors/
2. Approximated as of 5/31/2016 and includes the following 500 Startups funds: (a) 500 Startups, L.P. and 500 Startups-A, L.P. (together, “Fund I”), (b) 500 Startups II, L.P. and 500 Startups II-A, L.P. (together, “
Fund II”), (c) 500 Startups III, L.P. and 500 Startups III-A, L.P. (together, “Fund III”), (d) 500 Startups IV, L.P. and 500 Startups IV-A, L.P. (together, “Fund IV”), (e) 500 Startups Annex Fund,
3. L.P. (“Annex”), (f) 500 Luchadores, L.P. (“Luchadores”), (g) 500 Durians, L.P. (“Durians”), (h) 500 Mobile Collective, L.P. (“Mobile Collective”), (i) 500 Kimchi, L.P. (“Kimchi”), (j) 500 TukTuks, L.P. (“TukT
uks”), (k) 500 Startups JP, L.P. ("Japan”), (l) 500 Startups Istanbul, L.P. ("Istanbul”), (m) 500 Nordics, L.P. (“Nordics”), (n) 500 Falcons, L.P. (“Falcons”), (o) 500 Kulfi, L.P. (“India”), and (p) 500
Fintech, L.P. (“Fintech”), and (q) 500 Startups Canada, L.P. (“Canada”).

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/ 500 Startups is one the most active early-stage IoT/VR/AR
Investors with over 50 investments
IoT - SecurityIoT - ToysIoT - Health IoT - HomeIoT – Enterprise
3D PrintingRobotics / AutoVR / AR ConnectivityAI
IoT -Lifestyle
Drones / Aero

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// Virtual Reality Landscape 2016
Source: CBInsights - https://www.cbinsights.com/blog/virtual-reality-sapphire-vc/
Edith Yeung | @edithyeung | edith.co

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// Virtual Reality & Augmented Reality Investment Trends
Source: Tracxn Report: Virtual Reality http://blog.tracxn.com/2016/01/07/tracxn-report-virtual-reality/
Over $1.1B invested since 2010, with ~ $500M+ virtual reality devices, technology and content with
150+ rounds of funding between 2014 – 2016 including:
• Content - 53 investments worth ~ $365M
• Panoramic Camera - 32 investments worth ~ $288M
Edith Yeung | @edithyeung | edith.co

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Edith Yeung | @edithyeung | edith.co
18 Virtual Reality Predictions

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// 1. Virtual reality safari and travel – no need to physically travel
Edith Yeung | @edithyeung | edith.co
Source: http://fortune.com/2016/02/23/abc-treks-into-virtual-reality-with-gma-on-safari/

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// 2. Virtual reality movies – why just watch a movie? Experience it.
Edith Yeung | @edithyeung | edith.co
Source: https://thevoid.com/dimensions/ghostbusters

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// 3. Virtual journalism – experience the news
Edith Yeung | @edithyeung | edith.coSource: http://blog.webjournalist.org/wp-content/uploads/2015/11/nytimes-vr-google-
cardboard-1024x620.jpg

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// 4. Virtual real estate tour
Edith Yeung | @edithyeung | edith.co

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// 5. Virtual reality education
Edith Yeung | @edithyeung | edith.co

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// 6. Virtual reality operating room – paging Dr. House!
Edith Yeung | @edithyeung | edith.co
Source: http://www.techinsider.io/virtual-reality-surgery-2016-4

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// 7. Virtual reality live sport and concert – take the front row seats
Edith Yeung | @edithyeung | edith.co
Source: http://www.nextvr.com/#/

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// 8. Virtual shopping mall - try things on and shop virtually anytime
anywhere
Edith Yeung | @edithyeung | edith.coSource: http://www.forbes.com/sites/currentaccounts/2016/01/28/virtual-reality-coming-soon-to-a-
clothing-store-near-you/#1c9ff8c910ed

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// 9. Virtual reality fitness – run, bike, golf like a pro anywhere you
want anytime
Edith Yeung | @edithyeung | edith.co
Source: http://newatlas.com/virzoom-review-exercise-bike-vr-hands-on/41259/

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// 10. (Virtual Reality + Search + Google Earth) will find and bring
you anything anywhere in the world anytime you want
Edith Yeung | @edithyeung | edith.co

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// 11. Virtual home office - meet everyone right at your house and feel
like they are there
Edith Yeung | @edithyeung | edith.co
Source: http://www.fastcodesign.com/3028433/virtual-reality-goes-to-work

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// 12. Virtual reality storage – meet your loved ones and ancestors
again
Edith Yeung | @edithyeung | edith.co

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// 13. Virtual reality karaoke – sing with your idols and celebrities right
at your home
Edith Yeung | @edithyeung | edith.coSource: http://www.digitaltrends.com/virtual-reality/karaoke-in-virtual-reality-is-about-as-weird-as-youd-
expect/

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// 14. Virtual reality city planning – visualize the future & construct the
new world
Edith Yeung | @edithyeung | edith.co
Source: https://visionvrar.com/blog/urban-planning-building-cities-vr-and-ar

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// 15. Virtual reality investigation – 3D reconstructions of crime scene
Edith Yeung | @edithyeung | edith.co
Source: https://techcrunch.com/gallery/7-unexpected-virtual-reality-use-cases/slide/7/

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// 16. Virtual reality dining - dining at the top of Mount Everest?
Edith Yeung | @edithyeung | edith.co
Source: https://techcrunch.com/gallery/7-unexpected-virtual-reality-use-cases/slide/7/

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// 17. 4D sensing – beyond immersive. Can you feel the heat?
Edith Yeung | @edithyeung | edith.co

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18. Augmented contact lenses – empower players to see Pokémon
around them without using a phone
Edith Yeung | @edithyeung | edith.co

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/ You can find me at:
• Email edith@500.co
• Twitter @edithyeung
• Newsletter http://www.edith.co/#newsletter
• Slideshare http://www.slideshare.net/EdithYeung
Edith Yeung | @edithyeung | edith.co