Sumant Mandal, co-founder of The Fabric: "VC perspective on the markets and technology trends"

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Markets and Technology Trends
2018 Annual Summit

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VC & Market Update

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US VC Market Update: H1’18
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Excerpts from Q2 NVCA Venture Monitor
Deals
Fewer and larger deals
Through 2Q’18 investment exceeded full-year total for six of the past 10
years
Fundraising
On track to become the fifth straight year to record more than $30 billion
new commitments
Capital availability very high
Exits
Average time to exit in 2018 is 6.1 years
Despite a lower number of completed exits, capital is being returned to
investors

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US VC Deals: Fewer & Larger Deals
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Valuations Increasing over Time
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US VC Backed Exits: Value Strong, Size Increasing
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And the rest of the world?

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China: So Much Opportunity
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Top 20 Chinese Internet Companies Worth Nearly $2T
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Market Temperature

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The Market’s Been Roaring for 10 Years…
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…And Cloud Has Greatly Outpaced
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But how long will it last?

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Technology Trends

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Major Technology Evolutions
1990 2000 2010 2020 2030
Mobile
Cloud
Platforms
Artificial
Intelligence
Internet
Cloud
Apps
Robotics
Early but Promising

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Technology
Impact Flexibility Intelligence Trust
Applications
 SaaS
 Industry 4.0
 Automation
 Computer Vision
 NLP
 Machine
Communication
Impact & Applications
Cloud Platforms Artificial Intelligence Blockchain

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Innovations | What’s Next?
Fog & Edge Computing
IoT

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Innovations | What’s Next?
Serverless (aka new
configurations)
Multi-Cloud

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Timing | A Long Way to Go

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