What are the most interesting markets for startups and technology investors in 2019?

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@eladgil
Hot Markets, 2019
Elad Gil
@eladgil

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About me
Investor
Operator,
Entrepreneur
Author
@eladgil

3. Disclaimer: hindsight bias may be strong
@eladgil

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1. Devsumer: for the consumer developer
Consumers are getting
more CS savvy….
@eladgil

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1. Devsumer: for the consumer developer
Consumers are getting
more CS savvy….
Spend on Accenture et al. is
ridiculous...
@eladgil

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1. Devsumer: for the consumer developer
@eladgil

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2. Major technology waves create $20B+ chip companies
Tech wave Company Market cap
Microcomputer Intel
AMD
$225 B
$22 B
Mobile Qualcomm
ARM
$62 B
$25 B
Networking Broadcom $114 B
Graphics & gaming NVIDIA $92 B
Crypto Bitmain? ?
Machine learning & AI TBD ?
@eladgil

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2. TPU versus GPU
@eladgil

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2. Some markets for ML & AI chips
Cloud services Devices Autonomous vehicles
@eladgil

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2. Will “hyperscalers” successfully build AI chips themselves?
@eladgil

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2. ML ASICs
@eladgil

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3. Crypto
@eladgil

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3. Crypto: Store of Value use case
@eladgil

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3. Crypto
Future financial stack Token use cases
1. Store of value
2. Fundraising
3. Privacy
4. Securitization
New investment firms
@eladgil

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4. Logistics stack
@eladgil

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4. Logistics stack
Autonomous
vehicle
Load marketplace
Freight forwarding
Fleet Management
End user
Warehouse robotics
@eladgil

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5. Real estate tech
@eladgil

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6. Legal tech?
atrium
@eladgil

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7. Defense?
@eladgil

20. Summary of markets
2. Real estate tech
6. Legal tech?3. Logistics stack
4. ML/AI ASICs
5. Crypto
1. Devsumer products
atrium
7. Defense?
@eladgil

21. Questions?
@eladgil