As 2015 gets underway, investors are already planning their portfolio moves for the year. With all the noise out there, how does an investor decide what to focus on and which sectors are investable?
Join Zack Miller, Head of the Investor Community at OurCrowd, and David Stark, Principal at OurCrowd, as they discuss investment trends and opportunities for 2015. Their compilation is based on what OurCrowd's deal flow team -- which vetted 3,000+ startups since we launched -- is seeing on the ground.
12. China will grow rapidly to claim a 35% share of the 120 million
cars sold in 2030, accounting for revenues of $24 billion,
against $21 billion for the U.S. market and $20 billion for
Europe.
Source: Luxe Research
Trend: Sensors
23. There are already more than 10 billion systems connected
to the Internet (IDC) and by 2020 there will be nearly 26
billion devices on the Internet of Things (Gartner).
Trend: Sensors
37. Trend: Reality Shifting
Augmented Reality (AR) might be the 8th mass market to
evolve, following print, recording, cinema, radio, TV,
Internet, and mobile, according to industry analyst, Tomi
Ahonen
38. AR mobile apps have already gained traction in
travel/tourism, healthcare, education, manufacturing,
commerce, and entertainment
Trend: Reality Shifting
In 2009, Juniper Research
reported annual revs from
mobile AR apps were < $1M
In 2015, ARCchart forecasts
revs will reach $2.2B
40. SELLING WITH AUGMENTED
REALITY
• Likelihood to buy?
• 2D print display: 45%
• AR: 74%
• Attitude to price?
• 2D print display: average
price of £5.99 was
attributed as the
estimated retail value of
the product
• AR: average price of
£7.99
• Advertising engagement?
• 2D print display: average
of 12 seconds
• AR: average of 1 minute
23 seconds.
Source- hiddenltd.com
Trend: Reality Shifting
41. "Well, we still have some work to do, but now we're
ready to put on our big kid shoes and learn how to
run," Google said.
Google Glass was the first to make
waves among the AR wearables, but
hasn’t found product market fit.
Trend: Reality Shifting
42. Microsoft’s entry to the market last week was met with great excitement
Trend: Reality Shifting
47. Consumer VR market is
forecasted to generate over
$5B in 2018, roughly 50/50
split between hardware and
software
Some people call VR “the last medium” because any subsequent medium can be invented inside of VR,
using software alone. Looking back, the movie and TV screens we use today will be seen as an
intermediate step between the invention of electricity and the invention of VR. Kids will think it’s funny that
their ancestors used to stare at glowing rectangles hoping to suspend disbelief.
– Chris Dixon
Trend: Reality Shifting
48. FACEBOOK paid $2 billion for Oculus to work together in
“building the next computing platform and reimagining the way
people communicate.”
Trend: Reality Shifting
51. The revenue flowing through the share economy directly into
people’s wallets will surpass $3.5 billion this year, with growth
exceeding 25%. Source: Forbes
59. “Let your power users be the voice [of your brand]. Customers these days
are more willing to do this kind of work for your brand, but they want
recognition for doing it—they would like to be given that badge or stamp
that says, ‘You’re the power expert in Applegate bacon.
— JD Peterson, (previous) VP Marketing, Zendesk
67. $100B market with significant growth drivers
“Cybersecurity budgets will explode in 2015 as every company, institution, and
government attempts to avoid being Sony’d. VCs will pour money into this sector…and,
yet, the hacks will continue because on the open internet there is no such thing as
an impenetrable system.” - Fred Wilson (co-founder of Union Square Ventures)
Trend: Security
68. Source: IBM
• The volume, complexity and impact of attacks is
growing rapidly
• Adoption of cloud services and mobile devices has
erased network perimeters, rendering traditional
solutions ineffective
Trend: Security
77. What is so exciting is that we are on the precipice of
some major technological evolutions and looking at
historical precedents provides insight for key
investment areas
• Internet —> Sensors/Internet of Everything
• Social —> Crowd
• Mobile —> AR / VR
• Etc.
Summary