1.
Von Silicon Valley lernen
Tim Leberecht, Founder/CEO, Leberecht & Partners
@timleberecht
RWTH, 16. November 2016

2.
1. Silicon Valley ist es wert.

3.
Boom.
Die US-Internetkonzerne Apple, Alphabet, und Microsoft sind mit 1,4
Billionen Euro mehr wert als alle 30 Konzerne im deutschen Dax.
Apples Börsenwert übertrifft mit 549 Milliarden Euro sogar die
Wirtschaftskraft von Norwegen oder Schweden.
Aktuell stellen digitale Plattformen 6 der 10 wertvollsten Unternehmen der
Welt und vier der fünf stärksten Marken. Bei Kennzahlen wie
Umsatzwachstum oder Börsenwertzuwachs haben sie die großen
Industrieunternehmen längst überflügelt.

4.
Wird Europa abgehängt?
• Wohlfahrtseffekte entstehen u.a. durch Geschäftsmodell-Innovationen,
Erschließung neuer Märkte, Reduktion von Transaktionskosten und
effizientere Zuordnung von Ressourcen und Produktionsfaktoren
• Bei Wachstum, Markenwert und Marktkapitalisierung verzeichnen digitale
Plattformen die höchste Dynamik aller Geschäftsmodelle
• Europa hat an diesem Zukunftsthema zurzeit nur wenig Anteil, Anbieter aus
Nordamerika und Asien beherrschen die Märkte
Quelle: 2016 Studie von Internet Economy Foundation (IE.F) und Roland Berger

5.
Boom geht weiter, aber mit wählerischeren Investoren.
The average funding for a seed-stage company in the US rose in the first half
of 2016, from $947,000 in the first six months of 2015 to $1.14 million in 2016.
However, total seed funding is down by around $400 to $500 million. The total
number of seed rounds is also down, by just over 200.
At the same time, venture capital funds raised so much cash in the first half of
this year that it rivaled the amount raised in all of 2015.
Sources: Crunchbase; New York Times

6.
Source: Venturebeat, 2016
There are now
229 unicorn
startups, with
$175B in
funding and
$1.3T valuation

7.
Source: Techcrunch, 2015
„Unicorns“ sind nicht ganz so schnell...

8.
A steady return

9.
2. “Silicon Valley“ ist Silicon Valley.

10.
3. Niemand in Silicon Valley nennt
es Silicon Valley.

11.
4. Silicon Valley ist ein „Ecosystem“.

12.
“Ein Ökosystem setzt sich aus unbelebten
(abiotischen) und belebten (biotischen) Komponenten
zusammen. Die Gesamtheit der biotischen
Organismen – also der Tiere und Pflanzen – wird auch
als Biozönose oder Lebensgemeinschaft bezeichnet.
Die Biozönose besiedelt einen unbelebten
Lebensraum, das Biotop.“

13.
„a biological community of interacting organisms and
their physical environment.”
“a complex network or interconnected system.”

14.
Ein Garten, keine Maschine

15.
Ecosystem + Menschen = Kultur.

16.
Co-working
spaces
WeWork, NextSpace,
RocketSpace
Incubators/Accelerators
Y Combinator, Matter, 500 Startups,
Angel Pad, TechStars
VCs
Andreessen Horowitz, KPCB,
Index, Sequoia, Khosla
Law firms
Wilson Sonsini Goodrich & Rosati,
Fenwick & West, Cooley LLP
Tech giants
Apple
Facebook
Amazon
Google
Intel
Start-ups
Coworkr
Glidr
Grindr
Vitr
Unicorns
Uber
Airbnb
Box
LinkedIn
Consultancies
SYPartners, Jump, McK, BCG
Design firms
IDEO, Frog Design, Fjord,
Idea Couture
Academia
Stanford, Berkeley,
Santa Clara, D-School, CMU
Government
NASA Ames
R&D
SRI
Outposts
A*3, Orange, Springer, Amazon,
Panasonic
Media
TechCrunch, Venture Beat, The
Information
Conveners
Kara Swisher, AlwaysOn,
TechCrunch, Reid Hoffmann,
TED, Burning Man
Co-living spaces
Rainbow Mansion, Coliving club,
The Embassy House
Learning tours
EDHB, WIC Group
Think tanks
Center for the Edge,
Institute of the Future
Private equity
KKR, Blackrock, TCP
Die Protagonisten

17.
Co-working
spaces
WeWork, NextSpace,
RocketSpace
Incubators/Accelerators
Y Combinator, Matter, 500 Startups,
Angel Pad, TechStars
Law firms
Wilson Sonsini Goodrich & Rosati,
Fenwick & West, Cooley LLP
Tech giants
Apple
Facebook
Amazon
Google
Intel
Start-ups
Coworkr
Glidr
Grindr
Vitr
Unicorns
Uber
Airbnb
Box
LinkedIn
Consultancies
SYPartners, Jump, McK, BCG
Design firms
IDEO, Frog Design, Fjord,
Idea Couture
Academia
Stanford, Berkeley,
Santa Clara, D-School, CMU
Conveners
Kara Swisher, AlwaysOn,
TechCrunch, Reid Hoffmann,
TED, Burning Man
Co-living spaces
Rainbow Mansion, Coliving club,
The Embassy House
Think tanks
Center for the Edge,
Institute of the Future
Private equity
KKR, Blackrock, TCP
Die Protagonisten
R&D
SRI
Learning tours
EDHB, WIC Group
Outposts
A*3, Orange, Springer, Amazon,
Panasonic
Media
TechCrunch, Venture Beat, The
Information
Government
NASA Ames
VCs
Andreessen Horowitz, KPCB,
Index, Sequoia, Khosla

18.
Von Idee zum „Unicorn“

19.
5. „It‘s a people‘s business.“

20.
Sheryl Sandberg

21.
Reid Hoffman

22.
Peter Thiel

23.
The “PayPal Mafia”

24.
Credit: Forbes
The “PayPal Mafia“

25.
Kai Diekmann (BILD) im Valley

26.
6. „Proximity matters.“

27.
NASA Ames

28.
Stanford

29.
Credit: Makemoneyinlife.com
Start-up Land

30.
Co-Working

31.
Credit: Digital Nomad House
Co-Living

32.
Sand Hill (VCs) / Page Mill Road (law firms)

33.
The Battery

34.
Credit: The Grove
The Grove

35.
Burning Man

36.
7. Sprint!

37.
„They did not know it was impossible.
So they did it.“
Mark Twain

38.
Google Ventures Design Sprint

39.
The Google design sprint

40.
The Google design sprint

41.
Co-locate to co-create.

42.
Make to think.

43.
8. Pivot!

44.
Source: Kuliko
Das Lean Start-Up Modell

45.
“The illiterate of the 21st century
will not be those who cannot read
and write, but those who cannot
learn, unlearn, and relearn.”
Alvin Toffler

46.
Erinnern Sie sich an diese Start-ups?
The Point -> Groupon
Facemash -> Facebook
Odeo -> Twitter
Burbn -> Instagram
Confinity -> PayPal

47.
9. „Fail fast, fail forward!“

48.
3 Arten von „failure“
- Dead on arrival
- Death by disruptor
- Death by growth

49.
10. Alles ist „exponential“

50.
Exponential organizations

51.
Exponential organizations

52.
Exponential organizations

53.
Exponential organizations

54.
11. „Disruption is the name of the
game.“

55.
Theranos

56.
12. Design ist die „secret sauce.“

57.
Hartmut Esslinger, Frog Design

58.
Kelley Brothers, IDEO

59.
Jonathan Ive, Apple

60.
Joe Gebbia und Brian Chesky, Airbnb

61.
John Maeda

62.
Die Evolution der Design Industrie
Source: KPCB, Design in Tech Report 2016

63.
“89% of companies believes that customer experience will be their
primary basis for competition by 2016, versus 36% four years ago.”
— Gartner
“81% of executives surveyed place the personalized customer
experience in their top three priorities for their organization, with 39%
reporting it as her top priority.”
— Accenture
“90% of executives surveyed agreed that customer experience and
engagement are objectives of their corporation's digital strategy.”
— MIT Sloan / Deloitte
“6X more likely to buy with a positive emotional experience, 12x more
likely to recommend the company, and 5x more likely to forgive a
mistake.”
— Temkin Group
Source: KPCB, Design in Tech Report 2016
Customer
experience
matters.
Design
Matters.

64.
74
Design firm acquisitions continue: 42
design firms have been acquired since
2004, ~50% of which have been acquired
in the last year alone.
Design is hot—and being consolidated.
Source: KPCB, Design in Tech Report 2016

65.
13. Silicon Valley Firmen haben klare
Visionen.

66.
VALUE
TIME
HORIZON 1
Operators extend the core:
improvements, extensions, variations, and cost
reductions in existing markets
HORIZON 2
Business builders develop new
opportunities: next-generation
products for core and adjacent
markets
HORIZON 3
Visionaries create viable options
by exploring new markets, new
technologies, or new business models
and/or retooling existing innovation efforts.
Innovation horizons

67.
future of work future of the individual
future of society
blockchain
VR/AR
co-working
telecommuting
network intelligence
big data
purpose authenticity
health and wellbeing
fluid identities
aging
ed tech
privacy
platform economy
gig economy
AI/machine learning
algorithms quantification
co-living
„The best way to predict your future is to create it.“
– Abraham Lincoln

68.
“Transportation as reliable as running water, everywhere,
for everyone. In pursuit of that mission over the past four
years, Uber has transformed the fabric of 170 cities around
the world – creating the safest way to get around cities,
generating over 20,000 jobs a month, lowering DUI
incidents, accidents and fatalities, and improving local
economies.”

69.
The market is cooling off.
According to CrunchBase data, the average funding for a seed-stage company in the US rose in
the first half of 2016, from $947,000 in the first six months of 2015 to $1.14 million in 2016.
However, total seed funding is down by around $400 to $500 million. The total number of seed
rounds is also down, by just over 200.
-> Seed investors are becoming more selective.

70.
“At Daimler we are committed to excellence. To facilitate, enable,
and sustain this commitment, we want to create and live a culture of
excellence. This culture is characterized by values the Board of
Management discussed and agreed upon: Passion, Respect, Integrity,
and Discipline.”
– Dieter Zetsche, Chairman of the Board of Management of Daimler AG/Head of Mercedes-Benz Cars

71.
14. Silicon Valley macht die Welt zu
einem besseren Ort.

72.
“I worry that as the problem-solving
power of our technologies increases,
our ability to distinguish between
important and trivial or even non-
existent problems diminishes.”
― Evgeny Morozov

73.
“Millions and millions of exuberant
monkeys are creating an endless
digital forest of mediocrity.”
― Andrew Keen

74.
“Companies with new technologies
are free to disrupt almost any
industry they choose—journalism,
television, music, manufacturing—
so long as they don’t disrupt the
financial operating system
churning beneath it all.”
― Douglas Rushkoff

75.
Photo: Steve Rhodes

76.
14. Silicon Valley ist „diverse“.

77.
71% of Valley employees are men, 29% are women, 60% identify as white, 23%
Asian, 8% Latino, and 7% black.
Google is still 70% male and 2% black. Twitter's leadership is 72% white, 28%
Asian. Only 16% of Facebook's tech team is comprised of women.

78.
15. Silicon Valley will den Menschen
überwinden.

79.
Photo: New York Times
IBM Watson

80.
Photo: New York Times
Bossa Nova

81.
Source: Venture Scanner

82.
Gartner‘s Emerging Technology Hype-Cycle

83.
Immersive
experiences
4D-Printing
Brain-Computer Interface
Human Augmentation
Volumetric Displays
Affective Computing
Connected Home
Nanotube Electronics
Augmented Reality
Virtual Reality
Gesture Control Devices
3 Key Technology Trends 2016
Smart machine
age
Smart Dust
Machine Learning
Virtual Personal Assistants
Cognitive Expert Advisors
Smart Data Discovery
Smart Workspace
Conversational User Interfaces
Smart Robots
Commercial UAVs (Drones)
Autonomous Vehicles
Natural-Language Question Answering
Personal Analytics
Enterprise Taxonomy and Ontology Management
Data Broker PaaS (dbrPaaS)
Context Brokering
Platform
revolution
Neuromorphic Hardware
Quantum Computing
Blockchain
IoT Platform
Software-Defined Security
Software-Defined Anything (SDx)

84.
Intimität

85.
Heimat

86.
Solidarität

87.
“Our computational ability will carry us
magnificently beyond our humanity and
allow us to transcend these limitations
of our biological bodies and brains. . . .
There will be no distinction, post-
Singularity, between human and
machine.”
Ray Kurzweil

88.
“An unstoppable
‘intelligence explosion’ may
lead to human extinction.”
Stephen Hawking
Elon Musk
Sam Altman
Reid Hoffman
Peter Thiel
and others
Alphabet
Amazon
Facebook
IBM
Microsoft
“AI is humanity's
biggest existential threat.”
Elon Musk

89.
When “software is eating the world” (Marc Andreessen),
the greatest cultural project of our time might indeed be
to maintain our humanity.

90.
When “software is
eating the world”
(Marc Andreessen),
the greatest
cultural project of
our time might
indeed be to
maintain our
humanity.

91.
Audrey Tang

92.
Was bedeutet dies alles für Aachen,
für Sie?

93.
Thank you!
Tim Leberecht
Tel +1 415 282 2955
Cell +1 415 260 5114
tim@leberechtandpartners.com
www.leberechtandpartners.com
www.timleberecht.com
@timleberecht