4. 互聯網和軟體正在佔領整個世界
資料來源: CapitalIQ Market data as of 10/5/2016 and 10/5/2005.
2005年和2016年市值最大的全球公司($10億)
2005: Legacy 2016: Tech
$609
$542
$449
$400
$369
$372
$346
$263
$241
$234
Bn
Bn
Bn
Bn
Bn
Bn
Bn
Bn
Bn
Bn
4
5. 從1993到2016,美中兩國互聯網行業在全球各領風騷
資料來源: CapitalIQ Market data as of 10/5/2016. Yahoo! excluded due to the Verizon deal
市值前十的全球互聯網公司 ($B):
5 家來自美國 , 5家來自中國或中國相關
$542
$400
$369
$267
$263
$74
$74
$64
$46
$41
Market cap mostly from holding in
Alibaba (Softbank) &
Tencent (Naspers)
5
68. BVP :它的 “Anti-Portfolio” 比它投資的企業更有名
Rookie team, regulatory nightmare
"Stamps? Coins? Comic books? You've GOT to be
kidding," thought Cowan "No-brainer pass”
$60 million valuation? BVP‘s Neill Brownstein
called it “outrageously expensive“.
David Cowan’s college friend rented her garage to Sergey and Larry. She
tried to introduce Cowan to “these two students writing a search engine”.
Students? A new search engine? In the most important moment ever for
Bessemer’s anti-portfolio, Cowan asked her, “How can I get out of this
house without going anywhere near your garage?”
BVP passed on Federal Express 7 times.
68