the end of... - research silicon valley spring 2011
TRANSCRIPT
RECAPEXResearch. Capital. Execution.
RESEARCH FROM OUR SILICON VALLEY TOUR Q1 2011
CONFIDENTIAL INFORMATION
PART 1 – ”END OF”
SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION
RECAPEXResearch. Capital. Execution.
SMARTER GROWTH™ 2
END OF
SEARCH Information Overload + Decision
Overload
Informationis searching
you
Survival of the quickest?
Search becomes social
Social is search?
SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION
RECAPEXResearch. Capital. Execution.
SMARTER GROWTH™ 3
END OF
BUSINESS
TRAVEL
Technology& BusinessEfficiency + World is
Shrinking
MoreSocialTravel
SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION
RECAPEXResearch. Capital. Execution.
SMARTER GROWTH™ 4
END OF
DESKTOP Mobile + ConnectingDevices
Your liferemotecontrol
Desktop search only 75% - is your business visible?
SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION
RECAPEXResearch. Capital. Execution.
SMARTER GROWTH™ 5
END OF
TYPING MobileExplosion + Voice
Recognition
Change ofUsage and
Service
”Voice is back”
vs
SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION
RECAPEXResearch. Capital. Execution.
SMARTER GROWTH™ 6
END OF
PRIVACY Technology + LawsYour
Privacy
You will not be able to hide or live a private life without paying a premium or making concious decisions.
You still may not be private.
PrivacyForces againts Forces for
Cookie Laws in EU?
Apple iPhone tracking?
Facebook settings?
Americans don’t care(until there is a business)
Kids Z-gen globally don’t care
Money has limited ethics
SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION
RECAPEXResearch. Capital. Execution.
SMARTER GROWTH™ 7
END OFLANGUAGES
Englification + TranslationTechnology
One World
SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION
RECAPEXResearch. Capital. Execution.
SMARTER GROWTH™ 8
END OF
LOCAL GlobalDirect + Global
Scale
Location less
important
”Why start to look for customers in San Francisco? We can get global using FB and Google?”
END OF LOCAL - BUT LONG LIVE LOCAL AND LOCATION!
SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION
RECAPEXResearch. Capital. Execution.
SMARTER GROWTH™ 9
END OF
MONEY MobilePenetration + E-commerce
sophisticationCash has no
Kingdom
”Mobile phone = Your wallet”
Mobile Payment IPXApple Itunes Facebook Cash?
SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION
RECAPEXResearch. Capital. Execution.
SMARTER GROWTH™ 10
END OF
AGEING Researchand
Technology +Resource
andEthics
Extendinglife
CISCO: ”KIDS BORN TODAY COULD BECOME 300 YEAR+”
”BIO INK – ORGAN PRINTING”
What is the impact if our lives are extended 1 / 5 / 10 years on average?
SILICON VALLEY TOUR Q1 2011 - CONFIDENTIAL INFORMATION
RECAPEXResearch. Capital. Execution.
SMARTER GROWTH™ 11
END OFFIXED COSTS
Technology + Underemployement
Flexiblecrowd
sourcing
”+20% of Americans are not fully employeed /unemployed”
”Flexible and mobile technology and an over supply of commercial real estate”
”Social network marketing vs old media”
”New payment systems”
New companies will emerge even faster”Fail quickly or succeed early”