thinking beyond the bubble

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Thinking Beyond the Bubble Saul Klein @cape @localglobevc Sprint 16 Feb, 2016

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Page 1: Thinking Beyond The Bubble

Thinking Beyond the Bubble

Saul Klein@cape @localglobevcSprint 16 Feb, 2016

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Newsflash: the Internet is now enormous

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And with mobile, it will connect 5.6bn people within 5 years

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Markets we know well are only 14% of global audience with moderate upside

84% Internet coverage

85% Internet coverage

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China + India = already 32% of global Internet with lots of room to grow

49% Internet coverage

24% Internet coverage

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“We” are already less than "the <20%"

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UK & France already smaller than Nigeria

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The stakes are high

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So how is UK tech doing?

Despite appearances, actually pretty well…

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It feels like blue skies for startups

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But we need to look outwards and push for way more diversity to really grow

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We know 7% of small companies create >50% of new jobs

.

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We need more jobs, we need the right jobs - we need to change how we think about labour markets

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We have too many elephants, many past their prime

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Cities Companies Universities

1976

1690

1830

3,146 837

Companies >200 yrs old

1821

1885

1096

1088

Athens1400 BC

1776

Lisbon1200 BC

Malaga8th Century BC

Rome753 BC

Marseille600 BC

London43 AD

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But our cities lead the world in wanting to be entrepreneurial

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With the right ingredients, these days you can get very big, very fast

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The Mega-Unicorns are less than 40 years old

$650bn $483bn

$200bn

$422bn

$287bn $280bn

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Still only a few sectors have really been seriously disrupted

Forbes 2000 list, Cruchbase, Aileen Lee’s list, Fred Wilson’s Hackpad and Index’s own research

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UK is surprisingly well positioned to succeed

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Open DataOpen Source

Open Standards

Coding in Schools

25% Govt IT budget for

SMEs

Govt Digital Services

Our government is a global thought leader in digital transformation

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And it’s just getting started

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London is increasingly Sand Hill Rd for EMEA

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To create $50bn unicorns, we need to be the best place in the world for Zebras

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Our mindset needs to be geared for a new world

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We used to know a lot about India & China

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We definitely know all a lot about the US

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We used to know a lot about Nigeria

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We have our 1st major chance for 150 years to impact society at scale

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So let’s not be afraid of the dark

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Aim high and shoot for the moon

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@cape♯majorityworld