Investment trends for 2015:
Where to invest your attention
January, 2015
David Stark
Principal, OurCrowd
@starkupnation
Zack Miller
Partner, OurCrowd
@newrulesinvest
Trend:
Big Data
Trend: Big Data
Trend: Big Data
Trend: Big Data
Trend: Big Data
Trend:
Sensorification
Car of the Future Digital Health Internet of Things
Trend: Sensors
Car of the Future Trend: Sensors
Car of the Future
Trend: Sensors
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
Trend: Sensors
Making voice control work —
in any sound environment
Trend: Sensors
Car of the Future
Digital Health
Internet of Things
Trend: Sensors
Trend: Sensors
Source: New York eHealth Collaborative
Trend: Sensors
Wearables —>
The Quantified Self
Trend: Sensors
Trend: Sensors
Car of the Future Digital Health Internet of Things
Trend: Sensors
Trend: Sensors
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
Trend: Sensors
New charging
technologies will
power the IoT
Trend: Sensors
Source: IHS
Trend: Sensors
Trend: Sensors
Trend: Sensors
Trend: Sensors
energy hot spots
Trend:
Cannabis Commerce
The legal cannabis industry is poised to grow faster
than smartphones according to the Huffington Post.
Source: HuffPo
Trend: Cannabis Commerce
Legalized Cannabis
industry expected to
bring in tens of billions
of dollars of extra
revenue per state
Trend: Cannabis Commerce
Source: TechCrunch
Venture Capital
flowing to
blooming
startups, sensing
opportunity
Trend: Cannabis Commerce
Source: TechCrunch
Trend: Cannabis Commerce
provides natural,
pesticide-free insect
repellant
Augmented Reality Trend: Reality Shifting
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
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
Augmented Reality can offer much more
than just an information overlay
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
"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
Microsoft’s entry to the market last week was met with great excitement
Trend: Reality Shifting
META
Trend: Reality Shifting
Augmented Reality <—> Virtual Reality
Virtual Reality
Trend: Reality Shifting
Trend: Reality Shifting
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
FACEBOOK paid $2 billion for Oculus to work together in
“building the next computing platform and reimagining the way
people communicate.”
Trend: Reality Shifting
Trend:
Unbundling
Trend: UnbundlingThe Rental/Sharing Economy
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
Trend: Unbundling
A whole new generation of sharing economy
with entirely new assets to share
Trend: Unbundling
Sharing economy is multigenerational Trend: Unbundling
Trend: Unbundling
Trend: Unbundling
Trend: Crowd Everything
Trend: The Crowd
Businesses are co-opting the crowd into their
business models
“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
Marketplace lending
taking on big banking
Trend: The Crowd
Crowdfinance is changing the
way capital flows to people
and opportunities
Trend: The Crowd
IPO
December 2014
Trend: The Crowd
Source: Lending Club
Lending Club massively ramping loan volumes
Trend: The Crowd
51 Flavors of Crowdfinance Trend: The Crowd
OurCrowd, AngelList, CircleUp lead the
equity crowdfunding pack
OurCrowd invested
in ReWalk Robotics
(RWLK), industry’s
first IPO
Trend: The Crowd
CYBER SECURITY
$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
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
Trend: Security
Trend: Security
Trend:
Bitcoin
Trend: Bitcoin
Bitcoin got off to a rough start…
Trend: Bitcoin
And still hasn’t settled down
Trend: Bitcoin
Investors are more excited about the
Blockchain and its potential
applications
Source: Joel Monegro, USV
Trend: Bitcoin
Notable mentions
1. 2.
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
Investment Trends: Where to invest your attention in 2015

Investment Trends: Where to invest your attention in 2015