April 9 ,2014

INVESTING IN IT STARTUPSWASN’T IT A MATURE MARKET?

MARCO LAUCELLI

BOARD MEMBER, ALANTIS

CEO, LAMBDOOP

@MLAUCELLI

www.alantis.es

www.alantis.es

ResourcesInternet

Cloud

APIs

Open Source

CultureDo it yourself

Reverse personal commitment

Globally interconnected urbans

MethodsLean Startup

SEO/SEM

Agile

SkillsInformal knowledge

Learning by doing

Heterogeneous

Digital native

A Cambrian Moment. The Economist. Jan 2014.

www.alantis.es

The transformation of The IT Landscape

Pervasive, Open and as a Service

Commoditization of IT, digitalization of the

environment, context expressed as data

The transformation of The IT Landscape

Pervasive, Open and as a Service

All of the technology required

to transform industries

through software finally

works and can be widely

delivered at global scale

Why Software is eating the world. WSJ, 2011

www.alantis.es

The transformation of The IT Landscape

Pervasive, Open and as a Service

The 2nd Golden Age of Open Source:– 90% of new application are assembly of OS components

– Open source coming through front door, not back door

– Large organizations allow employees to contribute

– Android applications are a new driving force

50% of open source projects

2.8M members

133% growth in users in 2012

API for integration development – changing development and product delivery

– Create a lot of exposure and revenue

– Foster new affiliate and distribution

models

– Companies open resources in with control

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The transformation of The IT Landscape

Pervasive, Open and as a Service

Scalable Subscription Model– Self service

– Infiltrate Land & Expand

– Immediate provisioning

– No barriers, try for free, leave at no cost

Scalable Sales Model – Reduced sales teams & costs

– Marketing efficiency

– On-Line, natural, channels (SEO, SEM)

– Global niches are always big

The transformation of The IT Market

Disintermediated, Data Driven, Virtualized

www.alantis.es

SaaS Market Size: – $14 Bn$ 2014

– 20% CAGR

– 6% of SW Market

– 0,8% of IT Market

The transformation of The IT Market

Disintermediated, Data Driven, Virtualized

“By 2017 the

CMO will Spend

More on IT Than

the CIO”

• Non-IT grew $3.20 to

$8.60 for every IT

dollar

• IT control of spending

from 65.4% to 21%

IT Isn’t Where IT’s,

2000-2012

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The transformation of The IT Market

Disintermediated, Data Driven, Virtualized

www.alantis.es

CIO Challenges:

• Hyper integrated IT

• Data Driven

• Virtualized

Accenture Technology

Vision 2014

The transformation of The IT Market

Hyper integrated, Data Driven, Virtualized

www.alantis.es

MOBILE• Mobile B2C companies only 34%

of Mobile VC activity

• Mobile Enterprise Services 25%

• Mobile commerce & payment

~20%

SOCIAL• $8.3B VC financing in social

• 70 companies acquired to date

• Social Could Have $1T Impact in

savings

The transformation of The IT Market

Hyper integrated, Data Driven, Virtualized

www.alantis.es

• Limitations of SQL Databases lead

to The Biggest Change to the

Data Layer in 30 years

• New Databases will Accelerate

the Commoditization of

Hardware

• Big Data & Analytics market ~

$212 Bn in 2012

• VC investment in 2013 ~$3Bn:

middleware, tools, marketing,

security, health…

Data express the context

Sense & Respond

The transformation of The IT Market

Hyper integrated, Data Driven, Virtualized

www.alantis.es

The transformation of The IT Market

As seen by big players: the opportunity

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Niche value

Disintermediation & new buyers

Disruptive business model

Good at scaling vs radical innovation

Corporate VC

Investing in IT Startups

Final thoughts

• Biggest transformation in years

• Fastest speed of change

• Mature consumers

• Simplified distribution

• Need experienced entrepreneurs

• Technology is the value

• More risk-taking IT culture

• Skill combination to GTM

www.alantis.es

April 9, 2014

THANK YOUMARCO LAUCELLI

MARCO.LAUCELLI@ALANTIS.ES

@MLAUCELLI

ES.LINKEDIN.COM/IN/MLAUCELLI/

www.alantis.es