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Bill Tai @[email protected]/BillTai
Riding Exponential Waves of Innovation
A VC Viewpoint: Disruption in Financial Services
Exponentially accelerating waves
Disruption in “FinTech” - Blockchain
Riding Disruptive Waves of Innovation
Technology impacts us in concentric WAVES.
We’re in the 5th Wave.
Each successive wave is bigger, faster, and more impactful than before.
A fertile ground for ACCELERATION
A Framework: Starts with a long, slow 40 yr rollerWave 1: Packaging Physics / Software Virtualisation
Wave 1 extended to manufacturing virtualisation
Comparable market value to 2 Ford Motors or HP’s1.5 x big shoe company :-)
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Wave 2: a 20 yr wave Assembling Lego Blocks
into computers and communications systems, made easy and modular.
Wave 3: 10 yrs of connecting up boxes into Internet
The era of the Network Infrastructure startup & the beginning of “the cloud”
Wave 4: 7 years of “UI on data off the cloud”NOW we’re Exponential..
Hypergrowth - massive
footprint- scalable
distribution- social
virality
Most Downloaded Apps 2012 - Apple App Store Twitter (#9), Voxer (#13), Tango (#30)
Waves 5: Data Science
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Wave 5 - Data Science enabled by Treasure Data
In the time it takes you to read this sentence, (8 seconds) this three year old company will have ingested 3.2 Million rows of unstructured data for its customers such as Yahoo, Toyota, Equifax, salesforce.com, and 100 other enterprises.
Waves 6: Applied Data Science; “Virtualisation of Assets”
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Wave 5 - Virtualisation of Value
http://www.reuters.com/article/2015/03/12/us-bitcoin-ibm-idUSKBN0M82KB20150312
http://www.zdnet.com/article/is-blockchain-the-key-to-the-internet-of-things-ibm-and-samsung-think-it-might-just-be/
Mass Adoption - distributed infrastructure
Madd Development - APIs and Applications Layer
Where to take it?
BitFury - World’s leading Blockchain Infrastructure
Blockchain Summit
www.blockchainsummit.io
Defining the future - with 50 of the world’s foremost influencers in blockchain and related fields.
May 31 - June 2 Necker Island, BVI
Some Asks…
• If you have an interest in Bitcoin Applications, Blockchain, IOT, or distributed networks - www.blockchainsummit.io
• If you have an interest in spurring innovation for your clients, come GET INVOLVED in XTC
• If you want to have a lot of fun with startups ‘mixing it up’ with your clients in general, just stay in touch
Be prepared. Disrupt YOURSELF.
A changing model for the “VC” part of Financial Services..
The contest model for sourcing…
http://techcrunch.com/2014/03/07/bill-tai-startup-contest/http://onforb.es/20111207MaiTai7BillionFromKiters
http://www.virgin.com/richard-branson/your-chance-to-network-and-pitch-on-necker
