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
www.alantis.es
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
www.alantis.es
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
www.alantis.es
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
@MLAUCELLI
ES.LINKEDIN.COM/IN/MLAUCELLI/
www.alantis.es
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