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2016 Investment Outlook
Marvin Liao | @marvinliao | April 28, 2016
Growing Mobile Startups is Tough• Mobile marketing is tough. ASO vs SEO.• Mobile engagement is tough. MAU, DAU, Churn• Mobile monetization is tough. Mobile CPM is still
relative low.• Mobile payment is still not 100% ready. iOS
users still worth more than Android users. • Device fragmentation. iOS or Android first?• Big guys are all eating your lunch. Tough to find
opportunities that Facebook, Apple, Google, Amazon, Baidu, Alibaba and Tencent are not working on.
Investors should run away from…
Investors should stay away from…• Social network or platform. Be careful with any startups
calling themselves platforms.• Utility Apps. Mail & Carousel (acquired Dropbox) were
both shut down. • Browser. The world is dominated by big browser players.• Delivery & Transportation. Get ready to compete with
Uber – service delivery as a platform will come soon.• Gaming. Small studios will need to raise substantial
capital to acquire users.• Consumer Messaging. Whatsapp, WeChat, Facebook
Messenger, Viber, Snapchat – is there room for another messaging app?
Funding future is bright for …
7 Trends Every Early Stage Tech Investors Should Pay Attention To
Trend 1 – Virtual & Augmented Reality Is the Next Engagement Platform
126 AR/VR Startups Raised $658M in 2015
Source: CBInsights- https://www.cbinsights.com/blog/vr-funding-2015/
Trend 2 – Internet of EverythingThe Internet of Things (IoT) is the network of physical objects or "things" embedded with electronics, software, sensors, and network connectivity, which enables these objects to collect and exchange data.
Source: Chris McCannhttps://medium.com/@mccannatron/esports-market-ecosystem-map-c6ae5bc6a7d0
IoT Startups Raised Over $1.9B In 2015
Source: CBInsights- https://www.cbinsights.com/blog/internet-of-things-startup-funding/
Trend 3 – FinTech. 122 Startups in Asia Raised $3.5B in 2015. In US $3B in Q1, 2015
Source: Accenture - https://newsroom.accenture.com/news/fintech-investment-in-asia-pacific-set-to-at-least-quadruple-in-2015-according-to-report-by-accenture.htm
• Payment – 40%• Lending – 25%• Others – 35%
Trend 4 – Millenials Now Represent the Biggest Voice of the US Population
Source: Goldman Millennial Insights http://www.goldmansachs.com/our-thinking/pages/millennials//
With Over 85% Penetration, Millennial Are Redefining Smartphone Usage
New startups that are counting on the Millennial:• Dating• Shopping• Content consumption• Fitness • Access vs. Ownership
(sharing economy) for cars, housing, luxury goods
Source: Nielsen - http://www.nielsen.com/us/en/insights/news/2014/mobile-millennials-over-85-percent-of-generation-y-owns-smartphones.html
Trend 5 – The Future of LearningMobile technology enables new way to educate, learn and measure:• Learning technology (VR, AR,
mobile)• Teaching technology• Education enterprise software• Education assessment • Education device and network
managementSource: Department of Education - http://tech.ed.gov/files/2015/12/NETP16.pdf
Trend 6 – Messaging Is Eating the World
Business models that can be built on messaging platforms:• Shopping• Transportation• Customer Services• Finance• Fundraising• Hiring• Gaming• Enterprise internal
communications
Trend 7 – Rise of Cyber Security
VCs Poured $3.3B into Cyber Security in 2015
Questions?