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Ecommerce Trends from Silicon Valley

Yac/M 2014

• Venture Partner, 500 Startups • Mentor at 16 Startup Accelerators in US/Europe/Israel • Board/Advisory Board Member @ 8 companies • 10.5 Year Ex-Yahoo! Executive

Who Am I

500 Startups: Global Seed Fund

BREAKDOWN:

People on the ground

Regional Coverage areas

Countries where we’ve invested

Ecommerce GrowthB2C Ecommerce Sales Worldwide, 2012–2017Trillions and % change

$ 1.058$ 1.251

$ 1.505$ 1.771

$ 2.053

$ 2.375

22.3%15.9% 14.8%17.7%20.2%18.3%

2016 20172012 2013 2014 2015Note: CAGR (2012-2017)=17.4%; includes products and services ordered and leisure and unmanaged business travel sales booked using the internet via any device, regardless of the method of payment or fulfillment Source: eMarketer, January 2014

B2C ecommerce sales % change

Offline Retail is Dying

Niches & Specialists

Subscription Commerce is Back…sort of

The Last Mile

…..and its GlobalFree* Same-Day Deliveryin 25+ Cities in China / Customer Can Track Package Location on Map / Mobile Devices and Contact Delivery Person in Real Time

OmniChannel

New Channels: Social

New Channels: Mobile

Source: Monetate

New Channels: Mobile

New Channels: Mobile Messaging Apps

New Channels: Mobile Messaging Apps

New Channels: Content

“To paraphrase Schumpeter: We believe that offline retailers that cannot deliver a differentiated value proposition to consumers will be destroyed by a new generation of online retailers that is being created before our eyes.”

Thank you!

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