Date post: | 12-Apr-2017 |
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www.cbinsights.com 2
IN THE LAST 15 YEARS, 52% OF FORTUNE 500 COMPANIES HAVE DISAPPEARED
195561 year lifespan in S&P 500
201517 year lifespan in S&P 500
vs
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“I just think it is serving a different kind of need. It’s a different business segment onto itself. And the segments that we are serving largely, I think, will remain separate and distinct from that. I don’t think customers suddenly woke up…and aid, ‘We really don’t care about consistently high quality products, and we don’t need service and we don’t need amenities.’ I just don’t buy it.”
– Chris Nassetta, CEO of Hilton on Airbnb
TECHNOLOGY IS EATING EVERY INDUSTRY
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TECHNOLOGY EVOLUTION IS QUICK
Phase 1
Mainframe
Phase 2
Mini computer
Phase 3
PC
Software
Phase 4
Internet
Web
Phase 5
Mobile
Apps
Phase 6
Connected Platforms
Hardware & Software
5
JAPAN IS WELL-POSITIONED FOR THE NEXT PHASE, IF…
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PINPOING EMERGING INDUSTRIES & TRENDS
IDENTIFY POTENTIAL STARTUP DISRUPTERS
SEE EXISTING AND NEW COMPETITOR MOVES
NEW BUSINESS MODELS AND TECHNOLOGIES
IF THEY CAN RESPOND TO NEW TRENDS AND THREATS QUICKLY
Anand SanwalCEO / Co-founder, CB Insights
Ran American Express $50M Chairman’s Innovation Fund
Prior work in venture capital and M&A
Author of “Optimizing Corporate Portfolio Management” (Wiley 2007)
Graduate of Wharton (Finance/Accounting) and University of Pennsylvania (Chemical Engineering)
@asanwal
ABOUT ME
Technology market intelligencefor data-driven executives.CB Insights software lets you predict, discuss and communicate emerging technology trends using data in ways that are beyond human cognition.
www.cbinsights.com 8
FINDINGSIGNAL
www.cbinsights.com 9
Without data, you’re just another person with an opinion.
OLD SCHOOL (limited by human cognition)
Google searchesGut instinctGuys with MBAs (pundits aka consultants, analysts)
NEW SCHOOL(beyond human cognition)
Machine learningNatural language processingTopic modelingProbability driven models
Signals discerned from millions of sources including:
• Venture capital / angel investments• Startup data• Patents• Government grants• News media• Social media
See what other customers have to say at http://www.cbinsights.com/customer-love
“We use CB Insights to find emerging trends and interesting companies that might signal a shift in technology or require us to reallocate resources.”
TRUSTED BY WORLD’S LEADING COMPANIES
Beti CungCorporate Strategy, Microsoft
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629 16
211
490
1200
1400
2010 2011 2012 2013 2014 2015 2016 (YTD)
From the NY Times to Bloomberg, CB Insights data is used by hundreds of leading media outlets every week
“ACCORDING TO CB INSIGHTS…”
CB INSIGHTS MEDIA CITATIONS PER YEAR
In 2016, Japan’s corporations invested:
$3.1 BILLIONacross
125 DEALS,to VC backed companies.
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MORE THAN 60% OF DEALS INVOLVE CORPORATES
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62% 61% 66% 68% 68%
38% 39%34% 32% 32%
2012 2013 2014 2015 H1 2016
DEALS TO VC-BACKED COMPANIES WITH VS WITHOUT CORPORATE PARTICIPATION IN JAPAN 2012 - H1 2016
Deals to VC-backed Companies with Corporate Participation Deals w/o Corporate Participation
JAPANESE CORPORATIONS ARE PRETTY ACTIVE
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$852 $1,005 $3,368 $5,875 $3,124
84
117
189
169
125
2012 2013 2014 2015 2016 YTD (9/27/16)
JAPANESE CORPORATE DEALS AND DOLLARS TO VC BACKED COMPANIES GLOBALLY 2012 - 2016 YTD (9/27/16)
Disclosed Funding ($M) Deals
$4,028(Full-Year Projection)
168(Full-Year Projection)
LESS ACTIVE THAN US OR CHINESE PEERS, HOWEVER
MITSUI & CO. IS THE MOST ACTIVE JAPANESE CORPORATE INVESTOR
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MOST ACTIVE JAPANESE CORPORATES BY DEAL COUNT 2012-2016 YTD (9/26/2016)
RANK INVESTOR
1
2
3
4
5
RANK INVESTOR
6
7
8
9
10
RANK INVESTOR
11
12
13
14
14
MOST ACTIVE CORPORATE INVESTORS IN JAPAN RANKED BY DEAL COUNT2012 – 2016 YTD (9/27/2016)
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Rank Investor Select Investments Made Between 2015 -2016 YTD (9/27/2016)
1
2
3
4
5
BUSINESS SOCIAL GRAPH OF JAPANESE CORPORATE INVESTMENTS IN THE LAST 12 MONTHS
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ACTIVITY PICKING UP IN SPECULATIVE AREAS LIKE QUANTUM COMPUTING
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Corporation Engagement Quantum Computing Activity
R&D/ Product Development
Mitsubishi Electric is developing proprietary quantum cryptography equipment to secure mobile communications.
R&D/ Partnership
NEC and Fujitsu partner to offer customers quantum-encrypted communications over long distances.
R&D/ Product Development
Nippon Telegraph and Telephone Corporation is developing quantum-based computer chips that rely on photons – particles of light -- to process information.
R&D/ Product Development
Toshiba’s prototype quantum key distribution system delivers digital keys for cryptographic applications on fiber-optic-based computer networks.
Toshiba maintains one of the largest quantum IP portfolios in the world.
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Source: Clay Christensen Disruptive Innovation Framework
TODAY’S EXPERIMENTS BECOMETOMORROW’S PROBLEMS.
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Source: Clay Christensen Disruptive Innovation Framework
DISRUPTIVE INNOVATION COMES FAST & FURIOUS
#FutureFintech www.cbinsights.com 21
STARTUPS EQUAL OUTSOURCED R&DIN THE LAST 5 YEARS, MORE THAN 38,135 EARLY-STAGE FINANCINGS TO THESE EXPERIMENTS
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Source: Clay Christensen Disruptive Innovation Framework
DISCOUNT THEM TODAY. AT YOUR PERIL.
THESE EXPERIMENTS ARE MULTIPLYING
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Cost to Launch a Tech Startup
Source: Upfront Ventures
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Japanese corporations can win the next tech revolution and avoid disruption.
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