[LAUNCH Speaker Deck] How China Can Supercharge Your Business

Speaker deck for LAUNCH Scale SF on 10/13/2015 and LAUNCH Festival on 3/3/2015

Transcript

1. Far East Growth Engine How China can supercharge your BUSINESS Dovey Wan dovey@danhuacap.com
2. Companies we invested LPs backing us
3. 1. Mega Trends
4. • Huge Manufacture Scale 90% of PCs and smart phones are made in China
5. • Rising China Middle Class the spending power grows so fast that people from my generation spend nearly 40 times more than my grandparents
6. • Mobile Internet
7. • Mobile Internet
8. • Mobile Internet Kids grow up with mobile device and content The gap between Chinese & US Gen Y/Gen Z is diminishing
9. • Aging Population
10. Success in China = Technical Barriers + X X: Timing, Market understanding, Local hero
11. 2. Opportunities
12. Virtual Reality
14. Gaming Spending Keep Skyrocketing 450M gamers with 3B spending
15. META (2014) Brought in BOE for series A Brought in 2 more notable investors for series B
16. Survios (2014) Bring in biggest content distribution partner in China
17. Robotic/Machine Intelligence
19. So… you are saying China needs lots of Robots?
20. The “Brain” behind is what actually needed e.g. Deep learning, computer vision, voice recognition, etc.
21. Infrastructure Tech
22. SaaS frog leaps on-prem , about to break out
23. More opportunities lie in PaaS as IaaS Less dependent on business logic or local business norms
25. We are here to help! • Insights of both silicon valley & China market • Deep network & Quality connection • Active strategic LP resources • Rich experience in BD with flagship customers
26. Silicon Valley Tech + “China” scale
27. Silicon Valley Tech + “China” scale • Invested in seed round with Data Collective and AME in 2014 • Brought in Baidu and Alibaba as customers • Both Alibaba and Baidu ended up investing in Series A in 2015
28. Michael J. Silverstein, senior partner and managing director at BCG. He is the coauthor of the bestsellers Trading Up and Treasure Hunt Evan Osnos, journalist and author. He has been a staff writer at The New Yorker since 2008, best known for his coverage of China
29. Thanks! You can find me at dovey@danhuacap.com