[LAUNCH Speaker Deck] How China Can Supercharge Your Business

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Far East Growth Engine How China can supercharge your BUSINESS Dovey Wan [email protected]

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Companies we invested LPs backing us

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1. Mega Trends

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• Huge Manufacture Scale 90% of PCs and smart phones are made in China

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• Rising China Middle Class the spending power grows so fast that people from my generation spend nearly 40 times more than my grandparents

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• Mobile Internet

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• Mobile Internet

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• Mobile Internet Kids grow up with mobile device and content The gap between Chinese & US Gen Y/Gen Z is diminishing

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• Aging Population

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Success in China = Technical Barriers + X X: Timing, Market understanding, Local hero

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2. Opportunities

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Virtual Reality

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Gaming Spending Keep Skyrocketing 450M gamers with 3B spending

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META (2014) Brought in BOE for series A Brought in 2 more notable investors for series B

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Survios (2014) Bring in biggest content distribution partner in China

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Robotic/Machine Intelligence

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So… you are saying China needs lots of Robots?

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The “Brain” behind is what actually needed e.g. Deep learning, computer vision, voice recognition, etc.

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Infrastructure Tech

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SaaS frog leaps on-prem , about to break out

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More opportunities lie in PaaS as IaaS Less dependent on business logic or local business norms

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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

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Silicon Valley Tech + “China” scale

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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

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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

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Thanks! You can find me at [email protected]