Barclays HyperConnected World Conference
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Transcript of Barclays HyperConnected World Conference
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Barclays HyperConnected World ConferenceJune 2014
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Internet Changes Everything
The Inter
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“The Internet isn’t really a technology. It’s a belief system”
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Internet’s share of GDP is bigger than Health or Education
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It’s changed how we experience culture
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It’s changing our social life
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It’s changing how we work
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It’s changing politics
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And the mobile Internet changes everything all over again…
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In fact mobile will grow more than 100% in the next 5 years
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Internet has changed our attitude to the ownership of technology
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How we work with and leverage talent…
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How we think about our homes and property
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Even whether we need to own a car…
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Freemium is the business model of the Internet
Open Source
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Freemium is the business model of the Internet
SaaS
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Freemium is the business model of the Internet
Free to Play
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10 year S&P lifespan by 2020
Which can be extremely disruptive to established businesses
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Every FTSE sector will be impacted
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Innovation can create enormous value in a very short time
1978 1981 1987 1995 1995 1997 1999 1999 2005
and $1.4tn in new market value
creating 440k new jobs
with $545bn in new annual revenue
serving >1bn customers
Source: HIS Global Insight
21% US GDP
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And in Europe we are starting to build waves of similar dimensions
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So are we asking the right questions as investors?
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What can we learn from early stage funding in terms of calculated investment risks?
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£1.7tn in market cap and >6m staff
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How does the FTSE think about it’s > £40bn IT spend?
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How digital is the FTSE’s talent pool?
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Ironically, FTSE can also be learning from government
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Some key lessons
1. Be Open – Source, Standards, Data, Innovation2. Buy (from) small innovative companies3. Enforce and invest in digital learning4. Be transparent - sunlight is the best disinfectant
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If GDS can do it….
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@indexventures@cape
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But there is so much cash out there….
$266bn FTSE100($5k per UK citizen)
$85tn global AUM($12k per human)