Magento's Imagine eCommerce Conference 2011 - Hosting Magento: Performance and Stability
Sequoia Capital: Alfred Lin at Magento's Imagine eCommerce Conference
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Transcript of Sequoia Capital: Alfred Lin at Magento's Imagine eCommerce Conference
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Humble BeginningsTrue Entrepreneur Tales
Alfred LinFebruary 9, 2011
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Steve Jobs
2011
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Consumer electronicsStage Sector Investment
Venture Technology $100,000
Steve Jobs &Steve Wozniak
1976
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John Riccitiello
2011
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Consumer entertainment softwareStage Sector Investment
Venture Technology $900,000
Trip Hawkins
1982
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John Chambers
2011
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Internet hardware, software & servicesStage Sector Investment
Venture Technology $1,900,000
Sandy Lerner &Len Bosack
1987
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Carol Bartz
2011
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Internet communications, commerce & mediaStage Sector Investment
Venture Internet $900,000
Jerry Yang & David Filo
1994
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Eric Schmidt
2011
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Ultimate search engineStage Sector Capital Consumed
Venture Internet $6,000,000
Larry Page & Sergey Brin
1998
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Max Levchin, Peter Thiel & Elon Musk
2011
Scott Thompson
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Field Link“BEAM MONEY”
1998
Stage Sector Investment
Venture Financial $3,700,000
Digital payments services
Max Levchin, Peter Thiel & Elon Musk
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Tony Hsieh
2011
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Shoe retail servicesStage Sector Investment
Growth Internet $1,100,000
Nick Swinmurn
1999
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Jonathan Kaplan
2011
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One-time-use camerasStage Sector Investment
Venture Internet $3,500,000
Jonathan Kaplan
2001
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Steve Chen &Chad Hurley
2011
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Internet mediaStage Sector Investment
Venture Internet $3,500,000
Steve, Chad & Jawed
2005
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Omar Hamoui
2011
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Stage Sector Investment
Venture Mobile $3,300,000
Mobile advertising marketplace services
Omar Hamoui
2006
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SEQUOIA CAPITAL CONFIDENTIAL 24
Commonalities
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SEQUOIA CAPITAL CONFIDENTIAL 25
They Were Once In Your Shoes
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26
The Founders Code™
✔ Underdogs
✔ Insight
✔ Personal
✔ Focused
✔ Unconventional
✔ Iterate
✔ Agility
✔ Relentless
✔ Long-term
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SEQUOIA CAPITAL CONFIDENTIAL 27
Elements of a Sustainable Company
✔ Clarity of purpose
✔ Spectacular market
✔ Alleviate customer pain
✔ Team DNA
✔ Singular product
✔ Real operating margins
✔ Frugality
✔ Inferno with a single match
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SEQUOIA CAPITAL CONFIDENTIAL 28
Q&A
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SEQUOIA CAPITAL CONFIDENTIAL 29
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SEQUOIA CAPITAL CONFIDENTIAL 30
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SEQUOIA CAPITAL CONFIDENTIAL 31
Apple Sales
FOUNDERFIRED
FOUNDER RETURNS
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SEQUOIA CAPITAL CONFIDENTIAL 32
The Wilderness Years
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SEQUOIA CAPITAL CONFIDENTIAL 33
Apple’s “Adults”
JOHN SCULLEY
1983 – 1993
MICHAEL SPINDLER
1993 – 1996
GIL AMELIO
1996 – 1997
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SEQUOIA CAPITAL CONFIDENTIAL 34
Newton
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SEQUOIA CAPITAL CONFIDENTIAL 35
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SEQUOIA CAPITAL CONFIDENTIAL 36
Michael Dell October 1997
“What would I do? I’d shut it down
and give the money back to the
shareholders.”
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SEQUOIA CAPITAL CONFIDENTIAL 37
Think Different
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SEQUOIA CAPITAL CONFIDENTIAL 38
Relentless Product Innovation
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SEQUOIA CAPITAL CONFIDENTIAL 39
Software as the Secret Ingredient
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SEQUOIA CAPITAL CONFIDENTIAL 40
Branded Experiences
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SEQUOIA CAPITAL CONFIDENTIAL 41
People Personifying the Brand
181 US Stores 28 Non-US Stores 12,000 Retail Employees
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SEQUOIA CAPITAL CONFIDENTIAL 42
Disrupting Markets
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SEQUOIA CAPITAL CONFIDENTIAL 43
New Markets
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SEQUOIA CAPITAL CONFIDENTIAL 44
Apple iPhone Sales
$40
$10
$0
$20
$30
1999 2001 2003 2005 2007 2009
#K
1999 2001 2003 20052007 20092008
20
10
5
15
0
#K
20
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SEQUOIA CAPITAL CONFIDENTIAL 45
Apple Application Downloads
2007 20092008
20
15
10
5
0
#M
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SEQUOIA CAPITAL CONFIDENTIAL 46
Apple Gross Margin
$40
$10
$0
$20
$30
%
1997 1999 2001 2003 2005 2007 2009
40
40
40
40
40
40
30
20
10
0
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SEQUOIA CAPITAL CONFIDENTIAL 47
Apple Market Capitalization
$40
$10
$0
$20
$30
%
40
40
40
40
40
40
30
20
10
0
$B
1997 1999 2001 2003 2005 2007 2009
$200
$150
$100
$50
$0
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SEQUOIA CAPITAL CONFIDENTIAL 48
2011
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SEQUOIA CAPITAL CONFIDENTIAL 49
Thank You
lin [at] sequoiacap.com