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/ Edith Yeung is the General Partner at 500 Startups’ Mobile Collective, focusing on investing in mobile apps and consumer internet startups. Before 500, Edith was the VP of marketing & business development for Dolphin Browser. Dolphin Browser is a Sequoia-backed mobile browser with over 150 million installs worldwide. She also founded RightVentures - seed stage investment firm focusing on mobile and consumer internet companies. Prior, she led many operation roles at Oracle, Siebel, AT&T, Symantec, Telstra, Cisco, Autodesk, etc.
Edith Yeung | @edithyeung | edith.co
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/ 500 Startups is one the most active early-stage IoT/VR/AR Investors with over 50 investments
IoT - Security IoT - Toys IoT - Health IoT - Home IoT – Enterprise
3D Printing Robotics / Auto VR / AR Connectivity AI
IoT -Lifestyle
Drones / Aero
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/ / Since 2012, over $3.3 billion invested in 375 deals. $2 billion invested in VR/AR in past 12 months.
Source: Digi-capital: http://www.digi-capital.com/news/2016/07/record-2-billion-arvr-investment-in-last-12-months/#.V9rRVD4rI9c
Popular Investment categories: • VR/VR video • Hardware • Services and studios • Gaming • Apps • Advertising/marketing • Developer tools and distribution Top 10 most funded VR/AR startups 1. Magic Leap ($1.39 billion) 2. Razer ($125M) 3. NextVR ($115.5M) 4. OTOY ($101M) 5. Jaunt ($100M) 6. MindMaze ($100M) 7. Oculus ($93.55M) 8. LensAR ($91.1M) 9. Meta ($73M) 10. zSpace ($56.61)
Edith Yeung | @edithyeung | edith.co
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/ / Apple, Google, Facebook are acquiring VR/AR startups
Source: CBInsights https://www.cbinsights.com/blog/top-acquirers-ar-vr-ma-timeline/
Active VR/AR acquirers • Apple (3 acquisitions) • Google (2 acquisitions) • Facebook • Autodesk • GoPro
Notable acquisitions • Facebook acquires Oculus (VR headset) for $2B • ALPHAEON acquires LensAR (laser cataract treatment) for $59M • Google acquires Skill & Hackett ((design studio) • Google acquires Thrive (VR Audio) • Apple acquires Flyby Media (mobile AR app developer) • Apple acquires PrimeSense (interactive device) • Apple acquires Metaio (AR) • Qualcomm acquires Kooaba (cloud base image recognition)
Edith Yeung | @edithyeung | edith.co
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/ / Who are the most active VR/AR VCs?
Source: Digi-capital: http://www.digi-capital.com/news/2016/07/record-2-billion-arvr-investment-in-last-12-months/#.V9rRVD4rI9c
Active VR/AR VCs: • 500 Startups • Rothenberg Ventures • Presence Capital • Google Ventures • Comcast Ventures • Qualcomm Ventures • A16z • The Venture Reality Fund • Intel Capital • Formation 8 • Partech Ventures • Samsung Venture • boostVC • Ycominator • GVR Fund • Anorak Ventures
Edith Yeung | @edithyeung | edith.co
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/ / Virtual Reality Landscape 2016
Source: CBInsights - https://www.cbinsights.com/blog/virtual-reality-sapphire-vc/ Edith Yeung | @edithyeung | edith.co
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/ /
Edith Yeung | @edithyeung | edith.co
20 Virtual Reality Use Cases & Opportunities
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/ / 1. Virtual Reality Movies
Edith Yeung | @edithyeung | edith.co
http://www.penrosestudios.com/
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/ / 2. Virtual reality safari and travel – no need to physically travel
Edith Yeung | @edithyeung | edith.co Source: http://fortune.com/2016/02/23/abc-treks-into-virtual-reality-with-gma-on-safari/
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/ / 3. Virtual reality movies – why just watch a movie? Experience it.
Edith Yeung | @edithyeung | edith.co Source: https://thevoid.com/dimensions/ghostbusters
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/ / 4. Virtual journalism – experience the news
Edith Yeung | @edithyeung | edith.co Source: http://blog.webjournalist.org/wp-content/uploads/2015/11/nytimes-vr-google-cardboard-1024x620.jpg
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/ / 7. Virtual reality operating room – paging Dr. House!
Edith Yeung | @edithyeung | edith.co Source: http://www.techinsider.io/virtual-reality-surgery-2016-4
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/ / 8. Virtual reality live sport and concert – take the front row seats
Edith Yeung | @edithyeung | edith.co Source: http://www.nextvr.com/#/
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/ / 9. Virtual shopping mall - try things on and shop virtually anytime anywhere
Edith Yeung | @edithyeung | edith.co Source: http://www.forbes.com/sites/currentaccounts/2016/01/28/virtual-reality-coming-soon-to-a-clothing-store-near-you/#1c9ff8c910ed
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/ / 10. Virtual reality fitness – run, bike, golf like a pro anywhere you want anytime
Edith Yeung | @edithyeung | edith.co Source: http://newatlas.com/virzoom-review-exercise-bike-vr-hands-on/41259/
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/ / 11. (Virtual Reality + Search + Google Earth) will find and bring you anything anywhere in the world anytime you want
Edith Yeung | @edithyeung | edith.co
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/ / 12. Virtual home office - meet everyone right at your house and feel like they are there (Play video)
Edith Yeung | @edithyeung | edith.co Source: http://www.fastcodesign.com/3028433/virtual-reality-goes-to-work
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/ / 13. Virtual reality storage – meet your loved ones and ancestors again
Edith Yeung | @edithyeung | edith.co
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/ / 14. Virtual reality karaoke – sing with your idols and celebrities right at your home
Edith Yeung | @edithyeung | edith.co Source: http://www.digitaltrends.com/virtual-reality/karaoke-in-virtual-reality-is-about-as-weird-as-youd-expect/
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/ / 15. Virtual reality city planning – visualize the future & construct the new world
Edith Yeung | @edithyeung | edith.co Source: https://visionvrar.com/blog/urban-planning-building-cities-vr-and-ar
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/ / 16. Virtual reality investigation – 3D reconstructions of crime scene
Edith Yeung | @edithyeung | edith.co Source: https://techcrunch.com/gallery/7-unexpected-virtual-reality-use-cases/slide/7/
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/ / 17. Virtual reality dining - dining at the top of Mount Everest?
Edith Yeung | @edithyeung | edith.co Source: https://techcrunch.com/gallery/7-unexpected-virtual-reality-use-cases/slide/7/
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/ / 18. 4D sensing – beyond immersive. Can you feel the heat?
Edith Yeung | @edithyeung | edith.co
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/ / 19. Augmented contact lenses – empower players to see Pokémon around them without using a phone
Edith Yeung | @edithyeung | edith.co
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/ / See you in Central Park – Unofficial Pokemon Headquarter
Edith Yeung | @edithyeung | edith.co
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/ You can find me at:
• Email [email protected] • Twitter @edithyeung • Newsletter http://www.edith.co/#newsletter • Slideshare http://www.slideshare.net/edithyeung
Edith Yeung | @edithyeung | edith.co
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