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S A P I E N T N I T R O @
M A R K E T I N G S O C I E T Y
3 0 Y E A RA N N I V E R S A R Y
“ H O W C A N W E S TA R T C O M I N G U P W I T H N E W P L AT F O R M S , I D E A S , A N D A P P R O A C H E S A C R O S S D I S C I P L I N E S A N D S K I L L S E T S T O S O LV E S O M E O F T H E B I G P R O B L E M S T H AT W E ’ R E FA C I N G T O D AY. ”
S TA R T- U P T H I N K I N G
T H E T O P T E N …
1 . P E R S O N A L H E A LT H C A R E F O R E V E RY O N E
T R E N D
P R O G R A M M A B L E M AT T E R E N G I N E E R I N G M E E T S B I O L O G Y
TA K E Y O U R T Y P I C A L D AY…
John Melo, Amyris Biotechnologies
‘ P R O J E C T C Y B O R G ’ A S Y N T H E T I C B I O L O G Y I N T E R FA C E
T R E N D
2 . S E L F S E L L S
3 . P I M P M Y B R A I NT R E N D
B I O F E E D B A C K
4 . I R O N M A N I N T E R FA C E S T R E N D
THE LAWS OF AR
1) AR must enhance human presence
2) AR must preserve a shared human
experience
3) AR must establish clear boundaries
between business and data
5 . N E X T G E N S O C I A L T R E N D
6 . C O N V E R S AT I O N A L U IT R E N D
7 . F I N T E C H H A R D W A R ET R E N D
C O N V E R S AT I O N A L U IT R E N D 4
8 . T H E P O W E R O F T H E C R O W DT R E N D
C O N V E R S AT I O N A L U IT R E N D 4
C R O W D F U N D I N G T H E H Y P E R L O O P
C O N V E R S AT I O N A L U IT R E N D 4
9 . D E S I G N I N T E C H 2 0 1 6T R E N D
OverviewTimeline of #DesignInTech M&A Activity
Source: @kpcb #DesignInTech @johnmaeda
A total of 42 design firms have been acquired since 2004. ~50% of which have been acquired within the last year with Accenture, Deloitte, IBM and Facebook as the most acquisitive.
2013 2015 20162004—2012
■ FACEBOOK+acq. Hot Studio 2013■ ACCENTURE+acq. Fjord 2013
■ CAPITAL ONE+acq. Adaptive Path 2014
■ GOOGLE+acq. Gecko Design 2014
■ FACEBOOK+acq. Teehan+Lax 2015+acq. Frog Design 2004
■ FLEXTRONICS
+acq. Method 2011■ GLOBALLOGIC
■ FACEBOOK+acq. Sofa 2011
■ GOOGLE+acq. Mike & Maaike 2012■ FACEBOOK+acq. Bolt Peters 2012
+acq. Helicopter 2011■ ONE KING’S LANE
■ SQUARE+acq. 80/20 2012
2014
6
■ AIRBNB+acq. lapka 2015
■ SALESFORCE+acq. Akta 2015
■ FLEX+acq. Farm Design 2015
*medical design
■ COOPER+acq. Catalyst 2015
*consolidation
■ ACCENTURE+acq. Chaotic Moon 2015+acq. PacificLink 2015
■ BBVA+acq. Spring Studio 2015■ MCKINSEY+acq. Lunar Design 2015
■ WIPRO+acq. DesignIt 2015
■ CAPITAL ONE+acq. Monsoon 2015
■ DELOITTE+acq. Mobiento 2015
■ ERNST & YOUNG+acq. Seren 2015
■ SHOPIFY+acq. Jet Cooper 2013■ DELOITTE+acq. Banyan Branch 2013■ INFOR+acq. Hook & Look 2013
■ PIVOTAL+acq. Slice of Lime 2016
■ IBM+acq. Resource/Ammirati 2016+acq. ecx.io 2016+acq. Aperto 2016
■ CAPGEMINI+acq. Fahrenheit 212 2016
■ KYU COLLECTIVE+min. IDEO 2016
*minority
■ OCULUS / FB+acq. Carbon Design 2014
■ ACCENTURE+acq. Reactive 2014■ DELOITTE+acq. Flow Interactive 2014■ PWC+acq. Optimal Experience 2014■ KPMG+acq. Cynergy Systems 2014■ BCG+acq. S&C 2014
+acq. DOBLIN 2007■ MONITOR
+acq. TAT 2010■ RIM
■ DELOITTE+acq. Heat 2016
Version 2.0
OverviewWhere do Designers Live in the Venture Capital Ecosystem?
Source: @kpcb #DesignInTech @johnmaedahttp://www.kpcb.com/design
Designers are working at VC firms in a variety of capacities: from operating support roles to investing roles to founding their own venture capital funds. A key factor in their growth has been GPs who understand the need for design.
9
2014
KPCB John Maeda
Google Ventures Jake Knapp’s New Book “Sprint”with John Zeratsky and Braden Kowitz
Google Ventures Tom Hulme
Khosla Ventures Irene Au
Sequoia Capital James Buckhouse
Greylock Bobby Goodlatte
pioneering UX leader
first GP in marquee fund
Note that some of these folks have left to join companies, or to start them.
= KPCB Design Council
2010
2012
Google Ventures Braden Kowitz / Michael Margolis
Y-Combinator Garry Tan
Google Ventures Jake Knapp / Daniel Burka
Felicis Ventures Nick Baum
Bessemer Ventures Jason Putorti
Andreessen Horowitz Elizabeth Weil
Designer Fund Enrique Allen / Ben Blumenfeld
Google Ventures John Zeratsky
Y-Combinator Kevin Hale
2011
2013
lectures at Stanford d-school
1st design partner and 1st researcher
2009
1st designer in residence
1st YC partner as designer
2nd designer in residence
co-founders of fund
2015
Sutter Hill Ventures Andrei Herasimchuk
Expa Bruno Bergher / Kyle Doherty
Rivet Ventures Christina Brodbeck
Accel Partners Jason Mayden
True Ventures Jeffrey Veen
New Enterprise Associates Albert Lee
Expa Anshu Agarwal
2016
Benchmark Scott Belsky
GPco-founder of fund
KEY VC CATALYSTS
Kleiner Perkins Caufield & ByersMichael Abbott
New Enterprise AssociatesDayna Grayson
True Ventures Om Malik
Accel PartnersVas Natarajan / Andrew Braccia
500 StartupsDave McClure
Bloomberg BetaJames Cham
Y-CombinatorPaul Graham / Jessica Livingston
Khosla VenturesVinod Khosla
created KPCB Design Council in 2012
created NEA Design Studio in 2013
created Accel Design Conference in 2014
early advocate for design in startups
early advocate for design in startups
early advocates for design in startups
early advocate for design in startups
created GigaOm Roadmap Conference in 2011
Slow Ventures Dave Morin / Aaron Sittig
co-founders of fund
Overview
scale
There Are Three Kinds of Design At Play. We Need To Be Specific.45
Text
Source: @kpcb #DesignInTech @johnmaeda
TECHNOLOGYDESIGN BUSINESS
Text
The two growing categories of “designers” are those coming from Business and Technology. The three categories above are co-dependent — you must embrace at least two of these categories in order to win in this century.
classical design” there’s a right way to make whatis perfect, crafted, and complete
“ design thinking” because execution has outpacedinnovation, and experience matters
“ computational design” designing for billions of people and in realtime, is at scale and TBD
“
Driver/ the impact of Moore’s Law, mobile computing, and the latest tech paradigms.
Driver/ the need to innovate in relation to individual customer needs requires empathy.
Driver/ the Industrial Revolution, and prior to that at least a few millennia of ferment.
http://kpcb.com/design
individual
1 0 . R O B O T I C E X T R E M E ST R E N D
M E E T B A X T E R Y O U R N E W C O - W O R K E R
1. P E R S O N A L H E A LT H C A R E F O R E V E R Y O N E 2. S E L F S E L L S 3. P I M P M Y B R A I N 4. I R O N M A N I N T E R FA C E S 5. N E X T G E N S O C I A L 6. C O N V E R S AT I O N A L U I 7. F I N T E C H H A R D W A R E 8. T H E P O W E R O F T H E C R O W D 9. D E S I G N I N T E C H 2 0 1 6 10. R O B O T I C E X T R E M E S
1 0 T R E N D S
C L O S I N G R E M A R K S : N E W S U R V E I L L A N C E
C A P I TA L I S M
B R U C E S T E R L I N G
A N E W E V I L ? S U R V E I L L A N C E G O V E R N M E N T
V S . S U R V E I L L A N C E
M A R K E T I N G