Hermann Hauser - Amadeus Capital - Cambridge UK v Silicon Valley - Stanford - Feb 29 2016

Cambridge

Hermann Hauser

European Entrepreneurship & Innovation Stanford Engineering

February 29 20161

Agenda• Cambridge University

• Silicon Fen

• People

• Technologies

Agenda• Cambridge University

• Silicon Fen

• People

• Technologies

Cambridge University

• 4th oldest University (1209)

• 92 Nobel Laureates

• 31 Colleges

• 20k Students

Cambridge University

• 4th oldest University (1209)

• 92 Nobel Laureates

• 31 Colleges

• 20k Students

Newton

Hawking

Conway

Wilkes

Turing

Babbage

Darwin

Russel

Watson

Sanger

Marlow Laurie

Foster

Silicon Fen• Cambridge Phenomenon

• 50 years ago with CCL

• 1500 companies

• 15 billion $ companies

• 53,000 people8

Silicon Fen• Cambridge Phenomenon

• 50 years ago with CCL

• 1500 companies

• 15 billion $ companies

• 53,000 people8

Computers

Sinclair

• Founded 1978: Hermann Hauser, Chris Curry

• BBC micro become school standard

• Created UK software generation

• Docudrama: “Micro men”

• ARM processor

• Capital gain 1,000,000x

• Founded 1978: Hermann Hauser, Chris Curry

• BBC micro become school standard

• Created UK software generation

• Docudrama: “Micro men”

• ARM processor

• Capital gain 1,000,000x

Furber

Wilson

Hauser

• RISC vs. CISC

• No people, no money

• 95% market share in mobile phones

• 70bn sold, in 2015 alone:12bn

• Since 2010: ARM architecture sales value > Intel

• Market cap $25bn

• RISC vs. CISC

• No people, no money

• 95% market share in mobile phones

• 70bn sold, in 2015 alone:12bn

• Since 2010: ARM architecture sales value > Intel

• Market cap $25bn

• Cambridge Silicon Radio

• First single chip Bluetooth solution

• Acquired by Qualcom for $2.4bn

• Standard for headsets

• Cambridge Silicon Radio

• First single chip Bluetooth solution

• Acquired by Qualcom for $2.4bn

• Standard for headsets

Life Sciences17

• Sir Greg Winter

• Humira #1 selling drug in the world

• 6 out 10 top selling drugs are antibodies

• Founder of Cambridge Antibody Technology

• Founder of Bicycle

Antibodies

• Sir Greg Winter

• Humira #1 selling drug in the world

• 6 out 10 top selling drugs are antibodies

• Founder of Cambridge Antibody Technology

• Founder of Bicycle

Antibodies

• Founder of Abcam

• Billion $ company selling antibodies

• Angel investor and mentor

Jonathan Milner

Milner

• Founder of Abcam

• Billion $ company selling antibodies

• Angel investor and mentor

Jonathan Milner

Milner

• Dominant gene sequencing technology,

• Shankar Balasubramanian, David Klenerman

• CEO John West

• $640m pre-revenue sale to Illumina, now $15bn

• European HQ and development in Cambridge

Solexa

• Dominant gene sequencing technology,

• Shankar Balasubramanian, David Klenerman

• CEO John West

• $640m pre-revenue sale to Illumina, now $15bn

• European HQ and development in Cambridge

Solexa

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Solexa /

Illumina22

Balasubramanian

Klenerman

Artificial Intelligence24

Turing

Ghahramani

Google Deep Mind

£500m sale to Google last year

Artificial Intelligence• Turing 1953: Can computers think?

• Turing test

• Entropic -> MS voice recogniser

• Vocal IQ -> Apple voice dialogue

• Ghahramani: Automated Statistician Geometric Intelligence with Gary Marcus

Artificial Intelligence• Turing 1953: Can computers think?

• Turing test

• Entropic -> MS voice recogniser

• Vocal IQ -> Apple voice dialogue

• Ghahramani: Automated Statistician Geometric Intelligence with Gary Marcus

• Cambridge University

• Silicon Fen, Cambridge Phenomenon

• Computers: Silclair, Acorn, ARM ,CSR

• Life Science: CAT, Abcam, Solexa (Illumina)

• AI: Turing, Entropic, VocalIQ, Ghahramani

Conclusion