kbs+ Ventures Class 5 | Internet of Things
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Transcript of kbs+ Ventures Class 5 | Internet of Things
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FELLOWS CLASS #5: SPECIAL REPORT - INTERNET OF THINGSDECEMBER 18TH, 2014
Thursday, December 18, 14
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• LAST WEEK’S READING / VIDEO• HOMEWORK ASSIGNMENT #3: QUESTIONS• INTRODUCTION TO THE INTERNET OF THINGS• REAL WORLD PERSPECTIVE: KATE STONE, FOUNDER OF NOVALIA• QUESTIONS
IN TODAY’S CLASS...2
Thursday, December 18, 14
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A DAY MADE OF GLASS3
https://www.youtube.com/watch?v=MHqrrki47ec
LET’S START WITH A LITTLE IMAGINATION....
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FELLOWS SPECIAL REPORT:4
Thursday, December 18, 14
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WHAT IS IT?5
EVERYDAY, PHYSICAL DEVICES AUTOMATICALLY EXCHANGING INFORMATION OVER A NETWORK
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PHYSICAL OBJECTS ARE COMING TO LIFE:6
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WHAT ELSE CAN BE CONNECTED?7
FITNESSCONNECTED HOME
HEALTHCARE
CONNECTED CAR
RETAIL
WEARABLES
Thursday, December 18, 14
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IOT ENABLERS8
1. CHEAP BANDWIDTH ---> 40X CHEAPER OVER THE PAST DECADE
2. CHEAP PROCESSING ---> DECLINED 60X OVER THE PAST DECADE
4. LOW COST SENSORS ---> AVERAGE COST IS NOW $0.60
5. SMARTPHONES ---> THE GATEWAY FOR IOT
6. CONSUMER RECEPTIVITY ---> DIGITAL CURIOSITY
http://www.slideshare.net/accavdar/iot-and-google?qid=2d825122-ff42-48f0-a5ff-07cd728c7b59&v=default&b=&from_search=8
3. IPV6 ---> ACCOMMODATING BILLIONS MORE CONNECTED DEVICES (IP ADDRESSES)
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HOW BIG IS THE MARKET?9
BY 2020....
75 BILLION CONNECTED DEVICES?
50 BILLION CONNECTED DEVICES?
30 BILLION CONNECTED DEVICES?
25 BILLION CONNECTED DEVICES?
...A $7.1
TRILLION
MARKET?
http://www.zdnet.com/article/internet-of-things-market-to-hit-7-1-trillion-by-2020-idc/
Thursday, December 18, 14
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MAJOR PLAYERS DEDICATING RESOURCES:10
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THE BIG GUYS ARE PLACING BETS11
$200MM$3.2 BILLION (NEST)$555MM (DROPCAM)
+
++
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CONSUMERS ARE ONBOARD12
“THE TALK OF CES 2015”
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WHAT IS HOMEKIT?13
“....WITH HOMEKIT, YOU CAN GROUP DEVICES AND CHANGE INTO SCENES, AND THEN WITH SIRI INTEGRATION YOU CAN SAY SOMETHING LIKE, “GET READY FOR BED”, AND BE SURE YOUR GARAGE DOOR IS CLOSED, YOUR
DOOR IS LOCKED, THE THERMOSTAT IS LOWERED, YOUR LIGHTS ARE DIMMED... THAT’S HOMEKIT”
- CRAIG FEDERIGHISVP OF SOFTWARE ENGINEERING, APPLE
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ARE YOU A GOOGLE OR APPLE HOUSE?14
(E.G. PHILLIPS, HONEYWELL, BELKIN)
IN OCTOBER...HOMEKIT UNVEILED WITH 17 PARTNERS
(E.G. JAWBONE, WHIRLPOOL, LIFX)
IN JUNE...THE NEST LEARNING THERMOSTAT
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TITLE / HEADER15
DEDICATING RETAIL SPACE TO INVEST IN THE FUTURE
• DEDICATED SECTIONS IN 400 OF THEIR 1,050 STORES• USING ~850 SQUARE FOOT AREAS• SHOWCASING 100+ CONNECTED HOME PRODUCTS
INVESTING IN SMART PRODUCTS
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A GROWING MARKET16
https://www.cbinsights.com/blog/internet-of-things-investing-snapshot/
•2013 - $1.1B IN VENTURE CAPITAL FUNDING ACROSS 153 DEALS•2014 - PROJECTING $1.6B+ IN VENTURE CAPITAL FUNDING
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MOST DEALS ARE SEED AND SERIES A17
https://www.cbinsights.com/blog/internet-of-things-investing-snapshot/
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13 INTERNET OF THINGS STARTUPS IN 2013...
STARTUPS ARE COMING...18
189 INTERNET OF THINGS STARTUPS IN 2014...
http://articles.economictimes.indiatimes.com/2014-10-15/news/55059521_1_iot-devices-internet
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REAL WORLD PERSPECTIVE19
KATE STONE• FOUNDER AND CEO - NOVALIA• CAMBRIDGE BASED• 36 PATENT APPLICATIONS, 15 GRANTED• PHD IN PHYSICS FROM CAMBRIDGE
STARTUP SPOTLIGHT!
“THE FUTURE WILL LOOK MORE LIKE THE PAST...”
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• JANUARY 8TH - RAISING CAPITAL PART 2• ATTEND OFFICE HOURS!• SCHEDULE TIME WITH VENTURES TEAM TO REVIEW HOMEWORK• HOMEWORK ASSIGNMENT #3: DUE JANUARY 16TH
NEXT CLASS...20
Thursday, December 18, 14
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Thursday, December 18, 14