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IT Investing “It’s the end of the world as we know it and I feel fine”

Explore the transformative impact of technology on investing, with a focus on leveraging data and disruptive market trends. Union Square Ventures shares their investment approach and offers insights into the future of the industry.

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IT Investing “It’s the end of the world as we know it and I feel fine”

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  1. IT Investing“It’s the end of the world as we know it and I feel fine” Fred Wilson Managing Partner Union Square Ventures 915 Broadway, New York, NY 212-994-7880 fred@unionsquareventures.com

  2. Installation Period Deployment Period MATURITY SYNERGY Degree of Diffusion FRENZY IRRUPTION Time Big-bang Crash Institutional re-composition Next Big-bang What’s Happening? We Are Here Source: Carlota Perez, Technological Revolutions and Financial Capital

  3. The Stack Services Applications Management Infrastructure

  4. What’s Changed? Then Now

  5. Technology Enabled Services • Web Services • Data Services • Both delivered together are even better

  6. What do we look for? • Technology leverage. Can the service scale without incremental headcount and capex? • Service definition. Does the management team understand the problem/solution at a deep level? • Capital efficiency. Can the company be built for a small amount of capital?

  7. What do we look for?(continued) • Disruption – Markets that are being turned upside down because of technology • Examples: • Marketing & Media • Financial Services • Telecomm

  8. It’s The Data Stupid! Code is commodity - Data is proprietary

  9. Our Investments

  10. How We Do Business • Partner driven firm • Small is better than big • Early is better than late • We want to be the first investor • If you don’t want our advice, don’t take our money

  11. How to reach us www.unionsquareventures.com fred@unionsquareventures.com brad@unionsquareventures.com

  12. Or Read My Blog

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