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OPENINNOVATIONUNCOVERED
Earlystageglobalventurecapital3ManagingPartners,8TeamMembers
46portfoliocompanies,23ImpactPartners,500+co-investors
FRESCO TEAM
FRESCO IMPACT PARTNER
FRESCO PORTFOLIO
3KeyTrendsShapingtheFuture
1. Software is Eating the World
Imagecredit:Wikimedia
1. Software is Eating the World
SoftwarestillhungryHardwarerenaissanceWetwarewildcard
Technology
1. Software is Eating the WorldTechnology Universe
Imagecredit:SpaceX
Imagecredit:TheOxfordGroup
2. Millennial Wave
2. Millennial Wave
Age0– 181.8BillionAge18– 342.3Billion
MillennialWave4.1Billion
Datasources:BCG,EIU
2. Millennial Wave
Technology“justworks”SocialandvocalDiverse
3. Economics of Excess
Imagecredit:Getty
“There are two kinds of companies –those that work to raise prices and those that workto lower them.”
- Jeff Bezos
3. Economics of Excess
ExponentialnetworkeffectsExtremecostreductionsEconomicconsumersurplus
3. Economics of Excess
Datasource:WhatsApp
42billionmessages
sentperday
Reality Today
TechnologyEatingtheUniverse+ MillennialWave+EconomicsofExcess=What’sYourStrategy?
CaseStudies:Don’tDoThis
Theranos: Secrets Lead to ???
Imagecredit:Fortune
10yearsstealthNopeerreviewCoretech?
The Bank: True Anonymous Story
LaunchanacceleratorDysfunctionalInternetbankingNodigitaldata,yespapermail
CaseStudies:ThisWorksBetter
Tesla: Ride the Cost Curve
Imagecredit:Tesla
Software+hardwareBatterycostcurveOpensource
ChangethecultureAdapttorealityNetworks
Microsoft: Reinvention
Imagecredits:Microsoft
CaseStudies:WhatWeDo
GlobalventurecapitalDiversenetworkPeoplefirst
Lesson1
Forgetstealthsecrets.Dothisinstead:Ride the trends.
Lesson2
Ignorethehype.Dothisinstead:Change your core.
Lesson3
Stoplocalmaximization.Dothisinstead:Find global winners.
“Beingignorantisnotsomuch ashame,asbeingunwillingtolearn.”
- BenjaminFranklin
fresco.vc@tytusm