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