investing in internet of things - linux foundation...
TRANSCRIPT
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About me
§ Partner at Lightspeed§ Engineer, 2x founder§ Former investor at a16z
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About Lightspeed § 15 Partners
§ 20 total investment professionals
§ 150+ Active investments
§ Over $4.0B of committed capital
§ Seed, A and B rounds
§ Global footprint
§ Deep expertise in enterprise and consumer
§ Operating teams with functional expertise
1990’s TODAY
SNAPCHAT
Early-stage venture firm investing in Enterprise Infrastructure, SaaS and Consumer businesses
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IoT – macro driving forces
§ Exponentially more connected devices§ Exploding data volume§ Smarter “things,” lower cost§ Real-time, M2M, no human in the loop§ Data collection à User experience
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IoT ecosystem
IoT
Build
Manage
Infra
Devs
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CUSTOM,SMARTERTHINGSLOW-COST,SELF-SERVE
CUSTOM,SMARTERTHINGSLOW-COST,SELF-SERVE
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ConnectingManagingSecuring
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REAL-TIME,STREAMING
EVENT-DRIVEN
RUNNINGONTHEEDGE
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Risks and challenges
§ Monetization§ Fragmented use cases§ Interoperability, legacy “stuff”§ Security, privacy§ Legal and regulatory challenges
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Summary
§ Early days in a large market§ Real use cases are (finally) emerging§ Technology stack is maturing§ Focus on RoI§ Investors are cautiously optimistic