‘Sharing’ the Future:

Macro Trends Impacting

Travel & Hospitality

Space

Aassia Haq

Founder & CEO – Guidrr

@aassiaharoonhaq

Presented at Thayer Ventures CEO/Investor Summit

San Francisco, March 18, 2015

About My Journey: A Starter Upper

Around this gilded earth: A travel & entrepreneurship journey

Nearly a decade at PepsiCo –Communications/PR; Brand management

4 years: Online Startup CEO –ALUMRISE (Future of Work)

3 yrs: Chief Marketing Officer -MBO Partners (Future of Work)

Full Circle: Startup CEO @Guidrr (Travel, Future of Work, Urbanization), Advisor

Dallas based; Global Citizen: @aassiaharoonhaq

LI:

www.linkedin.com/aassiaha

q

30 Mins; 3 Simple Goals

1. Shine a Light on the Sharing Economy – Demystify &

Deconstruct

2. Introduce you to a new business player in the travel &

tech space

3. Do you see what I see? Frameworks & stats for future

thought & action

15 Minutes for Q&A

What’s at the Heart of This Trend?

Sharing

EconomyPeer to Peer

Collaborative

ConsumptionOn Demand

?

Why It Matters to Global Economy

Sharing

EconomyaPeer to Peer

Collaborative

ConsumptionOn Demand

$11.4

Billion

Invested

Source; Jeremiah Owang: Crowd Companies

Why It Matters to Sector

Sharing

EconomyaPeer to Peera

Collaborative

ConsumptionOn Demand

$1.4 B*

Source; Jeremiah Owang: Crowd Companies

Across the Sectors Space: $1.4 Billion in Funding (Bulk: Airbnb)

Key Players: Airbnb, Couchsurfing, HomeAway, Inspirato, LoveHomeSway, OneFineStay, Roomer, Roomorama

Transportation: $4.5 Billion (Bulk Uber)

Key Players: Uber, Blabla Car, GrabTaxi, Flywheel, Lyft, Ola, Avego

WorkSpace: $416.5 Million (bulk WeWork)

Key Players: WeWork, LiquidSpace, AppearHere, Deskwanted, Breather, Peerspace, PivotDesk, ShareDesk, Storefont

Source: Thanks Jeremiah, Lisa Gansky

Also in business of space

Also reimagining the trip

Who to Follow & Watch

Movement is Global, Meta-Influential, Authentic

Arun

Sundarajan -

Policy &

Startups -

Stern

Jeremiah

Owang:

Crowd

Companies

Rachel

Botsman –

Coll Cons

Influencer

April Rinne,

Sharing

Cities/tourism

Ouishare –

Interntional Coll

Cons - 32

countries

Rachel’s 2014 Prediction

Anyone?

Industries ripe for disruption

have 5 key characteristics:

• Complex experiences

• Waste

• Broken Trust

• Redundant intermediaries

• Limited Access

3 Key Personal Takeaways Sharing economy = efficiency in asset utilization. The

drivers tech (on-demand platforms); trust (scaling in UX

& business models)

Sharing is about physical spaces (buildings, real

estate), products (tools, things) and about creating a

means to share our most valuable assets – ourselves

(services, tasks)

The so-called Sharing economy is driven by people,

across the globe .. And that leads to the next part of my

story

Why Future of Work Matters

to The Future of Travel &

Hospitality

Macro Changes to Employment Create the Biggest Change to How We Will

Live, Work, Play – Changing Our Concept of Self & Space

Our Future Belongs to the Micro-Entrepreneur

53 Million or

43% of the US

private workfore

by 2020

30M: Solopreneurs Vs. Side Giggers

Cross-Generational Trend

Gender & GDP

Prediction: Govt Will Catch Up

My MBO Partners Journey

Filling in the gaps

Raising awareness

Advocating for & predicting a self-employed nation

Innovators seeing & acting

Intuit and QuickBooks Cloud Self Employed (see: rise in earnings)

Freelancers Union and the insurance gap

In Context: The Expert

”Expect growth but in supply and

demand for independent workers in the

next 5 years. Companies will seek

specialized, hard-to-find talent and

improved workforce agility and

flexibility. Even more individuals will

become independent micro-

entrepreneurs due to the autonomy,

control and flexibility independence

provides – or simply because it’s their

best or only option in the new economy

… ”

Steve King: Partner,

Emergent Research

The Barbell Economy A future view of our economy with major implications –

and a sector call to action

Big gets

bigger

Microbusiness

BoomsMiddle Shrinks

Big Leap? Your Future Customer Negin: Instagrammer

1.4M followers 1.39 M = Circulation of NY

Times

Milan based - but on the road

Followed for Fashion and Lifestyle

Millennial influencer

Transactional micro-entrepreneur

Superhosts: Airbnb (Ycombinator Startup)

Old v New: Changing B2B Customer

Traditional

T & H New

T & H

‘Old’

B2B

‘New’

B2B

Who & What to Follow in Future of Work

Sara Horowitz

– Freelancers

Union

Steve King-

Partner

Emergent

Research

Gene Zaino –

CEO MBO

Partners

MBO Partners

State of

Independence in

America Survey

The

#Coworking

Industry

Self-Employment is our Future, Who’s Got it Cracked?

Intuit 2020

Taking It Up a Notch: Key

Macro Drivers of Travel &

Hospitality Growth

Converging global trends in sharing economy, future of work & urbanization

are for me, the most exciting and investable opportunity

So Many Reasons to Be Bullish

From People/data mover? To Life & revenue enabler?

• Own

• Control

• Algorithmic

• Global

Purchasing

Power

• Design Routes

• Space design &

Creation

• Large

projects/custo

mers

• Location

independent

• Rent v Own

• Share & Sell Via

Platforms

• P2P

Transactional

• Social base

• Utilization

• Small

projects/custo

mers

What is “Business Travel”?

What If Business Travel Isn’t First Class, Corporate?

What’s the Big A-Ha? The evolution of the investment & business journey

Systems Social P2P

And then, there’s Urbanization

By 2050, 66% urban

world population

1950: 2 megacities;

today: 19 & counting

Developed world

already largely urban

(N America 82%,

Europe 73%)

Megacities, MicroSpaces, Collaboration v Control

Disruption

Opportunity

New & huge markets,

Increased sector influence

Potential for capital inflow, valuations and returns

More people to move/host/transport

Threats

Competitors from outside your ‘space’

Alignment to right or wrong B2B sector (mid, low, high)

Income inequality & instability

Managing convergence of B2B, B2C

Airbnb: Hospitality – not P2P

No 6 hospitality brand

(launched 2008)

99% global penetration

1M listings by end 2014

(Source: Fast Company)

Partner? Threat? Competitor? The sector’s Google?

AirBNB: Hospitality – not P2P

Questions?Answers: From a business thinker and observer perspective.

If I can’t answer, I will try to point you to someone who can.

Thank you! @aassiaharoonhaq

@Guidrr

www.about.me/aassiaharoon

haq

LinkedIn:

www.linkedin.com/aassiahaq