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Aman NARAIN!
@amanwhotweets!
DIGITAL IS
CHANGING THE
WORLD
2008
2013
Global Internet Device Shipments Forecast!
Source: Gartner, IDC, Strategy Analytics, company filings, Bi Intelligence estimates!
Messaging!
34 !Billion!
Messaging!
22!
!
5!
!
?!
!
?!
!
?!
ACTIVE!
400m!
$0.2bn!
Users / Revenue!Years to 34!Service!
ACTIVE!
271m!
$1.1bn!
REGISTERED!
340m!
$0.3bn!
REGISTERED!
130m!
$0.2bn!
REGISTERED!
3.5bn!
$3.7bn!
2012! 2013! 2014! 2015! 2016! 2017!
$231!
$262!
$291!
$319!
$345!
$370!
Forecast: US Online Retail Sales, 2012 to 2017!
Source: Forrester Research Online retail Forecast, 2012 to 2017 (US)!
Year-on-year
growth! 14%! 13%! 11%! 10%! 8%! 7%!
Share of total

retail sales! 8%! 8%! 9%! 10%! 10%! 10%!
( US$ billions)!
CAGR from 2012 to 2017 : 9%!
Lines between offline and online shopping
experiences are blurring!
SIX DIGITAL
MEGA TRENDS
CLOUD! BIG DATA!
INTERNET OF
EVERYTHING!
SOCIAL MEDIA!
COLLABORATIVE
CONSUMPTION!
PRIVACY & SECURITY!
4.5 Billion!Hours of Music Streamed!
1 Billion!Playlists Created!
24 Million!Active Users!
20,000!
Songs Added Everyday!
“…having it recommend a cool paella place in Barcelona
because it knows you eat paella all the time at home.” !
Dennis Crowley, CEO, FourSquare!
“ Companies need to think about a two way conversation in
real time instead of a one way conversation in prime time ”!
Allison Johnson, ex-VP Marketing, Apple!
6.5 Million
Passwords Leaked!
40 Million !
sets of Card Data Leaked!
****!
-------!
“If the phone can track everything, how does the user know
it will be used for good?” !
Robert	
  Grimshaw	
  
COMMERNCE	
  
COMMUNITY	
  CONTENT	
  
Industries being reimagined!
MUSIC!
PUBLISHING!
BOOKING!
BANKING!
?!
WHAT DOES IT 

MEAN FOR
BANKS?
PROACTIVE! PREDICTIVE!REACTIVE!
The Rise & Rise of Digital China!
GROWING INTERNET CLIENT!
Source: @KPCB: CNNIC. comScore, 3/14.
500m MOBILE USERS!
China’s banking finance renaissance!
Source: @KPCB: Tencent,	
  Liang	
  Wu	
  (Hillhouse	
  Cap<al).	
  	
  Alipay.
YU’E BAO 89BN 

ASSETS UNDER MANAGEMENT!
WECHAT “MY BANK CARD”!
Manage
money / invest
in money
market funds
via WeChat
Payment
Find	
  
restaurants	
  /	
  
daily	
  group	
  	
  
buy	
  deals-­‐	
  
powered	
  by	
  
Dianping	
  
Order	
  taxi	
  -­‐	
  powered	
  
by	
  Didi	
  -­‐	
  
pay	
  via	
  WeChat	
  
Payment
New	
  Year	
  Lucky	
  
Money	
  –	
  fun	
  /
social	
  game	
  to	
  
incen<vize	
  users	
  to	
  
link	
  bank	
  cards	
  to	
  
WeChat	
  Payment.	
  
5MM	
  users	
  used	
  
on	
  Chinese	
  New	
  
Year	
  Eve,	
  2014
WHAT WILL IT 

TAKE TO WIN
INVESTMENTS
SCALE
RISK TAKING
ALLIANCES / ECOSYSTEMS
PEOPLE (MINDSET)
Q & A!

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