As 2015 gets underway, investors are already planning their portfolio moves for the year. With all the noise out there, how does an investor decide what to focus on and which sectors are investable? Join Zack Miller, Head of the Investor Community at OurCrowd, and David Stark, Principal at OurCrowd, as they discuss investment trends and opportunities for 2015. Their compilation is based on what OurCrowd's deal flow team -- which vetted 3,000+ startups since we launched -- is seeing on the ground.

1. Investment trends for 2015:
Where to invest your attention
January, 2015

2. David Stark
Principal, OurCrowd
@starkupnation
Zack Miller
Partner, OurCrowd
@newrulesinvest

3. Trend:
Big Data

4. Trend: Big Data

5. Trend: Big Data

6. Trend: Big Data

7. Trend: Big Data

8. Trend:
Sensorification

9. Car of the Future Digital Health Internet of Things
Trend: Sensors

10. Car of the Future Trend: Sensors

11. Car of the Future
Trend: Sensors

12. China will grow rapidly to claim a 35% share of the 120 million
cars sold in 2030, accounting for revenues of $24 billion,
against $21 billion for the U.S. market and $20 billion for
Europe.
Source: Luxe Research
Trend: Sensors

13. Trend: Sensors

14. Making voice control work —
in any sound environment
Trend: Sensors

15. Car of the Future
Digital Health
Internet of Things
Trend: Sensors

16. Trend: Sensors
Source: New York eHealth Collaborative

17. Trend: Sensors

18. Wearables —>
The Quantified Self
Trend: Sensors

19. Trend: Sensors

20. Car of the Future Digital Health Internet of Things
Trend: Sensors

22. Trend: Sensors

23. There are already more than 10 billion systems connected
to the Internet (IDC) and by 2020 there will be nearly 26
billion devices on the Internet of Things (Gartner).
Trend: Sensors

24. Trend: Sensors

25. New charging
technologies will
power the IoT
Trend: Sensors

26. Source: IHS
Trend: Sensors

27. Trend: Sensors

28. Trend: Sensors

29. Trend: Sensors
energy hot spots

30. Trend:
Cannabis Commerce

31. The legal cannabis industry is poised to grow faster
than smartphones according to the Huffington Post.
Source: HuffPo
Trend: Cannabis Commerce

32. Legalized Cannabis
industry expected to
bring in tens of billions
of dollars of extra
revenue per state
Trend: Cannabis Commerce

33. Source: TechCrunch
Venture Capital
flowing to
blooming
startups, sensing
opportunity
Trend: Cannabis Commerce

34. Source: TechCrunch
Trend: Cannabis Commerce

35. provides natural,
pesticide-free insect
repellant

36. Augmented Reality Trend: Reality Shifting

37. Trend: Reality Shifting
Augmented Reality (AR) might be the 8th mass market to
evolve, following print, recording, cinema, radio, TV,
Internet, and mobile, according to industry analyst, Tomi
Ahonen

38. AR mobile apps have already gained traction in
travel/tourism, healthcare, education, manufacturing,
commerce, and entertainment
Trend: Reality Shifting
In 2009, Juniper Research
reported annual revs from
mobile AR apps were < $1M
In 2015, ARCchart forecasts
revs will reach $2.2B

39. Augmented Reality can offer much more
than just an information overlay

40. SELLING WITH AUGMENTED
REALITY
• Likelihood to buy?
• 2D print display: 45%
• AR: 74%
• Attitude to price?
• 2D print display: average
price of £5.99 was
attributed as the
estimated retail value of
the product
• AR: average price of
£7.99
• Advertising engagement?
• 2D print display: average
of 12 seconds
• AR: average of 1 minute
23 seconds.
Source- hiddenltd.com
Trend: Reality Shifting

41. "Well, we still have some work to do, but now we're
ready to put on our big kid shoes and learn how to
run," Google said.
Google Glass was the first to make
waves among the AR wearables, but
hasn’t found product market fit.
Trend: Reality Shifting

42. Microsoft’s entry to the market last week was met with great excitement
Trend: Reality Shifting

43. META
Trend: Reality Shifting

44. Augmented Reality <—> Virtual Reality

45. Virtual Reality
Trend: Reality Shifting

46. Trend: Reality Shifting

47. Consumer VR market is
forecasted to generate over
$5B in 2018, roughly 50/50
split between hardware and
software
Some people call VR “the last medium” because any subsequent medium can be invented inside of VR,
using software alone. Looking back, the movie and TV screens we use today will be seen as an
intermediate step between the invention of electricity and the invention of VR. Kids will think it’s funny that
their ancestors used to stare at glowing rectangles hoping to suspend disbelief.
– Chris Dixon
Trend: Reality Shifting

48. FACEBOOK paid $2 billion for Oculus to work together in
“building the next computing platform and reimagining the way
people communicate.”
Trend: Reality Shifting

49. Trend:
Unbundling

50. Trend: UnbundlingThe Rental/Sharing Economy

51. The revenue flowing through the share economy directly into
people’s wallets will surpass $3.5 billion this year, with growth
exceeding 25%. Source: Forbes

52. Trend: Unbundling

53. A whole new generation of sharing economy
with entirely new assets to share
Trend: Unbundling

54. Sharing economy is multigenerational Trend: Unbundling

55. Trend: Unbundling

56. Trend: Unbundling

57. Trend: Crowd Everything

58. Trend: The Crowd
Businesses are co-opting the crowd into their
business models

59. “Let your power users be the voice [of your brand]. Customers these days
are more willing to do this kind of work for your brand, but they want
recognition for doing it—they would like to be given that badge or stamp
that says, ‘You’re the power expert in Applegate bacon.
— JD Peterson, (previous) VP Marketing, Zendesk

60. Marketplace lending
taking on big banking
Trend: The Crowd

61. Crowdfinance is changing the
way capital flows to people
and opportunities
Trend: The Crowd

62. IPO
December 2014
Trend: The Crowd

63. Source: Lending Club
Lending Club massively ramping loan volumes
Trend: The Crowd

64. 51 Flavors of Crowdfinance Trend: The Crowd

65. OurCrowd, AngelList, CircleUp lead the
equity crowdfunding pack
OurCrowd invested
in ReWalk Robotics
(RWLK), industry’s
first IPO
Trend: The Crowd

66. CYBER SECURITY

67. $100B market with significant growth drivers
“Cybersecurity budgets will explode in 2015 as every company, institution, and
government attempts to avoid being Sony’d. VCs will pour money into this sector…and,
yet, the hacks will continue because on the open internet there is no such thing as
an impenetrable system.” - Fred Wilson (co-founder of Union Square Ventures)
Trend: Security

68. Source: IBM
• The volume, complexity and impact of attacks is
growing rapidly
• Adoption of cloud services and mobile devices has
erased network perimeters, rendering traditional
solutions ineffective
Trend: Security

69. Trend: Security

70. Trend: Security

71. Trend:
Bitcoin

72. Trend: Bitcoin

73. Bitcoin got off to a rough start…
Trend: Bitcoin

74. And still hasn’t settled down
Trend: Bitcoin

75. Investors are more excited about the
Blockchain and its potential
applications
Source: Joel Monegro, USV
Trend: Bitcoin

76. Notable mentions
1. 2.

77. What is so exciting is that we are on the precipice of
some major technological evolutions and looking at
historical precedents provides insight for key
investment areas
• Internet —> Sensors/Internet of Everything
• Social —> Crowd
• Mobile —> AR / VR
• Etc.
Summary