SlideShare une entreprise Scribd logo
1  sur  75
Télécharger pour lire hors ligne
THE CHINA TIDE

&
THE DOWNFALL OF SILICON VALLEY
Alex Barrera
alex@thealeph.com
China?
@thealeph_report / @abarrera
Beijing, China
@thealeph_report / @abarrera
SHANGHAI, China
@thealeph_report / @abarrera
HONG KONG,SAR China
@thealeph_report / @abarrera
GUANGZHOU,China
@thealeph_report / @abarrera
The promised land…
san francisco, us
@thealeph_report / @abarrera
Land of the Farting Unicorn
@thealeph_report / @abarrera
@thealeph_report / @abarrera
Dark clouds approaching…
Donald J. Trump, 45th USA President
@thealeph_report / @abarrera
@thealeph_report / @abarrera
51% Unicorns* 

co-founded by an immigrant
* Source: National Foundation for American Policy, Policy Brief, March 2016
71% Unicorns* 

one immigrant in key positions
* Source: National Foundation for American Policy, Policy Brief, March 2016
@thealeph_report / @abarrera
Talent shortages
@thealeph_report / @abarrera
@thealeph_report / @abarrera
Research & Development
@thealeph_report / @abarrera
@thealeph_report / @abarrera
@thealeph_report / @abarrera
Jürgen Schmidhuber, father of LSTM
Lugano, Switzerland
Dr. Demis Hassabis,
co-founder & CEO DeepMind
London, UK
@thealeph_report / @abarrera
Amount of venture capital funds raised in the United
States from 2nd quarter 2015 to 2nd quarter 2018
(in billion U.S. dollars)
@thealeph_report / @abarrera
Global financing volume into technology companies by stage
Source: Pitchbook
@thealeph_report / @abarrera
@thealeph_report / @abarrera
Government Intervention
@thealeph_report / @abarrera
@thealeph_report / @abarrera
@thealeph_report / @abarrera
@thealeph_report / @abarrera
@thealeph_report / @abarrera
Not Trump
but
long-term trends
@thealeph_report / @abarrera
World 

doesn’t

STOPS
China EXPLOSION
@thealeph_report / @abarrera
Source: IDC Smartphone Vendor Market Share
@thealeph_report / @abarrera
@thealeph_report / @abarrera
@thealeph_report / @abarrera
Number of Unicorn Startups - August 2018
unicornstartups
0
35
70
105
140
UnitedStates
China
UnitedKingdom
India
Germany
Israel
46
1415
79
130
Source: CB Insights / Processed by The Aleph Report
@thealeph_report / @abarrera
EDUCATION
@thealeph_report / @abarrera
Source: Times Higher Education World Universities Rankings 2018
@thealeph_report / @abarrera
Stanford University Score evolution (THE 2017)
Pekin University Score evolution (THE 2017)
@thealeph_report / @abarrera
@thealeph_report / @abarrera
@thealeph_report / @abarrera
@thealeph_report / @abarrera
@thealeph_report / @abarrera
@thealeph_report / @abarrera
China’s STRENGTHS
1.Holistic approach to value chain dominance
@thealeph_report / @abarrera
@thealeph_report / @abarrera
@thealeph_report / @abarrera
2.Very competitive local market
@thealeph_report / @abarrera
@thealeph_report / @abarrera
“
According to data collected from Preqin, Chinese
venture capital investment in Latin America spiked
from $30 million in 2015 (pre-Trump’s election)
to $1 billion in 2017 (post-Trump’s election).
Source: IR Insider
@thealeph_report / @abarrera
3.Government co-investment
@thealeph_report / @abarrera
4.Lax or inexistent regulations
@thealeph_report / @abarrera
China’s WEAKNESSES
@thealeph_report / @abarrera
1.Government intervention
@thealeph_report / @abarrera
2.Privacy fears
@thealeph_report / @abarrera
3.Internationalization of their business models
@thealeph_report / @abarrera
4.Core technology dependency
@thealeph_report / @abarrera
CHINA 3.0
@thealeph_report / @abarrera
1.Facial recognition & tracking
@thealeph_report / @abarrera
2.Autonomous vehicles
@thealeph_report / @abarrera
3.Semiconductors / AI Chips
Huawei (Kirin 980)
Alibaba-Pingtouge
Huami huangshan no. 1
@thealeph_report / @abarrera
4.Quantum computing & communications
Alibaba Quantum Computing - Alibaba Cloud
@thealeph_report / @abarrera
4.Quantum computing & communications
China’s first Quantum Satellite - Micius
@thealeph_report / @abarrera
What should we ask?
@thealeph_report / @abarrera
alex@thealeph.com
THANKYOU!

Contenu connexe

Similaire à The China Tide and the downfall of Silicon Valley

Utah Digital Government Summit Keynote
Utah Digital Government Summit KeynoteUtah Digital Government Summit Keynote
Utah Digital Government Summit KeynoteDustin Haisler
 
Keynote for First Lego League VA/DC Senior Solutions Science Expo 2012
Keynote for First Lego League VA/DC Senior Solutions Science Expo 2012Keynote for First Lego League VA/DC Senior Solutions Science Expo 2012
Keynote for First Lego League VA/DC Senior Solutions Science Expo 2012Mike Lee
 
How To Elevate Your Content Today?
How To Elevate Your Content Today? How To Elevate Your Content Today?
How To Elevate Your Content Today? Michael Pranikoff
 
Becoming Hybrid: Social Now May 2022 Keynote.pdf
Becoming Hybrid: Social Now May 2022 Keynote.pdfBecoming Hybrid: Social Now May 2022 Keynote.pdf
Becoming Hybrid: Social Now May 2022 Keynote.pdfEngaged Organizations
 
What do Minnesotans think about President Trump?
What do Minnesotans think about President Trump?What do Minnesotans think about President Trump?
What do Minnesotans think about President Trump?Craig Helmstetter
 
Working in an AI driven Gig Economy
Working in an AI driven Gig Economy Working in an AI driven Gig Economy
Working in an AI driven Gig Economy Kristjan Kristjansson
 
Wisconsin Digital Government Summit 2014
Wisconsin Digital Government Summit 2014Wisconsin Digital Government Summit 2014
Wisconsin Digital Government Summit 2014Dustin Haisler
 

Similaire à The China Tide and the downfall of Silicon Valley (7)

Utah Digital Government Summit Keynote
Utah Digital Government Summit KeynoteUtah Digital Government Summit Keynote
Utah Digital Government Summit Keynote
 
Keynote for First Lego League VA/DC Senior Solutions Science Expo 2012
Keynote for First Lego League VA/DC Senior Solutions Science Expo 2012Keynote for First Lego League VA/DC Senior Solutions Science Expo 2012
Keynote for First Lego League VA/DC Senior Solutions Science Expo 2012
 
How To Elevate Your Content Today?
How To Elevate Your Content Today? How To Elevate Your Content Today?
How To Elevate Your Content Today?
 
Becoming Hybrid: Social Now May 2022 Keynote.pdf
Becoming Hybrid: Social Now May 2022 Keynote.pdfBecoming Hybrid: Social Now May 2022 Keynote.pdf
Becoming Hybrid: Social Now May 2022 Keynote.pdf
 
What do Minnesotans think about President Trump?
What do Minnesotans think about President Trump?What do Minnesotans think about President Trump?
What do Minnesotans think about President Trump?
 
Working in an AI driven Gig Economy
Working in an AI driven Gig Economy Working in an AI driven Gig Economy
Working in an AI driven Gig Economy
 
Wisconsin Digital Government Summit 2014
Wisconsin Digital Government Summit 2014Wisconsin Digital Government Summit 2014
Wisconsin Digital Government Summit 2014
 

Plus de The Aleph

China Artificial Intelligence (AI) Supremacy
China Artificial Intelligence (AI) SupremacyChina Artificial Intelligence (AI) Supremacy
China Artificial Intelligence (AI) SupremacyThe Aleph
 
Space Tech Trends in Satellite Imagery Analysis
Space Tech Trends in Satellite Imagery AnalysisSpace Tech Trends in Satellite Imagery Analysis
Space Tech Trends in Satellite Imagery AnalysisThe Aleph
 
Space Tech and future trends
Space Tech and future trendsSpace Tech and future trends
Space Tech and future trendsThe Aleph
 
Urban Travel: Millennial travel trends 2019
Urban Travel: Millennial travel trends 2019Urban Travel: Millennial travel trends 2019
Urban Travel: Millennial travel trends 2019The Aleph
 
Growing in Asia: Japan
Growing in Asia: JapanGrowing in Asia: Japan
Growing in Asia: JapanThe Aleph
 
Growing in Asia: Australia
Growing in Asia: AustraliaGrowing in Asia: Australia
Growing in Asia: AustraliaThe Aleph
 
Growing in Asia: Singapore
Growing in Asia: SingaporeGrowing in Asia: Singapore
Growing in Asia: SingaporeThe Aleph
 
Growing in Asia: Malaysia
Growing in Asia: MalaysiaGrowing in Asia: Malaysia
Growing in Asia: MalaysiaThe Aleph
 
Growing in Asia: Philippines
Growing in Asia: PhilippinesGrowing in Asia: Philippines
Growing in Asia: PhilippinesThe Aleph
 
Growing in Asia: South Korea
Growing in Asia: South KoreaGrowing in Asia: South Korea
Growing in Asia: South KoreaThe Aleph
 
Future Gaming Trends 2019
Future Gaming Trends 2019Future Gaming Trends 2019
Future Gaming Trends 2019The Aleph
 
Perspectiva global: Por qué invertir en local, ya no es suficiente
Perspectiva global: Por qué invertir en local, ya no es suficientePerspectiva global: Por qué invertir en local, ya no es suficiente
Perspectiva global: Por qué invertir en local, ya no es suficienteThe Aleph
 
Why are companies Disrupted?
Why are companies Disrupted?Why are companies Disrupted?
Why are companies Disrupted?The Aleph
 
The Aleph Zeitgeist 2017
The Aleph Zeitgeist 2017The Aleph Zeitgeist 2017
The Aleph Zeitgeist 2017The Aleph
 

Plus de The Aleph (14)

China Artificial Intelligence (AI) Supremacy
China Artificial Intelligence (AI) SupremacyChina Artificial Intelligence (AI) Supremacy
China Artificial Intelligence (AI) Supremacy
 
Space Tech Trends in Satellite Imagery Analysis
Space Tech Trends in Satellite Imagery AnalysisSpace Tech Trends in Satellite Imagery Analysis
Space Tech Trends in Satellite Imagery Analysis
 
Space Tech and future trends
Space Tech and future trendsSpace Tech and future trends
Space Tech and future trends
 
Urban Travel: Millennial travel trends 2019
Urban Travel: Millennial travel trends 2019Urban Travel: Millennial travel trends 2019
Urban Travel: Millennial travel trends 2019
 
Growing in Asia: Japan
Growing in Asia: JapanGrowing in Asia: Japan
Growing in Asia: Japan
 
Growing in Asia: Australia
Growing in Asia: AustraliaGrowing in Asia: Australia
Growing in Asia: Australia
 
Growing in Asia: Singapore
Growing in Asia: SingaporeGrowing in Asia: Singapore
Growing in Asia: Singapore
 
Growing in Asia: Malaysia
Growing in Asia: MalaysiaGrowing in Asia: Malaysia
Growing in Asia: Malaysia
 
Growing in Asia: Philippines
Growing in Asia: PhilippinesGrowing in Asia: Philippines
Growing in Asia: Philippines
 
Growing in Asia: South Korea
Growing in Asia: South KoreaGrowing in Asia: South Korea
Growing in Asia: South Korea
 
Future Gaming Trends 2019
Future Gaming Trends 2019Future Gaming Trends 2019
Future Gaming Trends 2019
 
Perspectiva global: Por qué invertir en local, ya no es suficiente
Perspectiva global: Por qué invertir en local, ya no es suficientePerspectiva global: Por qué invertir en local, ya no es suficiente
Perspectiva global: Por qué invertir en local, ya no es suficiente
 
Why are companies Disrupted?
Why are companies Disrupted?Why are companies Disrupted?
Why are companies Disrupted?
 
The Aleph Zeitgeist 2017
The Aleph Zeitgeist 2017The Aleph Zeitgeist 2017
The Aleph Zeitgeist 2017
 

Dernier

Leaders enhance communication by actively listening, providing constructive f...
Leaders enhance communication by actively listening, providing constructive f...Leaders enhance communication by actively listening, providing constructive f...
Leaders enhance communication by actively listening, providing constructive f...Ram V Chary
 
Safety T fire missions army field Artillery
Safety T fire missions army field ArtillerySafety T fire missions army field Artillery
Safety T fire missions army field ArtilleryKennethSwanberg
 
Marketing Management 16th edition by Philip Kotler test bank.docx
Marketing Management 16th edition by Philip Kotler test bank.docxMarketing Management 16th edition by Philip Kotler test bank.docx
Marketing Management 16th edition by Philip Kotler test bank.docxssuserf63bd7
 
Strategic Management, Vision Mission, Internal Analsysis
Strategic Management, Vision Mission, Internal AnalsysisStrategic Management, Vision Mission, Internal Analsysis
Strategic Management, Vision Mission, Internal Analsysistanmayarora45
 
Agile Coaching Change Management Framework.pptx
Agile Coaching Change Management Framework.pptxAgile Coaching Change Management Framework.pptx
Agile Coaching Change Management Framework.pptxalinstan901
 
internal analysis on strategic management
internal analysis on strategic managementinternal analysis on strategic management
internal analysis on strategic managementharfimakarim
 
BDSM⚡Call Girls in Sector 99 Noida Escorts >༒8448380779 Escort Service
BDSM⚡Call Girls in Sector 99 Noida Escorts >༒8448380779 Escort ServiceBDSM⚡Call Girls in Sector 99 Noida Escorts >༒8448380779 Escort Service
BDSM⚡Call Girls in Sector 99 Noida Escorts >༒8448380779 Escort ServiceDelhi Call girls
 
Reviewing and summarization of university ranking system to.pptx
Reviewing and summarization of university ranking system  to.pptxReviewing and summarization of university ranking system  to.pptx
Reviewing and summarization of university ranking system to.pptxAss.Prof. Dr. Mogeeb Mosleh
 
Beyond the Codes_Repositioning towards sustainable development
Beyond the Codes_Repositioning towards sustainable developmentBeyond the Codes_Repositioning towards sustainable development
Beyond the Codes_Repositioning towards sustainable developmentNimot Muili
 
International Ocean Transportation p.pdf
International Ocean Transportation p.pdfInternational Ocean Transportation p.pdf
International Ocean Transportation p.pdfAlejandromexEspino
 
Independent Escorts Vikaspuri / 9899900591 High Profile Escort Service in Delhi
Independent Escorts Vikaspuri  / 9899900591 High Profile Escort Service in DelhiIndependent Escorts Vikaspuri  / 9899900591 High Profile Escort Service in Delhi
Independent Escorts Vikaspuri / 9899900591 High Profile Escort Service in Delhiguptaswati8536
 
Dealing with Poor Performance - get the full picture from 3C Performance Mana...
Dealing with Poor Performance - get the full picture from 3C Performance Mana...Dealing with Poor Performance - get the full picture from 3C Performance Mana...
Dealing with Poor Performance - get the full picture from 3C Performance Mana...Hedda Bird
 
How Software Developers Destroy Business Value.pptx
How Software Developers Destroy Business Value.pptxHow Software Developers Destroy Business Value.pptx
How Software Developers Destroy Business Value.pptxAaron Stannard
 

Dernier (15)

Leaders enhance communication by actively listening, providing constructive f...
Leaders enhance communication by actively listening, providing constructive f...Leaders enhance communication by actively listening, providing constructive f...
Leaders enhance communication by actively listening, providing constructive f...
 
Intro_University_Ranking_Introduction.pptx
Intro_University_Ranking_Introduction.pptxIntro_University_Ranking_Introduction.pptx
Intro_University_Ranking_Introduction.pptx
 
Safety T fire missions army field Artillery
Safety T fire missions army field ArtillerySafety T fire missions army field Artillery
Safety T fire missions army field Artillery
 
Marketing Management 16th edition by Philip Kotler test bank.docx
Marketing Management 16th edition by Philip Kotler test bank.docxMarketing Management 16th edition by Philip Kotler test bank.docx
Marketing Management 16th edition by Philip Kotler test bank.docx
 
Abortion pills in Jeddah |• +966572737505 ] GET CYTOTEC
Abortion pills in Jeddah |• +966572737505 ] GET CYTOTECAbortion pills in Jeddah |• +966572737505 ] GET CYTOTEC
Abortion pills in Jeddah |• +966572737505 ] GET CYTOTEC
 
Strategic Management, Vision Mission, Internal Analsysis
Strategic Management, Vision Mission, Internal AnalsysisStrategic Management, Vision Mission, Internal Analsysis
Strategic Management, Vision Mission, Internal Analsysis
 
Agile Coaching Change Management Framework.pptx
Agile Coaching Change Management Framework.pptxAgile Coaching Change Management Framework.pptx
Agile Coaching Change Management Framework.pptx
 
internal analysis on strategic management
internal analysis on strategic managementinternal analysis on strategic management
internal analysis on strategic management
 
BDSM⚡Call Girls in Sector 99 Noida Escorts >༒8448380779 Escort Service
BDSM⚡Call Girls in Sector 99 Noida Escorts >༒8448380779 Escort ServiceBDSM⚡Call Girls in Sector 99 Noida Escorts >༒8448380779 Escort Service
BDSM⚡Call Girls in Sector 99 Noida Escorts >༒8448380779 Escort Service
 
Reviewing and summarization of university ranking system to.pptx
Reviewing and summarization of university ranking system  to.pptxReviewing and summarization of university ranking system  to.pptx
Reviewing and summarization of university ranking system to.pptx
 
Beyond the Codes_Repositioning towards sustainable development
Beyond the Codes_Repositioning towards sustainable developmentBeyond the Codes_Repositioning towards sustainable development
Beyond the Codes_Repositioning towards sustainable development
 
International Ocean Transportation p.pdf
International Ocean Transportation p.pdfInternational Ocean Transportation p.pdf
International Ocean Transportation p.pdf
 
Independent Escorts Vikaspuri / 9899900591 High Profile Escort Service in Delhi
Independent Escorts Vikaspuri  / 9899900591 High Profile Escort Service in DelhiIndependent Escorts Vikaspuri  / 9899900591 High Profile Escort Service in Delhi
Independent Escorts Vikaspuri / 9899900591 High Profile Escort Service in Delhi
 
Dealing with Poor Performance - get the full picture from 3C Performance Mana...
Dealing with Poor Performance - get the full picture from 3C Performance Mana...Dealing with Poor Performance - get the full picture from 3C Performance Mana...
Dealing with Poor Performance - get the full picture from 3C Performance Mana...
 
How Software Developers Destroy Business Value.pptx
How Software Developers Destroy Business Value.pptxHow Software Developers Destroy Business Value.pptx
How Software Developers Destroy Business Value.pptx
 

The China Tide and the downfall of Silicon Valley