¿qué tan factible es la entrada de disruptores en los seguros? · aleix valls, ceo and co-founder...
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¿Qué tan factible es la entrada
de disruptores en los seguros?
A L E I X VA L L S , CEO and Co-founder Liquid
www.liquidbyexit.com
MARKET CAP 2017
$ 2.349.000.000.000
+ + +
U N I T E D K I N G D O M
$2.496.757.000.000
S PA I N
$1.232.440.000.000
B R A Z I L
$2.140.940.000.000
+ + +
# EMPLOYEES 5 4 6 . 5 0 1
AVERAGE VALUE
PER EMPLOYEE (2017)
$ 4 . 2 9 8 . 2 5 3
VALLADOLID POPULATION
5 2 3 . 6 7 9
HIGHER GDP PER INHABITATE:
L u x e m b o u r g
$ 1 0 1 . 7 1 5
BRAZIL
BRAZIL
ROI (HUMAN RESOURCES)
COMPANY VALUATION
(BILLIONS)
#EMPLOYESS AVERAGE VALUE
(PER EMPLOYEE)
FACEBOOK $444.06 17.048 $26.047.630
GOOGLE $663.70 72.053 $9.211.275
VS.
WPP $28.19 132.657 $212.502
NEW YORK
TIMES$2.81 3.710 $757.412
ROI (HUMAN RESOURCES)Number of employees needed to generate $10M REVENUE
6
8
92
51
74
VS.
ROI (HUMAN RESOURCES)Number of employees needed to generate $10M REVENUE
25
VS.53
43
63
ROI (HUMAN RESOURCES)Number of employees needed to generate $10M REVENUE
VS.
5
19
10
13
BRAIN DRAIN # of employees that move from big brands to tech
275
189
149
15
47
1727
7
307
111100
17
P&G L'Oreal Unilever Estee Launder
Google Facebook Amazon
2
5 5
11
0 0 0
1
9
4
2
P&G L'Oreal Unilever Estee Launder
Google Facebook Amazon
BRAIN DRAIN # of employees that move from big brands to tech
-650 -398 -343 -41
The Revolution Is
ALREADY UNDERWAY
7 BILLION
PEOPLE IN THE WORLD
9,7 BILLION
MOBILE CONNECTIONS
+50% OF HUMAN
BEINGS ARE ‘MOBILE’
3G2012
2017
1.6 bn
5.1 bn
4G2012
2017
62m
920 m
S o u r c e : A . T . K e a r n e y , C i s c o 2 0 1 3 M o b i l e V N I S t u d y , G S M A I n t e l l i g e n c e
2017
11.2 EXABYTES
2012
0.9 EXABYTES
MOBILE DATA VOLUME2017 Had More Mobile Traffic Than All Preceding Years Combined
data per month
1 Exabyte= 1bn gigabytes
Mobile is growing faster than
any technology before
?
1960 1970 1980 1990 2000 2010 2020
Units / Users
1MM+
10MM+
100MM+
1B+
10B+
Mainframe
Microcomputer
PC
Desktopinternet
Mobile internet(post-pc)
Note: PC installed base reached 100MM in 1993, cellphone / Internet users reached 1B in 2002 / 2005 respectively
Source: ITU, Morgan Stanley Research
Alexa…
The Mobile Revolution Is An
ECONOMIC REVOLUTION
ALMOST EVERY SECTOR IS OR WILL BE
TRANSFORMED BY MOBILE TECHNOLOGY
T h e M o b i l e R e v o l u t i o n I s A n E c o n o m i c R e v o l u t i o n
HEALTH EDUCATION CITIES
BUT IT IS ALSO A
SOCIAL REVOLUTION
Democratization of Mobile
Anyone can produce
Anyone can consume
Anytime Anywhere
Mobile Is The First
Universal Tech Product
And has overtaken the PC in the tech
scenario
0
1
2
3
4
5
6
7
8
9
Population Population Over
16
Mobile Users Smartphones PC
2015 Growth to 2020
So, after30years of a PC domination, the tech
ecosystems now mobile
0
1
2
3
4
5
6
7
2007 2010 2013 2015
Est
imate
d G
lob
al
inst
all b
ase
(b
n)
iOS & Android
Smartphones
PCS
Source: Andreessen Horowitz
1995 Pentium 5.5 million transistors
iPhone 6 +
2 billion transistors
0
100
200
300
400
500
600
700
800
900
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
2015 - 2016
MORE THAN HALF
FACEBOOK BASE IS
MOBILE-ONLY
SO INTERNET IS
DIFFERENT
But Nothing Is Settled
Yet In This New
Scenario
ARE MOBILE DEVICES WITH WHEELS
• Two of every three insurance tech deals in 2016 took place at the early-stage ( seed/series A).
• InsureTechs by focus in Value Chain: • 61% enabling value chain, 30% Disintermadiating
Customers from Incumbentsand 10% Disrupting Value Chain.
• Q4 2017 investment rounds closed were for companiesfocused on:
• 64% front-end processes (product& distribution)• 36% back-end processes (business process
enhancement, data & analytics and claimsmanagement)
Market / Macro Trends
• The sector has attracted almost $6.3 billion in investment to date.• In 2017: US$ 2,3 billion of funding acroos 120 deals• In 2016: US$ 1.69 billion of funding acroos 173 deals:
• 59%of deals went to USA• 6% Germany, 5% UK, 5% Xina, 3% India
The User Is Still The Center Of The Mobile
Era But Market Rules Are Different
38
APPocalypse
GUI to CUI
B2C to C2B
Brand as a due diligence is death
Internet of Things
Internet of Stupid
Things
More:
@aleixval ls
www. l iquidbyexit .com
THANK YOU
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