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@paulsingh #gsf2012
PAUL SINGH
500 Startups
@paulsingh・[email protected]・resultsjunkies.com
THE RISE OF THE ANGELS (AND THE ENTREPRENEURS)
![Page 2: The Rise of the Angels (and the Entrepreneurs) - Delhi - Nov 2012](https://reader034.vdocument.in/reader034/viewer/2022051613/54c95c014a795948458b459b/html5/thumbnails/2.jpg)
@paulsingh #gsf2012
500 STARTUPSGETTING TO KNOW
BECAUSE WE’RE KIND OF A BIG DEAL
PAUL SINGH
@paulsingh・[email protected]・resultsjunkies.com
![Page 3: The Rise of the Angels (and the Entrepreneurs) - Delhi - Nov 2012](https://reader034.vdocument.in/reader034/viewer/2022051613/54c95c014a795948458b459b/html5/thumbnails/3.jpg)
@paulsingh #gsf2012
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@paulsingh #gsf2012
VENTURE CAPITAL IS OPEN TO ATTACK BY DISRUPTIVE NEW BUSINESS MODELS AND TECHNOLOGY.
“
-- NAVAL RAVIKANT (@naval)
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@paulsingh #gsf2012
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@paulsingh #gsf2012
UNBUNDLING OF ADVICE, CONTROL
AND MONEY
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@paulsingh #gsf2012
EARLY STAGE VCIS CHANGINGHAS CHANGED
![Page 8: The Rise of the Angels (and the Entrepreneurs) - Delhi - Nov 2012](https://reader034.vdocument.in/reader034/viewer/2022051613/54c95c014a795948458b459b/html5/thumbnails/8.jpg)
@paulsingh #gsf2012
STATE OF THE ART IN EARLY STAGE INVESTING IS NOT
VERY SOPHISTICATED
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@paulsingh #gsf2012
EARLY STAGE STARTUPS
HAVE CHANGED
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@paulsingh #gsf2012
STARTUP COSTS LOWER THAN EVER
BUT SCALING STILL COSTS MONEY
CLOUD, OPEN SOURCE AND ONLINE DISTRIBUTION DRIVING
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@paulsingh #gsf2012
WEB GETS BIGGER.WORLD GETS SMALLER.
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@paulsingh #gsf2012
TRACTION IS THE NEW INTELLECTUAL PROPERTYPLATFORMS (SEARCH, SOCIAL & MOBILE) PRIMARILY DRIVING THE CHANGE.
NO LONGER “GOOD ENOUGH” TO DEPEND ON TECH DIFFERENTIATION.
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@paulsingh #gsf2012
CAPITAL INCREASINGLY COMMODITIZED
RISE OF THE ANGELS, YO!
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@paulsingh #gsf2012
NEW REALITY: MONEY FOLLOWS
FOUNDERSRISE OF THE ENTREPRENEURS, YO!
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@paulsingh #gsf2012
SIGNALS ARE EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
![Page 16: The Rise of the Angels (and the Entrepreneurs) - Delhi - Nov 2012](https://reader034.vdocument.in/reader034/viewer/2022051613/54c95c014a795948458b459b/html5/thumbnails/16.jpg)
@paulsingh #gsf2012
SIGNALS ARE EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
![Page 17: The Rise of the Angels (and the Entrepreneurs) - Delhi - Nov 2012](https://reader034.vdocument.in/reader034/viewer/2022051613/54c95c014a795948458b459b/html5/thumbnails/17.jpg)
@paulsingh #gsf2012
TRANSPARENCY ISSIGNALS ARE EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
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@paulsingh #gsf2012
WALL STREET BEAT US TO IT
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@paulsingh #gsf2012
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@paulsingh #gsf2012
UBS PROPRIETARY SATELLITE PARKING LOT FILL RATE ANALYSIS POINTS TO AN INTERESTING CADENCE INTRA-QUARTER AND POTENTIAL UPSIDE TO OUR VIEW.
“
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@paulsingh #gsf2012
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@paulsingh #gsf2012
TWICE A WEEK A SMALL HELICOPTER CIRCLES OVER CUSHING’S TANK FARMS ON AN OIL INDUSTRY SPYING MISSION.
“
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@paulsingh #gsf2012
WALL STREET ISN’T ALONE
THESE TECHNIQUES ALREADY USED TO UNDERWRITE IN-VITRO FERTILIZATION LENDING, PAYDAY LOANS, SUBPRIME AUTO LENDING, HOME/PERSONAL/AUTO INSURANCE AND MORE.
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@paulsingh #gsf2012
WE CAN DO IT, TOOSURPRISE!
IT TURNS OUT,
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@paulsingh #gsf2012
+ “GUT” + TRUSTED MENTORS + MUCH, MUCH MORE DATA.
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@paulsingh #gsf2012
WE CAN DO IT, TOO.
![Page 27: The Rise of the Angels (and the Entrepreneurs) - Delhi - Nov 2012](https://reader034.vdocument.in/reader034/viewer/2022051613/54c95c014a795948458b459b/html5/thumbnails/27.jpg)
@paulsingh #gsf2012
WE CAN DO IT, TOO.
![Page 28: The Rise of the Angels (and the Entrepreneurs) - Delhi - Nov 2012](https://reader034.vdocument.in/reader034/viewer/2022051613/54c95c014a795948458b459b/html5/thumbnails/28.jpg)
@paulsingh #gsf2012
WE’RE DOING IT, TOO.
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@paulsingh #gsf2012
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@paulsingh #gsf2012
BY ITS NATURE, THE INTERNET UNDERMINES ANYONE WHOSE STATUS DEPENDS ON PRIVILEGED ACCESS TO INFORMATION.
“
-- MICHAEL LEWIS
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@paulsingh #gsf2012
THE RISE OF THE ANGELS (AND THE ENTREPRENEURS)
PAUL SINGH
500 Startups
@paulsingh・[email protected]・resultsjunkies.com