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51,416 slides across 1229 decks match.
Treemap Arc Catalog
USA Could Benefit from Creating Space in the Automotive Regulatory Framework to Foster Innovation
BondCap · strategic_options
USA Could Benefit from Creating Space in the Automotive Regulatory Framework to Foster Innovation
 Regulators = Typically Slow to Adapt to New Technologies
BondCap · case_study
Regulators = Typically Slow to Adapt to New Technologies
 Re-Imagining Transportation – Mobility also Being Re-Imagined
BondCap · section_divider
Re-Imagining Transportation – Mobility also Being Re-Imagined
 Re-Imagining Automotive Industry = From Cars Produced to Miles Driven?
BondCap · quote_slide
Re-Imagining Automotive Industry = From Cars Produced to Miles Driven?
 Car Ownership Costs (Money + Time) = High
BondCap · problem_statement
Car Ownership Costs (Money + Time) = High
$8,558 — Annual cost of car ownership
 Efficiency Gain Potential from Ride & Car Sharing = High
BondCap · problem_statement
Efficiency Gain Potential from Ride & Car Sharing = High
4% — Vehicle utilization
 Uber Platform / Network = Why Millions of Riders Have Taken >1B Rides Since 2009
BondCap · key_takeaways
Uber Platform / Network = Why Millions of Riders Have Taken >1B Rides Since 2009
93% — Rider preference percentage
 Shared Private Rides Becoming Urban Mainstream = uberPOOL @ 20% of Global Uber Rides in <2 Years
BondCap · industry_trends
Shared Private Rides Becoming Urban Mainstream = uberPOOL @ 20% of Global Uber Rides in <2 Years
20% — Global Uber Rides
 Re-Imagining Most Important Seat in Car = Back Seat, Again?
BondCap · industry_trends
Re-Imagining Most Important Seat in Car = Back Seat, Again?
19 — Hours / User / Month
 Transportation Industry = Strap In for Next Few Decades
BondCap · section_divider
Transportation Industry = Strap In for Next Few Decades
 Automotive Industry Golden Age, Take Two?
BondCap · context
Automotive Industry Golden Age, Take Two?
 CHINA = INTERNET LEADER ON MANY METRICS
BondCap · section_divider
CHINA = INTERNET LEADER ON MANY METRICS
 China Macro = Robust Service-Driven Job & Income Growth... Despite Investment Slowdown
BondCap · section_divider
China Macro = Robust Service-Driven Job & Income Growth... Despite Investment Slowdown
 China Services Industries = 50%+ (& Rising) of China’s GDP & ~87% of GDP Growth
BondCap · industry_trends
China Services Industries = 50%+ (& Rising) of China’s GDP & ~87% of GDP Growth
87% — GDP growth contribution
 China Services* Industries Job Growth = Accelerating... Offsetting Job Losses from Construction / Manufacturing / Agriculture
BondCap · industry_trends
China Services* Industries Job Growth = Accelerating... Offsetting Job Losses from Construction / Manufacturing / Agriculture
 China Urban Disposable Income Per Capita = Continues to Grow @ Solid Rates
BondCap · industry_trends
China Urban Disposable Income Per Capita = Continues to Grow @ Solid Rates
 China Internet @ 668MM Users = +6% vs. +7% Y/Y
BondCap · context
China Internet @ 668MM Users = +6% vs. +7% Y/Y
668MM — Year-over-year growth
 China Internet Users = 668MM, +6% vs. 7% Y/Y...@ 49% Penetration
BondCap · industry_trends
China Internet Users = 668MM, +6% vs. 7% Y/Y...@ 49% Penetration
668MM — Internet Users
 China Mobile Internet Usage Leaders... Tencent + Alibaba + Baidu = 71% of Mobile Time Spent
BondCap · market_landscape
China Mobile Internet Usage Leaders... Tencent + Alibaba + Baidu = 71% of Mobile Time Spent
71% — Share of Mobile Time Spent
 China Internet Traction = Advertising / Commerce / Travel / Financial Services Trends Often Compare Favorably to USA
BondCap · key_messages
China Internet Traction = Advertising / Commerce / Travel / Financial Services Trends Often Compare Favorably to USA
 China Online Advertising > TV (2015)... Online > 42% Total Ad Spend vs. 39% in USA
BondCap · industry_trends
China Online Advertising > TV (2015)... Online > 42% Total Ad Spend vs. 39% in USA
42% — Internet % of Total Ad Spend
 China E-Commerce Companies = Dominate Top Retailer Rankings vs. USA Peers...
BondCap · competitive_analysis
China E-Commerce Companies = Dominate Top Retailer Rankings vs. USA Peers...
 ...China E-Commerce Companies = Gaining Retail Share Faster than USA Peers...
BondCap · competitive_analysis
...China E-Commerce Companies = Gaining Retail Share Faster than USA Peers...
 ...China E-Commerce = Becoming More Social... 31% of WeChat Users Purchase via WeChat, +2x Y/Y
BondCap · industry_trends
...China E-Commerce = Becoming More Social... 31% of WeChat Users Purchase via WeChat, +2x Y/Y
31% — WeChat e-commerce penetration
 China Travel...Ctrip = Expansive One-Stop-Shop for Travelers...
BondCap · comparison_table
China Travel...Ctrip = Expansive One-Stop-Shop for Travelers...
 ...China Outbound Travel Penetration @ Inflection Point = Already World's Biggest Outbound Tourism Spender
BondCap · market_landscape
...China Outbound Travel Penetration @ Inflection Point = Already World's Biggest Outbound Tourism Spender
$165B — Outbound Tourism Spending
 China Smartphone-Based Payment Solutions = High Engagement
BondCap · benchmark_peers
China Smartphone-Based Payment Solutions = High Engagement
50+ — Monthly payment transactions per user
 WeChat Chinese New Year Payments = 8B Virtual Red Envelopes Sent, + 8x Y/Y...
BondCap · other
WeChat Chinese New Year Payments = 8B Virtual Red Envelopes Sent, + 8x Y/Y...
8B — Virtual Red Envelopes Sent
 ...WeChat Payments = Can Drive Merchant Loyalty & CRM
BondCap · client_example
...WeChat Payments = Can Drive Merchant Loyalty & CRM
 Ant Financial (~$60B Valuation*) = Leveraging Alibaba AliPay Scale... Building China Financial Services One-Stop-Shop
BondCap · other
Ant Financial (~$60B Valuation*) = Leveraging Alibaba AliPay Scale... Building China Financial Services One-Stop-Shop
$60B — Valuation
 China Internet Emerging Momentum = On-Demand
BondCap · section_divider
China Internet Emerging Momentum = On-Demand
 China On-Demand Transportation = Global Leader... 4B+ Annualized Trips (+4x Y/Y...~70% Global Share)
BondCap · market_landscape
China On-Demand Transportation = Global Leader... 4B+ Annualized Trips (+4x Y/Y...~70% Global Share)
6.3B — Annualized Trip Volume
 China Cities = Fastest Global Growers
BondCap · market_landscape
China Cities = Fastest Global Growers
 Impact of Internet = Extraordinary & Broad But, in Many Ways... It's Just Beginning
BondCap · section_divider
Impact of Internet = Extraordinary & Broad But, in Many Ways... It's Just Beginning
 Internet-Related Dislocations = Long-Time in Making...Still Early Stage
BondCap · industry_trends
Internet-Related Dislocations = Long-Time in Making...Still Early Stage
$341B — Market Cap
 Current Generation of Internet Leaders = Growing Faster than Previous Generation
BondCap · industry_trends
Current Generation of Internet Leaders = Growing Faster than Previous Generation
 Internet Leaders = Getting Bigger...Staying Aggressive
BondCap · section_divider
Internet Leaders = Getting Bigger...Staying Aggressive
 Global Internet Market Leaders = Apple / Google / Amazon / Facebook / Tencent / Alibaba...Flush with Cash...Private Companies Well Represented
BondCap · data_table
Global Internet Market Leaders = Apple / Google / Amazon / Facebook / Tencent / Alibaba...Flush with Cash...Private Companies Well Represented
$2,752 — Current Market Value
 Traditional Industry Incumbents = Active in Acquisitions / Investments
BondCap · transition
Traditional Industry Incumbents = Active in Acquisitions / Investments
 Incumbents = Increasingly Betting on Technology Companies to Fuel Growth... Non-Tech Acquisitions of Tech Companies +2.6x Since 2012
BondCap · market_landscape
Incumbents = Increasingly Betting on Technology Companies to Fuel Growth... Non-Tech Acquisitions of Tech Companies +2.6x Since 2012
$28B — Acquisition Volume
 Global Technology Financings = Solid Trends in Private Financings... Only 2 Tech IPOs 2016YTD
BondCap · key_messages
Global Technology Financings = Solid Trends in Private Financings... Only 2 Tech IPOs 2016YTD
 Global Technology Public + Private Financing Volume = Solid Relative to History
BondCap · financial_analysis
Global Technology Public + Private Financing Volume = Solid Relative to History
$157 — Financing Volume ($B)
 There are pockets of Internet company overvaluation but there are also pockets of undervaluation... Very few companies will win – those that do – can win big... Over time, best rule of thumb for valuing companies = value is present value of future cash flows.
BondCap · key_messages
There are pockets of Internet company overvaluation but there are also pockets of undervaluation... Very few companies will win – those that do – can win big... Over time, best rule of thumb for valuing companies = value is present value of future cash flows.
 Global Data Growth Rising Fast = +50% CAGR since 2010... Data Infrastructure Costs Falling Fast = -20% CAGR
BondCap · industry_trends
Global Data Growth Rising Fast = +50% CAGR since 2010... Data Infrastructure Costs Falling Fast = -20% CAGR
+50% — CAGR
 Data Generators = Increasing Rapidly
BondCap · context
Data Generators = Increasing Rapidly
 Data = A New Growth Platform... Powering New Services / Systems / Apps
BondCap · framework_other
Data = A New Growth Platform... Powering New Services / Systems / Apps
 Data is moving from something you use outside the workstream to becoming a part of the business app itself. It's how the new knowledge worker is actually performing their job.
BondCap · quote_slide
Data is moving from something you use outside the workstream to becoming a part of the business app itself. It's how the new knowledge worker is actually performing their job.
 Data as a Platform – A Few Companies Utilizing Analytics to Improve Business Efficiency...
BondCap · section_divider
Data as a Platform – A Few Companies Utilizing Analytics to Improve Business Efficiency...
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