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JINYONG86 : analysis   27

Ggv纪源资本管理合伙人童士豪:中国之后,下一个十亿市场在哪里?
我们再来看看新兴市场的发展空间和 VC 的投资机会。2018年,VC 在印度市场共投资80亿美元,在拉美共投资20亿美元,而在东南亚投资了110亿美元。

关于印度市场,因为大众普遍看好印度市场的未来发展空间,(越来越多的投资者聚焦印度市场)所以该国企业的估值会比较高。随之产生的独角兽数量也就比较的多,目前有19家。而拉美和东南亚各有7家独角兽。这里拿印度和纽约做个比较,纽约2018年的投资金额为140亿美元,却仅有20家独角兽。
hanstung  vc  india  latam  sea  analysis 
november 2019 by JINYONG86
36氪研究 | 人工智能商业化研究报告(2019)_36氪
2019年3月19日中央全面深化改革委员会第七次会议上,审议通过了《关于促进人工智能和实体经济深度融合的指导意见》,提出全面促进人工智能与实体产业的融合,人工智能商业化再迎政策红利。
ai  china  report  analysis 
july 2019 by JINYONG86
INSIGHTS | Southeast Asia: A choice between two models · TechNode
As Southeast Asian economies take off, the region is choosing between Silicon Valley and Chinese models of the online world.
SEA  analysis 
july 2019 by JINYONG86
印度年轻人跟中国年轻人有什么不同_36氪
36氪为您提供创业资讯、科技新闻、投融资对接、股权投资、极速融资等创业服务,致力成为创业者可以依赖的创业服务平台,为创业者提供最好的产品和服务。
india  analysis 
july 2019 by JINYONG86
免费or收费?SaaS厂商到底要怎么盈利?_36氪
36氪为您提供创业资讯、科技新闻、投融资对接、股权投资、极速融资等创业服务,致力成为创业者可以依赖的创业服务平台,为创业者提供最好的产品和服务。
saas  china  analysis 
july 2019 by JINYONG86
China and the world: Inside a changing economic relationship | McKinsey
As technology, capital, and flows of trade between China and the world have shifted, China's exposure to other countries has declined, while the world's exposure to China has increased.
china  analysis  mckinsey  2019 
july 2019 by JINYONG86
*印尼市场启示录:步入深水区的出海市场_36氪
36氪为您提供创业资讯、科技新闻、投融资对接、股权投资、极速融资等创业服务,致力成为创业者可以依赖的创业服务平台,为创业者提供最好的产品和服务。
indonesia  sea  china  ovo  lippo  sinarmas  startup  chuhai  analysis  101 
june 2019 by JINYONG86
The end of mobile — Benedict Evans
5bn people have a mobile phone now, and 4bn have a smartphone. Time to stop
making charts.
mobility  mobile  statistics  analysis  a16z 
june 2019 by JINYONG86
Uber IPO Points to SoftBank Vulnerability — The Information
In the two years since the launch of SoftBank’s giant Vision Fund, it has begun producing substantial returns. But those gains have been eroded by a sharp drop in the value of its investment in Uber, showing how the fund's performance is dependent on the fortunes of a handful of big ...
visionfund  vc  startup  analysis 
june 2019 by JINYONG86
An analysis of Gojek and Grab's valuations and profitability
Some media outlets and analysts are casting a pall on Gojek and Grab’s future initial public offerings. This conclusion is premature.
grab  gojek  analysis 
may 2019 by JINYONG86

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