{"id":862,"date":"2015-06-01T15:00:11","date_gmt":"2015-06-01T22:00:11","guid":{"rendered":"http:\/\/scrumventures.co\/?p=862"},"modified":"2019-08-05T14:36:33","modified_gmt":"2019-08-05T21:36:33","slug":"mary-meeker-2015","status":"publish","type":"post","link":"https:\/\/scrum.vc\/ja_staging\/2015\/06\/01\/mary-meeker-2015\/","title":{"rendered":"Mary Meeker 2015\u5e74\u7248 \u300c5\u3064\u306e\u30dd\u30a4\u30f3\u30c8\u300d"},"content":{"rendered":"

Wall Street Journal\u306e\u4e00\u90e8\u9580\u304b\u3089\u30b9\u30d4\u30f3\u30a2\u30a6\u30c8\u3057\u3001\u7fa4\u96c4\u5272\u62e0\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30e1\u30c7\u30a3\u30a2\u696d\u754c\u306b\u30011\u5e74\u524d\u5f57\u661f\u306e\u3088\u3046\u306b\u73fe\u308c\u305fRe\/Code\u3067\u3057\u305f\u304c\u3001\u540c\u696d\u5927\u624b\u306eVox Media\u306b\u8cb7\u53ce\u3055\u308c\u308b\u3053\u3068\u304c\u767a\u8868<\/a>\u3055\u308c\u307e\u3057\u305f\u3002Re\/Code (1.5M Unique Visitor)\u3088\u308a\u3082\u5927\u304d\u3044\u7af6\u5408\u30e1\u30c7\u30a3\u30a2\u306eThe Verge<\/a>\u00a0(12M Unique Visitor)\u3092\u5098\u4e0b\u306b\u6301\u3064\u306b\u3082\u95a2\u308f\u3089\u305a\u3001Vox\u304c\u4eca\u56de\u8cb7\u53ce\u306b\u8e0f\u307f\u5207\u3063\u305f\u7406\u7531\u3068\u3082\u3055\u308c\u308b\u306e\u304c\u3001Steve Jobs\u3001Bill Gates\u306a\u3069\u306e\u5927\u7269\u3082\u904e\u53bb\u306b\u53c2\u52a0\u3092\u3057\u3066\u3044\u308bCode Conference<\/a>\u3067\u3059\u3002<\/p>\n

\u5148\u9031\u958b\u50ac\u3055\u308c\u305f\u4eca\u5e74\u306eCode Conference<\/a>\u3067\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u696d\u754c\u3067\u5927\u5909\u6ce8\u76ee\u3055\u308c\u3066\u3044\u308bKPCB\u306eMary Meeker\u306b\u3088\u308b\u30c8\u30ec\u30f3\u30c9\u30ec\u30dd\u30fc\u30c8\u306e2015\u5e74\u7248<\/a>\u304c\u767a\u8868\u3055\u308c\u307e\u3057\u305f\u3002\u53bb\u5e74\u306e164\u30da\u30fc\u30b8<\/a>\u304b\u3089\u3001197\u30da\u30fc\u30b8\u3068\u304b\u306a\u308a\u30dc\u30ea\u30e5\u30fc\u30e0\u306f\u5897\u3048\u307e\u3057\u305f\u304c\u3001\u4eca\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u696d\u754c\u306e\u7acb\u3061\u4f4d\u7f6e\u3068\u3053\u308c\u304b\u3089\u306b\u5411\u3051\u3066\u306e\u5730\u5e73\u3092\u5927\u5c40\u7684\u306b\u7406\u89e3\u3059\u308b\u306b\u306f\u307e\u305f\u3068\u306a\u3044\u6559\u79d1\u66f8\u3067\u3059\u306e\u3067\u3001\u305c\u3072\u6642\u9593\u3092\u4f5c\u3063\u3066\u3059\u3079\u3066\u306e\u30da\u30fc\u30b8\u306b\u76ee\u3092\u901a\u3059\u3053\u3068\u3092\u304a\u52e7\u3081\u3057\u307e\u3059\u3002<\/p>\n

\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8\u306f\u305f\u304f\u3055\u3093\u3042\u308b\u306e\u3067\u3059\u304c\u3001\u79c1\u306e\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8\u30925\u3064\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n

    \n
  1. \u300c\u7e26\u30d3\u30c7\u30aa\u300d\u306e\u6642\u4ee3<\/li>\n
  2. \u300c\u901f\u5831\u6027\u3067UGC\u306b\u5168\u6557\u300d\u306e\u65e2\u5b58\u30e1\u30c7\u30a3\u30a2<\/li>\n
  3. \u30b3\u30de\u30fc\u30b9\u306e\u7b2c\u4e8c\u306e\u6ce2\u300c\u30e2\u30d0\u30a4\u30eb \u00d7 Just In Time\u300d<\/li>\n
  4. \u300c\u30b9\u30de\u30fc\u30c8\u5bb6\u96fb\u30e1\u30fc\u30ab\u30fc\u300d\u3068\u5316\u3059Xiaomi<\/li>\n
  5. \u300cDrone\u5927\u56fd\u306b\u306a\u308a\u640d\u306d\u305f\u300d\u65e5\u672c<\/li>\n<\/ol>\n

    \u25fc\ufe0e\uff11\uff1a\u300c\u7e26\u30d3\u30c7\u30aa\u300d\u306e\u6642\u4ee3<\/h4>\n

    \u30cd\u30c3\u30c8\u306e\u5229\u7528\u306b\u5360\u3081\u308b\u300c\u52d5\u753b\u300d\u306e\u5272\u5408\u304c\u6025\u5897\u3057\u3066\u3044\u307e\u3059\u304c\uff08P.13\uff09\u3001\u30c6\u30ec\u30d3\u3092\u4e2d\u5fc3\u3068\u3059\u308b\u300c\u6a2a\u30d3\u30c7\u30aa\u300d\u306e\u6642\u4ee3\u306f\u7d42\u308f\u308a\u3064\u3064\u3042\u308a(P. 23) \u3001\u6d88\u8cbb\u8005\u306e\u30e1\u30c7\u30a3\u30a2\u6d88\u8cbb\u306f\u30015\u5e74\u524d\u306b\u306f10%\u4ee5\u4e0b\u3057\u304b\u306a\u304b\u3063\u305f\u300c\u7e26\u300d\u304c\u30012015\u5e74\u306b\u306f29%\u3068\u4e3b\u6d41\u306b\u306a\u308a\u3064\u3064\u3042\u308b\u3068\u3044\u3046\u30c7\u30fc\u30bf\u3067\u3059(P.24)\u3002\u300c\u7e26\u30d3\u30c7\u30aa\u300d\u306e\u5148\u99c6\u8005 SnapChat<\/a>\u3067\u306f\u3001\u52d5\u753b\u5e83\u544a\u306eCompletion Rate\u304c\u6a2a\u30d3\u30c7\u30aa\u306e9\u500d\u4ee5\u4e0a\u3068\u3044\u3046\u9a5a\u304f\u3079\u304d\u30c7\u30fc\u30bf\u3082\u7d39\u4ecb\u3055\u308c\u3066\u3044\u307e\u3059\uff08P.25)\u3002\u4ee5\u524d\u3054\u7d39\u4ecb\u3057\u305fFacebook\u306eInstant Article<\/a>\u306a\u3069\u3082\u3053\u306e\u6d41\u308c\u3092\u6c72\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n

    \u25fc\ufe0e\uff12\uff1a\u300c\u901f\u5831\u6027\u3067UGC\u306b\u5168\u6557\u300d\u306e\u65e2\u5b58\u30e1\u30c7\u30a3\u30a2<\/h4>\n

    UGC\u306e\u30d1\u30ef\u30fc\u306b\u3064\u3044\u3066\uff08P.65\uff09\u3002\u30e6\u30fc\u30b6\u304c\u4f5c\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u306f\u69d8\u3005\u306a\u30e1\u30c7\u30a3\u30a2\u3092\u901a\u3057\u3066\u5e7e\u4f55\u7d1a\u6570\u7684\u306b\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u306e\u300c\u901f\u3055\u300d\u304c\u3001\u4e8b\u4ef6\u3001\u5929\u6c17\u3001\u30b9\u30dd\u30fc\u30c4\u3001\u30a8\u30f3\u30bf\u30e1\u3001\u653f\u6cbb\u3001\u3042\u3089\u3086\u308b\u30ab\u30c6\u30b4\u30ea\u30fc\u3067\u3001\u5927\u624b\u30e1\u30c7\u30a3\u30a2\u3092\u51cc\u99d5\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u30c7\u30fc\u30bf\u3067\u3059\u3002\u3042\u307e\u308a\u306b\u3082\u304d\u308c\u3044\u306b\u3059\u3079\u3066\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u3067\u50be\u5411\u304c\u3067\u3066\u304f\u308b\u306e\u304c\u5f37\u70c8\u3067\u3059\u3002\u307e\u305f\u3001\u4e00\u3064\u3081\u306b\u3082\u95a2\u9023\u3059\u308bSnapChat\u306e\u30e6\u30fc\u30b6\u304c\u6295\u7a3f\u3057\u305f\u52d5\u753b\u3067\u306f\u30011\u65e5\u30674000\u4e07\u30d3\u30e5\u30fc\u3092\u96c6\u3081\u305f\u308a\u3059\u308b\u306e\u304c\u3056\u3089\u306b\u3042\u308b\u3068\u3044\u3046\u30c7\u30fc\u30bf\u3082\u7d39\u4ecb\u3055\u308c\u3066\u3044\u307e\u3059\uff08P.59\uff09\u3002<\/p>\n

    \u25fc\ufe0e\uff13\uff1a\u30b3\u30de\u30fc\u30b9\u306e\u7b2c\u4e8c\u306e\u6ce2\u300c\u30e2\u30d0\u30a4\u30eb \u00d7 Just In Time\u300d<\/h4>\n

    \u30b3\u30de\u30fc\u30b9\u9769\u547d\u306e\u7b2c\u4e8c\u4e16\u4ee3\u3068\u3057\u3066\u7d39\u4ecb\u3055\u308c\u3066\u3044\u308b\u300cJust In Time\u300d(P.74)\u3002\u300c\u304a\u5e97\u306b\u884c\u3063\u3066\u8cb7\u3044\u7269\u3092\u3057\u3066\u3044\u305f\u6642\u4ee3\uff08Brick & Mortal)\u300d\u304b\u3089\u3001\u300cE\u30b3\u30de\u30fc\u30b9\u7b2c\u4e00\u4e16\u4ee3\uff08\u5bb6\u306b\u3082\u306e\u304c\u5c4a\u304f\uff09\u300d\u3001\u305d\u3057\u3066\u30e2\u30d0\u30a4\u30eb\u3068\u591a\u69d8\u5316\u3059\u308b\u52b4\u50cd\u529b\u306b\u3088\u3063\u3066\u5b9f\u73fe\u3055\u308c\u3064\u3064\u3042\u308b\u300cJust In Time\uff08\u6b32\u3057\u3044\u3068\u601d\u3063\u305f\u3089\u3059\u3050\u624b\u306b\u5165\u308b\uff09\u300d\u3002\u30bf\u30af\u30b7\u30fc\u304c\u547c\u3079\u308b\uff08UBER\uff09\u3001\u30ec\u30b9\u30c8\u30e9\u30f3\u304c\u4e88\u7d04\u3067\u304d\u308b\uff08OpenTable\uff09\u3001\u8cb7\u3044\u7269\u3092\u3057\u3066\u304d\u3066\u304f\u308c\u308b\uff08Instacart\uff09\u306a\u3069\u305f\u304f\u3055\u3093\u3042\u308a\u307e\u3059\u304c\u3001\u65b0\u3057\u3044\u30c8\u30ec\u30f3\u30c9\u3068\u3057\u3066\u306f\u3001\u4ee3\u308f\u308a\u306b\u8eca\u3092\u505c\u3081\u3066\u304f\u308c\u308b\uff08LUXE<\/a>\uff09\u3001\u4ee3\u308f\u308a\u306b\u5305\u88c5\/\u767a\u9001\u3057\u3066\u304f\u308c\u308b\uff08Shyp<\/a>\uff09\u3001\u4ee3\u308f\u308a\u306b\u30ac\u30bd\u30ea\u30f3\u5165\u308c\u3066\u304f\u308c\u308b\uff08ZIRX<\/a>\uff09\u3001\u5bb6\u307e\u3067\u53d6\u308a\u306b\u6765\u3066\u304f\u308c\u308b\u53ce\u7d0d\uff08MakeSpace<\/a>\uff09\u306a\u3069\u65b0\u3057\u3044\u3082\u306e\u3082\u307e\u3060\u307e\u3060\u305f\u304f\u3055\u3093\u51fa\u3066\u304d\u3066\u3044\u307e\u3059\u3002<\/p>\n

    \u25fc\ufe0e\uff14\uff1a\u300c\u30b9\u30de\u30fc\u30c8\u5bb6\u96fb\u30e1\u30fc\u30ab\u30fc\u300d\u3068\u5316\u3059Xiaomi<\/h4>\n

    \u4e2d\u56fd\u306eXiaomi\u306b\u3064\u3044\u3066 (P.162) \u3002\u5358\u306b\u300c\u5b89\u3044\u30b9\u30de\u30db\u30e1\u30fc\u30ab\u30fc\u300d\u3068\u4fae\u308b\u306a\u304b\u308c\u30012011\u5e74\u306b\u30b9\u30de\u30db\u306b\u53c2\u5165\u3057\u77ac\u304f\u9593\u306b\u4e2d\u56fdNo.1\u306b\u306a\u3063\u305f\u540c\u793e\u306f\u3001\u3059\u3067\u306b\u30c6\u30ec\u30d3\u3001\u30ab\u30e1\u30e9\u3001\u96fb\u7403\u3001\u4f53\u91cd\u8a08\u3001\u30b9\u30de\u30fc\u30c8\u30db\u30fc\u30e0\u306a\u3069\u3082\u306e\u3059\u3054\u3044\u7a2e\u985e\u306e\u7aef\u672b\u3092\u51fa\u3057\u3066\u3044\u307e\u3059\u30026\u6708\u304b\u3089\u7c73\u56fd\u306b\u53c2\u5165<\/a>\u3057\u307e\u3057\u305f\u304c\u3001\u4eca\u5ea6IPO\u3059\u308bFitBit\u304c$100\u304f\u3089\u3044\u3067\u58f2\u3063\u3066\u3044\u308b\u30d5\u30a3\u30c3\u30c8\u30cd\u30b9\u30c8\u30e9\u30c3\u30ab\u30fc\u3092\u3001\u306a\u3093\u3068$15\u3067\u58f2\u308a\u51fa\u3057\u3066\u3044\u307e\u3059\u3002\u96fb\u6c17\u81ea\u52d5\u8eca\u306e\u958b\u767a\u3082\u9032\u3081\u3066\u3044\u308b<\/a>\u3068\u516c\u8a00\u3057\u3066\u3044\u308bXiaomi\u3001\u4eca\u6700\u3082\u76ee\u304c\u96e2\u305b\u306a\u3044\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30e1\u30fc\u30ab\u30fc\u306e\u4e00\u3064\u3067\u3059\u3002<\/p>\n

    \u25fc\ufe0e\uff15\uff1a\u300cDrone\u5927\u56fd\u306b\u306a\u308a\u640d\u306d\u305f\u300d\u65e5\u672c<\/h4>\n

    Drone\u5e02\u5834\u3084\u305d\u306e\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u8a73\u3057\u304f\u53d6\u308a\u4e0a\u3052\u3089\u308c\u3066\u3044\u307e\u3059 (P.82-86)\u3002\u305f\u3060\u3001\u5f37\u8abf\u3057\u3066\u304a\u304d\u305f\u3044\u306e\u306f\u300120\u5e74\u524d\u306b\u65e5\u672c\u306f\u3082\u3068\u3082\u3068Drone\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u30ea\u30fc\u30c9\u3044\u305f\u3082\u306e\u306e\u3001\u898f\u5236\u306e\u554f\u984c\u306a\u3069\u3067\u65e5\u306e\u76ee\u3092\u898b\u306a\u304b\u3063\u305f\u3068\u3044\u3046\u8a71(P.190)\u3002Yamaha\u306e\u8fb2\u696d\u7528Drone<\/a>\u306f\u65e9\u304f\u304b\u3089\u6c11\u751f\u3067\u306f\u30ea\u30fc\u30c0\u30fc\u7684\u306a\u5b58\u5728\u3067\u3057\u305f\u304c\u3001\u6d88\u8cbb\u8005\u5411\u3051\u3067\u306f\u4eca\u3084\u30e6\u30cb\u30b3\u30fc\u30f3\u3068\u306a\u3063\u305fDJI(\u4e2d\u56fd\uff09\u30013D Robotics(\u7c73\u56fd\uff09\u306a\u3069\u304c\u5e2d\u5dfb\u3059\u308b\u306a\u304b\u65e5\u672c\u306e\u5f71\u306f\u3042\u308a\u307e\u305b\u3093\u3002P.140-145\u3067\u3001\u591a\u69d8\u5316\u3059\u308b\u52b4\u50cd\u5f62\u614b\u304c\u5f8c\u62bc\u3057\u3059\u308b\u7c73\u56fd\u306e\u898f\u5236\u7de9\u548c\u306e\u30e1\u30ab\u30cb\u30ba\u30e0\u304c\u66f8\u304b\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u306e\u8fba\u306e\u30d6\u30ec\u30fc\u30af\u30b9\u30eb\u30fc\u3082\u5fc5\u8981\u3067\u3059\u3002<\/p>\n

     <\/p>\n

    \u5148\u9031\u306f\u3001\u300c\u30c7\u30b8\u30bf\u30eb\u30b5\u30a4\u30f3\u300d\u306eDocusign<\/a>\u3001\u300c\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u300d\u306eSnapchat<\/a>\u3001\u300c\u30e1\u30c7\u30a3\u30a2\u5e83\u544a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300d\u306eGumGum<\/a>\u306a\u3069\u304c\u65b0\u305f\u306b\u8cc7\u91d1\u8abf\u9054\u3057\u307e\u3057\u305f\u3002<\/p>\n

    \u307e\u305f\u3001M&A\u3067\u3082\u3001Apple\u306b\u3088\u308bAR\u6280\u8853\u306eMetaio\u306e\u8cb7\u53ce<\/a>\u306a\u3069\u6ce8\u76ee\u306e\u6848\u4ef6\u304c\u76f8\u6b21\u304e\u307e\u3057\u305f\u3002AR\u5206\u91ce\u306f\u3001Facebook\u5098\u4e0b\u306eOculus\u306b\u3088\u308bSurrel Vision\u306e\u8cb7\u53ce<\/a>\u3082\u3042\u308a\u3001VR \u00d7 AR\u3067\u5927\u304d\u306a\u3046\u306d\u308a\u304c\u4eca\u5f8c\u3042\u308a\u305d\u3046\u3067\u3059\u3002<\/p>\n

    <\/h3>\n
    \n

    \u8cc7\u91d1\u8abf\u9054<\/h3>\n

    [SaaS\/\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9] Docusign<\/a>
    \nSeries F($45M) Intel Capital
    \n\u300c\u30c7\u30b8\u30bf\u30eb\u30b5\u30a4\u30f3\u300d<\/p>\n

    [App\/\u30bd\u30fc\u30b7\u30e3\u30eb] Snapchat<\/a>
    \nSeries E – II ($337.6M) Undisclosed Investors
    \n\u300c\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u300d<\/p>\n

    [SaaS\/\u5e83\u544a] GumGum<\/a>
    \nSeries C ($26M) NEA, Upfront
    \n\u300c\u30e1\u30c7\u30a3\u30a2\u5e83\u544a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300d<\/p>\n

    [Enterprise\/\u30c7\u30fc\u30bf] Rubrik<\/a>
    \nSeries B ($41M) Greylock
    \n\u300c\u30c7\u30fc\u30bf\u30de\u30cd\u30fc\u30b8\u30e1\u30f3\u30c8\u300d<\/p>\n

    [Service\/\u753b\u50cf] imgix<\/a>
    \nSeriesA- ($1.5M) RRE Ventures
    \n\u300c\u753b\u50cf\u30b5\u30fc\u30d3\u30b9\u30a4\u30f3\u30d5\u30e9\u300d<\/p>\n

     <\/p>\n

    \n

    M&A<\/h3>\n

    [Content\/\u30cb\u30e5\u30fc\u30b9] Re\/code<\/a>
    \nN\/A by Vox Media
    \n\u300cTech\u30e1\u30c7\u30a3\u30a2\u300d<\/p>\n

    [Others\/VR] metaio<\/a>
    \nN\/A by Apple
    \n\u300cAR\u30c4\u30fc\u30eb\u300d<\/p>\n

    [Mobile\/Analycis] Pulse.io<\/a>
    \nN\/A by Google
    \n\u300c\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u300d<\/p>\n

    [App\/\u30b9\u30b1\u30b8\u30e5\u30fc\u30e9] Tempo AI<\/a>
    \nN\/A by Salesforce
    \n\u300c\u30b9\u30de\u30fc\u30c8\u30b9\u30b1\u30b8\u30e5\u30fc\u30e9\u300d<\/p>\n

    [App\/\u30bd\u30fc\u30b7\u30e3\u30eb] Path<\/a>
    \nN\/A by Daum Kakao
    \n\u300c\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u300d<\/p>\n","protected":false},"excerpt":{"rendered":"Wall Street Journal\u306e\u4e00\u90e8\u9580\u304b\u3089\u30b9\u30d4\u30f3\u30a2\u30a6\u30c8\u3057\u3001\u7fa4\u96c4\u5272\u62e0\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30e1\u30c7\u30a3\u30a2\u696d\u754c\u306b\u30011\u5e74\u524d\u5f57\u661f\u306e\u3088\u3046\u306b\u73fe\u308c\u305fRe\/Code\u3067\u3057\u305f\u304c\u3001\u540c\u696d\u5927\u624b\u306eVox Media\u306b\u8cb7\u53ce\u3055\u308c\u308b\u3053\u3068\u304c\u767a\u8868\u3055\u308c\u307e\u3057\u305f\u3002Re\/Code (1.5M Unique Visitor)\u3088\u308a\u3082\u5927\u304d\u3044\u7af6\u5408\u30e1\u30c7\u30a3\u30a2\u306eThe Verge\u00a0(12M Unique Visitor)\u3092\u5098\u4e0b\u306b\u6301\u3064\u306b\u3082\u95a2\u308f\u3089\u305a\u3001Vox\u304c\u4eca\u56de\u8cb7\u53ce\u306b\u8e0f\u307f\u5207\u3063\u305f\u7406\u7531\u3068\u3082\u3055\u308c\u308b\u306e\u304c\u3001Steve Jobs\u3001Bill Gates\u306a\u3069\u306e\u5927\u7269\u3082\u904e\u53bb\u306b\u53c2\u52a0\u3092\u3057\u3066\u3044\u308bCode Conference\u3067\u3059\u3002 \u5148\u9031\u958b\u50ac\u3055\u308c\u305f\u4eca\u5e74\u306eCode Conference\u3067\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u696d\u754c\u3067\u5927\u5909\u6ce8\u76ee\u3055\u308c\u3066\u3044\u308bKPCB\u306eMary Meeker\u306b\u3088\u308b\u30c8\u30ec\u30f3\u30c9\u30ec\u30dd\u30fc\u30c8\u306e2015\u5e74\u7248\u304c\u767a\u8868\u3055\u308c\u307e\u3057\u305f\u3002\u53bb\u5e74\u306e164\u30da\u30fc\u30b8\u304b\u3089\u3001197\u30da\u30fc\u30b8\u3068\u304b\u306a\u308a\u30dc\u30ea\u30e5\u30fc\u30e0\u306f\u5897\u3048\u307e\u3057\u305f\u304c\u3001\u4eca\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u696d\u754c\u306e\u7acb\u3061\u4f4d\u7f6e\u3068\u3053\u308c\u304b\u3089\u306b\u5411\u3051\u3066\u306e\u5730\u5e73\u3092\u5927\u5c40\u7684\u306b\u7406\u89e3\u3059\u308b\u306b\u306f\u307e\u305f\u3068\u306a\u3044\u6559\u79d1\u66f8\u3067\u3059\u306e\u3067\u3001\u305c\u3072\u6642\u9593\u3092\u4f5c\u3063\u3066\u3059\u3079\u3066\u306e\u30da\u30fc\u30b8\u306b\u76ee\u3092\u901a\u3059\u3053\u3068\u3092\u304a\u52e7\u3081\u3057\u307e\u3059\u3002 \u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8\u306f\u305f\u304f\u3055\u3093\u3042\u308b\u306e\u3067\u3059\u304c\u3001\u79c1\u306e\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8\u30925\u3064\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002 \u300c\u7e26\u30d3\u30c7\u30aa\u300d\u306e\u6642\u4ee3 \u300c\u901f\u5831\u6027\u3067UGC\u306b\u5168\u6557\u300d\u306e\u65e2\u5b58\u30e1\u30c7\u30a3\u30a2 \u30b3\u30de\u30fc\u30b9\u306e\u7b2c\u4e8c\u306e\u6ce2\u300c\u30e2\u30d0\u30a4\u30eb \u00d7 Just In Time\u300d \u300c\u30b9\u30de\u30fc\u30c8\u5bb6\u96fb\u30e1\u30fc\u30ab\u30fc\u300d\u3068\u5316\u3059Xiaomi \u300cDrone\u5927\u56fd\u306b\u306a\u308a\u640d\u306d\u305f\u300d\u65e5\u672c \u25fc\ufe0e\uff11\uff1a\u300c\u7e26\u30d3\u30c7\u30aa\u300d\u306e\u6642\u4ee3 \u30cd\u30c3\u30c8\u306e\u5229\u7528\u306b\u5360\u3081\u308b\u300c\u52d5\u753b\u300d\u306e\u5272\u5408\u304c\u6025\u5897\u3057\u3066\u3044\u307e\u3059\u304c\uff08P.13\uff09\u3001\u30c6\u30ec\u30d3\u3092\u4e2d\u5fc3\u3068\u3059\u308b\u300c\u6a2a\u30d3\u30c7\u30aa\u300d\u306e\u6642\u4ee3\u306f\u7d42\u308f\u308a\u3064\u3064\u3042\u308a(P. 23) \u3001\u6d88\u8cbb\u8005\u306e\u30e1\u30c7\u30a3\u30a2\u6d88\u8cbb\u306f\u30015\u5e74\u524d\u306b\u306f10%\u4ee5\u4e0b\u3057\u304b\u306a\u304b\u3063\u305f\u300c\u7e26\u300d\u304c\u30012015\u5e74\u306b\u306f29%\u3068\u4e3b\u6d41\u306b\u306a\u308a\u3064\u3064\u3042\u308b\u3068\u3044\u3046\u30c7\u30fc\u30bf\u3067\u3059(P.24)\u3002\u300c\u7e26\u30d3\u30c7\u30aa\u300d\u306e\u5148\u99c6\u8005 SnapChat\u3067\u306f\u3001\u52d5\u753b\u5e83\u544a\u306eCompletion Rate\u304c\u6a2a\u30d3\u30c7\u30aa\u306e9\u500d\u4ee5\u4e0a\u3068\u3044\u3046\u9a5a\u304f\u3079\u304d\u30c7\u30fc\u30bf\u3082\u7d39\u4ecb\u3055\u308c\u3066\u3044\u307e\u3059\uff08P.25)\u3002\u4ee5\u524d\u3054\u7d39\u4ecb\u3057\u305fFacebook\u306eInstant Article\u306a\u3069\u3082\u3053\u306e\u6d41\u308c\u3092\u6c72\u3093\u3067\u3044\u307e\u3059\u3002 \u25fc\ufe0e\uff12\uff1a\u300c\u901f\u5831\u6027\u3067UGC\u306b\u5168\u6557\u300d\u306e\u65e2\u5b58\u30e1\u30c7\u30a3\u30a2 UGC\u306e\u30d1\u30ef\u30fc\u306b\u3064\u3044\u3066\uff08P.65\uff09\u3002\u30e6\u30fc\u30b6\u304c\u4f5c\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u306f\u69d8\u3005\u306a\u30e1\u30c7\u30a3\u30a2\u3092\u901a\u3057\u3066\u5e7e\u4f55\u7d1a\u6570\u7684\u306b\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u306e\u300c\u901f\u3055\u300d\u304c\u3001\u4e8b\u4ef6\u3001\u5929\u6c17\u3001\u30b9\u30dd\u30fc\u30c4\u3001\u30a8\u30f3\u30bf\u30e1\u3001\u653f\u6cbb\u3001\u3042\u3089\u3086\u308b\u30ab\u30c6\u30b4\u30ea\u30fc\u3067\u3001\u5927\u624b\u30e1\u30c7\u30a3\u30a2\u3092\u51cc\u99d5\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u30c7\u30fc\u30bf\u3067\u3059\u3002\u3042\u307e\u308a\u306b\u3082\u304d\u308c\u3044\u306b\u3059\u3079\u3066\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u3067\u50be\u5411\u304c\u3067\u3066\u304f\u308b\u306e\u304c\u5f37\u70c8\u3067\u3059\u3002\u307e\u305f\u3001\u4e00\u3064\u3081\u306b\u3082\u95a2\u9023\u3059\u308bSnapChat\u306e\u30e6\u30fc\u30b6\u304c\u6295\u7a3f\u3057\u305f\u52d5\u753b\u3067\u306f\u30011\u65e5\u30674000\u4e07\u30d3\u30e5\u30fc\u3092\u96c6\u3081\u305f\u308a\u3059\u308b\u306e\u304c\u3056\u3089\u306b\u3042\u308b\u3068\u3044\u3046\u30c7\u30fc\u30bf\u3082\u7d39\u4ecb\u3055\u308c\u3066\u3044\u307e\u3059\uff08P.59\uff09\u3002 \u25fc\ufe0e\uff13\uff1a\u30b3\u30de\u30fc\u30b9\u306e\u7b2c\u4e8c\u306e\u6ce2\u300c\u30e2\u30d0\u30a4\u30eb \u00d7 Just In Time\u300d \u30b3\u30de\u30fc\u30b9\u9769\u547d\u306e\u7b2c\u4e8c\u4e16\u4ee3\u3068\u3057\u3066\u7d39\u4ecb\u3055\u308c\u3066\u3044\u308b\u300cJust In Time\u300d(P.74)\u3002\u300c\u304a\u5e97\u306b\u884c\u3063\u3066\u8cb7\u3044\u7269\u3092\u3057\u3066\u3044\u305f\u6642\u4ee3\uff08Brick & Mortal)\u300d\u304b\u3089\u3001\u300cE\u30b3\u30de\u30fc\u30b9\u7b2c\u4e00\u4e16\u4ee3\uff08\u5bb6\u306b\u3082\u306e\u304c\u5c4a\u304f\uff09\u300d\u3001\u305d\u3057\u3066\u30e2\u30d0\u30a4\u30eb\u3068\u591a\u69d8\u5316\u3059\u308b\u52b4\u50cd\u529b\u306b\u3088\u3063\u3066\u5b9f\u73fe\u3055\u308c\u3064\u3064\u3042\u308b\u300cJust In 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\u3002\u5358\u306b\u300c\u5b89\u3044\u30b9\u30de\u30db\u30e1\u30fc\u30ab\u30fc\u300d\u3068\u4fae\u308b\u306a\u304b\u308c\u30012011\u5e74\u306b\u30b9\u30de\u30db\u306b\u53c2\u5165\u3057\u77ac\u304f\u9593\u306b\u4e2d\u56fdNo.1\u306b\u306a\u3063\u305f\u540c\u793e\u306f\u3001\u3059\u3067\u306b\u30c6\u30ec\u30d3\u3001\u30ab\u30e1\u30e9\u3001\u96fb\u7403\u3001\u4f53\u91cd\u8a08\u3001\u30b9\u30de\u30fc\u30c8\u30db\u30fc\u30e0\u306a\u3069\u3082\u306e\u3059\u3054\u3044\u7a2e\u985e\u306e\u7aef\u672b\u3092\u51fa\u3057\u3066\u3044\u307e\u3059\u30026\u6708\u304b\u3089\u7c73\u56fd\u306b\u53c2\u5165\u3057\u307e\u3057\u305f\u304c\u3001\u4eca\u5ea6IPO\u3059\u308bFitBit\u304c$100\u304f\u3089\u3044\u3067\u58f2\u3063\u3066\u3044\u308b\u30d5\u30a3\u30c3\u30c8\u30cd\u30b9\u30c8\u30e9\u30c3\u30ab\u30fc\u3092\u3001\u306a\u3093\u3068$15\u3067\u58f2\u308a\u51fa\u3057\u3066\u3044\u307e\u3059\u3002\u96fb\u6c17\u81ea\u52d5\u8eca\u306e\u958b\u767a\u3082\u9032\u3081\u3066\u3044\u308b\u3068\u516c\u8a00\u3057\u3066\u3044\u308bXiaomi\u3001\u4eca\u6700\u3082\u76ee\u304c\u96e2\u305b\u306a\u3044\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30e1\u30fc\u30ab\u30fc\u306e\u4e00\u3064\u3067\u3059\u3002 \u25fc\ufe0e\uff15\uff1a\u300cDrone\u5927\u56fd\u306b\u306a\u308a\u640d\u306d\u305f\u300d\u65e5\u672c Drone\u5e02\u5834\u3084\u305d\u306e\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u8a73\u3057\u304f\u53d6\u308a\u4e0a\u3052\u3089\u308c\u3066\u3044\u307e\u3059 (P.82-86)\u3002\u305f\u3060\u3001\u5f37\u8abf\u3057\u3066\u304a\u304d\u305f\u3044\u306e\u306f\u300120\u5e74\u524d\u306b\u65e5\u672c\u306f\u3082\u3068\u3082\u3068Drone\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u30ea\u30fc\u30c9\u3044\u305f\u3082\u306e\u306e\u3001\u898f\u5236\u306e\u554f\u984c\u306a\u3069\u3067\u65e5\u306e\u76ee\u3092\u898b\u306a\u304b\u3063\u305f\u3068\u3044\u3046\u8a71(P.190)\u3002Yamaha\u306e\u8fb2\u696d\u7528Drone\u306f\u65e9\u304f\u304b\u3089\u6c11\u751f\u3067\u306f\u30ea\u30fc\u30c0\u30fc\u7684\u306a\u5b58\u5728\u3067\u3057\u305f\u304c\u3001\u6d88\u8cbb\u8005\u5411\u3051\u3067\u306f\u4eca\u3084\u30e6\u30cb\u30b3\u30fc\u30f3\u3068\u306a\u3063\u305fDJI(\u4e2d\u56fd\uff09\u30013D Robotics(\u7c73\u56fd\uff09\u306a\u3069\u304c\u5e2d\u5dfb\u3059\u308b\u306a\u304b\u65e5\u672c\u306e\u5f71\u306f\u3042\u308a\u307e\u305b\u3093\u3002P.140-145\u3067\u3001\u591a\u69d8\u5316\u3059\u308b\u52b4\u50cd\u5f62\u614b\u304c\u5f8c\u62bc\u3057\u3059\u308b\u7c73\u56fd\u306e\u898f\u5236\u7de9\u548c\u306e\u30e1\u30ab\u30cb\u30ba\u30e0\u304c\u66f8\u304b\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u306e\u8fba\u306e\u30d6\u30ec\u30fc\u30af\u30b9\u30eb\u30fc\u3082\u5fc5\u8981\u3067\u3059\u3002   \u5148\u9031\u306f\u3001\u300c\u30c7\u30b8\u30bf\u30eb\u30b5\u30a4\u30f3\u300d\u306eDocusign\u3001\u300c\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u300d\u306eSnapchat\u3001\u300c\u30e1\u30c7\u30a3\u30a2\u5e83\u544a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300d\u306eGumGum\u306a\u3069\u304c\u65b0\u305f\u306b\u8cc7\u91d1\u8abf\u9054\u3057\u307e\u3057\u305f\u3002 \u307e\u305f\u3001M&A\u3067\u3082\u3001Apple\u306b\u3088\u308bAR\u6280\u8853\u306eMetaio\u306e\u8cb7\u53ce\u306a\u3069\u6ce8\u76ee\u306e\u6848\u4ef6\u304c\u76f8\u6b21\u304e\u307e\u3057\u305f\u3002AR\u5206\u91ce\u306f\u3001Facebook\u5098\u4e0b\u306eOculus\u306b\u3088\u308bSurrel Vision\u306e\u8cb7\u53ce\u3082\u3042\u308a\u3001VR \u00d7 AR\u3067\u5927\u304d\u306a\u3046\u306d\u308a\u304c\u4eca\u5f8c\u3042\u308a\u305d\u3046\u3067\u3059\u3002 \u8cc7\u91d1\u8abf\u9054 [SaaS\/\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9] Docusign Series F($45M) Intel Capital \u300c\u30c7\u30b8\u30bf\u30eb\u30b5\u30a4\u30f3\u300d [App\/\u30bd\u30fc\u30b7\u30e3\u30eb] Snapchat Series E – II ($337.6M) Undisclosed Investors \u300c\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u300d [SaaS\/\u5e83\u544a] GumGum Series C ($26M) NEA, Upfront \u300c\u30e1\u30c7\u30a3\u30a2\u5e83\u544a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300d [Enterprise\/\u30c7\u30fc\u30bf] Rubrik Series B ($41M) Greylock \u300c\u30c7\u30fc\u30bf\u30de\u30cd\u30fc\u30b8\u30e1\u30f3\u30c8\u300d [Service\/\u753b\u50cf] imgix SeriesA- ($1.5M) RRE Ventures \u300c\u753b\u50cf\u30b5\u30fc\u30d3\u30b9\u30a4\u30f3\u30d5\u30e9\u300d   M&A [Content\/\u30cb\u30e5\u30fc\u30b9] Re\/code N\/A by Vox Media \u300cTech\u30e1\u30c7\u30a3\u30a2\u300d [Others\/VR] metaio N\/A by Apple \u300cAR\u30c4\u30fc\u30eb\u300d [Mobile\/Analycis] Pulse.io N\/A by Google \u300c\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u300d [App\/\u30b9\u30b1\u30b8\u30e5\u30fc\u30e9] Tempo AI N\/A by Salesforce \u300c\u30b9\u30de\u30fc\u30c8\u30b9\u30b1\u30b8\u30e5\u30fc\u30e9\u300d [App\/\u30bd\u30fc\u30b7\u30e3\u30eb] Path N\/A by Daum Kakao 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