You are on page 1of 103

1 Google (1)

Google
98
99
Excitecom Mark VH Palo Alto
Mark

Excite.com Excite Yahoo


Yahoo
Yahoo Directory
Excite Architext
95 Mark

Mark
35

Google
The Next Generation Of Search Engine
Gr Opening in
Mark
Mark 200

YahooExcite Infoseek Lycos


Mark

Google

Google

2 Google (2)
Google
Yahoo Excite Netscape@ home
Google Google

Google

Google Google
Mark

***
2000

Google
VC 2500 A
Google

Google IPO
30
Google
***
Google
Google
Google
Google

AOLYahoo 60 30

3 Google (3)

Sun
10 10
Google 10
3

***
Google

Yahoo Excite Infoseek

Lycos

Yahoo Excite Infoseek


Lycos

KPCB Google

Google
Google

2.0

Google

Never Say Never


KPCB 1972
4
10
Idea
VC
VC

VC
Pose

1.
2.

YouTube
MySpace

VC

PC

Windows
Windows PC IBM

iPod iPhone 10
iPodiPod
iPod VC

1.

2.

3.GE HP

4.

R&D

5.
6.
7.
8.

Google
Google Yahoo AOL

Idea

Idea

OEM
2020 70

7 Idea (1)
Idea

Idea10
2000

Idea Idea
Idea
Idea

Idea Idea
Idea

Idea
Idea
Idea Idea
Idea

Idea

Idea
Idea
1. Idea

Idea
IBM Herman Hollerith

HermanHollerith
Herman Hollerith

8 Idea (2)
Apple

Idea

2.Think Small
MBA Think
Big
Think Small

1IBM
2

Wii
MP3
iPod

3.

IM
Portal

Google YahooGoogle
Yahoo Google Yahoo

9 Idea (3)

Idea
Facebook MySpace SNS


Idea

Idea Idea Idea


Idea
Idea Idea

5.
Idea
Idea 10
Idea
Idea
Idea Idea

Idea
Idea
Idea
Idea Idea

Idea iPod

iPod
Idea Idea
Idea
Idea
Idea

6.
Idea
Idea MBA Idea
Idea Idea
Idea
Idea
Idea

10 Idea (4)
Idea

Idea

VC
Idea

15
Excel 30 45 60

Idea
Idea
Idea

7. Idea
Idea
Idea
Idea Idea
Idea 1.0 Idea 2.0 Idea3.02.0 1.0 3.0 2.0
.
Idea

Idea
8. Idea

Idea Idea

Idea 10
10 WAP

Idea
Idea
Idea
11 (1)

1015
35

120
24

CEO
12 (2)
1.

2.

3.
VC

TNND

1/10

debug Beta Alpha Alpha

CTO
CTO
VC

13 (3)

VC

VC
VC
PPT
MBA VC

VC

1.
2.

14 (4)

15 (1)

Coca Cola
Smartone

TTKSONY
SONUS SOUND
SONNY
SONYSONY
SONY

Apple

Apple Apple


5 Logo

1.Sun Sun Logo Sun


Logo 4 Sun 4 U Sun
Sun
2.Microsoft Logo 1987 20
OS O
S
Microsoft
Logo 9
Microsoft
UnlimitedLimited
3.Fedex
Ex

Logo

4.Apple Logo Apple Logo


Apple Apple
5.Dreamworks Logo

Logo

Just Do It
16 (2)
GoogleGoogle Logo
Apple Think
DifferentJust Do ItImpossible is nothing

17 (1)

OK
Wolfgang Amadeus
Mozart1756 1 27 1791 12 5
35 22 41 42

3 4
5 6 10

1791 9 30

1791 12 5 1

Amadeus
Amadeus 1888
WmSHaynes Amadeus
Haynes

1977

Haynes
Haynes

Amadeus

Amadeus

VC

Haynes
Haynes
Haynes
18 (2)
Haynes


QN
QN

humble

Haynes 1914
VC



Location location location
VC Team
teamteam VC

VC VC

VC
19 VC (1)
VC
1 VC
2 5 90 10
10 9010
1
VC 1



Window IBM
iPod SONY

20 VC (2)

Take a shit
VC


Yes
7

500


Apple Yahoo Google














The Entrepreneur Mind think differently

21 CEO (1)
CEO

ChiefExecutive
Ofcer CEO


CEO


CEO

CEO CEO

ACEO CEO
B VC CEO VC
CEO

VC CEO
CEO 10

1 VC 2345
678 910
8 8

CEO
CEO

CEO
8000 7500
500
10000

CEO

1
2
3
4
5
6

42

42

22 CEO (2)

CEO


CEO CEO CEO
CEO
CEO CEO
CEO 45 15
15
15
45 + 15 = 1
1 5 50 = 240
240 = 30 =

CEO
CEO

CEO

CEO
CEO

CEO
CEO
CEO

CEO

23 (1)

MBA

+
8 16

A A+++ B C C
N N Z
A A A+++


CEO

Apple CEO
VC
VC
VC
VC VC
24 (2)

2

3 15


100

25 (1)

CEOVIP

CEO

CEO

Intel Inside

iPod
iPhone

VC

IBM
2

26 (2)

KTV

VC


VC

27 (3)

CEO

28


20

24

Apple

1973
125

1.15
100

1.
2.

400
30

Lucaslm

120 120 X
19771982
19992005

1977 4 A new hope1980 5 The Empire


Strikes back1983
6 Return Of The Jedi1999 1 The
Phantom Menace2002
2 Attack of the Clones2005 3
Revenge of the Sith

1977 200
500
29 (1)

Lucasfilm

Industrial Light &


Magic

Skywalker Sound

Me too

20

Idea

100

ILM THX Dolby Technicolor Avid HD HiRes MP3 MP4 NLE Sony
HDW
IT Windows Mac OS

Bose Onkyo
THX

Pixar

20 70

1979
NYIT

30 (2)

Ed Catmull
NYIT

IT
Ed Catmull CTO
Alvy Ray Smith
Altamira
GraphicFellow
Jim Clark SGI CEO

John Warnock Adobe


Photoshop Photoshop
Photoshop
Ralph Guggenheim
1
2
S
Hill Road VC

John Lasseter
John


1986

1000

SPA
RenderMan

31 (3)

MBA

1.Idea

Think out of the box


20

2. 20

+
AT&T iPhone
iPhone
3.

4.
100

5.

M-1
6.
Lucasfilm

MBA VC

32 CEO (1)
CEO
CEO
CEO
CEO CEO CEO CEO CEO
CEO
CEO
CEO
1.
CEO

CEO

VC

MBA

CEO

PPT Excel
CEO CEO

CEO

CEO CFO
CEO

CEO
2.
CEO

CEO

VC
CEO

CEO

CEO
CEO
CEO

iPod
0 90
CEO CFO

33 CEO (2)
3.
CEO 300~500

CEO VC
6
8433.2

VC

CEO

VC VC
CEO VC
VC
1.VC
2.VC 300~500
VC

8433.2

3. CEO

4.8000 CEO

VC

5.VC VC
VC VC

4. CFO
CEO

34 CFO
CFO

CEO CFO
CEO CFO
CFO

CFO

FAFinancial Advisor
FA

FA
FA
CEO

CEO 300
FA 1000 CEO FA
FA FA 9

CEO
CEO

FA
VC FA FA
CEO

FA
1. FA VC
FA VC

2.FA
FA 300 FA
1000 FA

3.

FA PE 20
FA FA
4.FA

CEO
CEO VC

35 (1)
CEO

1+1=22+2=4

VC VC

VC

VC
VCVC C

36 (2)

VC MBA

multiplesforwardlookinggrowth curve


Banker



500 2000

500 2000

2000

VC
VC

VC
2000

1800

CEO VC

CEO
37 (3)

CEO

VC
VC VC

Google

VC
VC VC

38 (4)
2


12
3

39 (1)

Sisyphus

VC

VC

VC VIP

Idea
Idea CBD
CEO

goodidea

Google Apple YahooeBay

1
2
3

10

CEO CTO CFO VP


CEO
CEO

P&L

CEO

VC
VC

IdeaIPO

40 (2)

N
1001

41 (1)

DV

8 16
35


1874

Panavision
Arriflex


Arriflex

Arriflex
Panavision

Panavision Arriflex

***

SONY
SONY
SONY
SONY

Deal
SONY

SONY

SONY
SONY SONY

SONY
SONY
SONY SONY

SONY HDWF900
SONY

***
SONY

JimJannard)
42 (2)
1975 300
Oakley
Oakley
33 Oakley Ray-Ban
21 2008 500 134

20 1000 BolexAaton Arriex


Eyemo Filmo Mitchell Photosonic Beaulieu Keystone
Oakley
100 CEO
Idea

SONY
SONY

SONY
DV
SONY

SONY

SONY SONY

SONY
Oakley

2006

SONY

DP

500 1000

43 (3)
SONY

CEO

SONY

Idea

A
B
C
D

30

44

Steven Soderbergh

Che
2007 4 16 NAB
10 4K
444
NAB
4K 169 45202540
Sony F950 19201080 2K
4520P
Mysterium CMOSSensor True S35mm 35MM
35MM

NAB
PL Mount

SONY SONY SONY


CineAlta F-23 15
4K 2K 1.75
SONY

YouTube
SONY

Panavision

2009 6 3
Clark 80 R&D


30

45 (1)

SURVIVAL

Mission Impossible

VC VC

5
1. 3
2.


3.
0
4.

5.

PlanA+ Plan B


PlanA VC
Plan B VC
Plan A
Plan B
PlanAPlan B

46 (2)
Plan A
Plan B
Plan A IPO
Plan B
PlanA
PlanB
Plan A

Plan B
Plan A
Plan B

S-U-R-V-IV-A-L

S size up

U undue

200
R remember

BOOK HQDOORCOM 47 (3)






V vanquish

I improvise

V value

A act

L live

48 (1)

Just do it

IQ
1

2 Idea
VC

Idea

5 2000
Idea VC

Apple
Ronald Wayne Apple

Apple Ronald Wayne


Apple 800

Ronald Wayne 10

Apple
HP
HP HP

Apple
50
MikeMarkkula
32 Intel Mike 25 Apple 1/3
25 8 17

3 VC VC

iPhone
VC
VC
VC
VC
MikeMarkkula
250 25 8 17


VC

49 (2)
VC

VC


Apple Google

VC 10 100


5VC
CEO CEO

50 (3)

MBA


VC

A VC
VC
VC
B

8
21
9

51 (4)

10

LVDiorGucciVictorias Secret


1
2.

3. 100 1000
Web

20 Idea

RonaldWayne

10

52 (1)

1.
a.
b
c VC
d
e
2
A
BGood idea
C

D
E
3
A
B
C
D
E
4
A VC
B
C
D
E
5
A
B
C
D
6
A
B
C
D
7
A
B
C
D
8
A PPT
B
C
D
E
9
A

B
C
D
E
10 VC
A
B
C
D
E
11 VC
A
B
C VC
D
E
12. 51
A
B
13 CEO
A
B
C
D
E
14
A
B
CCEO
D
E
15
A
B
C
D
16

A
B
C
D
E ISO9000
17
A
B
C
D
E
18
A
B
C
D
E
F
19
A
B
C
D
E
20
A
B
C
D +
21
A
B
C
DCEO
E
22
A
B

C
D
E
23
A
B
C
D
24
A
B
C
D
E

1.d 2.c 3.e 4.d 5.b


6.d 7.d 8.c 9.e 10.c
11.e 12.b 13.b 14.b 15.a
16.b 17.a 18.d 19.e 20.d
21.d 22.c 23.c 24.E
1 0~8
2 9~16
3 17~24

0
54 (1)

Mac

Mac

Apple 1984

1984 1 22 Apple
http//www.youtube.com/ watchv=EOF565-rPNY
PC IBM
Anya Major

Apple
Apple Apple

2
Mac Windows
PowerbookMacBook
Mac
Mac
Apple Mac
Apple
Apple
Apple Powerbook


Powerbook Apple Amelio CEO Apple
Mac Die
Hard Hard Core MacLover CEO Powerbook
Apple
99 Powerbook

Apple CEO Amelio

CEO
CEO
Apple
3
1985 9 13 Apple 6
Apple

Apple NeXT
NeXT
Apple
NeXT
NeXT Apple
NeXT 10
NeXT NeXT
CIA
NeXT NeXT
Apple

NeXT
Apple
4 3
NeXT
4
Apple 1985 1997
NeXT Pixar
55 (2)

1 5

2600

Pixar
5
4.3 AppleApple

Apple
iMac
Apple
Logo SoWhat

Apple Apple
IT
Apple Dell HP Lenovo

iMac MacBook
MacBook Air Mac OS X

Apple

HP Dell
Apple
Apple
OEM
Apple

iPod iPhone
56 (3)
Apple
6
Apple
Apple PDA 1000

Apple

iPod iPhone
SONY Walkman
4


iPod
iPod 30GB 60GB
MBA

iPod
iPod

iPod Zune Creative


iRiver
iPod
10 10
10 20
iPod iPod iTune

Apple
Apple
Lets Make a Dent in the Universe
Lets Be Pirates
Think Different

iPod

57 (4)

Mac NeXT /iTune

iPod
iPod
iTune MP3 iPod + iTune

58 =
=
VC
10 VC10 VC No

VC

DeathMarch
VC
VC
VC

Apple Google

Idea

CEO


VC VC IdeaVC

VC
VC
VC VC VC
New NewThing VC
VC VC
Sorry 35 10
SorrySorry Sorry
Sorry
Redwood City 6 VC
Sorry VC

VC

Come on intake off your pants we will


grill you
Grill

Menlo Park
VC VC
VC
VC
=
59 (1)

VC
VC VC
Black Jack VC
VC

VC Fund to Fund

VC

VC
VC
VC

VC VC
VC 30 VC

VC VC VC
VC

VC VC VC

VC
VC
VC VC
VC

VC

25
56

Apple 1700 Google


3000
60 (2)

1
2Idea
3
4
5

Idea

VC

IPO
ABCDE IPO
A B C D E
ABCDE
100 +300 +800 +2000 +4000 =IPO
2
IPO

/VC

VC/PE

PE
14 15 1 98 2
IPO

IPO
VC

61 (3)

You
jumpI jump

62 VC X (1)
VC X
VC

VC

VC VC
VC VC

1VC VC VC
VC
VC
VC VC
VC
2VC VC

VC

VC
A10 100
B100 ~1000
C1000 ~5000
10 VC
3000 VC

3VC VC
VC

VC VC VC
VC

VC
1 Managing Partners

2Partners

3VenturePartners

VC
VC
VC
VC
4Vice President

5Principle
VC

VC VC
6Investment Managers

7Analyst / Researcher

8Associate
VC

9Office ManagerVC VC
VC
VC LP Capital CallVC Portfolio

VC
10 VC VC

11VC
12VC

VC
4.VC
63 VC X (2)
VC VC

Termsheet1

VC
ICInvestment Committee

KTV

* Termsheet
64 21 (1)
21

VC
VC

VC VC

VC
VC
VC

VC

1. PPT
10 Thank You 7
Web 5.0 iResearch 2050
Web 5.0 5000 Web 5.0
5000

2.
80~100

VC
3.
PPT

VC VC
VC
VC
VC

VC
1.who
2.what
3.how
VC

VC
VC
VC
Tom Jerry
21

21

1Executive Summary

15


2/

iReaserch
VC
VC
VC

1000

VC

Google


VC VC

VC

PPT VC
Excel 3 5

Assumptions

Income Statement
Cash Flow

b COO
CEO CFO

10

VC

11

12

13

14

15 Word PPT

16
14

114
17 VC
VC VC

VC VC

VC
TMT VC
VC

VC


18
CEO War Plan

VC

VC
VC
VC
19 VC
Termsheet
20 VC Idea

VC
VC VC
VC
VC
VC

VC VC
VC 5 A
B A VC
21 VC
VC


A VC

B VC

CVC

VC
D VC

E VC C VC

69 (1)

VC

VC

1.
2.
3.

4.
5.
6.
7.
8.
Idea

VC
20 200
2000 VC


VC

Idea
Idea
20 2000
6~12
6~12 1/3

VC

70 (2)

23


VC

VC


VC

(A)

B
VC VC
VC
CVC
VC

VC VC VC

To beor not to be - that is the question


To beor not to be - that is the
question VC To
beor not to be - that is the question
Yahoo Google

VC


71 (3)

VC

70 136570 =25550


VC

VC

200
1/3 400 1/3
VC

VC
VC
72 (4)
VC
VC
VC
SP

5 ABCDE
A

50 100 150 VC
150 400 550 300
1000 1300 800 3000
3800 2000 8000
45

B
B


AA VC
A
VC

BA VC
B A VC
B VC VC
A VC A B

A VC A VC
B VC B VC

A VC

73 (5)
B
VC A VC A
B VC A VC

PK VC
10 50 100
Apple 1700 Google 3000
VC
3000
VC1000
VC 10
Pre-IPO PE 1

Yahoo
Pre-IPO IPO
Pre-IPO

VC
VC
VC

74 (1)

1977 5 25

650

10
100

Gale Hurd

***

10
Google 8 Apple
Gale Hurd

1997
10

12480
5
Mir 1 Mir 2
12480
6000


12
75 (2)

Digital Domain
DD VC DDDue Diligence

1 1 775
14

1700
500
100

7500 1997

7500

22

76 (3)
VC
VC

1997 11 1 12 19
3 3 14

5 20

16 3
10
1998 2 10 28
14 3 23 11

VC


PPTStoryboard
Storyboard MBA

Storyboard

Apple

VC

1
Digital Domain CEO Scott Ross
GM DD

DD

2
My Heart Will Go On
Every night in my dreams
I see you I feel you
That is how I know you go on
Far across the distance
And spaces between us You have come
to show you go on
Near far wherever you are
I believe that the heart does go on
Once more you open the door
And you"re here in my heart
And my heart will go on on
Love can touch us one time
And last for a lifetime And
never go till we"re one
Love was when I loved you

One true time I hold to


In my lifewe"ll always go on
Near far wherever you are
I believe that the heart does go on
Once more you open the door
And you"re here in my heart
And my heart will go on on
There is some love that will not go away
You"re here there"s nothing I fear
And I know that my heart will go on

You might also like