硅兔赛跑：2019半年行业趋势报告(125页).pdf

1、2019?盟? ? CONTENTS ? 00 ? ?锋? 01 02 03 04 05 06 07 08 09 ? ?D2C? ? ? ?+? ? Podcast? ? 10? FOREWORD ? ? 4 2019?2018?模?Flop? ? ?18?Mega rounds?1厅? ?Uber?Lyft?Slack?Beyond Meat?Zoom ?19? Q2? ?D2C? ? ? ? ? ? 5 世界发展经济体发展中经济体 ?GDP?2018?3.0%?2019? ?2.6%?2020?2.7?2021? ?2.8? GDP? PMI?种?锋? ?PMI?50?2019? PMI?

2、50 ? ?锋?10? ? ? ? ? 6 19?18?Flop? ? ?18?Mega rounds?1厅? ?Uber?Lyft?Slack?Beyond Meat?Zoom?19? ? 19?D2C? ? ? 2019?IPO?Airbnb?Uber?Lyft?Pinterest?Slack? ? ?IPO?le?IPO?Wework?Peloton? ? ?167? ?CVC?的? ? ? 7 0 10 20 30 40 0 425 850 1275 1700 Q317Q417Q118Q218Q318Q418Q119Q219 ?($B)? 2019?2018? $12.0B $4.6B

3、 $3.1B $2.7B $0.7B 2019Q2? 匹? ? ? ? ? 52 132 167 221 620 ? 2019Q2?1厅? ? 8 0 6.5 13 19.5 26 0 17.5 35 52.5 70 Q317Q417Q118Q218Q318Q418Q119Q219 ?($B)? ? ?GPI?Capital10.92厅? ?Thrive?Capital? Sequoia?Capital?Israel 4.7厅? ? ?SV?Angel,?YC 19.7厅? 8.6厅?NEA?A16Z ?Pitchbook?PwC?|?CB?Insights?MoneyTree?Report?

4、Q2?2019 2019?送? ? 9 公司LyftZoomUberSlackBeyond MeatChewyFiverr 市值$14.3B$25B$56.8B$15.1B$8.8B$11.87B$724M 创始时间05/201206/201103/20091/2009200906/201102/2011 上市时间03/201904/201905/201906/201905/2019 2017? 06/2019? 06/2019 融资总轮数1852310777 所处行业 ? ? ? ? ? ? ? ? ? ? ? ? ? ? IPO?送? Juul?Labs ?130厅? WeWork ?66

5、厅? Airbnb ?34厅? SpaceX ?27厅? Magic?Leap ?26厅? ?PwC?|?CB?Insights?MoneyTree?Report?Q2?2019 ? ? 10 ? ?-? ? drive.ai?告? ?2厅?drive.ai?盔? ?愿?Paul?Allen?务? ?Allen? anki?千?研?650?anki?1厅? ?告anki?2019?模? ?够?研? 2019?4?务?瘦? ? 2018?CVC? ? 11 ?CVC?2018?PwC?|?CB?Insights? MoneyTree?Report?Q1?2019 0 4 8 12 16 0 20

6、0 400 600 800 2014?Q1 2014?Q4 2015?Q3 2016?Q2 2017?Q1 2017?Q4 2018?Q3 CVC?($B)CVC? ?CVC? CVC? 匹? ?CVC?2018?2017? 36%?1,199?太?80%?212厅? Mobile?App? ?2018?2017?18%?415? ?2018?2017?26%?90厅? ? ?2018?CVC?23%?298? ?2017?72厅?109厅? ? ? 12 0 3 6 9 12 0 125 250 375 500 2016201720182019? ?($B)? 147 337 406 369