At the end of each year, the investment circle of the big brothers were forced to become a fortune teller. Entrepreneurs, media, industry and younger rivals, all are concerned about their "hand picked" tuyere. However, by the end of last year was widely optimistic about the VR, direct broadcast, Internet banking ...... Seems to have had a tough time this year.
First to say VR, has been hailed as the 2016 largest outlet". In the second half of the year, storm mirror team large layoffs, and the meter entertainment also came on the scene view news, reported that VR helmet start-up companies closed down 90%. At present, the capital's attitude towards VR and O2O on how similar a few years ago.
Say live, at the end of last year, but also with the contents of the entrepreneurial hazy summary. Content of the first half of the field of entrepreneurship in the field of Queen Papi sauce, the second half also and Luo Ji Thinking broke up. As originally broadcast content channels, to let the fire hot network information office bursts of rules.
Internet banking is not to mention, except for a few at the unicorn list, Baidu to all the negative, estimation can not find Baidu. Even the second half of the "Internet banking" this word is not to mention.
Now VC chiefs are strongly opposed to export and investment outlet herd, instead of chasing "hot" or "wave", but still there is no lack of "angel chasers", such as Li Zhu's "air theory" advocates. But he believes that the air is not the VC report see, air is the entrepreneur to do it, so the angel investors should be good at discovering the potential investment outlet, entrepreneurs, then ran, ran becomes the outlet.
2016 from the hot to cold air, in his view is not an air outlet. VR, and live, but it's a little wave.
So, where is the 2017 outlet? Nearly at the end of the year, bud NewSeed sorting out the ten angel on 2017 air forecast results, and is mostly the same as last year!
Plum Angel venture capital founding partner Wu ShichunNo matter how the form of change, the key is to find the inflection point and turning point. Bullish direction there are three: first, the consumption upgrade, the young people's preferences and consumption habits have changed dramatically, this trend will continue for a long time. Two is to move out to sea, the development of China's relatively good model to the overseas replication and output. The three is "Internet plus" in rural Internet and Internet financial.
Dreamer, founder of the Zhu Bo Valley Innovation Fund2016 is a dividing line. Until this year, basic to the business model innovation, the Internet, mobile Internet to improve the efficiency, we call this year after the innovation of science and technology, at this juncture we see a lot of artificial intelligence, big data, AR\/VR, block chain, cloud computing and so on, these values gradually become our investment in the world, so the next ten years.
Inno Angel Fund founding partner Li ZhuIs currently optimistic about the artificial intelligence and entertainment. Artificial intelligence to the early investment in the window for about 5 years. This is a turning point in human society, is the field of mobile Internet than thousand times. In addition to technological innovation, but also concerned about the pan entertainment industry, including film and television, games, animation, sports and health, which will be China's per capita GDP reached 8000 dollars after the largest consumer sector.
Price Waterhouse Group Chairman Cao GuoxiongEntertainment, the pan cultural direction is quite wide, but also to travel what is included in the. This is not limited to the early stages of early, middle and late vote, but only focus on the breakdown of the field; health is now two dollars, a precise medical upstream and downstream industry chain, there is health, health will go to Chinese investment in the case of partial direction, but not much, much more accurate medical investment some.
Amphora Group Chairman Zhou WeiliAt the end of last year, we feel that the business model innovation outlet has been closed, forced to vote technology. We go to the overseas investment and precise medical technology, the medical field in most of the domestic is the application of innovation, investment, investment and services, so the hospital or medical machinery what the real major drug discovery is still outside, must dig in the rich area.
Pine fund founder partner Dong ZhanbinApplication of VR, AI and other new technologies in the field of education and entertainment. For example, like VR live, in fact, a lift to live, but the user experience is completely different. Like the social field, we can see that the current social networking is a multi field, there will be a new generation of VR social, 2017 may be a point of outbreak.
Purple Hui venture founding partner Zheng Gang
I think Internet plus live thing may be some Unicorn medical enterprises, have also seen that we have never encountered, in fact in the medical enterprise and mobile Internet combined is great.
Wan Haoji, China partner
In fact, the investment brand is a very long-term thing, we want a lot of years to be truly successful, it is beneficial for us, it can solve the problem of an industry, it can get the opportunity.
Feng Rui capital founding partner Li Feng
I think that all people's success is essentially about this era, all the company's success is to do what the economy needs. In this era, the Chinese need to do the right thing, in principle, the success of the failure to do something wrong.
Yao Jia, vice president of atomic venture
The end of the year is still looking at artificial intelligence, the latest phase of the fund has been raised to complete the next year, the fund will be voted out, it is estimated that the first half of 17 will not vote too much, the project is still looking. Had not looked at the game, and now is the focus of the two dimension, entertainment, artificial intelligence, consumer upgrades, etc..
In fact, these seemingly the same as compared with last year, has been more in-depth, this is the 2016 entrepreneurs and angels, early investment institutions to explore the results. Such as the health sector last year's forecast this year into more sophisticated medical technology; artificial intelligence is no longer just a general concept, but had become like the mobile Internet as a tool, to combine with the industry depth; technology began to imitate the overseas countryside, model began to be...... These air vents in 2017 will continue to attract the attention of capital.
Material from the "2016 annual meeting of the investment community" and the "2016 China Angel Investment Summit"