Business Insider interviewed several KPCB VCs in the next year's technology market. Here's what VCs said in an interview:
How will the financing of startup-end companies in 2013 be going?
For the past two and a half years, KPCB has invested 300 million U.S. dollars in 20 or so companies. Next year will certainly increase investment in the business sector, the amount will be higher than the previous year. Coupled with the trend of cloud, mobile and big data in the field, the growth of investment will also result.
-Ted Schlein
There is no third player's living space besides Apple and Android?
Android and iOS are the king of smartphones, BlackBerry and Saipan are dying. But Windows started to squeeze into the market. The share is not necessarily large, but will be a player. Operators will help distribute equipment, and businesses will also be interested. Windows may occupy 10-15% of the market in 2013.
Business is important to all three. The success of Windows on the enterprise side will be higher than the average share of 10-15%, but not too much, because BYOD (take-your-own device) trend to make a decision after all, the individual.
-Matt Murphy
2013 iOS and Android application developers need to focus on what changes?
Android is bigger, but iOS is more profitable and downloads more. Android to monetize iOS3 to 5 times behind. This trend will continue, but Android regains the momentum.
50% of the ecosystem of smartphones is concentrated in the United States, followed by Japan and China in 2,3 places.
-Matt Murphy
I would not be willing to be an enterprise software company if I lacked a strong vision for tablet deployment.
On average, there are about 37 applications on consumer smartphones, of which only a few are commercially available. So for commercial mobile applications is still not the mainstream.
- Ray Bradford
2012 big data is a hot topic, what trend is next year?
Businesses are big data strategy as a core technology. The business mentors themselves need Hadoop, but do not know how to deploy and do not understand how to get value from it. So there are opportunities for simplifying Hadoop deployments and avoiding solutions with a large number of experts because of the shortage of such people (see Data scientists do not need too much to make big data easy to use). We are confident of investing in Clearstory.
Another interesting trend is the growing memory analysis. It used to dominate the market with essentially proprietary vendors such as SAP Hana, and many open source communities are now emerging, such as Shark and Spark.
- Ray Bradford
Now that much of the big data infrastructure is in place, we're about to see what's called a "big app." Now that the app has not been rebuilt for a large amount of data already stored, the big app will appear.
-Mike Abbott
The impact of the tablet
As tablets are brought to the business, the need for security and content management will increase.
-Mike Abbott
How about the security trend in 2013?
We've invested billions of dollars in cybersecurity, but I do not think it will work. People will keep trying. But in the end we will have to work together to protect the assets - not necessarily to protect the network, but to adjust the direction of the assets above the network. This requires a large number of start-ups to do this.
-Ted Schlein
How is Enterprise Cloud going in 2013?
The popularity of enterprise cloud is still in its early stages. As for opportunities, the entire architecture is reshaping toward a new type of virtual data center. Virtualization at the data and network layers is new. One thing I've heard repeatedly from businesses is that we're storing the data, but I do not know how to use it. So the chance came: how to get those companies that have saved a lot of big data to convert to more important data and extract higher value at low cost is a start-up opportunity.
-Mike Abbott
What are the trends in cloud computing?
The maturity of clouds like Amazon is exciting in terms of the number of services provided. The next step is to make it easier for businesses to consume these clouds and how to manage the public cloud-related expenses, performance, and management issues. The ease of use of the cloud also means that the financial out of control, but the use of cloud efficiency and compliance is difficult to monitor. Of course, the problem is opportunity.
-Ray Bradford
Which technology will perish or come to an end in 2013?
RIM
-Ted Schlein
Trying to protect the vested interests of the way it used to do things in the past. Such as Microsoft, Hewlett-Packard, Cisco, including IBM and Dell. We are moving into the world of convergent computing, and some companies, such as SimpliVity and Nebula, are ready to overwhelm businesses with the idea of rolling out hardware and software.
-Matt Murphy
Enterprise infrastructure projects that take weeks or even months to implement will be extinct.
-Ray Bradford
What is the most surprising thing in 2013?
Oracle CEO Ellison retired, Hurd became CEO. The combined market capitalization of Workday and Saleforce is at least half that of SAP.
-Ted Schlein
Apple will be open to business embrace. AWS is accepted by the enterprise, enterprise 1 billion level of exit and financing will be more than the consumer side.
-Matt Murphy
The number of enterprise tablet applications will be surprising. Successful enterprise tablet applications will emerge.
-Ray Bradford