Swiss Re AG · SIX:SREN
Swiss Re — Investor Presentation (June 2023)
32 slides from Swiss Re's investor presentation, June 2023
Slide 1: The Next Web
The Next Web (And why it’s not too late for Blockchain to be ‘understood’ by Executives) Anthony Day
Slide 2: Decentralisation…
Decentralisation… vs.
Slide 3: Decentralisation…
Infrastructure Incentives Decentralisation… Community Development Governance
Slide 4: Decentralisation: People, Process, Technology
👨👩 👦 👦 People Decentralisation… 🔁 Process 📠 Technology
Slide 5: Open Ecosystems, Not Wild Libertarianism
Open Ecosystems Not… Wild Libertarianism
Slide 6: Why is 'Open' a good thing?…
Why is ‘Open’ a good thing?… Open source (like Linux) Interoperable (like TCPIP) Transparent governance (like Patagonia) Networked scalability (like Dropbox) Reduced lock-in risk (like Fiverr)
Slide 7: Polder Model for Consensus
🇳🇱 Polder Model for Consensus
Slide 8: Decentralised & Direct Governance
🇨🇭 Decentralised & Direct Governance
Slide 9: Command & Control
🇬🇧 Command & Control
Slide 10: Ways to Build a Business
Ways to Build a Business 🇺🇸 $120Bn Develop (and protect) your own IP Sell as much as you can Beat (or remove) competitors Pay big bonuses to best staff Top managers make big decisions
Slide 11: Ways to Build a Business
Ways to Build a Business 🇺🇸 🇨🇦/🇨🇭 $120Bn $230Bn Develop (and protect) your own IP Open source everything Sell as much as you can Grow as others build on top Beat (and remove) competitors Seek collaborations Pay big bonuses to best staff Share incentives with all parties Top managers make big…
Slide 12: Metrics that Matter
Metrics that Matter $120Bn $230Bn Stock price Token price Order book Active wallets EBITDA Value ‘locked’ in Apps R&D Pipeline Github code commits
Slide 13: Creating Flywheel Effect
Creating Flywheel Effect Vision + End Users Investors Community Protocol Financial Capital Useful NETWORK Token Applications FLYWHEEL Value Human Capital Third Party Developers Platform ; . Functionality Production Miners or Capital Validators
Slide 14: Metrics That Matter to These Community Members
Metrics That Matter to These Community Members “We are looking to create continuous growth and value for all participants” Impact, engagement, funding secured, stability, security, growth Return on investment, risk levels, deal flow UX, token price (for investors), engagement Active users, code qual
Slide 15: Different Parties In a Blockchain Community
Different Parties In a Blockchain Community “A scaled Blockchain community can be very diverse indeed” Technology & Users and Investors Service Providers Infrastructure • Developers • Consumers and app users • Miners and validators • Retail investors • Storage providers • Institutional investors • N
Slide 16: Corporates are not Wired for Network Effects
Corporates are not Wired for Network Effects “You Can’t “You Can’t Decentralise Decentralise TV Programming” Banking” “You Can’t “You Can’t Decentralise Decentralise Energy” Education”
Slide 17: Corporates are not Wired for Network Effects
Corporates are not Wired for Network Effects “You Can’t “You Can’t Decentralise Decentralise TV Programming” Banking” “You Can’t “You Can’t Decentralise Decentralise Energy” Education”
Slide 18: Corporates are not Wired for Network Effects
Corporates are not Wired for Network Effects Command & control Single throat to choke IT estate simplification SaaS & Low-code consumption Low industry collaboration Adversarial procurement functions
Slide 19: Yet 300+ Enterprises are Building in Web3
Yet 300+ Enterprises are Building in Web3
Slide 20: Porsche: StARTup
Porsche: StARTup $4.5m sales 1,700 customers Autonomy to develop ‘Failure’
Slide 21: Decentralised Autonomous Organisations (DAOs)
Decentralised Autonomous Organisations (DAOs) 💼 $25Bn in Treasuries *All of Fintech, 2022: $79Bn Treasuries
Slide 22: We Have Yet to SaaS-ify Web3
We Have Yet to SaaS-ify Web3 Enterprises Care Media Care
Slide 23: When Will Web3 Become Mainstream?
When Will Web3 Become Mainstream? Standards (Metadata, tokens, IDs, asset types) Regulation (Software vs. Security) Digital Transformation Playbook (Finance, Legal, IT) Privacy & Data Protection (Pseudonymity vs. Disclosure) Languages Enterprises Use (Javascript, Python, WASM) Investment ($9Bn in 20
Slide 24: What Next for the Next Web?
What Next for the Next Web?
Slide 25: Central Bank Digital Currency
Central Bank Digital Currency
Slide 26: Digital Identity (DID)
Digital Identity (DID)
Slide 27: MiCA (2024)
MiCA (2024)
Slide 28: Blockchain
Slide 29: Digital Transformation
Digital Transformation +
Slide 30: Think Digital Transformation and Digital Capabilities
Think Digital Transformation and Digital Capabilities “What do Blockchain and other technologies together help us to change?” • Digital identity • Distributed data • Data aggregation ‘Blockchain’ • Process automation • Tamper/censor-resistance • Digital assets • Digital governance • Programmable eco
Slide 31: Think Digital Transformation and Digital Capabilities
Think Digital Transformation and Digital Capabilities “What do Blockchain and other technologies together help us to change?” • Digital identity Plus: • Distributed data • Sensors • Data aggregation • Machines ‘Blockchain’ • Process automation • AR/VR • Tamper/censor-resistance • Analytics • Digital
Slide 32: More Blockchain?
More Blockchain? LinkedIn.com/in/AnthonyJJDay Blockchain Won’t Save The World