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Page 1: Les Barbares Attaquent l'Automobile !

The information contained in this document is being provided on a confidential basis to the recipient solely for the purpose of evaluating TheFamily (“TheFamily” or the “Company”). The document is intended for the exclusive use of the persons to whom it is given. By accepting a copy of this document, the recipient agrees, for itself and its related bodies corporate, and each of their directors, officers, employees, agents, representatives and advisers, to maintain the confidentiality of this information. Any reproduction or distribution of this document, in whole or in part, or any disclosure of its contents, or use of any information contained herein for any purpose other than to evaluate an investment in the Association, is prohibited. The information contained in this document or subsequently provided to the recipient whether orally or in writing by, or on behalf of the Association, or any of its respective related bodies corporate, or any of their respective partners, owners, officers, employees, agents, representatives and advisers (the “Parties”) is provided to the recipient on the terms and conditions set out in this notice.

Disruption in the Car Industry

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Page 2: Les Barbares Attaquent l'Automobile !

The Car Industry Didn't Wait for the Valley to Innovate

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...and up to 80 in high-end vehicles

30 Computer Processors in a Basic Car

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The Problem Is NOT a Technical One

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The Challenge Is a Strategic One

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Disruption Has Many Forms

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Disruption of Service

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Disruption of Manufacturing

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"Connected-Car"

Disruption

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The Risk is not a Tesla

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Even if it is an Incredible Case of What Silicon Valley is Capable of

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The Real Risk: Software is Eating the World and the Car Industry is no Exception

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Once Upon a Time... There Was a Smartphone that Entered a Car

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The real innovation here was the realization that consumers already had a programmable device with ever-improving high-speed connections, GPS & high-definition displays.

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Apps like Waze are even social, crowdsourcing real-time traffic and road information from its users.

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This Changes Consumers’ Behavior and Expectations

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It is also an opportunity for some player to have a Trojan Horse strategy

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“95% of cars sold today have integrated music

playback and control from an iOS device, but we

want to take this integration to a whole new level”

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Let's take a look at Google’s self-driven car

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Why Is Google Attacking This?

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They Don't Care About the Car...

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The Car Manufacturer Is Just a Supplier for Google

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Do You Know What Happens to Suppliers?

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Will the Passion for Beautiful Mechanics Protect the Manufacturer?

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Introducing the Insurance Companies

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Why Does Google Have

this Master Plan?

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It Is a Core Valley Capability: The Disruption

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It is Based on a Strong Organizational Behavior

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Valley Companies Have Purpose

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Valley Companies Provide Autonomy

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They Embody Mastery

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Mastery

Purpose

This Three-Core Skill Spread as a Culture is Going After Everything

Autonomy

Better Performance

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YourMechanic is a peer-to-peer car repair marketplace. We have built the world's first e-commerce for car repair (you can buy a car repair service as you buy a book from amazon). Our pricing engine has over 500M+ data points, and we are fully integrated with 80 warehouses which allows us to deliver parts next day in 96% of the zip codes.

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Maybe there is a way out: The Platform Strategy

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You are Welcome to Join the Adventure

[email protected]

Tuesday, June 18, 13