霍恩基金张仕谦抢先Magic Leap布局黑科技[新浪官网报道]/What’s Horn Fund’s strategic distribution in AR/VR?

发布时间:2016-08-15 18:30

   7月中,获得霍恩基金天使轮投资的Virtroid被Magic Leap收购。在VR与AR领域,霍恩基金是如何发现金矿的?

   在VR与AR技术领域,Magic Leap 是最受关注的新创公司——获得了Google、阿里巴巴等公司的投资,迄今为止募资总额超过了14亿美元。而黑匣[微信公众号:黑匣]注意到,Magic Leap已经不再满足于圈钱,而是开启了收购的脚步。

   黑匣网独家获悉,7月中,获得霍恩基金天使轮投资的Virtroid被Magic Leap收购,因有保密协议,交易方暂未透露收购价格。

   Virtroid是一个3D重建项目,通过算法为房屋或空间3D建模,并加以矢量还原。一套公寓,用手机或平板将房间拍照一遍后,移动设备会自动进行3D 建模,并用图片还原房间真实原貌,还能自动精准测算长宽、面积等数据。霍恩基金董事总经理张仕谦向黑匣网透露,Virtroid可以让每一个人用10分钟 的时间捕捉一个150-200平米的3D场景。

  中美联动

   Virtroid 的两名创始人都是华人工程师,魏晓林曾任Google 3D地图的核心算法工程师,张一夫曾在苹果视频部门任职。Virtroid 是“中美联动”的成果,这是霍恩基金和张仕谦本人的投资理念之一。“将硅谷的高科技和中国的市场以及新颖的商业模式相结合,中美联动的投资或创业方式会逐 渐成为一种成功的新常态。”

  “如果我们看好某个细分领域,比如虚拟现实,那么我们就抓住这个点去布局,从这个细分领域出发到全中国筛选项目,甚至到美国筛选项目。” 张仕谦认为,美国在人才和技术上领先,而中国在商业模式的创新上具有优势。将美国领先的技术以创新的商业模式应用到中国的大市场中,这样的强强联合,具有无可比拟的优势,从而实现创业项目的利润最大化。

   2014年11月,魏晓林向张仕谦展示了Virtroid原始的技术Demo。当时魏晓林使用的是自制的将平板电脑和传感器绑在一起的硬件设备,这是两人的第一次见面,虽然设备看起来很简陋,但张仕谦立刻被其先进的算法吸引,并立即看到了其广阔的市场前景。

   “在二手房市场,可以让购房者身临其境看房。在家具市场,Virtroid可以和宜家等公司合作,用户在网上就可以完成长宽测量、家具摆放、一键购买。甚至还可以搭建社交平台,让用户自己拍摄并上传居室或空间的3D地图,分享给朋友。”

   霍恩基金旗下也管理着房地产基金,利用自身资源在中国市场积极帮助Virtroid寻找市场合作伙伴。“霍恩基金的一大优势便是投后管理。现在的投资市场,已经不再是早些年的土豪式买卖了,投后管理与资源对接才是重点。”帮助Virtroid对接房地产业界资源是个双赢的举措,Virtroid需要找到符合自己的盈利点,许多房产企业则在寻找营销亮点。

   但Magic Leap的强势入局打破了原有的规划。目前Magic Leap已经有600多人,但3D重建一直是其技术短板,2015年底Magic Leap开始接触Virtroid,先谈合作,后谈收购,最终连人带公司一起收购。

   VR/AR+项目是下一个爆发点

   早在投资Virtroid之前,张仕谦就认为2016会是VR/AR爆发元年。除了 Virtroid,霍恩基金已经在多个VR/AR细分领域进行布局。张仕谦向黑匣网透露,现在VR/AR领域的创业已进入到结合各行业进行VR+升级的新阶段,VR/AR只是工具,但结合如游戏、影视、旅游、医疗及教育等相关行业进行VR/AR+的升级改造,或者是提升行业生产率、或者是优化消费者体验度从而体现出其价值,就能带来可观的商业回报,这也是风投所看重的。

   不仅看重VR和AR技术, 行业资源也是张仕谦看中的优势。“Virtroid的技术非常领先,大部分初创公司并不具备这种壁垒。如果技术只是稍占优势,那么不出几个月便会被模仿甚至超越。但壁垒也分两种,除了技术壁垒还有资源壁垒。”据悉,霍恩基金在此领域投资的另外两家正是结合行业资源创业的VR/AR公司。其中一家专注房地产领域,已经收获了大订单,另一家则开拓旅游市场,正与广州塔方面洽谈合作,都成长得非常快。

   黑匣网了解到,目前霍恩基金的投资业务包括天使投资及新三板投资两大板块,天使投资方面聚焦于技术推动型项目的投资,新三板方面的投资对象主要为产业互联网相关项目,涵盖拟上市公司和已上市公司。

What’s Horn Fund’s strategic distribution in AR/VR?

In the mid-July 2016, Virtroid was acquired by Magic Leap. Horn Fund has invested Virtroid since its angel round. How did Horn Fund find this treasure in the field of AR/VR?

In the field of VR and AR technology, Magic Leap is one of the most popular startups - obtained the investment of companies such as Google, Alibaba, totally so far raised more than $1.4 billion. By now, Magic Leap is no longer satisfied with obtaining money, but turns to the acquisition also.

In July 2016, Virtroid was acquired by Magic Leap. Due to the confidential agreement, the purchase price is untold.

Virtroid enables everyone to create photorealistic 3D models of indoor spaces using their mobile device. The managing director of Horn Fund - Zhang Shi Qian told us that it only takes Virtroid 10 minutes to capture 3D scene of 150-200 m2 in door space.

The linkage between China and America

Virtroid was co-founded by two Chinese Doctors – Wei Xiao Lin and Zhang Yi Fu. Wei Xiao Lin used to be an engineer in Google, while Zhang Yi Fu worked in Apple video sector before. Virtroid was the achievement of the cooperation between China and America. Zhang Shi Qian agreed with this investment philosophy. "Combined the high-tech of Silicon Valley with Chinese market - this new business model develops to be the new way to success."

Horne Fund also used its own resources to help Virtroid find market partners in the Chinese market, which is one of the advantages of being invested by Horn Fund. for management. Horn Fund can always find the WIN-WIN way for all the partners involved.

VR/AR + project is the next flashpoint

Earlier before investing in Virtroid, Zhang Shi Qian thought 2016 would be the breakout year of VR/AR. Besides of Virtroid, Horn Fund has invested several projects related to VR/AR. Zhang Shi Qian said, here comes to the age of combing VR/AR with other industries. VR/AR just tools, but if combined them with games, films, tourism, health care and education related industries, these industries will upgrade massively, which brings considerable commercial return. This is also important to the VC.

Not only values the VR and AR technology, Zhang Shi Qian also thinks highly of the advantages of industry resources. "Virtroid is very leading in technology, while most start-ups don't have this kind of barriers. If the technology is not so unique, then within a few months, they will be copied or even be surpassed. But the barrier is consisted of two kinds, technical barriers and resources barriers." Horn Fund also invested in another two projects with the resources of the industry and business of VR/AR. One of them focuses on real estate, and has harvested a large order yet, another one focuses on the tourism market, both of them are growing very fast.

报道链接:http://gd.sina.com.cn/sztech/ityj/2016-08-17/detailsz-ifxuxnak0454252.shtml?from=wap&isappinstalled=0 

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