Silicon Valley Leadership Group | svlg.org The Silicon Valley Perspective Carl Guardino President & CEO, Silicon Valley Leadership Group Cupertino Rotary Visit March 30, 2011

Silicon Valley Leadership Group | svlg.org “Our job, as CEOs, is not to sit on the sidelines, to cheer or jeer. Our job is to get into the game and move the ball forward.” David Packard Hewlett-Packard CEO and Silicon Valley Leadership Group Founder

Silicon Valley Leadership Group | svlg.org 2.4 million people 1 million jobs 10.6% unemployment Feb high-tech employers Silicon Valley - Current Status

Silicon Valley Leadership Group | svlg.org CEO Respondents 2.$1.7 trillion in annual global revenue 3.Special Section: 304 Venture-Backed, High-Tech CEOs – what do they need? 7 th Annual CEO Business Climate Survey 8 th Annual Survey is currently in the field

Silicon Valley Leadership Group | svlg.org –By more than 3:1 CEOs see more job growth in their business cluster –By more than 8:1 CEOs see more job growth for their company CEO's Speak Out: Silicon Valley Business Climate Job Growth in 2010

Silicon Valley Leadership Group | svlg.org TalentTechnologyTemperamentTrainingTreasureTemperature CEO's Speak Out: Silicon Valley’s Core Strengths

Silicon Valley Leadership Group | svlg.org CEO's Speak Out: Silicon Valley’s Core Strengths 53% of engineers >50% of CEOs & founders of tech companies >50% of U.S. college professors (advanced technical subjects) Access to Skilled Labor CEO's Speak Out: Silicon Valley’s Core Strengths TalentTechnologyTemperamentTrainingTreasureTemperature

Silicon Valley Leadership Group | svlg.org TalentTechnologyTemperamentTrainingTreasureTemperature >50% of U.S. college graduates earning advanced technical degrees are foreign born 51.2% of U.S. full- time workforce are women, and more than half of U.S. college graduates are women Access to Skilled Labor CEO's Speak Out: Silicon Valley’s Core Strengths

Silicon Valley Leadership Group | svlg.org CEO's Speak Out: Silicon Valley’s Core Strengths TalentTechnologyTemperamentTrainingTreasureTemperature Sergey Brin, Google Andrew Grove, Intel Jerry Yang, Yahoo! Examples CEO's Speak Out: Silicon Valley’s Core Strengths

Silicon Valley Leadership Group | svlg.org Aerospace \ Defense Semiconductors Personal Computers Software Internet Green Tech Smart Phones Electric Vehicles CEO's Speak Out: Silicon Valley’s Core Strengths TalentTechnologyTemperamentTrainingTreasureTemperature Entrepreneurial Mindset CEO's Speak Out: Silicon Valley’s Core Strengths

Silicon Valley Leadership Group | svlg.org “Frenemies” “Co-opetition” TalentTechnologyTemperamentTrainingTreasureTemperature Proximity to Customers and Competitors CEO's Speak Out: Silicon Valley’s Core Strengths

Silicon Valley Leadership Group | svlg.org Three of top 15 universities in the world are in Silicon Valley (Economist Magazine) TalentTechnologyTemperamentTrainingTreasureTemperature World Class Universities CEO's Speak Out: Silicon Valley’s Core Strengths

Silicon Valley Leadership Group | svlg.org Nationally, venture capitalists (VC) invested $5 billion in U.S. companies in the fourth quarter of 2010 Bay Area companies received 40 percent of all nationwide Venture funding The number of venture capital deals increased by 12 percent to 3,277 in 2010 TalentTechnologyTemperamentTrainingTreasureTemperature Access to Venture Capital CEO's Speak Out: Silicon Valley’s Core Strengths

Silicon Valley Leadership Group | svlg.org 300 Days of Sunshine Avg. temp: 72F TalentTechnologyTemperamentTrainingTreasureTemperature Climate / Weather CEO's Speak Out: Silicon Valley’s Core Strengths

Silicon Valley Leadership Group | svlg.org Housing Costs Business Taxes Recruitment Costs State Budget Structure Health Care Costs A CEO’s view: Businesses Challenges

Silicon Valley Leadership Group | svlg.org Housing Costs Business Taxes Recruitment Costs State Budget Structure Health Care Costs Housing Costs High Taxes Traffic Congestion Health Care K-12 education A CEO’s view: Employees Businesses Challenges

Silicon Valley Leadership Group | svlg.org Housing Costs Business Taxes Recruitment Costs State Budget Structure Health Care Costs Housing Costs High Taxes Traffic Congestion Health Care K-12 education A CEO’s view: Employees Businesses Challenges Improve K-12 Education Continue R&D Tax Credit Invest In Traffic Relief Create Affordable Housing Improve Higher Education Actions State Can Take

Silicon Valley Leadership Group | svlg.org $37.8 million invested $1.8 billion of total leverage 8,963 total housing opportunities Solutions: Housing Trust of Silicon Valley: Affordable Homes for Silicon Valley Housing Trust of Silicon Valley: Affordable Homes for Silicon Valley

Silicon Valley Leadership Group | svlg.org 16.1 mile extension 100,000 daily trips Solutions: Traffic Congestion Solution: Bart Extension Traffic Congestion Solution: Bart Extension

Silicon Valley Leadership Group | svlg.org 79-mile corridor ~40,000 daily riders $30M Deficit for 2011/12 Solutions: Traffic Congestion Solution: Keep Caltrain Running Traffic Congestion Solution: Keep Caltrain Running

Silicon Valley Leadership Group | svlg.org 74 Teachers trained this year We trained 275 over four years This year we began a 12 hour "Professional Learning Community" component that will take place after the 80 hours of professional development where teachers will meet in small groups to talk about how they are using their new content knowledge to inform their instruction in the classroom We hope to train 100 teachers next year and pilot a measurement for student growth Solutions: Math Initiative: Teacher Improvements Math Initiative: Teacher Improvements

Silicon Valley Leadership Group | svlg.org

White Paper Recommendation: Strategic Plan

Silicon Valley Leadership Group | svlg.org White Paper Recommendation: Education Reform

Silicon Valley Leadership Group | svlg.org White Paper Recommendation: Reform – Pension, Budget & Governance

Silicon Valley Leadership Group | svlg.org White Paper Recommendation: Infrastructure / Resources and Revenue

Silicon Valley Leadership Group | svlg.org White Paper Recommendation: Energy/Environment

Silicon Valley Leadership Group | svlg.org White Paper Recommendation: Developing Markets

Silicon Valley Leadership Group | svlg.org ‘Siliconia’ USA

Silicon Valley Leadership Group | svlg.org Thank you!