Post on 15-Jul-2015
Agenda:1995 – 2015 – 2035
1995 Windows 95 Microsoft Online Launch of Amazon Selling Ping Access PSINet near IPO
2015 Move to Dubai. IPO 2020 Trust collapse in Tech Giants Amazon goes after Hollywood Tech News Today: Shazam valued $1bn Interoute
2035How to get to 2035. Let’s talk about Risk taking versus safety nets Free markets versus regulations Startups versus incumbents Technology versus services
“I come with ideas, questions and capital!”
What to expect in 2015?
We have reached the third billion!
Internet World Stats www.internetworldstats.com/stats.htmInternet Live Stats www.internetlivestats/internet-users/
Three billion users are online. The first billion was reached in 2005. The second billion in 2010. 40% of the world population is online.
PenetrationAsia: 34.7%EU: 70.5%USA: 87.7%
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Online
What to expect in 2018?
Public Cloud Spending Will Reach $127bn
IDC forecasted the public cloud spending has reached $56.6bn in 2014 and grows to more than $127bn in 2018.
5-Year CAGR of 22.8%
This will account for more than half of WW software, server & storage spending
Cloud
What are the drivers?
More Services, Services and Services!
Value creation on top of the cloud is working:
70% of spending in Software-as-a-Service, high demand for more applications.Followed by Infrastructure-as-a-Service, boosted by Cloud Storage at 31% CAGR.
High need for Big Data driven solutions.
Application workloads are in the cloud
SaaS
What to expect from Tech
Wearable Devices Humans wearing sensors
Smart Homes Your house full of sensors
Connected Cars Humans wearing sensors
Home Entertainment 4k TV more storage
Drones & Robots Connected online
One Theme at CES: Internet of Things!
Keynote speech by CEO of Samsung at CES was a pontification of the catchphrase “Internet of Things”But “In 2017, an astronomic 90% of Samsung devices will be connected, knowing it sold 665,000,000 devices last year”
What to expect in 2020?
212bn devices will be connected!
Internet World Stats www.internetworldstats.com/stats.htmInternet Live Stats www.internetlivestats/internet-users/
Market size estimate of $8.9 trillion
IoT
IoT Revenue Opportunity - Worldwide
IDC, Internet of Things Spending Guide by Vertical Market, 2014
Transportation Utilities Government Other
$92 B $472 B $160 B $132 B $156 B $100 B $301 B $877 B
Transportation Utilities Government Other
$154 B $913 B $326 B $313 B $325 B $201 B $570 B $1.79 T
$4.59T
$2.29T
Bringing it togetherIoT and Big Data
Things Connectivity
Data Analytics
Connected world solutions combine
sensors and technologies to enable
objects and infrastructure to interact
with monitoring, analytics and control
systems over Internet-style networks.
Source: Forrester
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.
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Connecting The Real(-Time) Economy
Business LevelBig Data
Consumer LevelIoT & Web & Mobile
Datacenters, Cloud, Storage, Software, Processes, Workloads, etc.
IoT: sensors, wearables, IoT platformsSocial & Search: tracking online giants
Sales
TrendsInfrastructure
? We love technology, but will it pay our bills?
It’s BigSo many devices and so much data…
It’s NoisySo many opinions…
It’s ConfusingSo many possible decisions…
Should we wait?
How (where)do we getstarted?
Who can really help us?
Do we need to start over?
What technology do
we need?
.
.
.
So, where do we start now?With Sales of course!
Business LevelBig Data
Consumer LevelIoT & Web & Mobile
Datacenters, Cloud, Storage, Software, Processes, Workloads, etc.
IoT: sensors, wearables, IoT platformsSocial & Search: tracking big players
Innovation LevelEntrepreneurshipWork Strategic: Investing, giant opportunityBe Operational: Pro-active in business development
Sales
TrendsInfrastructure
Where to sell?
But, Sales deals with Realities:What are the Big Data Realities#1 How real is the level of Integration with IoT: Example, although SaaS is hot, how many real Application workloads are in the Cloud“Most people are perfectly happy with their application running on their server in the company”
And what about the desktops? How many run in your cloud?
What other Big Data Realities#1 Level of Integration with IoT: Example, although SaaS is hot, how many real Application workloads are in the Cloud“Most people are perfectly happy with their application running on their server in the company”
#2 Price Reduction & StandardizationThe price of Cloud and Storage is coming down. Seriously down.“Create a long-term partnership with your customer by explaining you’ll be helping him over time”$35 per TB month…. We can currently produce at $2 to $3 per TB per month!
Where are Big Data Opportunities?#3 Find Your Industries and its disruptors- Utilities Smart metering and distribution- Insurance Behavior tracking and biometrics for auto and life product lines- Capital Goods Factory automation, autonomous mining- Agriculture Yield improvement- Pharma Clinical trial monitoring- Healthcare Leveraging of human capital and clinical trials- Medtech Patient monitoring- Automotive Autonomous driving, connected cars- Transport Smarter logistics- Consumer Wearables, extending brands’ digital ecosystems
And many more- Retail Improved supply chain management and smart marketing- Leisure improving customer satisfaction and cost control- …
What about the ecosystem?
Sales Start with Realities:What are the IoT Realities#1 Difficult business models – No upfront money is being made with “Smart… something”“Most people are perfectly happy with the familiar analogue interface. You don’t need an App or a Logarithm to switch off the light.”
Consider #1: Although prices decline and standardization continues of componentse.g. Bluetooth chips at <$1e.g. Processor chips at <$2e.g. Gyroscopes & accelerometers at <$1But, when you need a multiple of 200Bn of these???
Consider #2: Previous wave of computing (Web 2.0: social/local/mobile – SoLoMo)e.g. Foursquare, Google, Facebook, etc.e.g. Uber, AirBnB,
What other IoT Realities?#1 Difficult business models – No upfront money is being made with “Smart… something”“Most people are perfectly happy with the familiar analogue interface. You don’t need an App to switch off the light.”
#2 Sustainability of IoT is with companies that can translate the connectivity into an “Ongoing Service.”“Costs of servicing, replenishing or replacing can be rolled into a regular subscription payment”
This is where you make the difference:Creating the IoT / Big Data Ecosystem#1 Difficult business models – No upfront money is being made with “Smart… something”“Most people are perfectly happy with the familiar analogue interface. You don’t need an App to switch off the light.”
#2 Sustainability of IoT is with companies that can translate the connectivity into an “Ongoing Service.”“Costs of servicing, replenishing or replacing can be rolled into a regular subscription payment”
#3 Long-term, using data collected through a pervasive network of gadgets to make the world better“So, technology will fade away from viewing (e.g. Apps, web interfaces). It’ll become invisible once it understands the user’s preferences”
Infrastructure and the value chain of the IoT industry still needs to be assembled. We are far off the returns from the IoT to happen!!!
It is your job to create the unique Ecosystem to help you sell
So, what to look for? Big businesses are created at the boundaries and edges of the market
Find disruptors, innovators and entrepreneurs that help you design the ecosystem, while they push the edges of the economy and the markets.
Success in our world (Digital, Internet, Connectivity) is being driven by people that are willing to work at the edge
of the economy in order to hack the system:
• E.g. taxi-industry• E.g. hotel-industry
But, don’t start hacking yourself… The trick is to find others to break the boundaries for you! Become their trusted partner.
Examples: Who’s at the edge today?
Let’s break the Hotel monopoly to offer better/alternative hospitality
Let’s break the Taxi monopoly to offer better/alternative transportation
Brian Chesky Travis Kalanick
Who did break the boundaries: Learn from Web 1.0 and 2.0 Successes
PAYPAL “Survived over Money Laundry” Russian Mob Money Transfers
GOOGLE “We don’t care about Copyright” F*** Copyright laws, but we do no evil.
YOUPORN “No more Paid Content” Wasn’t porn the money maker on the Internet?
EBAY “Let’s pay no VAT” a perfect platform to sell anything without paying any taxes.
SKYPE “Founders had built Kazaa first” let’s share music breaking all copyright laws.
SPOTIFY “Ownership of Music” What about the investment in your iTunes library?
FACEBOOK “Do we really care about your Privacy?” Is it a stolen the idea?
Companies that didn’t make it in the first wave. Ask yourself why? They didn’t execute at the boundaries of the markets: Yahoo, PSINet, AltaVista, AOL, etc.
What about Interoute?
How is Interoute Breaking the Boundaries? Discuss this with your peers?How can you work as an Entrepreneur at Interoute?
Ask yourself following question each day when talking to:- your customers- new prospects- your colleagues- your management- your board of directors- potential investors of your customers
Help your prospects and customers to break boundaries and create new ecosystems. Use your company (=your asset) for that.
How to think like an Entrepreneur?
“How can I bring new business “into” Interoute? Am I able to earn enough money on top of the Interoute infrastructure and company operation?”
But also, how do I benefit?
Bar discussion tonight:World Economic Forum at Davos:
“More and more people work from virtual platforms instead at companies”
• Work is auctioned to contractors• Salaries in Central Europe stagnate• Deflation has hit us, will QE help• Returns on capital, rise. A fact!
So, how can you be successful?
How to get started? Hacking Success!
The Theory of Success
Success = Some Talent + Luck
Great Success = Some Talent + A Lot of LuckConclusion: With this Theoretical law You Know Nothing! What about you?
Danny Kahnemans lawNobel price winner 2002
How to get started? Hacking Success!
The Practical Approach to Success
Great Success =
Some Talent + A Lot of Luck + Lance-Factor
Great Success =
Some Talent + A Lot of Luck + Lance-Factor
The Lance-Factor is the only thing that counts!
Break the rules = Doping in cycling
Willpower = Train more than others
Focus = do one thing, Tour the France
Overcome defeat = Learn from mistakesYou+ Kiss Frogs
(many)
+
Great Success =
Some Talent + A Lot of Luck + Lance-Factor
I wish you Great Success!
+ +Avoid Stress:‘It makes you Dumb”Do more sports!
Train Willpower, it’s a muscle:Routines of new meetingsRoutines of prospectionRoutines of re-visitsSay no, many times.
Climb up with a high ambition:“But take many, many recoveries from- Mistakes (don’t take doping)- No’s (learn from defeat)- Changes (evolution)
What do I do?Invest in Growth.I help Corporates, Governments and Individuals to setup Investment Funds for Innovation, Technology and the Development of New Digital Entrepreneurs.
I invest as a business angel and collaborate with VC funds in various tech startups. I support them with international business development and technology marketing.
In 2015 I moved to Dubai.
Conclusion Take-Aways:1. Get actual on the state of technology and economy, its
realities and how to take advantage.
2. Don’t be naïve, the winner takes it all: look for people that commit to break boundaries (for you).
3. Stay focused, but be patient. There is one certainty: it’ll be seriously big and change is constant.