“The Far Side of the Earth”Reed Hundt

April 14, 20141

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Image of China4

Software Eats Everything

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China versus USA: American perspective on China’s point of view 6

POP 300 Million POP 1.3 Billion

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V = p (1 + r) to the power of t

• $17T at 3% in 10 years = $23T

• At 5% = $28T

• At 7% = $33T

• At 0% = $17T

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Muslims in China: same as in Saudi Arabia9

How big is China? Same number of Christians as Spain…..7th

century Nestorian stele; Almudena Cathedral

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China used more cement 2011-13 than USA 1900-1999

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Xi, 5’11”,62: President, G.S. of CCCP, undisputed ruler of biggest country with biggest economy on Earth, with Famous singer Peng aka Mrs. Xi 12

Born Red; widely read; son of Mao’s propaganda minister; father of Harvard graduate

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Chai Jing/Under the Dome: 200m downloads in two weeks, 30m comments in two hours, then banned…..Smog Politics vs. Coal & Oil

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Xi Strategy

• Moderately Prosperous Society

• Deep Reform (anti-corruption, anti-pollution),

• Rule of Law (IP, contract, SOE limited)

• Strict Party Governance (anti-corruption, centralized power, incarceration)

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Ali Baba = Google +Ebay + Amazon

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Ok Cupid Algorithm Auction: The Art of Code and Computer Arts

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AI: programming from data, not formula; deep learning;Knowledge Graph; Google Now

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Tell us “What to do,” “When to do it,” “How to do it.”

New medium uses old medium as its content… only at first

And Maybe Machines Pay Less Attention to Us

Yik Yak Vine Instagram Snapchat

Level Money Medium WhatsApp Facebook

Amazon Netflix Amazon Instant

Wireless Reaches Everywhere, Everyone

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25 Million

~5 Billion(>80% of adults to own

smartphone by 2020)

2004 2024

Global Adoption of Smartphones

Source: IDC

But Wireless Epochs Rise and Fall at Great Speed

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0

20

40

60

80

100

120

140

Q3/2005 Q1/2008 Q1/2012 Q1/2016 Q1/2019

Millions of smartphones shipped per quarter

Blackberry Nokia Samsung Xiaomi Apple

3G

3.5G

4G

Winners Catch the Generational Wave

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0

20

40

60

80

100

120

140

Q3/2005 Q1/2008 Q1/2012 Q1/2016 Q1/2019

Millions of smartphone shipped per quarter

Blackberry Nokia Samsung Xiaomi Apple

5g: 40 Times More Spectrum

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600MHz

900MHz

1.5GHz

1.7GHz

1.9GHz

2.1GHz

2.5GHz

2.7GHz

3.5GHz

4.2GHz

Spectrum Used for 2G, 3G and 4G Mobile Communications

24GHz

90GHz

Additional Spectrum for 5G Mobile Communications

Focus on User

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• Virtual Remote

Communications

• Telepresence

• Remote Tactile

Experience

• Critical Real-Time

Machine Type

Communications

(MTC)

• Navigation and

Infotainment

• Autonomous

Vehicles

• Perception at

a Distance

• Embedded

Multi-view

• Remote Healthcare

• Continuous Diagnostics

• Video and Audio

• Multi-Angle

Viewing

MMI1 Communications Transportation Systems Connected Health

Tactile Real-Time Control Augmented Reality Ultra High Definition

The Coolest Uses for 5G…Not Yet Invented.

1. MMI – Man-Machine Interface

TPP= grand strategy

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50% world consumption/emerging economies (2030)….So, create channels, customer loyalty

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