data driving smarter industrial systems
TRANSCRIPT
Data Driving Smarter Industrial Systems
SINGULARITY UNIVERSITY – EXPONENTIAL MANUFACTURING
Cack WilhelmInvestor @ Scale Venture Partners
M AY 2 0 1 6
2 | CONFIDENTIAL AND PROPRIETARY
Broad evolution of data volumes and types
• Structured + semi-structured data• Internal company data• Increasingly up-to-the-minute data
• External data sources• Real-time requirements• Connections required between
or among data sources
• Structured data• Internal company data• Processed in batches
Web Logs DataData
SourcesLocation Data Geo-Spacing
ClickStream Data
xml
BIG DATA WORLD2008 –2014
BIG DATA IN REAL-TIME
Real-Time Messages Images Video
Machine-to-Machine Wearables
Time-Series Data
OLD WORLD
XLS DOCTransaction
Log Time SheetData
Historian
1974 –2000
2014+
DataHistorian
3 | CONFIDENTIAL AND PROPRIETARY
Big data evolution – the numbers
… [ON] THE BOEING787s ... LITERALLY EVERYPIECE OF THAT PLANEHAS AN INTERNET CONNECTION, FROM THE ENGINES TO THE FLAPS,TO THE LANDING GEAR
[GENERATING] >1/2 TBFROM A SINGLE FLIGHT
34,118GBOF INTERNET TRAFFIC GLOBALLY PER SECOND (AND >7,000 TWEETS)
IN 2016,
5.5MILLION
NEW THINGS WILL GET CONNECTED[TO THE INTERNET] EVERY DAY.– Gartner
SMART DEVICE ADOPTION HAS OCCURRED
10xPC REVOLUTION, 2X FASTER THAN ADOPTION OF 1990s INTERNET BOOMAND 3X FASTER THAN THAT OF THE2000s SOCIAL-NETWORKS
9.8 MILLIONNEW CONNECTED PASSENGER CARS WERE PRODUCED IN 2013 (REPRESENTING 15% OF ALL NEW CARS)
4 | CONFIDENTIAL AND PROPRIETARY4 | CONFIDENTIAL AND PROPRIETARY
Data as an asset
Note: Market Information as of 4-7-16.
[DATA-AS-AN] ASSET-INTENSIVE
MARKET CAPITALIZATION $50B
ASSET-INTENSIVE
MARKET CAPITALIZATION $9B
MARKET CAPITALIZATION $46B
5 | CONFIDENTIAL AND PROPRIETARY5 | CONFIDENTIAL AND PROPRIETARY
The power of data platforms
Note: Market Information as of 4-7-16.
HARDWARE COMPANY
MARKET CAPITALIZATION $24B
PLATFORM COMPANY
MARKET CAPITALIZATION $609B
(Hardware)
(Platform)
6 | CONFIDENTIAL AND PROPRIETARY6 | CONFIDENTIAL AND PROPRIETARY
Data capture increasing, accelerating
SENSORS
0
5,000
10,000
15,000
20,000
25,000
2014 2015 2016 2020
INTERNET OF THINGS UNITS INSTALLED BASE BY CATEGORY
Business: Vertical SpecificBusiness: Cross IndustryConsumer
PEOPLE / USERS
INTERNET USERS IN THE WORLD (BILLIONS)
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
4.0
1993 2000 2007 2014
BILLIONS
DATA VOLUMES
THE DIGITAL UNIVERSE IS HUGE –AND GROWING EXPONENTIALLY
2013 2020
4.4 ZB
44 ZB
7 | CONFIDENTIAL AND PROPRIETARY
Drowning in data and starved for information
CLOUD
DATA SILOS AT SCALE
IIOTCONNECTIVITY
AUTOMATION
UNPRECEDENTED COMPLEXITYInformation ≠ Intelligence
More technology ≠ More productiveMore data silos ≠ More insights
Analytics ≠ Problem solving
8 | CONFIDENTIAL AND PROPRIETARY
Machine learning
MACHINELEARNING
Scientific method on steroids
Output of tellinga computer
to be creative(vs. asking for
an answer)
Ability to learn without being
explicitly programmed
Move from thinking
deterministically to thinking
probablistically
9 | CONFIDENTIAL AND PROPRIETARY9 | CONFIDENTIAL AND PROPRIETARY
Every company is a software company
1 Per 2015 10K, Google employs 23,336 individuals in R&D, the rest spread between Sales and Marketing, Operations, and General and Administrative2 Website: http://wallstreetonparade.com/2014/04/jamie-dimon-jpmorgan-employs-30000-programmers/
FINANCIAL INSTITUTION
# OF SOFTWARE DEVELOPERS~30,000
TECHNOLOGY COMPANY
# OF SOFTWARE DEVELOPERS23,336*
10 | CONFIDENTIAL AND PROPRIETARY10 | CONFIDENTIAL AND PROPRIETARY
Every company is a software company
ROB ALEXANDER, CIO
Slide 9: Capital one slide -- just the quote, however you suggest designing
Most people know Capital One as a credit card company.Few realize, however, that underpinning our
credit card and banking services is a technology company.
Our products are intangible: software and data.
“ ”
11 | CONFIDENTIAL AND PROPRIETARY11 | CONFIDENTIAL AND PROPRIETARY
Every company is a software company BUT …
CAN’Treplace an airplane with software
CANbuild a better plane, faster, and less expensively
Two modes where automation can help:
Automate the processof producing goods
Improve the performance features and desirabilityof the output product
EASIER TO DISRUPT COMMERCE1
HARDER TO DISRUPT MANUFACTURING2
12 | CONFIDENTIAL AND PROPRIETARY12 | CONFIDENTIAL AND PROPRIETARY
Automating manufacturing
CREATION
DESIGN
MODELING
ANALYTICS
APPLICATIONS REPORTING VISUALIZATION
SOURCE MAKE DELIVER
PHYSICAL
DE-COMMISSION
SERVICE
RECYCLE
DIGITALVIRTUAL
VALUE CHAIN
UNIVERSAL DATA MODEL
Rapid Prototyping
Demand ForecastingInventory Optimization
Costing Predictive Maintenance
Pollution Control
Energy Management
Asset Reliability
Materials Usage
Overall Equipment Effectiveness
Remote Monitoring
13 | CONFIDENTIAL AND PROPRIETARY
+
Then and now
Automation Gold Standard
Occasional AutomationAUTOMATION
Accelerating Product Introduction, Over-the-Air
Software UpdatesRelease and ForgetUPDATE
FREQUENCY
Mass CustomizationBatch Size of OneMass ProductionPRODUCTION
Push Toward Digital and VirtualAll Physical WorldLOCATION
EXAMPLETHEN NOW
14 | CONFIDENTIAL AND PROPRIETARY
Early Stages
EXAMPLE
Then and now
Security Imperative with Rise of Connectivity
Un-ConnectedAssetsCONNECTIVITY
THEN NOW
Design, Test and R&D:One Continuous ProcessTeams in SilosSTRUCTURE
Imperative to Reduce Cost to ServeMargin CushionPROFITABILITY
Cyber-Physical Systems
Predominantly ManualLABOR
15 | CONFIDENTIAL AND PROPRIETARY15 | CONFIDENTIAL AND PROPRIETARY
A look ahead
3-D PRINTING
3-D PRINTINGPERVASIVE
DRONES AND AUGMENTED REALITY BECOME MAINSTREAM COMPUTING PLATFORMS
NEW PLATFORMSCOMPUTE → EDGE
CLOUD
Smartairplane
Connectedcar
Connectedtruck
Wind turbine Mobile phone
Phone
Wind turbine
16 | CONFIDENTIAL AND PROPRIETARY
Big data adage
Moredata
Betteralgorithms>
17 | CONFIDENTIAL AND PROPRIETARY
Conclusion
Pace of innovation Staggering=Pace of adoption ???
(Up to all of you)=
