infrastructure for the new disruptors for mh may 2017 - final with … · 2017-05-15 · disruptive...
TRANSCRIPT
EdgeConneX: Building the infrastructure for the New Disruptors – and the new edge of the
network
The Internet of Everything Requires the Internet of Everywhere
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From Green Screen to Touch Screen in 50 years
The Rise of the Mobile Device - In Q4 of 2012 Tablets out sold PC’s
Platform shift: Changing How We Interact with Technology
Millennials are now a disruptive force in the global workplace
In 2015 - Millennials will surpass boomers as the nation’s largest living generation
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Internet is one of the greatest catalyst for change humanity has ever seen
It has evolved of the last 20 years and is stable and ubiquitous
Cloud computing and "programming techniques" have enabled a new form of
product abstraction, accelerated prototyping, simultaneous multi-platform
development, construction and instant delivery to an expanding consumer base
In 2010 – there were 800K people On-Line and 1.8B connected devices
This year it is estimated that there will be 1.8B people on-line and 4B devices
By 2020 – conservative estimates suggest that there will be 5B people on-line ..but for the devices, we need to adjust the scale….
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By 2020 we believe there will be “at least” 25B Connected Devices. Truly – the Internet of
Things
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Books & Record Stores – Amazon & Apple
Kodak – Instagram Story
Communications and collaboration over Voice Telephony - for the “Millennials
& Digital Natives” have been supplanted by Skype, Google Voice and
Hangouts – and continue to migrate to Snapchat (who’s “channels” are
becoming a new OTT player) Facebook Messenger – Channels
Meerkat
Application disaggregation and APIs
Disruptive entrepreneurs don't use traditional office work applications
Office work flow and applications being replaced by:
• Slack
• Google Docs
• Crowd Sourcing -
• Crowd Funding – the new banks
We are approaching everything as a service
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AT&T's market capitalization in 2014 was about the same as it
was in 2006, while Google's value has more than doubled.
Facebook didn't even exist in 2006, and by 2014 it was worth
roughly 40 percent more than AT&T (approximately $222
billion).
By 2020, it is likely that one or more major telco companies will
be acquired by a content company. And once this process
begins, a feeding frenzy likely will ensue. Regulatory bodies
might slow this process down somewhat, but as with so many
industries throughout history, vertical integration in the Internet
is almost certain to happen.
“By 2020, more than three-quarters of the S&P 500 will be companies that we have
not heard of yet. The average lifespan of a company listed in the S&P 500 has decreased:
In the 1920 it was 67 years – today it is 15 years. .”
Richard Foster, Yale University
“In then years, it is predicted that 40% of Fortune 500 Companies will no longer exist.”
Babson Olin School of Business – Fast Company Magazine April 2011, page 121
The Primary drivers for disruption is of course – the internet and Smart
Devices…
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Books & Record Stores – Amazon & Apple
Kodak – Instagram Story
Communications and collaboration over Voice Telephony - for the “Millennials
& Digital Natives” have been supplanted by Skype, Google Voice and
Hangouts – and continue to migrate to Snapchat (who’s “channels” are
becoming a new OTT player) Facebook Messenger – Channels
Meerkat
Application disaggregation and APIs
Disruptive entrepreneurs don't use traditional office work applications
Office work flow and applications being replaced by:
• Slack
• Google Docs
• Crowd Sourcing -
• Crowd Funding – the new banks
We are approaching everything as a service
7
AT&T's market capitalization in 2014 was about the same as it
was in 2006, while Google's value has more than doubled.
Facebook didn't even exist in 2006, and by 2014 it was worth
roughly 40 percent more than AT&T (approximately $222
billion).
By 2020, it is likely that one or more major telco companies will
be acquired by a content company. And once this process
begins, a feeding frenzy likely will ensue. Regulatory bodies
might slow this process down somewhat, but as with so many
industries throughout history, vertical integration in the Internet
is almost certain to happen.
“By 2020, more than three-quarters of the S&P 500 will be companies that we have
not heard of yet. The average lifespan of a company listed in the S&P 500 has decreased:
In the 1920 it was 67 years – today it is 15 years. .”
Richard Foster, Yale University
“In then years, it is predicted that 40% of Fortune 500 Companies will no longer exist.”
Babson Olin School of Business – Fast Company Magazine April 2011, page 121
The Primary drivers for disruption is of course – the internet and Smart
Devices…
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◦The internet was built as a resilient platform to send email
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◦The internet was built as a resilient platform to send email
◦And it's in the wrong place
◦[map of 5/9 major peering points/hubs - surrounded by small cities of data
centers + the Megaclouds (OR, NC etc..) - I don't think I need to mention the
impact of the latest ruling from the FCC on Net Nutrality
◦voice recognition on smart phones was great when they launched - but now
they are the fastest technology to be adopted across the globe in the history of man -and now - signal latency is everything
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▪Video consumption has changed dramatically [chart on streamed tv consumption
and/vs broadcast (best not to mention the cable cutters)
▪Millennials are now a disruptive force in the global workplace ▪Millennials will surpass boomers this year as the nation’s largest living generation
• sling insert the ads based on user profile then works on a rev-share model.
• Could be 2 to 3 times that of dish ad rev.
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▪Video consumption has changed dramatically [chart on streamed tv consumption
and/vs broadcast (best not to mention the cable cutters)
▪Millennials are now a disruptive force in the global workplace ▪Millennials will surpass boomers this year as the nation’s largest living generation
• sling insert the ads based on user profile then works on a rev-share model.
• Could be 2 to 3 times that of dish ad rev.
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Slide 16
PLS [4]1 Add data from link
Phill Lawson-Shanks, 2/10/2016
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From Green Screen to Touch Screen in 50 years
The Rise of the Mobile Device - In Q4 of 2012 Tablets out sold PC’s
Platform shift: Changing How We Interact with Technology
Millennials are now a disruptive force in the global workplace
In 2015 - Millennials will surpass boomers as the nation’s largest living generation
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The internet must be everywhere; but it must also be constructed and maintained within a
commercial business framework that is open and predictable that supports innovation and
expansion of platforms and services at the new edge of the internet.
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