Post on 12-May-2015
Mobile, Social, Big Data and Cloud How New IT Technologies Are
Accelerating Innovation and Scaling Startups in Silicon Valley
Dr. Burton H. Lee PhD MBA Managing Director, Innovarium Ventures | European Entrepreneurship, Stanford Engineering
Silicon Valley, CA
Burton.Lee@innovarium.net
InfoShare 2012 Conference Gdansk University of Technology, Gdansk, Poland
April 19 2012
Topics
• Mobile
• Social
• Big Data
• Cloud
• The ‘Apps Economy’
• Opportunities and Lessons for Poland
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Meeting with Michal Boni, Minister of Administration and Digitization, Govt of Poland Warsaw, Poland - April 17 2012
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Problem: Gdansk loves Football ;-)
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Solution: Silicon Valley prefers “Hockey”
Convergence
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Speaker Background
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http://me421.stanford.edu Copyright 2012 Burton H. Lee
European Partner Countries, Regions & Companies Speakers in Stanford Engineering ME421 Graduate Course
2009 - 2010 – 2011 - 2012
European Innovation Ecosystem Talent Creation
Entrepreneurship Education Immigration Policies
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Primary Focus of Stanford 2012 ME421 Program
Simplified Schematic
New Company Formation
Angel Investors
Venture Capital
Exit M&A or IPO
Recycling of Entrepreneurial Talent & Angel/VC Investment Capital
Legal & Political Context
Idea Generation Research & Development
Universities, Corporations, Natl labs
Technology Transfer/ Commercialization
University / Lab TTOs
Enterprise Innovation Product & Services Design, Development & Management
April 19 2012
Mobile
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“Disruptive Innovation” via New Business Models + Advanced Product Design
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Android (Google) and iPhone (Apple)
Mobile • Major disruption of traditional mobile models
– New “Smart Phone” software platforms have emerged in last 3-4 years • Android, Apple iOS
– New hardware platforms and user interfaces • Smartphones, tablets, e-book readers
• “Apps” market growing very quickly – Number of “apps” exceeds 950,000 (April 2012) – App startups is major area of investing interest by SV angels and VCs
• “Apps Economy” credited with creating/keeping 500,000 jobs in USA over past 4 years (TechNet study, Feb 2012)
• eBooks also rapidly growing as a new category of digital content – Amazon’s Kindle, Sony Reader
• Major players – Google – Android – Apple – iPhone – Microsoft – Windows - Nokia
• Nokia – now collaborating with MSFT, has abandoned Symbian • Major shift in momentum, technology, jobs and profits from Finland to Silicon Valley during
2008-2012
– Amazon – Kindle and eBooks
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Android Apps “Hockey Stick” Growth Curve
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Tablets v eReaders
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Social
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Social Networking and Media • Aka “Web 2.0”
– Social networks – Blogging, micro-blogging and “social curation” technologies – Reputation management + other collaboration tools and technologies
• Major trends
– Mobile + social media – Gaming + social computing – Enterprise social computing – Social curation
• Major players
– Google is newest entrant here with Google+ in June 2011 (170+ Mn users, April 2012)
– Facebook has emerged as the clear leader with 900+ Mn users around the world – LinkedIn in second place with > 150Mn users – Twitter with 25 Bn tweets in 2010 – Pinterest and Tumblr emerging as leaders in social curation marketplace
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Social Curation An Extension of Social Media + Next Generation Blogging
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Pinterest “Hockey Stick” Growth Curve
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Pinterest “Hockey Stick” Growth Curve
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Enterprise Applications of Social Media “Enterprise 2.0”, or “Enterprise Social Computing”
• Today – External
• Brand promotion & advertising • Customer Relationship Management (SocialCRM) • Open Innovation (crowdsourcing of ideas) • Employee Recruiting (SocialHRM)
– Internal • Internal employee communications and knowledge sharing • Open Innovation (crowdsourcing of ideas)
• Future – Supply chain management – Integration with broad range of enterprise software systems
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Big Data
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“Big Data”
• Rapid growth in volume of data generated in consumer, industrial and governmentt applications – Shopping, social interactions, mobile, etc
– Access to large government-generated data sets is improving (e.g. EU “Open Data” policy)
• Strong focus on data analytics for business intelligence – Predictive analytics
– Data mining
• Major players – All major IT companies: SAP, Oracle, HP, MSFT, Google, Cisco
– Emerging new generation of startups
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Cloud
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Cloud Computing • Driven by global shift in software services & business models
– SaaS (“Software as a Service”) • Salesforce.com, ZOHO
– PaaS (“Platform as a Service”) • Google AppEngine, Heroku
– IaaS (“Infrastructure as a Service”) • Amazon EC2, Rackspace CloudServers
– BPaaS (“Business Process as a Service”)
• Major players
– Users • Google, Facebook, Microsoft
– Services • Amazon, Microsoft, Rackspace, HP, SAP, Oracle • Box.net, DropBox
– Infrastructure and equipment providers • Juniper, HP, Cisco, Intel, SAP, Oracle
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Growing Importance of Open Source in Cloud Computing
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The View from Silicon Valley …
mobile +
cloud
Explosive growth !!
The New “Apps Economy” has arrived !!
2012
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Feb 7 2012 Study on US ‘App Economy’ – Lessons for Poland:
Universities in Gdansk can play a central role in supporting the
development of a strong “App
innovation & startup
ecosystem” in Poland
… four years ago the “app economy” did not exist …
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… the “App Economy” emerged just 4 years ago ….
Accelerating New Job Creation in the App Economy
Source: Mandel, M., ‘Where the Jobs Are: The App Economy’, study undertaken for TechNet, February 2012, by South Mountain Economics LLC.
“Apps” – Why So Successful?
• Innovation – Innovation in business models underlies many “apps” successes – Can be applied across many industry verticals – mobile healthcare as well – “Apps” integrate several existing technologies into a single platform
• Entrepreneurship – “Apps” industry is led by startups and established tech firms – Dealflow and investment in apps-startups has surged in Silicon Valley
over the past three years – emergence as a separate, much more dynamic innovation ecosystem with dedicated investor community
– Most “apps” are based on highly scalable business models
• Design
– Great mobile user interface design (UIX) is core to the success of many app-based services and products
– Supports viral uptake by consumers
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ICT Ecosystem vs
‘Everything Else’ Ecosystem
2011 - 2012
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Two Innovation & Entrepreneurship Ecosystems
ICT Startups
Everything Else
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Venture Capital Investments in California Q4 2011
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Opportunities and Lessons for Poland
ICT Companies and Govt
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The View from Silicon Valley …
mobile +
cloud
Explosive growth !!
mobile + cloud
Not Just a “Fad” or “The Next Wave”
But a New Computing Paradigm …
… Two New Technology Platforms … … A Massive m-Tsunami …
that is Now Headed towards Poland and Gdansk
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Future Healthcare Information Systems The Mobile + Data + Cloud Vision from Silicon Valley
‘Digital Healthcare’ is the Next Wave ….
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Google Acquisitions in 2011 Source: Wikipedia
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??
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Gdansk’s Newest Hackerspace | Co-working Space !! (for building new ICT companies with “Hockey Stick Growth”)
Hackerspace @ San Francisco, CA
Come Visit Us in Silicon Valley!!
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Q & A
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Working in Silicon Valley, Europe, Latin America and Washington DC
• Senior financial, technical and strategy advisory services for global technology innovation organizations • Professional Services
– Technology startup and growth companies • Interim CXO and Advisory Board roles • Expert guidance & decision-making at the interface between market/customers, technology and finance • Business development – industrial and government • Business plan preparation/research/review; Government Grant proposal preparation/review • Coaching and mentoring of CEOs and other CXO-level managers • Assistance with government regulatory and policy agencies
– Angel, venture capital and private equity Investors • Fund strategy, team selection and market positioning • Due diligence: technical, financial, strategy and business models
– Public and non-profit R&D laboratories • Technology transfer & partnerships; venturing and spin-out of companies; strategy and business development; grant applications
– Research universities • Innovation-related models, policies and practices • Technology transfer and licensing; industry partnerships and relations; development and strategy; grant applications
– National and regional government agencies • Innovation policy formulation, analysis and review; cluster development strategy; economic impact studies • Science & technology policy formulation, analysis & review: space, aviation, nanotechnology, software/AI/robotics, manufacturing
• Selected recent clients – US/European technology startup companies – alternative energy, robotics/AI, software, Internet, nanotech – Venture and private equity funds – aerospace, nanotechnology, ICT, computing, advanced materials, clean tech – Office of the Prime Minister, Ireland; European Commission; National Science Foundation; NASA, National Academies
• Dr. Burton Lee PhD MBA, Managing Director – Contact: Burton.Lee@innovarium.net Based in Palo Alto, CA near Stanford University – Bio/References: LinkedIn Profile – Lecturer, European Entrepreneurship & Innovation, Stanford School of Engineering
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