Arthur Goldstuck - Why the digital going is good in bad times - Net Prophet 2009 - Presentation Transcript
Why the digital going is good in bad times By Arthur Goldstuck
A once upon a time story
1997 – a little start-up: “You are destroying the price structure of the industry”
There’s always someone trying to make too much money
Opportunity 1:
The digital revolution levels the
playing fields
A once upon a time story
1997 – a little start-up: “You are destroying the price structure of the industry”
2000 – part of a listed group: “What you guys are
doing is passé”
The corporation regards “the digital guy”
as an oddity
Opportunity 2:
Instead of a digital mascot, become
a digital watchdog
A once upon a time story
1997 – a little start-up: “You are destroying the price structure of the industry”
2000 – part of a listed group: “What you guys are doing is passé”
2005 – Declaring the mobile subscriber base inflated: “Those close to the industry have known about this for a long time”
Then why didn’t you
SAY something?!
Opportunity 3:
Much needs to be said and done
that’s not being said and done
Just yesterday…
A reporter asked me if I had a graph of cellphone growth.
“ Yes, of course!”
But I didn’t have one, and nor did anyone else.
How could we all have missed something so damn obvious?
What a glaring gap in the knowledge base!
I didn’t sleep last night.
Blank slide style for slides that require no heading. And now another gap is filled…
68% of South Africans
are locked into that
curve.
Opportunity 4 – 71:
The networks need all the help they
can get
Opportunity 72:
The network’s clients want
protection from the network
Yesterday it could have been anyone getting that cellular call
It happened to be us this time.
But month after month we come across huge gaps in the digital knowledge base.
And people who would pay us good virtual money if we could fill it for them.
Yesterday.
So much data, so little time
For Example…
How many SMSs are sent daily?
Monthly? Annually?
The media would have been eating out of your hands last week if you had that at your fingertips.
It’s all publicly available, but like raking leaves when the South Easter is at it.
Come inside, there’s plenty room.
Opportunity 73 – 85:
You can be Mr SMS.
Or Ms Twitter (too late!).
Or a dozen other thought leaderships .
And look what’s
coming next
Blank slide style for slides that require no heading. Fully connected, at last Shipping routes of the world, mid-19th Century. Oxford history of the British Empire
Blank slide style for slides that require no heading. Behold the broadband culture
Blank slide style for slides that require no heading. The death of dial-up
Blank slide style for slides that require no heading. The cables are coming…
Blank slide style for slides that require no heading. Exponential bandwidth increase
Opportunity 86 – 87:
Mapping the possibilities of both
connectivity and connectedness
Blank slide style for slides that require no heading. SMEs move to broadband
Opportunity 88:
SMEs and consumers are ready for
what broadband can do FOR them,
but not for what they can do WITH it.
The Cellular base
One SIM card for every South African
Three phones for every 4 South Africans
Media hype:10-m cellular Internet users
(Don’t confuse data with Internet)
And 10-million South Africans on Mxit
This year: ½ million using phones as primary Internet
access device
Opportunity 89:
Cellphones are great ... as phones. 34-
million people need help to turn them
into tools.
Blank slide style for slides that require no heading. A powerful Internet economy
Blank slide style for slides that require no heading.
Opportunity 90:
Prepare for 2013, but meanwhile,
help educate the newcomers
Is it evil to destroy
the newspaper?
Blank slide style for slides that require no heading. The global picture
Blank slide style for slides that require no heading. Social media lives up to promise
Opportunity 91 – 93:
Mobile content MUST boom. So
must video, and the integration of
social networks.
Blank slide style for slides that require no heading.
Opportunity 94 – 95:
Wikis and widgets will flourish, the
former for content kings, the latter
for developers.
Blank slide style for slides that require no heading. Watch out for the curve
2018: the need for speed²
Fibre to the home – a residential reality
True video-conferencing – home and work
Real-time speed monitoring – in your car
Cash will cost – towards a smartcard society
Content will be free – free from platform, that is
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