Arthur Goldstuck - Why the digital going is good in bad times - Net Prophet 2009

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    Arthur Goldstuck - Why the digital going is good in bad times - Net Prophet 2009 - Presentation Transcript

    1. Why the digital going is good in bad times By Arthur Goldstuck
    2. 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
    3. 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
    4. 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
    5. 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.
    6. 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
    7. 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
    8. 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
    9. 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
    10. Blank slide style for slides that require no heading. Behold the broadband culture
    11. Blank slide style for slides that require no heading. The death of dial-up
    12. Blank slide style for slides that require no heading. The cables are coming…
    13. Blank slide style for slides that require no heading. Exponential bandwidth increase
      • Opportunity 86 – 87:
      • Mapping the possibilities of both
      • connectivity and connectedness
    14. 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.
    15. 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.
    16. Blank slide style for slides that require no heading. A powerful Internet economy
    17. 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?
    18. Blank slide style for slides that require no heading. The global picture
    19. 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.
    20. 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.
    21. Blank slide style for slides that require no heading. Watch out for the curve
    22. 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
      • Opportunity 96-100:
      • Managing speed of technology, of
      • contact, of networking, of transacting,
      • of information.
      • The digital curves are
      • all on the rise…
      • FINALLY,
      • THE INFORMATION ECONOMY IS REAL.
      • JOIN IT.
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