3. Deep trends behind Web 2.0
• The internet as platform
• Harnessing collective intelligence
• Data as the “Intel Inside”
• Software above the level of a single device
• Software as a service
3
4. Deep trends behind Web 2.0
• The internet as platform
• Harnessing collective intelligence
• Data as the “Intel Inside”
• Software above the level of a single device
• Software as a service
These are not short-term trends!
3
5. Deep trends behind Web 2.0
• The internet as platform
• Harnessing collective intelligence
• Data as the “Intel Inside”
• Software above the level of a single device
• Software as a service
These are not short-term trends!
Do you think we’re done yet?
3
6. Winners and Losers
• Winners
– Cloud computing
– SAAS applications like Google Apps
– Open Source software
– Companies delivering valuable services to
business or consumers
– Breakthroughs in collective intelligence
– Entrepreneurs who believe so much in what they
are doing that they stick to it
• Losers
– Me-too startups fueled by easy money
– Venture capitalists who invested in them
4
8. 6 • Photo by Jeff Kubina: http://www.flickr.com/photos/kubina/47264499/in/set-1030659/
9. Not an investment bubble - a reality
bubble!
• Financial crises
• Worst income inequality since the Gilded Age
• Oil price shock
• Global warming
• Decline in science literacy & education
• Water scarcity
• Exotic diseases
• Aging populations and soaring health costs
• Decline in US and European economic
competitiveness and innovation
7 • Dysfunctional political system
21. To Act or Not to Act – 4
Choices
No Climate Change Yes Climate Change
Invest Money Invest Money
Invent new technology Save 1B Lives
We Act
Reduce reliance on oil Invent new technology
Reduce reliance on oil
Life goes on Billions die
We Do NOT Act Large wars
Horrible famine and drought
End of world as we know it
Total economic collapse
Concept from: http://www.youtube.com/watch?v=bDsIFspVzfI
February 2008 Kevin Surace 41
22. To Act or Not to Act – 4
Choices
No Climate Change Yes Climate Change
Invest Money Invest Money
Invent new technology Save 1B Lives
We Act
Reduce reliance on oil Invent new technology
Reduce reliance on oil
Life goes on Billions die
We Do NOT Act Large wars
Horrible famine and drought
End of world as we know it
Total economic collapse
Concept from: http://www.youtube.com/watch?v=bDsIFspVzfI
February 2008 Kevin Surace 41
29. Tracking Illegal Deforestation in Brazil
with Google Earth
Source: New York Times: http://www.nytimes.com/2008/04/19/world/americas/19brazil.html
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37. The Berlin Airlift
• 2.3 Million tons from
277,569 total flights
• One flight landing every 2
1/2 minutes, 24 hours a day,
for 15 months
• At peak, one landing per
minute
• Planes unloaded by local
residents - volunteers -10
tons in 10 minutes!
• Development of modern
methods of air traffic control
• Companies such as Boeing,
Lockheed
• Ultimately, the basis for air
freight companies like
FedEx
34