Mobile Internet


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The presentation to Tsinghua University EriClub members on May 14, 2010

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  • It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair, we had everything before us, we had nothing before us, we were all going direct to Heaven, we were all going direct the other way--in short, the period was so. far like the present period, that some of its noisiest authorities insisted on its being received, for good or for evil, in the superlative degree of comparison only. 那是最美好的时代,那是最糟糕的时代;那是智慧的年头,那是愚昧的年头;那是信仰的时期,那是怀疑的时期;那是光明的季节,那是黑暗的季节;那是希望的春天,那是失望的冬天; 我们丰衣足食,我们一无所有;我们全都在直奔天堂,我们全都在直奔相反的方向 -- 简而言之,那时跟现在非常相象,某些最喧嚣的权威坚持要用形容词的最高级来形容它。说它好,是最高级的;说它不好,也是最高级的。
  • ; chemist and physicist ; electromagnetic (EM) discovery 1821 ; painter; telegraph and Morse code; 1832 ; theoretical physicist and mathematician ; maxwell’s equations; 1873; German physicist; 1887 ; Italian inventor, best known for his development of a radio telegraph system ; 1909 Nobel Prize; 1902; scientist , inventor , engineer ; 1875; American mathematician , electronic engineer and geneticist , is known as "the father of information theory ; 1948
  • Operational Revenue => EBITDA => Profit Attributable to Shareholders (as in the graph) Google 2010Q1: 2B / 20k employees ~= $100k/emp Conclusions: 1) Telecom is the most profitable at least nowadays. 2) Apple shows the efficiency of the Mobile Internet. (power of innovation)
  • Argument: open. No fully open. Perfect Apple: open, and get synergy for its hardware manufacture.
  • runtime 和 cloud 的概念有一点交叉。 Runtime 包括 client runtime 和 cloud runtime (e.g. F8) ,区别主要看是否是把应用统一在一个强势品牌之下 所以 google appengine 归为 cloud 而不是 runtime 。所以不如改为 container
  • censorship; monopolization; obscurant
  • ; Einstein-Podolsky-Rosen Paradox 1935
  • Mobile Internet

    1. 1. Mobile Internet The best and the worst of the times qingyan123 (AT) gmail (DOT) com (in Chinese) https:// / Subscribe: [email_address]
    2. 2. The past 200 years 1993 Mosaic 1989 WWW 1984 DNS 1969 Arpanet/Unix 1821 1844 telegraph 1873 1887 1902 radio telegraph 1876 telephony 1948 1956 MTA, Sweden 1971 @ 1974 TCP/IP 1982 :-) 1998 2004 2007
    3. 3. Mobile Internet - the most evolved Telegraph Telephony Internet Fixed Mobile Electromagentic information bearer
    4. 4. Profit comparison Orange: ~190k employees CMCC: ~ 150k employees Apple: ~4 0k employees Nokia: ~130k employees Y ahoo ~1 0k employees A mazon ~2 0k employees Microsoft ~10 0k employees IBM ~40 0k employees $75k/emp
    5. 5. Business Model Evolution $ $ $ $ $ $ $ Product Product Product Product Telecom Internet/Media Mobile Internet/Cloud FREE consumer cost per bit
    6. 6. Keyword: Innovation The world is flattening Long-tail needs Long-tail innovators From Hardware & Software Manufacturer to Innovation Platform Provider
    7. 7. Keyword: Open Cash to Flow In Flow to Cash Out Cloud Ecosystem $ $ Container Innovators Apple store: little dev license fee lots of consumers Apple store: convenient app retail Apple: unified & amazing iPhone Mozilla Firefox Facebook Open Platform Amazon S3 Lots of Google APIs Amazon EC2 Google AppEngine ROI is KING! x-axis: business y-axis: technology Ericsson Labs
    8. 8. Keyword: Technology Watch the video: Sixth Sense or
    9. 9. Threat Censorship Monopolization Obscurant
    10. 10. The next 200 years 1993 1935