Burton Lee (Stanford University) - Mobile, Social, Big Data and Cloud: How New IT Technologies Are Accelerating Innovation and Scaling Startups in Silicon Valley. infoShare 2012

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  • 1. Mobile, Social, Big Data and Cloud How New IT Technologies Are Accelerating Innovation and Scaling Startups in Silicon Valley Dr. Burton H. Lee PhD MBAManaging 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
  • 2. Topics• Mobile• Social• Big Data• Cloud• The ‘Apps Economy’• Opportunities and Lessons for PolandApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 2
  • 3. Meeting with Michal Boni, Minister of Administration and Digitization, Govt of PolandApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 3 Warsaw, Poland - April 17 2012
  • 4. Problem: Gdansk loves Football ;-)April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 4
  • 5. Solution: Silicon Valley prefers “Hockey”April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 5
  • 6. ConvergenceApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 6
  • 7. Speaker BackgroundApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 7
  • 8. http://me421.stanford.eduApril 19 2012 Copyright 2012 Burton H. Lee 8
  • 9. European Partner Countries, Regions & Companies Speakers in Stanford Engineering ME421 Graduate Course 2009 - 2010 – 2011 - 2012
  • 10. European Innovation Ecosystem Idea Generation Talent Creation Research & Development Entrepreneurship Education Universities, Corporations, Natl labs Immigration Policies Technology Transfer/ Commercialization University / Lab TTOs Legal & Political Context Enterprise Innovation Product & Services Design, New Company Development & Management Formation Angel Investors Recycling of Primary Focus of Entrepreneurial Talent & Angel/VC Stanford 2012 ME421 Program Venture Capital Investment Capital Exit M&A or IPO Simplified SchematicApril 19 2012 Copyright 2012 Burton H. Lee 10
  • 11. MobileApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 11
  • 12. Android (Google) and iPhone (Apple) “Disruptive Innovation” via New Business Models + Advanced Product DesignApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 12
  • 13. 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 April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 13
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  • 16. Android Apps “Hockey Stick” Growth CurveApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 16
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  • 18. Tablets v eReadersApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 18
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  • 21. SocialApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 21
  • 22. 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 April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 22
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  • 28. Social CurationAn Extension of Social Media + Next Generation BloggingApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 28
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  • 31. Pinterest “Hockey Stick” Growth CurveApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 31
  • 32. Pinterest “Hockey Stick” Growth CurveApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 32
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  • 40. 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 systemsApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 40
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  • 45. Big DataApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 45
  • 46. “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 startupsApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 46
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  • 49. CloudApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 49
  • 50. 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 April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 50
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  • 61. Growing Importance of Open Source in Cloud Computing April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 61
  • 62. mobileThe View from +Silicon Valley … cloud Explosive growth !!April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 62
  • 63. The New “Apps Economy” has arrived !! 2012April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 63
  • 64. Feb 7 2012 Study on US ‘App Economy’ – Lessons for Poland: Universities in… four years ago the “app economy” did not exist … Gdansk can play a central role in supporting the development of a strong “App innovation & startup ecosystem” in Poland April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 64
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  • 66. Accelerating New Job Creation in the App Economy … the “App Economy” emerged just 4 years ago ….Source: Mandel, M., ‘Where the Jobs Are: The App Economy’, studyundertaken for TechNet, February 2012, by South Mountain Economics LLC. April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 66
  • 67. “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 April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 67
  • 68. ICT Ecosystem vs ‘Everything Else’ Ecosystem 2011 - 2012April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 68
  • 69. Two Innovation & Entrepreneurship Ecosystems ICT Startups Everything Else April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 69
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  • 71. Venture Capital Investments in California Q4 2011 April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 71
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  • 74. Opportunities and Lessons for Poland ICT Companies and GovtApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 74
  • 75. mobileThe View from +Silicon Valley … cloud Explosive growth !!April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 75
  • 76. 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 GdanskApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 76
  • 77. Future Healthcare Information Systems The Mobile + Data + Cloud Vision from Silicon Valley‘Digital Healthcare’ is the Next Wave …. April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 77
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  • 87. Google Acquisitions in 2011 Source: WikipediaApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 87
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  • 89. Hackerspace @ San Francisco, CAGdansk’s Newest Hackerspace | Co-working Space !! (for building new ICT companies with “Hockey Stick Growth”) April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 89
  • 90. Come Visit Us in Silicon Valley!! (located in the Republic of California)April 19 2012 Copyright 2012 Burton H. Lee 90
  • 91. Q&AApril 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 91
  • 92. 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 April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 92