A Peek around the Corner - WTF Conference 2010

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On Wall Street, people who can peek around the corner are very valuable. They can see into the future. Here I have laid down a bunch of trends that could unfold. The deck is designed to stimulate thought about what could be.

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  • Despite highly paid economists tell us, we really are not good at predicting the future
  • FOURTEEN cables landing on the African continent
    New: WACS, ACE, Main One, Glo1, LION and EIG, SEACOM, TEAMS, EASSy, and the
    R42bn in spending
    Increase capacity from 250Gbps to 1.5Tbps (thanks Seacom) to 10Tbps
    Over capacity?
  • COWs – cells on wheels - Was just at SxSW and they had loads of these around the city
  • COWs – cells on wheels - Was just at SxSW and they had loads of these around the city
  • COWs – cells on wheels - Was just at SxSW and they had loads of these around the city
  • Pranav Misty
  • Average user has 120 friends; over 5bn minutes spent on it each day and 30mn user update profile per day
  • 80% of oil is exported to china
  • A Peek around the Corner - WTF Conference 2010

    1. 1. @justinspratt
    2. 2. DisclaimerDisclaimer justin spratt – WTF – 20th of Oct GDPGrowth
    3. 3. DisclaimerDisclaimer justin spratt – WTF – 20th of Oct
    4. 4. Over almost a 80% fall since launch of Seacom… ESSAy landed WACS next year bandwidth pricing coming downbandwidth pricing coming down justin spratt – WTF – 20th of Oct
    5. 5. 14Cables!Crikey.14Cables!Crikey.
    6. 6. Telkom TaxTelkom Tax justin spratt – WTF – 20th of Oct
    7. 7. VideoVideo justin spratt – WTF – 20th of Oct
    8. 8. VideoVideo justin spratt – WTF – 20th of Oct VideoVideo
    9. 9. Demand on networks crazy AT&T’s network is broken because of it (cells on wheels) COWsCOWs justin spratt – WTF – 20th of Oct
    10. 10. Mobile will increasingly replace the need for printed tickets QR Codes: Mobile TicketingQR Codes: Mobile Ticketing justin spratt – WTF – 20th of Oct
    11. 11. Augmented RealityAugmented Reality justin spratt – WTF – 20th of Oct
    12. 12. Facebook and Twitter are paragon examples Cloud ComputingCloud Computing onsite applications = old school justin spratt – WTF – 20th of Oct
    13. 13. The rise of behavioural financeThe rise of behavioural finance justin spratt – WTF – 20th of Oct WallStreetWallStreet
    14. 14. Stratfor: “South Africa is at high risk of a cold war with Angola” Logic is that Angola’s oil wealth is now tapped and it is significant Also, Angola increasingly appears a Chinese proxy Cold War with Angola?Cold War with Angola? justin spratt – WTF – 20th of Oct
    15. 15. Reinventing FireReinventing FireReinventing Fire We know how to save halfWe know how to save half of our oil and gas andof our oil and gas and three-quarters of ourthree-quarters of our electricity at a cost that is aelectricity at a cost that is a fraction of what we arefraction of what we are paying now.paying now. Amory LovinsAmory Lovins Rocky Mountain Institute co-founderRocky Mountain Institute co-founderjustin spratt – WTF – 20th of Oct
    16. 16. Mass production of content Reporting done by bots Editorials will be the only paid for content Media FarmsMedia Farms justin spratt – WTF – 20th of Oct
    17. 17. Media Farms: Demand MediaMedia Farms: Demand Media
    18. 18. Cheap food dependsCheap food depends on:on: 1.1. cheap oilcheap oil 2.2. plentiful waterplentiful water 3.3. constant weatherconstant weather patternpattern global warming aside, price of oil is will increase & big food chain was built on $30 a barrel of oil not $130 FoodFood justin spratt – WTF – 20th of Oct Emerging EconomiesEmerging Economies
    19. 19. Voicemail is brokenVoicemail is broken justin spratt – WTF – 20th of Oct
    20. 20. Phone Numbers are DeadPhone Numbers are Dead justin spratt – WTF – 20th of Oct
    21. 21. Call Centre vs. Contact CentreCall Centre vs. Contact Centre justin spratt – WTF – 20th of Oct
    22. 22. “check-in” – earn points – become the “mayor” Geo MarketingGeo Marketing justin spratt – WTF – 20th of Oct
    23. 23. geotagginggeotagging justin spratt – WTF – 20th of Oct
    24. 24. geotagginggeotagging justin spratt – WTF – 20th of Oct
    25. 25. France’s “Joie de Vivre” Index Intended to provide a better measure of GDP (“well being”) More countries looking at other measures of prosperity, such as the Triple Bottom Line (people, profits &planet) Better measure than GDP?Better measure than GDP? justin spratt – WTF – 20th of Oct
    26. 26. Challenging “groupthink” on copyright laws Believe copyright impinges on culture Parties in 28 countries around the world The Pirate PartyThe Pirate Party justin spratt – WTF – 20th of Oct
    27. 27. “Even if developed countries recover completely in 2010, emerging economies will account for 70 - 75% of the growth in global output ‘for the foreseeable future” New York Times Emerging EconomiesEmerging Economies justin spratt – WTF – 20th of Oct
    28. 28. “China’s growth as an economic superpower is increasingly correlated with that of Africa, on which it now relies for 25% of its oil imports, reports the” Financial Mail Emerging EconomiesEmerging Economies justin spratt – WTF – 20th of Oct
    29. 29. Jobs of the FutureJobs of the Future
    30. 30. Search is increasingly giving us what we want, not what we ask for justin spratt – WTF – 20th of Oct
    31. 31. Emerging EconomiesEmerging Economies justin spratt – WTF – 20th of Oct
    32. 32. justin spratt – heavy chef – 2nd of Februaryjustin spratt – WTF – 20th of Oct

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