Digital london digital breadcrumbs presentation

2,004 views
1,909 views

Published on

my deck for Digital London. Not sure I nailed the data science angle, but i got good feedback. i look at the economics of valuation based on data, for example.

Published in: Technology, Business
0 Comments
2 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
2,004
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
7
Comments
0
Likes
2
Embeds 0
No embeds

No notes for slide

Digital london digital breadcrumbs presentation

  1. 1. Digital Paths and Digital Breadcrumbs: Social, Data Science and New Business Models 10.20.2005Digital London March 2012
  2. 2. Cloud is eating the World 2
  3. 3. Source: John C. McCallum3
  4. 4. Relentless"@stoweboyd: Today’s basic Kindle costs 80% less, weighs 40% less, 2/3 less space and holds 7x as many books as the original" 4
  5. 5. What do these companies have in common? 5
  6. 6. 6
  7. 7. They make up PwCsGlobal Software Top 20 7
  8. 8. Source: PwC8
  9. 9. What else do theyhave in common? 9
  10. 10. All were founded before 1989 10
  11. 11. 1989 was 22 years ago 11
  12. 12. Things that happened in 1989 The Soviet Union left Afghanistan Time and Warner Merge The Exxon Valdez oil spill Tiananmen Square Rain Man won best picture 12
  13. 13. The average age of theTop 20 Software Companies is 47 years 13
  14. 14. Thats partially skewed by the likes of IBM (1911) NEC (1899!) 14
  15. 15. Fewer outliers? 31 years 15
  16. 16. 16
  17. 17. 17
  18. 18. 18
  19. 19. 19
  20. 20. 20
  21. 21. Growth through software sales is slowing 21
  22. 22. Growth through data is not 22
  23. 23. The Four Stages ofSoftware Production 23
  24. 24. STAGE 1“The money is in the hardware, not the software” 24
  25. 25. STAGE 2“Actually, the money is in the software” 25
  26. 26. STAGE 3“The money is not in the software, but it is differentiating” 26
  27. 27. STAGE 4“Software is not even differentiating, the value is the data” 27
  28. 28. Microsofts Share Price 28
  29. 29. The Age of Software The Age of Data 29
  30. 30. Software is a means 30
  31. 31. Engagement with customers, partners, employees, and other stakeholders generates data 31
  32. 32. Systems of Record toSystems of Engagement 32
  33. 33. “The lumber industry sells what used to bewaste — sawdust, chips, and shredded wood— for a pretty profit. Today you’ll find theseby-products in synthetic fireplace logs,concrete, mulch, particle board, fuel, livestockand pet bedding, winter road traction, weedkilling and more.” Jason Fried, 37signals 33
  34. 34. • Location, location, location• Influence patterns• Customer service feedback• Sentiment• Geographical trends.• Search Findings• Predicting retail and property sales 34
  35. 35. Right now, if you think of the data at all, you probably consider it a by- product 35
  36. 36. “In contrast to most traditional surveymethods, they [search data] are collected as aby-product of normal activity” - the Bank of England 36
  37. 37. W not use it? hy 37
  38. 38. Who’s already doing this? 38
  39. 39. 39
  40. 40. 40
  41. 41. 41
  42. 42. 42
  43. 43. What you Share Changes What You Drink 43
  44. 44. RedMonk’s Developer Intelligence portal 44
  45. 45. 45
  46. 46. A New Kind of Data “Store” 46
  47. 47. Hadoop at Facebookhttp://hadoopblog.blogspot.com/2010/05/facebook-has-worlds-largest-hadoop.html 47
  48. 48. So if youre in business and youre ignoringImplicit and social data 48
  49. 49. Youre doing it wrong 49
  50. 50. 50
  51. 51. QUESTIONS 51
  52. 52. LinkedIn Members 52
  53. 53. GitHub Rankings1. Java (5)2. Scala (18)3. Clojure (22)4. Groovy (23) 53
  54. 54. GitHub Change 54
  55. 55. Ohloh Monthly Contributors 55
  56. 56. Language Tiers 56
  57. 57. For Example 57
  58. 58. Photo creditsBreadcrumb – diongillard on FlickrPathway by ^riza^ on FlickrSF in Cloud – SF Chronicle 58

×