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_Tim Chou on the Economics of On-Premise vs. On-Demand Applications

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_Tim Chou on the Economics of On-Premise vs. On-Demand Applications

  1. 1. To Infinity and Beyond
  2. 3. <ul><li>Transactional </li></ul><ul><li>Horizontal </li></ul><ul><li>On Premise </li></ul><ul><li>Born in 1980s </li></ul>Act 1
  3. 4. <ul><li>Transactional </li></ul><ul><li>Horizontal </li></ul><ul><li>On Premise </li></ul><ul><li>Born in 1980s </li></ul><ul><li>Transactional </li></ul><ul><li>Specialized </li></ul><ul><li>SaaS </li></ul><ul><li>Born in 1990s </li></ul>Act 2
  4. 5. Nifty Nine 2001 2002 2003 2004 2005 2006 Mar 2001 Jun 2004 Dec 2005 Jan 2002 Oct 2005 June 2005 Sep 2004 Aug 2004 Dec 2005 June 2006
  5. 6. Nifty Nine 2002 2003 2004 2005 2006 $1,400M $1,200M $1,000M $800M $600M $400M $200M 2001 $17B Market Cap
  6. 7. <ul><li>Transactional </li></ul><ul><li>Horizontal </li></ul><ul><li>On Premise </li></ul><ul><li>Born in 1980s </li></ul><ul><li>Transactional </li></ul><ul><li>Specialized </li></ul><ul><li>SaaS </li></ul><ul><li>Born in 1990s </li></ul>Act 3 ?
  7. 8. The Great Internet Laboratory Yesterday Tomorrow Large Companies Consumer
  8. 9. Lessons Learned <ul><li>Specialization Matters </li></ul><ul><li>Answers Matter </li></ul><ul><li>People are part of the Machine </li></ul>
  9. 10. Specialization Matters
  10. 11. Specialization Matters
  11. 12. Specialization Matters 12,000,000 Programmers 2,000,000+ Books On Amazon ~100,000
  12. 13. Specialization Matters
  13. 14. Specialization Matters World of Warcraft
  14. 15. World of Work
  15. 16. World of Work: 1996 Census   <ul><li>Product Development </li></ul><ul><li>Financial Analyst </li></ul><ul><li>Hedge Fund Manager </li></ul><ul><li>Customer Service </li></ul><ul><li>Doctor… </li></ul>High-skill Autonomous 40% Executive, Scientist Semi-Autonomous 30% Admin, Manager Labor Intensive 25% Maid, Child Care Tightly Constrained 5% Call Center, Fast Food
  16. 17. Our World of Work Search for Known Information
  17. 18. Our World of Work Search for Known Information in the Deep Web World of Work Transactional System Deep Web 1,000,000+ TB Surface Web 100 TB
  18. 19. People are Part of the Machine
  19. 20. Webex Meetings
  20. 21. The World is Flat
  21. 22. <ul><li>Transactional </li></ul><ul><li>Horizontal </li></ul><ul><li>On Premise </li></ul><ul><li>Born in 1980s </li></ul><ul><li>Transactional </li></ul><ul><li>Specialized </li></ul><ul><li>SaaS </li></ul><ul><li>Born in 1990s </li></ul>Act 3 ? <ul><li>Work Community </li></ul><ul><li>Specialized </li></ul><ul><li>Software as an Answer </li></ul><ul><li>Born post-Internet </li></ul>Move to Answers IBM Service Science Enterprise Search Business Communities New Ventures

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  • mrdj85

    Sep. 14, 2008

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