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The Second Coming of Cloud

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As commoditized cloud technologies are now more than ten years old, many « as a Service » businesses have reshaped our reality, and most companies are now taking advantage of these technologies — if only as a new flexible resource. As such, most winners and losers of this first wave of cloud and SaaS are expecting to face calmer years, with tools that are now both robust and at a plateau. This is probably far from the truth. A second wave of cloud technologies is rapidly shaping up, in some cases as an even more deeply integrated and ubiquitous layer bringing APIs to any form of business… and in other cases as a full-stack vertical that can essentially replace an entire value chain on its own. These new perspectives can be challenging to grasp when your company just came to term with the first wave of cloud opportunities and threats, and say, you don’t think that self-driving cars concern you because you’re not in the automotive industry. You probably should be a tad more concerned and start to future-proof your business model!

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The Second Coming of Cloud

  1. 1. PAGE - CONFIDENTIAL – CHANEL Payment White Paper 2017 THE SECOND COMING OF CLOUD How the second-wave of cloud technologies will further reshape business models within the next three years.
  2. 2. What we do is that we work with those who change the market. Whether modestly or in a very radical way, they disturb, make waves and do what others tried without success. They walk off- the-beaten-track, and if they succeed, they alter the status quo. Innovation is not measured by the number of patents, but by the impact of its change. We believe that a restaurant chain can be more innovative than a pharmaceutical lab. And although we do love technology and recognize its transformative power, we do not see it as the get- go answer, simply a tool amongst many. LUXURY FINTECH INNOVATION COPILOTS Philippe MÉDA
  3. 3. Invention means the conception of a novelty. Instead innovation is defined by the introduction of the invention in the social environment. The market is a specific form of social organization. / Joseph SCHUMPETER THE SECOND COMING OF CLOUD UNDERSTANDING INNOVATION
  4. 4. There is a theory which states that if ever anyone discovers exactly what the Universe is for and why it is here, it will instantly disappear and be replaced by something even more bizarre and inexplicable. There is another theory which states that this has already happened. / Douglas ADAMS FUTURISTS VS. BILLIONAIRES THE SECOND COMING OF CLOUD
  5. 5. The cloud is an important object for innovators. It took time, but we finally understand it in and out: how it changed businesses by giving them elastic computational scalability, reducing fixed and sunked costs of IT to nothing much. This is the story we have in mind for now... THE SECOND COMING OF CLOUD UNDERSTANDING INNOVATION
  6. 6. THE SECOND COMING OF CLOUD CARS AND SECOND ORDERS OF CONSEQUENCES
  7. 7. « Cumulative Tesla autopilot miles now at 222 million. » / Elon MUSK, Oct. 16, 2016 THE SECOND COMING OF CLOUD CARS AND SECOND ORDERS OF CONSEQUENCES
  8. 8. Google’s machine learning and AI capabilities mean that when photos are captured by a Street View car, algorithms can detect and note relevant street names and numbers, automatically adding them to Google’s database. The software can also identify business names and logos. Google is working to better the software, taking its capabilities further so one day it can recognize different types of stores based on what they look like, and reading smaller signage that show details like opening hours. THE SECOND COMING OF CLOUD CARS AND SECOND ORDERS OF CONSEQUENCES
  9. 9. « Finally, remember the cameras. Pretty much every vision of automatic cars involves them using HD, 360 degree computer vision. That means that every AV will be watching everything that goes on around it - even the things that are not related to driving. An autonomous car is a moving panopticon. They might not be saving and uploading every part of that data. But they could be. » / Benedict EVANS a16z  THE SECOND COMING OF CLOUD CARS AND SECOND ORDERS OF CONSEQUENCES
  10. 10. CARS AND SECOND ORDERS OF CONSEQUENCES THE SECOND COMING OF CLOUD
  11. 11. CARS AND SECOND ORDERS OF CONSEQUENCES THE SECOND COMING OF CLOUD
  12. 12. CARS AND SECOND ORDERS OF CONSEQUENCES THE SECOND COMING OF CLOUD
  13. 13. CARS AND SECOND ORDERS OF CONSEQUENCES THE SECOND COMING OF CLOUD HOW MUCH WILL BMW HAVE PAY TO ACCESS THIS CATALOGUE?
  14. 14. THE SECOND COMING OF CLOUD 3 BROAD SCENARIOS SCENARIO 1. NVIDIA IS THE NEW AMAZON SCENARIO 2. ONLY THE GAFAs... SCENARIO 3. THE TREACHERY OF IMAGES
  15. 15. THE SECOND COMING OF CLOUD NVIDIA IS THE NEW AMAZON SCENARIO 1. NVIDIA IS THE NEW AMAZON TECH PLAYERS RECREATE VALUE WITH BREAKTHROUGH NEW ‘aaS’ CAPABILITIES.
  16. 16. THE SECOND COMING OF CLOUD NVIDIA IS THE NEW AMAZON 2006 2017 $13.73 / Sep. 9, 2012 $170.91 / Sep. 9, 2017
  17. 17. THE SECOND COMING OF CLOUD NVIDIA IS THE NEW AMAZON
  18. 18. THE SECOND COMING OF CLOUD NVIDIA IS THE NEW AMAZON
  19. 19. THE SECOND COMING OF CLOUD Michelangelo NVIDIA IS THE NEW AMAZON
  20. 20. THE SECOND COMING OF CLOUD NVIDIA IS THE NEW AMAZON
  21. 21. THE SECOND COMING OF CLOUD NVIDIA IS THE NEW AMAZON
  22. 22. THE SECOND COMING OF CLOUD NVIDIA IS THE NEW AMAZON We wanted flying cars...
  23. 23. THE SECOND COMING OF CLOUD NVIDIA IS THE NEW AMAZON
  24. 24. THE SECOND COMING OF CLOUD From V2V to V2X... NVIDIA IS THE NEW AMAZON
  25. 25. THE SECOND COMING OF CLOUD A whole new playbook for cloud technology... NVIDIA IS THE NEW AMAZON
  26. 26. THE SECOND COMING OF CLOUD YOU ARE HERE Energy, Police, Media, Building and Parking Operators, Taxes, Insurances, Road Assistance, Banks, Traffic Control, ... NVIDIA IS THE NEW AMAZON
  27. 27. THE SECOND COMING OF CLOUD TECHNOLOGY IS HARD, THEN IT’S A COMMODITY... GPS
  28. 28. THE SECOND COMING OF CLOUD NVIDIA IS THE NEW AMAZON SCENARIO 1. NVIDIA IS THE NEW AMAZON TECH PLAYERS RECREATE VALUE WITH BREAKTHROUGH NEW ‘aaS’ CAPABILITIES.
  29. 29. THE SECOND COMING OF CLOUD ONLY THE GAFAs... SCENARIO 2. ONLY THE GAFAs... THE GAFAs COMMODITIZE CLOUD INFRASTRUCTURE AND MORPH IN FULL-STACK ECOSYSTEMS. SCENARIO 1. NVIDIA IS THE NEW AMAZON TECH PLAYERS RECREATE VALUE WITH BREAKTHROUGH NEW ‘aaS’ CAPABILITIES.
  30. 30. A typical business value chain. The value chain for any given consumer market is divided into three parts: suppliers, distributors, and customers. A. B. C. THE SECOND COMING OF CLOUD ONLY THE GAFAs...
  31. 31. INTEGRATION A+B. C. Competitive advantage in the 80-90s Control distribution and integrate backward, build economy of scale, leverage cost advantage. THE SECOND COMING OF CLOUD ONLY THE GAFAs...
  32. 32. AGGREGATION A. C. Competitive advantage in the 2000s... Aggregate distribution, lower transaction costs, and force producers in an oligopolistic platform. THE SECOND COMING OF CLOUD ONLY THE GAFAs...
  33. 33. 2006-2007 THE SECOND COMING OF CLOUD ONLY THE GAFAs...
  34. 34. THE SECOND COMING OF CLOUD Google Information OS Apple Everyday Life OS Facebook Society OS Amazon Retail OS Tesla Energy OS Uber Mobility OS IBM Decision OS The full-stack strategy of the 80s is not dead.... { ONLY THE GAFAs...
  35. 35. THE SECOND COMING OF CLOUD ONLY THE GAFAs... SCENARIO 2. ONLY THE GAFAs... THE GAFAs COMMODITIZE CLOUD INFRASTRUCTURE AND MORPH IN FULL-STACK ECOSYSTEMS. SCENARIO 1. NVIDIA IS THE NEW AMAZON TECH PLAYERS RECREATE VALUE WITH BREAKTHROUGH NEW ‘aaS’ CAPABILITIES.
  36. 36. THE SECOND COMING OF CLOUD THE TREACHERY OF IMAGES
  37. 37. SCENARIO 2. ONLY THE GAFAs... THE GAFAs COMMODITIZE CLOUD INFRASTRUCTURE AND MORPH IN FULL-STACK ECOSYSTEMS. THE SECOND COMING OF CLOUD SCENARIO 1. NVIDIA IS THE NEW AMAZON TECH PLAYERS RECREATE VALUE WITH BREAKTHROUGH NEW ‘aaS’ CAPABILITIES. THE TREACHERY OF IMAGES SCENARIO 3. THE TREACHERY OF IMAGES THE OLD ECONOMY BECOMES THE KEY TARGET OF A CLOUDIFICATION OF EVEYRTHING.
  38. 38. THE SECOND COMING OF CLOUD Futurists vs. Billionaires... THE TREACHERY OF IMAGES
  39. 39. THE SECOND COMING OF CLOUD THE TREACHERY OF IMAGES
  40. 40. THE SECOND COMING OF CLOUD THE TREACHERY OF IMAGES Mobility as a Service?
  41. 41. THE SECOND COMING OF CLOUD As Hurricane Irma bears down on Florida, Tesla issued an over-the-air update to drivers in the state that unlocks the full battery capacity of its 60 and 70 kW/h Model S and X vehicles. The update provides those trying to escape the path of the storm with an additional 30 to 40 miles above the typical range of the vehicle. Mobility as a Service? THE TREACHERY OF IMAGES
  42. 42. THE SECOND COMING OF CLOUD THE TREACHERY OF IMAGES Energy as a Service?
  43. 43. THE SECOND COMING OF CLOUD THE TREACHERY OF IMAGES
  44. 44. THE SECOND COMING OF CLOUD THE TREACHERY OF IMAGES
  45. 45. THE SECOND COMING OF CLOUD THE TREACHERY OF IMAGES
  46. 46. THE SECOND COMING OF CLOUD THE TREACHERY OF IMAGES
  47. 47. THE SECOND COMING OF CLOUD « We are moving from cloud vendors who were providing infrastructure solutions to cloud vendors who are software and solutions enablers. For customers, the focus is now on how to put all of these services together to build software solutions. Did you see it? All of sudden, everything is abstracted from the infrastructure (...) It makes sense for you because building machine learning services is not your business but your data is already there (you are pushing data to the cloud from your software every day). Adding a new set of functionalities to your software is now a matter of deciding which API you should call. » / Stefano BELLASIO, cloudacademy.com THE TREACHERY OF IMAGES
  48. 48. THE SECOND COMING OF CLOUD Pass the Keys, an Airbnb management startup, announced a new round of funding this week led by Talis Capital but no figures have been disclosed. The UK-based company is a management service that manages listings and rentals for Airbnb hosts. It plans to use the new funds to expand into more cities around the country (it currently operates in eight) and eventually go international. “By the end of 2017, we aim to offer our service in all major cities in the UK and start our global expansion from 2018,” said Alexander Lyakhotskiy, CEO of Pass the Keys. / Techcrunch EU THE TREACHERY OF IMAGES
  49. 49. THE SECOND COMING OF CLOUD Number of Americans working in the gig economy The gig economy workforce will double in four years It’s an Uber world. BY RANI MOLLA@RANIMOLLA MAY 25, 2017, 12:27PM EDT Slack is raising another $500 million — and has attracted interest from a range of big buyers like Amazon The business communications company has gotten acquisition offers in the past from Microsoft and others. BY KARA SWISHER@KARASWISHER JUN 15, 2017, 1:18PM EDT The industrial robotics market will nearly triple in less than 10 years Collaborative robots are expected to account for a third of that market. BY APRIL GLASER@APRILASER JUN 22, 2017, 12:06PM EDT Slack, the popular business communications company, is in the midst of raising $500 million at a $5 billion post-money valuation, an effort that has attracted several potential buyers interested in taking out the company ahead of the funding. Those include Amazon, Microsoft, Google and Salesforce, several of which have previously shown interest in acquiring Slack. Bloomberg reported the interest by Amazon yesterday, with a $9 billion sales price. THE TREACHERY OF IMAGES PESTEL Changes
  50. 50. THE SECOND COMING OF CLOUD You don’t get points for using servers. You get points for serving users. / Jeff LAWSON THE TREACHERY OF IMAGES
  51. 51. THE SECOND COMING OF CLOUD THE TREACHERY OF IMAGES
  52. 52. THE SECOND COMING OF CLOUD Accountants Advertising/Public Relations Aerospace, Defense Contractors Agribusiness Agricultural Services & Products Agriculture Air Transport Airlines Alcoholic Beverages Alternative Energy Production & Services Architectural Services Attorneys/Law Firms Auto Dealers Auto Manufacturers Automotive Banking, Mortgage Banks, Commercial Banks, Savings & Loans Bars & Restaurants Beer, Wine & Liquor Books, Magazines & Newspapers Broadcasters, Radio/TV Builders/General Contractors Builders/Residential Building Materials & Equipment Building Trade Unions Business Associations Business Services Cable & Satellite TV Production & Distribution Car Dealers Car Dealers, Imports Car Manufacturers Casinos / Gambling Cattle Ranchers/Livestock Chemical & Related Manufacturing Chiropractors Civil Servants/Public Officials Clergy & Religious Organizations Clothing Manufacturing Coal Mining Colleges, Universities & Schools Commercial Banks Commercial TV & Radio Stations Communications/Electronics Computer Software Conservative/Republican Construction Construction Services Construction Unions Credit Unions Crop Production & Basic Processing Cruise Lines Cruise Ships & Lines Dairy Defense Defense Aerospace Defense Electronics Defense/Foreign Policy Advocates Democratic Candidate Committees Democratic Leadership PACs Democratic/Liberal Dentists Doctors & Other Health Professionals Drug Manufacturers Education Electric Utilities Electronics Manufacturing & Equipment Electronics, Defense Contractors Energy & Natural Resources Entertainment Industry Environment Farm Bureaus Farming Finance / Credit Companies Finance, Insurance & Real Estate Food & Beverage Food Processing & Sales Food Products Manufacturing Food Stores For-profit Education For-profit Prisons Foreign & Defense Policy Forestry & Forest Products Foundations, Philanthropists & Non- Profits Funeral Services Gambling & Casinos Gambling, Indian Casinos Garbage Collection/Waste Management Gas & Oil General Contractors Government Employee Unions Government Employees Health Health Professionals Health Services/HMOs Hedge Funds HMOs & Health Care Services Home Builders Hospitals & Nursing Homes Hotels, Motels & Tourism Insurance Internet Labor Lawyers & Lobbyists Lawyers / Law Firms Liquor, Wine & Beer Livestock Lobbyists Lodging / Tourism Logging, Timber & Paper Mills Manufacturing, Misc Marine Transport Meat processing & products Medical Supplies Mining Misc Business Misc Finance Misc Manufacturing & Distributing Misc Unions Miscellaneous Defense Miscellaneous Services Mortgage Bankers & Brokers Motion Picture Production & Distribution Music Production Natural Gas Pipelines Newspaper, Magazine & Book Publishing Non-profits, Foundations & Philanthropists Nurses Nursing Homes/Hospitals Nutritional & Dietary Supplements Oil & Gas Payday Lenders Pharmaceutical Manufacturing Pharmaceuticals / Health Products Phone Companies Physicians & Other Health Professionals Postal Unions Poultry & Eggs Power Utilities Printing & Publishing Private Equity & Investment Firms Professional Sports, Sports Arenas & Related Equipment & Services Public Employees Public Sector Unions Publishing & Printing Radio/TV Stations Railroads Real Estate Record Companies/Singers Recorded Music & Music Production Recreation / Live Entertainment Religious Organizations/Clergy Residential Construction Restaurants & Drinking Establishments RETAIL SALES Retired Savings & Loans Schools/Education Sea Transport Securities & Investment Special Trade Contractors Sports, Professional Steel Production Stock Brokers/Investment Industry Student Loan Companies Sugar Cane & Sugar Beets Teachers Unions Teachers/Education Telecom Services & Equipment Telephone Utilities Textiles Timber, Logging & Paper Mills Tobacco Transportation Transportation Unions Trash Collection/Waste Management Trucking TV / Movies / Music TV Production Unions Unions, Misc Unions, Public Sector Unions, Teacher Unions, Transportation Universities, Colleges & Schools Vegetables & Fruits Venture Capital Waste Management Wine, Beer & Liquor INFRASTRUCTURE SOLUTIONSTHE TREACHERY OF IMAGES
  53. 53. THE SECOND COMING OF CLOUD INFRASTRUCTURE PERFORMANCE EVERYTHING aaS DATA THE TREACHERY OF IMAGES
  54. 54. THE SECOND COMING OF CLOUD Any sufficiently advanced technology is indistinguishable from magic. / Arthur C. CLARKE API -EVERYTHING
  55. 55. SCENARIO 2. ONLY THE GAFAs... THE GAFAs COMMODITIZE CLOUD INFRASTRUCTURE AND MORPH IN FULL-STACK ECOSYSTEMS. THE SECOND COMING OF CLOUD SCENARIO 1. NVIDIA IS THE NEW AMAZON TECH PLAYERS RECREATE VALUE WITH BREAKTHROUGH NEW ‘aaS’ CAPABILITIES. SCENARIO 3. THE TREACHERY OF IMAGES THE OLD ECONOMY BECOMES THE KEY TARGET OF A CLOUDIFICATION OF EVEYRTHING. NOW 2-3 Years Next 10 Years 3 COMPETING SCENARIOS!
  56. 56. At first, the cloud has been a direct answer to a first order problem: scaling up exponential data and computational needs. The second coming of cloud will probably be about building up fractal answers to exponentially complex second order problems. A SECOND COMING... www.icopilots.com @icopilotsTHE SECOND COMING OF CLOUD

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