thoughts on the age of data supplanting the age of software

1. Digital Paths and Digital Breadcrumbs:
Social, Data Science and New Business Models
10.20.2005
Digital London March 2012

2. Cloud is eating the World
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3. Source: John C. McCallum
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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"
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5. What do these companies
have in common?
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6. 6

7. They make up PwC's
Global Software Top 20
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8. Source: PwC
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9. What else do they
have in common?
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10. All were founded
before 1989
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11. 1989 was 22 years ago
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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
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13. The average age of the
Top 20 Software Companies is
47 years
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14. That's partially skewed by the likes
of IBM (1911) NEC (1899!)
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15. Fewer outliers? 31 years
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16. 16

17. 17

18. 18

19. 19

20. 20

21. Growth through software sales
is slowing
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22. Growth through data is not
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23. The Four Stages of
Software Production
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24. STAGE 1
“The money is in the hardware,
not the software”
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25. STAGE 2
“Actually, the money is in the software”
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26. STAGE 3
“The money is not in the software,
but it is differentiating”
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27. STAGE 4
“Software is not even differentiating,
the value is the data”
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28. Microsoft's Share Price
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29. The Age of Software The Age of Data
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30. Software is a means
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31. Engagement with customers,
partners, employees,
and other stakeholders
generates data
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32. Systems of Record to
Systems of Engagement
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33. “The lumber industry sells what used to be
waste — sawdust, chips, and shredded wood
— for a pretty profit. Today you’ll find these
by-products in synthetic fireplace logs,
concrete, mulch, particle board, fuel, livestock
and pet bedding, winter road traction, weed
killing and more.”
Jason Fried, 37signals
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34. • Location, location, location
• Influence patterns
• Customer service feedback
• Sentiment
• Geographical trends.
• Search Findings
• Predicting retail and property sales
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35. Right now, if you think of the data at
all, you probably consider it a by-
product
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36. “In contrast to most traditional survey
methods, they [search data] are collected as a
by-product of normal activity”
- the Bank of England
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37. W not use it?
hy
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38. Who’s already doing this?
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39. 39

40. 40

41. 41

42. 42

43. What you Share Changes What You Drink
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44. RedMonk’s Developer Intelligence portal
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45. 45

46. A New Kind of Data “Store”
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47. Hadoop at Facebook
http://hadoopblog.blogspot.com/2010/05/facebook-has-worlds-largest-hadoop.html
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48. So if you're in business
and you're ignoring
Implicit and social data
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49. You're doing it wrong
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50. 50

51. QUESTIONS
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52. LinkedIn Members
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53. GitHub Rankings
1. Java (5)
2. Scala (18)
3. Clojure (22)
4. Groovy (23)
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54. GitHub Change
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55. Ohloh Monthly Contributors
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56. Language Tiers
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57. For Example
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58. Photo credits
Breadcrumb – diongillard on Flickr
Pathway by ^riza^ on Flickr
SF in Cloud – SF Chronicle
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