2018 Business Platform Day

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Intro
2017 . Top10
2018 .
2

1.
AI M&A . , Nvidia AI Chip
.
3
- M&A . AI
2018 Watching Point2017 Trend
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4
AI
1.
2017 AI 108 , 2016 54 2015 40
. 2007 iPhone 2 8,500 .

5
1.
2017
.
AI

6
AI
1.
Google Apple, Microsoft
.

7
GPU AI
1.
GPU , AI
. Nvidia Graphcore .
 - 2016
 - Series C 1 1,100
 – Atomico, Sequoia Capital, Dell Technologies Ca...

8
AI
1.
,
.

9
1.
/ , , , , , 25
.

10
1.
.
, .

2.
AWS . Microsoft
, .
11
– AWS
2018 Watching Point2017 Trend
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12
2.
IaaS . IaaS 2021 SaaS
.

13
2.
Workload , Amazon AWS
.
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14
Amazon AWS
2.
AWS 40% . 2017 1 36 2 41 , 3
45 14 .

15
Microsoft
2.
Microsoft IaaS ,
. , .

16
Google Cloud Platform vs AWS
2.
Google AWS Microsoft Azure
. 3 .

17
2.
,
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, AI
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3.
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2018 Watching Point2017 Trend
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19
4.
. Network
Endpoint .
–
2018 Watching Point2017 Trend
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4.
60%
.

21
On-premise
4.
On-premise
.

22
–
2018 Watching Point2017 Trend
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5.
.
Google Amazon .

23
5.
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5.
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, .
? – ?

25
5.
Google .
Google
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26
Google
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5.
Google ,
.

27
Amazon
5.
Amazon
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28
Alexa ?
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5.
Alexa ?
. .

2017 11 , Tencent Facebook ,
.
6.
–
2018 Watching Point
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30
Facebook 3 YoY 47.3% 103 . 100
, .
Facebook 2017 3
 98.2% Advertising(101
) , Payment and other fees 1 8,600
 Adverti...

31
Facebook (News feed)
.
6.
Facebook,
 , Facebook
 Facebook ,
Facebook

32
Tencent 5,000 .
Tencent Facebook .
6.
Tencent Facebook
2018 1 26 ,
Alibaba
5,000

33
BAT(Baidu, Alibaba, Tencent) Big3 , ,
. / TMD .
6.
Tech TMD
 TMD( Toutiao, Meituan-Dianping, Didi Chuxing) Tech
 , sh...

34
Spotify Netflix 7,000 , 1 1,800
. , Netflix .
7.
– Spotify, Netflix
2018 Watching Point2017 Trend
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
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MediaCh...

35
.
.
7.
: (RIAA)
 2016

36
7. - [ Big Media Universe ]

37
Netflix, Amazon Prime Video, YouTube 3 , YouTube
TV YouTube TV .
7.
(Binge Watching) VS. (Ambient)
 Hulu Live TV 45 , ...

2017 Amazon, Alibaba
. .
1
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2018 Watching Point2017 Trend
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8.

Amazon 3 YoY 33.7% 437 . Whole Foods , Prime Day
4Q .
8.
Amazon 2017 3





22.2
40.3
59.3
41.9
58.4
33.7
- 10.0 20.0...

Walmart, Amazon Go ,
, (de-centralized) .
8.
( )
 August Home
Deliv in-home delivery platform 'August Access’
 Deliv (Ma...

41
2017 Physical ,
.
8.
Virtual VS. Physical
• Uber Volvo
XC90( 45,750 ) SUV
24,000
• 19~’21
• Volvo 4.5%
10
 thin layer ...

42
 Airbnb Newgard Development
Group Airbnb 324
 “Niido powered by Airbnb”
Airbnb ( )
 , Keyless doors,
 Brookfield Pr...

New Mobility , , , 2017 Auto Tech
peak .
43
9.
– New Mobility
2018 Watching Point2017 Trend
•
•
New Mobility Auto Tech
•
•...

Waymo 2017 11 , 4 GM, Uber
.
44
9.
New Mobility
(Toyota, Byton …..)
Tesla Autopilot Tesla Network
(+Cruise)
(+Otto)
Electr...

Uber, Didi, Grab, Ola, 99 Softbank .
45
9.
SoftBank—not Uber—is the real king of ride-hailing

, 2017 Non-Tech Tech
.
46
9.
Non-Tech Tech
 CB Insights , 2013~2016 Non-Tech Fortune 500 Tech 149%

2017 Tech Non-Tech ( , , )
.
10.
Cross-Industry – Non Tech
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