The document discusses the evolution of the computer industry from vertically integrated in the 1980s, where companies controlled all aspects of production, to a more horizontal structure by 1995 with increased specialization and competition. It notes how the "Wintel" partnership between Microsoft Windows and Intel CPUs enabled lower prices and commoditization. The document also touches on topics like understanding markets and customers, the challenges of innovation, the importance of talent and freedom to think differently, and managing risks in a changing industry.

2. Founded: 1985

6. Tim Berners-Lee

7. Reserve your flights and check on flights on the Internet

8. Apply for a mortgage on the Internet

9. Schedule a pick up of my express parcels on the Internet

10. Digital Marketplace

11. Hindsight is 20/20

12. Focus on User Experience

13. High Pressure Leadership

14. Brand =Trust

15. Understand the market

16. Understand the Value Chain The Computer Industry circa 1980 Vertically Integrated - Value Proposition: “the best computer” Source: Andy Grove presentation at NeXT in July 1993 Copyright Dominique Trempont – No reproduction VERTICAL INTEGRATION Sales & Distribution Application Software Operating System Computer Chips Competition

17. Understand the Value Chain The New Horizontal Computer Industry – Circa 1995 Value Proposition: Wintel enables lower prices & commoditization Sales & Distribution Application Software Operating System Computer Chips Source: Andy Grove presentation at NeXT in July 1993 Copyright Dominique Trempont – No reproduction Retail Stores Super Stores Internet Word Adobe SAP WordPerfect DOS Windows Unix Mac OS2 Compaq Dell IBM Apple Intel Motorola RISC Etc

18. Sales & Distribution Application Software Operating System Computer Chips Source: Andy Grove presentation at NeXT in July 1993 Copyright Dominique Trempont – No reproduction Retail Stores Super Stores Internet Word Adobe SAP WordPerfect DOS Windows Unix Mac OS2 Compaq Dell IBM Apple Intel Motorola RISC Etc Competition Competition Competition Competition Competition

19. Sales & Distribution Application Software Operating System Computer Chips Source: Andy Grove presentation at NeXT in July 1993 Copyright Dominique Trempont – No reproduction Retail Stores Super Stores Internet Word Adobe SAP WordPerfect DOS Windows Unix Mac OS2 Compaq Dell IBM Apple Intel Motorola RISC Etc Inter-operability

20. Understand the market Timing (and luck)_ Crossing the chasm

21. Innovators Early Adopters Late Mainstream Laggards Inspired from Geoff Moore’s Crossing the Chasm THE CHASM

22. Power of the Duo

23. Danger of thinking in the box

24. Danger of thinking in the box Extrapolating from past success can be an illusion

25. Truly remarkable innovation is a driven by talent and freedom to think (very) different

26. Risk is not to take risk

27. Experiment Dare to discover Connect the dots Failure is learning (unless…) Risk is not to take risk

28. Dec 15,1997 + $430M

29. DNA Matching

30. DNA Matching

31. DNA Matching