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YOU AIN’T SEEN NOTHING YET

Welcome to the presentation of. YOU AIN’T SEEN NOTHING YET. by Daniel Petre AO. Disruption Everything is changing. Change is accelerating. “We ain’t seen nothing yet”. Mobile Expansion Increased line speed Social Network Power Internet of Things Machine Learning Advanced Robotics

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YOU AIN’T SEEN NOTHING YET

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  1. Welcome to the presentation of YOU AIN’T SEEN NOTHING YET by Daniel Petre AO

  2. DisruptionEverything is changing.Change is accelerating.

  3. “We ain’t seen nothing yet” • Mobile Expansion • Increased line speed • Social Network Power • Internet of Things • Machine Learning • Advanced Robotics • 3D Manufacturing • Big Data • Network Effect • Global Platforms

  4. How things have Already Changed

  5. Re-ImaginationofComputingDevices THEN (Desktops/Notebooks) NOW (Tablets / Smartphones) Source: KPCB Internet Trends Mary Meeker 12/3/2012

  6. Re-ImaginationofConnectivity THEN NOW Source: KPCB Internet Trends Mary Meeker 12/3/2012

  7. Re-ImaginationofNews+ InformationFlow NOW (Twitter) Real-Time / Citizen Reporting via Mobile Devices / Global Reach THEN Delayed / Dedicated Reporters + Cameramen / Regional or National Reach Source: KPCB Internet Trends Mary Meeker 12/3/2012

  8. Re-ImaginationofMagazines THEN Pilesof PrintCopies NOW (Flipboard) More Content / Always Up-To-Date / Personalized / Access Everywhere / Interactive (Video + Audio) / Share Source: KPCB Internet Trends Mary Meeker 12/3/2012

  9. Re-ImaginationofBooks THEN NOW (Amazon Kindle / Apple iBooks) Source: KPCB Internet Trends Mary Meeker 12/3/2012

  10. Re-ImaginationofMusic THEN Buy Albums + CDs in Stores / Playback via Dedicated Players NOW (Spotify) Discovery of Music Through Friends + Experts / Instant On-Demand Streaming on Internet- Enabled Devices Source: KPCB Internet Trends Mary Meeker 12/3/2012

  11. Re-ImaginationofVideo THEN PhysicalRetail/ RentalStores NOW (YouTube / Netflix) On-Demand / Instant Streaming / Accessible Everywhere Source: KPCB Internet Trends Mary Meeker 12/3/2012

  12. Re-ImaginationofYellow Pages THEN Big Heavy Printed Business Listings / No Reviews / No Easy Search Feature NOW (Yelp) User Reviews / Pictures / Recommendations / Location-Aware / Easily Searchable Source: KPCB Internet Trends Mary Meeker 12/3/2012

  13. Re-Imaginationof TV THEN Linear Programming / Pre-Set Channels / Little Control Over Content NOW (YouTube Channels / Bleacher Team Stream) On Demand Personalized Content on Big Screen Source: KPCB Internet Trends Mary Meeker 12/3/2012

  14. Re-ImaginationofNavigation+LiveTrafficInfo THEN Physical Copies of Map in Car / TV, Radio Reporting of Traffic Info NOW (Waze) User-Generated Digital Map / Live Crowd-Sourced Traffic Data Source: KPCB Internet Trends Mary Meeker 12/3/2012

  15. Re-ImaginationofCallingaCab THEN Long Lines During Rush Hours / Rain / Some Areas May Not Have Taxis Roaming on Streets NOW (Uber) One-Tap Taxi Call / Location- Aware / Electronic Payment Source: KPCB Internet Trends Mary Meeker 12/3/2012

  16. Re-ImaginationofCoupons+ LocalServices THEN Non-Personalized / Smaller Discounts / Easily Lost or Forgotten NOW (Groupon ) Personalized / Location-Aware / Instant Deals / Group-buying Discount 60 Source: KPCB Internet Trends Mary Meeker 12/3/2012

  17. Re-ImaginationofCashRegisters THEN Big + Odd Looking Machines / Receipt Printers Cash Drawers NOW (Square) Simple + Elegant Tablet + Square Reader / Email Receipts / Touch Signing Source: KPCB Internet Trends Mary Meeker 12/3/2012

  18. Re-ImaginationofMarketplaces THEN Tent + Pickup Truck @ Street Fairs NOW (Etsy) Integrated Platform For Listings / Advertising / Payment / Inventory Management Source: KPCB Internet Trends Mary Meeker 12/3/2012

  19. Re-Imaginationof IdeaBuilding/Funding THEN Flyers / Loudspeakers / Dinners / Checks NOW (KickStarter) Online / Social Distribution / Real-Time Progress Source: KPCB Internet Trends Mary Meeker 12/3/2012

  20. Re-ImaginationofPersonalBorrowing/Lending THEN Borrowers – Paper Application / Lengthy Approval Process / High Interest Rates Investors – Little Access For Retail Investors / No Customization Based on Risk Tolerance NOW (Lending Club) Borrowers – Online Application / Funded in Days / Lower Interest Rates Investors – Easy Customization / Diversification / Better Returns Source: KPCB Internet Trends Mary Meeker 12/3/2012

  21. Re-ImaginationofHealthcareAccess THEN Call to Make Appointments / Days or Weeks to See Doctors NOW (ZocDoc / Teladoc) On-Demand Access to Doctors in Minutes or Same Day / In Person or Via Phone Video Call Source: KPCB Internet Trends Mary Meeker 12/3/2012

  22. Re-ImaginationofGovernmentSubsidies THEN NOW Gather in Town / Wait in Line to Receive Subsidies 200MM+ Farmers in India Receive Government Subsidies Via Mobile Devices* 79 Source: KPCB Internet Trends Mary Meeker 12/3/2012

  23. Re-ImaginationofLearning THEN NOW From learning by listening to learning by doing Education and learning will become as much fun as videogames. And we call it ‘full body learning’. Bing Gordon Partner, KPCB Source: KPCB Internet Trends Mary Meeker 12/3/2012

  24. Summary Snapshot –Current Drivers of Change • Continued Device innovation • Wearable computers, Internet of things • Shift to mobile as the dominant device for all consumer services (Tablet and Phone) • Nearly ubiquitous high-speed wireless access • Impact of massive data and better algorithms • Machine Learning and Robotics Source: KPCB Internet Trends Mary Meeker 12/3/2012

  25. Internet of Things

  26. Internet of Things – Home/ Consumer

  27. Internet of Things – Smart PaverPavegen

  28. Internet of Things – Smart Inhaler

  29. Internet of Things – Smart Dispenser Adheretech

  30. Internet of Things – Smart city

  31. Internet of Things – Smart AgricultureSilent Herdsman

  32. Summary Snapshot – Current Drivers of Change • Consumers want all content/information everywhere and at any time • Social Graph becomes the platform for curation/recommendation/sourcing • Social emerging as starting distribution point for content • Global Service/Content Providers able to reach millions of new users in record (& accelerating) time • Truly Global markets Source: KPCB Internet Trends Mary Meeker 12/3/2012

  33. State of Play

  34. Nearly 3 billion people online

  35. About half left to go!

  36. (But most of the money is already online)

  37. Wearables are beginning to take off…

  38. Eyeballs are moving to digital, especially mobile

  39. Newspaper ad revenue has collapsed

  40. “Over-the-top” video is real and growing fast.

  41. TV may be next

  42. Value (and power) are still very concentrated $1081 Market Value **Market cap the week of October 14

  43. “New media” dwarfs “old media” in market value **Market cap the week of October 14

  44. 11 billion WhatsApp messages sent each day

  45. 758 million pictures shared each day

  46. 350 million Snapchat pictures sent a day

  47. SOCIAL

  48. 1/7th of the world’s population use Facebook

  49. MOBILE

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