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

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Presentation on theme: "YOU AIN’T SEEN NOTHING YET by Daniel Petre AO Welcome to the presentation of."— Presentation transcript:

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

2

3 Disruption Everything is changing. Change is accelerating.

4 “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

5 How things have Already Changed

6 Re-Imagination of Computing Devices THEN (Desktops / Notebooks) NOW (Tablets / Smartphones) 6 Source: KPCB Internet Trends Mary Meeker 12/3/2012

7 Re-Imagination of Connectivity THEN NOW 7 Source: KPCB Internet Trends Mary Meeker 12/3/2012

8 Re-Imagination of News + Information Flow THEN Delayed / Dedicated Reporters + Cameramen / Regional or National Reach NOW (Twitter) Real-Time / Citizen Reporting via Mobile Devices / Global Reach 8 Source: KPCB Internet Trends Mary Meeker 12/3/2012

9 Re-Imagination of Magazines THEN Piles of Print Copies NOW (Flipboard) More Content / Always Up-To-Date / Personalized / Access Everywhere / Interactive (Video + Audio) / Share 9 Source: KPCB Internet Trends Mary Meeker 12/3/2012

10 Re-Imagination of Books THEN NOW (Amazon Kindle / Apple iBooks) 10 Source: KPCB Internet Trends Mary Meeker 12/3/2012

11 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 Re-Imagination of Music 11 Source: KPCB Internet Trends Mary Meeker 12/3/2012

12 Re-Imagination of Video THEN Physical Retail / Rental Stores NOW (YouTube / Netflix) On-Demand / Instant Streaming / Accessible Everywhere 12 Source: KPCB Internet Trends Mary Meeker 12/3/2012

13 Re-Imagination of Yellow Pages THEN Big Heavy Printed Business Listings / No Reviews / No Easy Search Feature NOW (Yelp) User Reviews / Pictures / Recommendations / Location-Aware / Easily Searchable 13 Source: KPCB Internet Trends Mary Meeker 12/3/2012

14 THEN Linear Programming / Pre-Set Channels / Little Control Over Content NOW (YouTube Channels / Bleacher Team Stream) On Demand Personalized Content on Big Screen Re-Imagination of TV 14 Source: KPCB Internet Trends Mary Meeker 12/3/2012

15 Re-Imagination of Navigation + Live Traffic Info THEN Physical Copies of Map in Car / TV, Radio Reporting of Traffic Info NOW (Waze) User-Generated Digital Map / Live Crowd-Sourced Traffic Data 15 Source: KPCB Internet Trends Mary Meeker 12/3/2012

16 Re-Imagination of Calling a Cab 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 16 Source: KPCB Internet Trends Mary Meeker 12/3/2012

17 Re-Imagination of Coupons + Local Services 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

18 Re-Imagination of Cash Registers THEN Big + Odd Looking Machines / Receipt Printers Cash Drawers NOW (Square) Simple + Elegant Tablet + Square Reader / Email Receipts / Touch Signing 18 Source: KPCB Internet Trends Mary Meeker 12/3/2012

19 Re-Imagination of Marketplaces THEN Tent + Pickup Truck @ Street Fairs NOW (Etsy) Integrated Platform For Listings / Advertising / Payment / Inventory Management 19 Source: KPCB Internet Trends Mary Meeker 12/3/2012

20 Re-Imagination of Idea Building / Funding THEN Flyers / Loudspeakers / Dinners / Checks NOW (KickStarter) Online / Social Distribution / Real- Time Progress 20 Source: KPCB Internet Trends Mary Meeker 12/3/2012

21 Re-Imagination of Personal Borrowing / 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 21 Source: KPCB Internet Trends Mary Meeker 12/3/2012

22 Re-Imagination of Healthcare Access 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 22 Source: KPCB Internet Trends Mary Meeker 12/3/2012

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

24 Re-Imagination of Learning 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 THENNOW 24 Source: KPCB Internet Trends Mary Meeker 12/3/2012

25 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

26 Internet of Things

27 Internet of Things – Home/ Consumer

28 Internet of Things – Smart Paver Pavegen

29 Internet of Things – Smart Inhaler

30 Internet of Things – Smart Dispenser Adheretech

31 Internet of Things – Smart city

32 Internet of Things – Smart Agriculture Silent Herdsman

33 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

34 State of Play

35 Nearly 3 billion people online

36 About half left to go!

37 (But most of the money is already online)

38 Wearables are beginning to take off…

39 Eyeballs are moving to digital, especially mobile

40 Newspaper ad revenue has collapsed

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

42 TV may be next

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

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

45 11 billion WhatsApp messages sent each day

46 758 million pictures shared each day

47 350 million Snapchat pictures sent a day

48 SOCIAL

49 1/7 th of the world’s population use Facebook

50 MOBILE

51 PCs are now small share of connected devices…

52 And will soon dwarf them We are here

53 E-COMMERCE

54 E-Commerce continues to take share…

55 Australian Retail Sales 1983 - 2013 Australian Retail Performance

56 Ecommerce – Where is Australia ? Slow to react – Challenges the status quo – Disruption(Myers, DJs, Retail, Real Estate play) International presence – Price, range, CRM, logistics – Ebay, Amazon, ASOS, long tail Opportunities – Nordstrom example – Logistics, Infrastructure Source: KPCB Internet Trends Mary Meeker 12/3/2012

57 Education

58 Two threats The US has woken up Aggressive pursuit of Chinese Students Local campus affiliations Our share will naturally decline to more normalised levels MOOCS & Adaptive Learning Platforms See the best lecturer Personalised Learning Tools Accreditation control (Universities) is under threat McKinsey & Co Education

59 The Economist

60 Mobile Internet Automation of knowledge work The Internet of Things Cloud technology Advanced robotics Autonomous and near-autonomous vehicles Next-generation genomics Energy storage 3D printing Advanced materials Advanced oil and gas exploration and recovery Renewable energy McKinsey & Co What are the coming disruptive Technologies

61 So what? It is all about Jobs & Investment

62

63 Destruction/Disruption

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67 Skills and Jobs

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69 Investment

70 Text

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75 The world is one global market Scale matters Change driven by Technology is accelerating Technology is the underlying catalyst Business is becoming more complex Requiring higher levels of IQ Requiring an understanding of Tech platforms 75 Summary

76 We are generally not a scale or global player Multi-nationals not paying their way We are not priming the engine of the future We do not have a viable VC industry We do not fund enough Research We need more STEM students We need our companies to do REAL R&D The future can’t be just about Mining and Agriculture 76 Summary

77 Appendix

78 Ten markers % of Australian Households on the Net Hours of Internet use per day Balance of Trade on Australia’s Information Account Number of Australian Online sistes with > 500K users Number of students graduating from Online Media/Computing Programmes Number of Boards with Online specialists Electronic Commerce in Australia’s largest Companies Government commitment to online services Use of computers in Australian Schools

79 Questions

80 On behalf of The Hon. Mal Brough MP and The Sunshine Coast Business Community THANK YOU DANIEL


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