A Peek around the Corner - WTF Conference 2010

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On Wall Street, people who can peek around the corner are very valuable. They can see into the future. Here I have laid down a bunch of trends that could unfold. The deck is designed to stimulate thought about what could be.

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@justinspratt

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justin spratt – WTF – 20th of Oct

GD

P G

row

th

DisclaimerDisclaimer

justin spratt – WTF – 20th of Oct

Over almost a 80% fall since launch of Seacom…ESSAy landedWACS next year

bandwidth pricing coming downbandwidth pricing coming down

justin spratt – WTF – 20th of Oct

14 C

able

s! C

rikey

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Cab

les!

Crik

ey.

Telkom TaxTelkom Tax

justin spratt – WTF – 20th of Oct

VideoVideo

justin spratt – WTF – 20th of Oct

VideoVideo

justin spratt – WTF – 20th of Oct

VideoVideo

Demand on networks crazyAT&T’s network is broken because of it(cells on wheels)

COWsCOWs

justin spratt – WTF – 20th of Oct

Mobile will increasingly replace the need for printed tickets

QR Codes: Mobile TicketingQR Codes: Mobile Ticketing

justin spratt – WTF – 20th of Oct

Augmented RealityAugmented Reality

justin spratt – WTF – 20th of Oct

Facebook and Twitter are paragon examples

Cloud ComputingCloud Computing

onsite applications = old school

justin spratt – WTF – 20th of Oct

The rise of behavioural financeThe rise of behavioural financejustin spratt – WTF – 20th of Oct

Wal

l Str

eet

Wal

l Str

eet

Stratfor: “South Africa is at high risk of a cold war with Angola”

Logic is that Angola’s oil wealth is now tapped and it is significant

Also, Angola increasingly appears a Chinese proxy

Cold War with Angola?Cold War with Angola?

justin spratt – WTF – 20th of Oct

Reinventing FireReinventing FireReinventing Fire

We know how to save half We know how to save half of our oil and gas and of our oil and gas and three-quarters of our three-quarters of our electricity at a cost that is a electricity at a cost that is a fraction of what we are fraction of what we are paying now.paying now.

Amory LovinsAmory LovinsRocky Mountain Institute co-founderRocky Mountain Institute co-founder

justin spratt – WTF – 20th of Oct

Mass production of contentReporting done by botsEditorials will be the only paid for content

Media FarmsMedia Farms

justin spratt – WTF – 20th of Oct

Media Farms: Demand MediaMedia Farms: Demand Media

Cheap food depends Cheap food depends on: on:

1.1. cheap oilcheap oil

2.2. plentiful waterplentiful water

3.3. constant weather constant weather pattern pattern

global warming aside, price of oil is will increase &

big food chain was built on $30 a

barrel of oil not $130

FoodFood

justin spratt – WTF – 20th of Oct

Emerging EconomiesEmerging Economies

Voicemail is brokenVoicemail is broken

justin spratt – WTF – 20th of Oct

Phone Numbers are DeadPhone Numbers are Dead

justin spratt – WTF – 20th of Oct

Call Centre vs. Contact CentreCall Centre vs. Contact Centre

justin spratt – WTF – 20th of Oct

“check-in” – earn points – become the “mayor”

Geo MarketingGeo Marketing

justin spratt – WTF – 20th of Oct

geotagginggeotagging

justin spratt – WTF – 20th of Oct

geotagginggeotagging

justin spratt – WTF – 20th of Oct

France’s “Joie de Vivre” Index

Intended to provide a better measure of GDP (“well being”)

More countries looking at other measures of prosperity, such as the Triple Bottom Line (people, profits &planet)

Better measure than GDP?Better measure than GDP?

justin spratt – WTF – 20th of Oct

Challenging “groupthink” on copyright laws

Believe copyright impinges on culture

Parties in 28 countries around the world

The Pirate PartyThe Pirate Party

justin spratt – WTF – 20th of Oct

“Even if developed countries recover completely in 2010, emerging economies will account for 70 - 75% of the growth in global output ‘for the foreseeable future”

New York Times

Emerging EconomiesEmerging Economies

justin spratt – WTF – 20th of Oct

“China’s growth as an economic superpower is increasingly correlated with that of Africa, on which it now relies for 25% of its oil imports, reports the” Financial Mail

Emerging EconomiesEmerging Economies

justin spratt – WTF – 20th of Oct

Jobs of the FutureJobs of the Future

Search is increasingly giving us what we want,

not what we ask for

justin spratt – WTF – 20th of Oct

Emerging EconomiesEmerging Economies

justin spratt – WTF – 20th of Octjustin spratt – WTF – 20th of Oct

justin spratt – heavy chef – 2nd of February justin spratt – WTF – 20th of Oct