Download ppt - Bill Coleman Founder, Chairman & CEO Cassatt Corporation

Bill ColemanFounder, Chairman & CEO

Cassatt Corporation

Inflection Points in Human History

1. The Invention of Language

2. The Invention of the Printing Press

3. The Invention of the Web

… and we are at the Inflection Point of the Web right now!

The Cycles of Innovation Model“Predicting the future is pointless, but it is

possible to identify trends that have significant effects.”

Peter Drucker

Cycles are thirty years long, one starts every 10 years

Cycles include three ten year phases:1) Invention, Boom and Bust2) Buildout and Consolidation3) Commoditization

• Information age includes six cycles 1960 - 2040• Cycles 1 – 3: The Cloud Platform• Cycles 4 – 6: The Web Platform• Cycle 4 is the Inflection Point 1990 – 2020 RIGHT

NOW!

The Six Cycles of InnovationThe Six Cycles of Innovation

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CommoditizationCommoditization

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Consolidation Consolidation

◄ InventionInvention_________◄ Boom & BustBoom & Bust

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Cycle 1Cycle 1 Cycle 2Cycle 2 Cycle 3Cycle 3 Cycle 4Cycle 4 Cycle 5Cycle 5 Cycle 6Cycle 6


Semiconductors

• Integrated

circuit

• Simple memory

and logic chips___________

• Semiconductor Companies

Semiconductors

Semiconductors

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Semiconductors

• Integrated

circuit

• Simple memory



Semiconductors

• Manufacturing

Equipment

• Chip design &

test tools

______________


Semiconductors

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Semiconductors

• Integrated

circuit

• Simple memory



Semiconductors

• Manufacturing

Equipment

• Chip design &

test tools

______________


Semiconductors

• Integrated

circuit

• Simple memory


• Semiconductors

1960 1970 1980 1990 2000 2010 2020 2030 2040

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Semiconductors

• Integrated

circuit

• Simple memory



Computers Networks

Semiconductors

• Manufacturing

Equipment

• Chip design &

test tools

______________


Semiconductors

• Integrated

circuit

• Simple memory


• Semiconductors

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Semiconductors

• Integrated

circuit

• Simple memory



Computers• Minicomputers• PCs• Servers (Unix Workstations) ___________

• Computer HW & SW Companies

Networks

Semiconductors

• Manufacturing

Equipment

• Chip design &

test tools

______________


Computers• Software: DBMS Games, Word Processing & Spreadsheets

• MSDOS: Binary Compatibility ______________• Computer HW & SW Companies

Semiconductors

• Integrated

circuit

• Simple memory


• Semiconductors


• Computer Systems and Software

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Semiconductors

• Integrated

circuit

• Simple memory





Networks

• Hubs & Routers

• Networking SW

___________

• Networking Companies

Semiconductors

• Manufacturing

Equipment

• Chip design &

test tools

______________




Networks• Client/Serve

Applications

• Dist Storage:

SAN & NAS

______________


Semiconductors

• Integrated

circuit

• Simple memory


• Semiconductors



Networks

• Hubs & Routers

• Networking SW

___________

• Networking and Storage Systems and Software

1960 1970 1980 1990 2000 2010 2020 2030 2040

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Build Out Build Out

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Semiconductors

• Integrated

circuit

• Simple memory





Networks

• Hubs & Routers

• Networking SW

___________


Semiconductors

• Manufacturing

Equipment

• Chip design &

test tools

______________





Applications

• Dist Storage:

SAN & NAS

______________


Semiconductors

• Integrated

circuit

• Simple memory


• Semiconductors



Networks

• Hubs & Routers

• Networking SW

___________


1960 1970 1980 1990 2000 2010 2020 2030 2040

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The Inflection Point!

The Inflection Point!

The Inflection PointCycle 3: The network, the last piece falls in

placeThe Platform shifts from the desktop to the network!The basis of the Cloud Platform

Cycle 4: The Internet and the Inflection PointThe final end! Everyone and everything is connected!Final Evolution of The Cloud!Emergence of The Web!

The Cloud: The IT Platform Utility Rules of a Platform: Think of Apple versus Microsoft

Commoditization of IT Switching Cost = 10X value improvementCustomization makes long tail possible

Rules of a Utility: Think if the Electric UtilityIsolation of supply & demand: Scale, Choice, Competitive

pricing (Isolation of ISO Level 7 from 1 – 6)Meter on the customer based on quantity and quality of serviceCustomer owns their IP & controls its usage (Software &

Policy)

Self-configuring, Self-optimizing & Self-healing

Evolution of The CloudCloud 1.0: 2000 – 2010, PaaS, IaaS, SaaS

Greenfield, External, ProprietaryNeither a Platform or a UtilityE.g.. Amazon, Salesforce.com, Google

Cloud 2.0: 2010 – 2020, Cloud 1.0 plus Quadruple Conversion and Consumerization of ITCaaS: Client as a service, online and mobile worlds converge Internal Cloud: First IT Platform (E.g. Cassatt, first Cloud

Platform)External Cloud Extends: Connectivity of Apps and Mobility of

DataA Platform but not a Utility!

Cloud 3:0: 2020 - 2030, The Cloud Utility PlatformThe end of IT as we know it – Everything As A Service!The choice, control and ownership

Emergence of The WebThe world of everybody and everything!

The Internet has three properties that create value: 1) Free reach2) Straight-thru-processing3) Transparency

Evolution of the Web, Cycles 4 – 6:1) Cycle 4: Web 2.0 - Free Reach (1990 - 2020) Social Networking

2) Cycle 5: Web 3.0 - Straight-thru processing (2000 -2030) Pull Economy

3) Cycle 6: Web 4.0 - Transparency (2010 - 2040) The Cyber-Aware Proxy

Cycle 4: Web 2.0 Social NetworkingCycle 4: Web 2.0 Social Networking

Semiconductors

• Integrated

circuit

• Simple memory





Networks

• Hubs & Routers

• Networking SW

___________


Reach• WWW

• Distributed Apps

• Ecommerce

___________

• Internet Applications & Business Models

Straight –Thru-Processing

Transparency

Semiconductors

• Manufacturing

Equipment

• Chip design &

test tools

______________





Applications

• Dist Storage:

SAN & NAS

______________


Reach• Broadband• Search, SaaS• Web 2.0 - Social Networking - Dist Co-Creation

___________ Application & Infrastructure Software

Semiconductors

• Integrated

circuit

• Simple memory


• Semiconductors



Networks

• Hubs & Routers

• Networking SW

___________


Reach• WWW• Distributed Apps

• Web 2.0 - Personal Cyber Assistant

____________• Internet Applications & Business Models

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Cycle 5: The Internet EconomyCycle 5: The Internet Economy

Semiconductors

• Integrated

circuit

• Simple memory





Networks

• Hubs & Routers

• Networking SW

___________


Reach• WWW


• Ecommerce

___________


Straight –Thru-Processing• WOA/Mashups• Identity 1.0• Cloud 1.0 ___________• Web 3.0 Apps and “Pull” business models

Transparency

Semiconductors

• Manufacturing

Equipment

• Chip design &

test tools

______________





Applications

• Dist Storage:

SAN & NAS

______________


Reach• Broadband• Search, SaaS• Web 2.0 -Social Networking -Dist Co-Creation

___________• Application & Infrastructure Software

Straight –Thru-Processing• Web 3.0 “Pull” Internet Commerce

• Identity 2.0 • Cloud 2.0

• ICT Industry Providers (Quad Convergence)

• Search and Ad business models

Semiconductors

• Integrated

circuit

• Simple memory


• Semiconductors



Networks

• Hubs & Routers

• Networking SW

___________





Straight –thru -Processing• WOA/Mashups• Identity 3.0• Cloud 3.0 • Web 3.0 - Cyber Proxy___________ • Web 3.0 Apps and “Push” business models

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Cycle 6: Web PresenceCycle 6: Web Presence

Semiconductors

• Integrated

circuit

• Simple memory





Networks

• Hubs & Routers

• Networking SW

___________


Reach• WWW


• Ecommerce

___________


Straight –Thru-Processing• WOA/Mashups• Identity 1.0• Cloud 1.0 ___________• Web 3.0 Apps and “Pull” business models

Transparency• Associative data services• Quantum computing ___________• Web 4.0: Web Presence (applications and business models)

Semiconductors

• Manufacturing

Equipment

• Chip design &

test tools

______________





Applications

• Dist Storage:

SAN & NAS

______________


Reach• Broadband• Search, SaaS• Web 2.0 - Social Networking - Dist Co-Creation

___________• Application & Infrastructure Software

Straight –Thru-Processing• Web 3.0 “Pull” Internet Commerce

• Identity 2.0 • Cloud 2.0

• ICT Industry Providers (Quad Convergence)

• Search and Ad business models

Transparency

• Web 4.0 “Web Presence”• Identity 3.0

•Self-forming “applications”

• Pull market economics consolidates the “Push” mass market economy

Semiconductors

• Integrated

circuit

• Simple memory


• Semiconductors



Networks

• Hubs & Routers

• Networking SW

___________





Straight –thru -Processing• WOA/Mashups• Identity 3.0• Cloud 3.0 • Web 3.0 - Cyber Proxy___________ • Web 3.0 Apps and “Push” business models

Transparency • Associative data services•Web 4.0 - Cyber Awareness

- Physical & Virtual converge

___________• Web 4.0: Web Presence (applications and business models)

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Life on the Web in 2040Identity provides security with privacy and civil liberties

The “Pull” Economy dramatically improves productivity moving most the world into the middle class!

Web Presence where virtual meets physical and our abilities transcend our disabilities!

My Cyber-Aware Proxy: The self-aware proxy for life “My buddy, my alter-ego, my mentor and my guardian!

My world is under my control.

So what comes next? The Dematerialization Age, where Bio meets

Nano