Burton Lee (Stanford University) - Mobile, Social, Big Data and Cloud: How New IT Technologies Are Accelerating Innovation and Scaling Startups in Silicon Valley. infoShare 2012

Mobile, Social, Big Data and Cloud How New IT Technologies Are

Accelerating Innovation and Scaling Startups in Silicon Valley

Dr. Burton H. Lee PhD MBA Managing Director, Innovarium Ventures | European Entrepreneurship, Stanford Engineering

Silicon Valley, CA

[email protected]

InfoShare 2012 Conference Gdansk University of Technology, Gdansk, Poland

April 19 2012

mailto:[email protected]

Topics

• Mobile

• Social

• Big Data

• Cloud

• The ‘Apps Economy’

• Opportunities and Lessons for Poland

April 19 2012 2 Copyright 2012 Burton H. Lee and Innovarium Ventures

April 19 2012 Copyright 2012 Burton H. Lee and Innovarium Ventures 3

Meeting with Michal Boni, Minister of Administration and Digitization, Govt of Poland Warsaw, Poland - April 17 2012


Problem: Gdansk loves Football ;-)


Solution: Silicon Valley prefers “Hockey”

Convergence


Speaker Background


April 19 2012 8

http://me421.stanford.edu Copyright 2012 Burton H. Lee

http://me421.stanford.edu/



European Partner Countries, Regions & Companies Speakers in Stanford Engineering ME421 Graduate Course

2009 - 2010 – 2011 - 2012

European Innovation Ecosystem Talent Creation

Entrepreneurship Education Immigration Policies

10 Copyright 2012 Burton H. Lee

Primary Focus of Stanford 2012 ME421 Program

Simplified Schematic

New Company Formation

Angel Investors

Venture Capital

Exit M&A or IPO

Recycling of Entrepreneurial Talent & Angel/VC Investment Capital

Legal & Political Context

Idea Generation Research & Development

Universities, Corporations, Natl labs

Technology Transfer/ Commercialization

University / Lab TTOs

Enterprise Innovation Product & Services Design, Development & Management

April 19 2012

Mobile


“Disruptive Innovation” via New Business Models + Advanced Product Design


Android (Google) and iPhone (Apple)

Mobile • Major disruption of traditional mobile models

– New “Smart Phone” software platforms have emerged in last 3-4 years • Android, Apple iOS

– New hardware platforms and user interfaces • Smartphones, tablets, e-book readers

• “Apps” market growing very quickly – Number of “apps” exceeds 950,000 (April 2012) – App startups is major area of investing interest by SV angels and VCs

• “Apps Economy” credited with creating/keeping 500,000 jobs in USA over past 4 years (TechNet study, Feb 2012)

• eBooks also rapidly growing as a new category of digital content – Amazon’s Kindle, Sony Reader

• Major players – Google – Android – Apple – iPhone – Microsoft – Windows - Nokia

• Nokia – now collaborating with MSFT, has abandoned Symbian • Major shift in momentum, technology, jobs and profits from Finland to Silicon Valley during

2008-2012

– Amazon – Kindle and eBooks





Android Apps “Hockey Stick” Growth Curve


Tablets v eReaders




Social


Social Networking and Media • Aka “Web 2.0”

– Social networks – Blogging, micro-blogging and “social curation” technologies – Reputation management + other collaboration tools and technologies

• Major trends

– Mobile + social media – Gaming + social computing – Enterprise social computing – Social curation

• Major players

– Google is newest entrant here with Google+ in June 2011 (170+ Mn users, April 2012)

– Facebook has emerged as the clear leader with 900+ Mn users around the world – LinkedIn in second place with > 150Mn users – Twitter with 25 Bn tweets in 2010 – Pinterest and Tumblr emerging as leaders in social curation marketplace







Social Curation An Extension of Social Media + Next Generation Blogging





Pinterest “Hockey Stick” Growth Curve


Pinterest “Hockey Stick” Growth Curve








Enterprise Applications of Social Media “Enterprise 2.0”, or “Enterprise Social Computing”

• Today – External

• Brand promotion & advertising • Customer Relationship Management (SocialCRM) • Open Innovation (crowdsourcing of ideas) • Employee Recruiting (SocialHRM)

– Internal • Internal employee communications and knowledge sharing • Open Innovation (crowdsourcing of ideas)

• Future – Supply chain management – Integration with broad range of enterprise software systems






Big Data


“Big Data”

• Rapid growth in volume of data generated in consumer, industrial and governmentt applications – Shopping, social interactions, mobile, etc

– Access to large government-generated data sets is improving (e.g. EU “Open Data” policy)

• Strong focus on data analytics for business intelligence – Predictive analytics

– Data mining

• Major players – All major IT companies: SAP, Oracle, HP, MSFT, Google, Cisco

– Emerging new generation of startups




Cloud


Cloud Computing • Driven by global shift in software services & business models

– SaaS (“Software as a Service”) • Salesforce.com, ZOHO

– PaaS (“Platform as a Service”) • Google AppEngine, Heroku

– IaaS (“Infrastructure as a Service”) • Amazon EC2, Rackspace CloudServers

– BPaaS (“Business Process as a Service”)

• Major players

– Users • Google, Facebook, Microsoft

– Services • Amazon, Microsoft, Rackspace, HP, SAP, Oracle • Box.net, DropBox

– Infrastructure and equipment providers • Juniper, HP, Cisco, Intel, SAP, Oracle












Growing Importance of Open Source in Cloud Computing



The View from Silicon Valley …

mobile +

cloud

Explosive growth !!

The New “Apps Economy” has arrived !!

2012



Feb 7 2012 Study on US ‘App Economy’ – Lessons for Poland:

Universities in Gdansk can play a central role in supporting the

development of a strong “App

innovation & startup

ecosystem” in Poland

… four years ago the “app economy” did not exist …



… the “App Economy” emerged just 4 years ago ….

Accelerating New Job Creation in the App Economy

Source: Mandel, M., ‘Where the Jobs Are: The App Economy’, study undertaken for TechNet, February 2012, by South Mountain Economics LLC.

“Apps” – Why So Successful?

• Innovation – Innovation in business models underlies many “apps” successes – Can be applied across many industry verticals – mobile healthcare as well – “Apps” integrate several existing technologies into a single platform

• Entrepreneurship – “Apps” industry is led by startups and established tech firms – Dealflow and investment in apps-startups has surged in Silicon Valley

over the past three years – emergence as a separate, much more dynamic innovation ecosystem with dedicated investor community

– Most “apps” are based on highly scalable business models

• Design

– Great mobile user interface design (UIX) is core to the success of many app-based services and products

– Supports viral uptake by consumers


ICT Ecosystem vs

‘Everything Else’ Ecosystem

2011 - 2012



Two Innovation & Entrepreneurship Ecosystems

ICT Startups

Everything Else


Venture Capital Investments in California Q4 2011




Opportunities and Lessons for Poland

ICT Companies and Govt



The View from Silicon Valley …

mobile +

cloud

Explosive growth !!

mobile + cloud

Not Just a “Fad” or “The Next Wave”

But a New Computing Paradigm …

… Two New Technology Platforms … … A Massive m-Tsunami …

that is Now Headed towards Poland and Gdansk



Future Healthcare Information Systems The Mobile + Data + Cloud Vision from Silicon Valley

‘Digital Healthcare’ is the Next Wave ….











Google Acquisitions in 2011 Source: Wikipedia


??


Gdansk’s Newest Hackerspace | Co-working Space !! (for building new ICT companies with “Hockey Stick Growth”)

Hackerspace @ San Francisco, CA

Come Visit Us in Silicon Valley!!

(located in the Republic of California) April 19 2012 90 Copyright 2012 Burton H. Lee

Q & A


Working in Silicon Valley, Europe, Latin America and Washington DC

• Senior financial, technical and strategy advisory services for global technology innovation organizations • Professional Services

– Technology startup and growth companies • Interim CXO and Advisory Board roles • Expert guidance & decision-making at the interface between market/customers, technology and finance • Business development – industrial and government • Business plan preparation/research/review; Government Grant proposal preparation/review • Coaching and mentoring of CEOs and other CXO-level managers • Assistance with government regulatory and policy agencies

– Angel, venture capital and private equity Investors • Fund strategy, team selection and market positioning • Due diligence: technical, financial, strategy and business models

– Public and non-profit R&D laboratories • Technology transfer & partnerships; venturing and spin-out of companies; strategy and business development; grant applications

– Research universities • Innovation-related models, policies and practices • Technology transfer and licensing; industry partnerships and relations; development and strategy; grant applications

– National and regional government agencies • Innovation policy formulation, analysis and review; cluster development strategy; economic impact studies • Science & technology policy formulation, analysis & review: space, aviation, nanotechnology, software/AI/robotics, manufacturing

• Selected recent clients – US/European technology startup companies – alternative energy, robotics/AI, software, Internet, nanotech – Venture and private equity funds – aerospace, nanotechnology, ICT, computing, advanced materials, clean tech – Office of the Prime Minister, Ireland; European Commission; National Science Foundation; NASA, National Academies

• Dr. Burton Lee PhD MBA, Managing Director – Contact: [email protected] Based in Palo Alto, CA near Stanford University – Bio/References: LinkedIn Profile – Lecturer, European Entrepreneurship & Innovation, Stanford School of Engineering


mailto:[email protected]

http://www.linkedin.com/in/burtonlee

Investor Relations

Burton Lee (Stanford University) - Mobile, Social, Big Data and Cloud: How New IT Technologies Are Accelerating Innovation and Scaling Startups in Silicon Valley. infoShare 2012