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@justinspratt

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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Page 1: A Peek around the Corner - WTF Conference 2010

@justinspratt

Page 2: A Peek around the Corner - WTF Conference 2010

DisclaimerDisclaimer

justin spratt – WTF – 20th of Oct

GD

P G

row

th

Page 3: A Peek around the Corner - WTF Conference 2010

DisclaimerDisclaimer

justin spratt – WTF – 20th of Oct

Page 4: A Peek around the Corner - WTF Conference 2010

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

Page 5: A Peek around the Corner - WTF Conference 2010

14 C

able

s! C

rikey

. 14

Cab

les!

Crik

ey.

Page 6: A Peek around the Corner - WTF Conference 2010

Telkom TaxTelkom Tax

justin spratt – WTF – 20th of Oct

Page 7: A Peek around the Corner - WTF Conference 2010

VideoVideo

justin spratt – WTF – 20th of Oct

Page 8: A Peek around the Corner - WTF Conference 2010

VideoVideo

justin spratt – WTF – 20th of Oct

VideoVideo

Page 9: A Peek around the Corner - WTF Conference 2010

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

COWsCOWs

justin spratt – WTF – 20th of Oct

Page 10: A Peek around the Corner - WTF Conference 2010

Mobile will increasingly replace the need for printed tickets

QR Codes: Mobile TicketingQR Codes: Mobile Ticketing

justin spratt – WTF – 20th of Oct

Page 11: A Peek around the Corner - WTF Conference 2010

Augmented RealityAugmented Reality

justin spratt – WTF – 20th of Oct

Page 12: A Peek around the Corner - WTF Conference 2010

Facebook and Twitter are paragon examples

Cloud ComputingCloud Computing

onsite applications = old school

justin spratt – WTF – 20th of Oct

Page 13: A Peek around the Corner - WTF Conference 2010

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

Wal

l Str

eet

Wal

l Str

eet

Page 14: A Peek around the Corner - WTF Conference 2010

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

Page 15: A Peek around the Corner - WTF Conference 2010

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

Page 16: A Peek around the Corner - WTF Conference 2010

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

Media FarmsMedia Farms

justin spratt – WTF – 20th of Oct

Page 17: A Peek around the Corner - WTF Conference 2010

Media Farms: Demand MediaMedia Farms: Demand Media

Page 18: A Peek around the Corner - WTF Conference 2010

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

Page 19: A Peek around the Corner - WTF Conference 2010

Voicemail is brokenVoicemail is broken

justin spratt – WTF – 20th of Oct

Page 20: A Peek around the Corner - WTF Conference 2010

Phone Numbers are DeadPhone Numbers are Dead

justin spratt – WTF – 20th of Oct

Page 21: A Peek around the Corner - WTF Conference 2010

Call Centre vs. Contact CentreCall Centre vs. Contact Centre

justin spratt – WTF – 20th of Oct

Page 22: A Peek around the Corner - WTF Conference 2010

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

Geo MarketingGeo Marketing

justin spratt – WTF – 20th of Oct

Page 23: A Peek around the Corner - WTF Conference 2010

geotagginggeotagging

justin spratt – WTF – 20th of Oct

Page 24: A Peek around the Corner - WTF Conference 2010

geotagginggeotagging

justin spratt – WTF – 20th of Oct

Page 25: A Peek around the Corner - WTF Conference 2010

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

Page 26: A Peek around the Corner - WTF Conference 2010

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

Page 27: A Peek around the Corner - WTF Conference 2010

“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

Page 28: A Peek around the Corner - WTF Conference 2010

“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

Page 29: A Peek around the Corner - WTF Conference 2010

Jobs of the FutureJobs of the Future

Page 30: A Peek around the Corner - WTF Conference 2010

Search is increasingly giving us what we want,

not what we ask for

justin spratt – WTF – 20th of Oct

Page 31: A Peek around the Corner - WTF Conference 2010

Emerging EconomiesEmerging Economies

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

Page 32: A Peek around the Corner - WTF Conference 2010

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