Mobile Monday (October 2014) - Riding Global Tech Trends

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1 MAP Tech Trends Presentation v2.pptx Riding Global Tech Trends A lens to think about startup ideas Zezan Tam @zezantam EIR, Melbourne Accelerator Program Cofounder PPTProducCvity.com March 2014

description

Zezan Tam's slides at Mobile Monday. Zezan Tam is a Melbourne based entrepreneur. After leaving his job at Boston Consulting Group, Zezan attended Singularity University in Silicon Valley, which kickstarted his thinking and excitement towards technology and entrepreneurship. He is currently working on a number of businesses in Australia, as well as being Entrepreneur in Residence at the University of Melbourne Accelerator Program. He travelled to Yangon to see the Myanmar entrepreneurship scene, and is interested in investing into talented entrepreneurs operating in a vibrant country poised for an exciting growth period.

Transcript of Mobile Monday (October 2014) - Riding Global Tech Trends

Page 1: Mobile Monday (October 2014) - Riding Global Tech Trends

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Riding  Global  Tech  Trends  A  lens  to  think  about  startup  ideas  Zezan  Tam  -­‐  @zezantam    EIR,  Melbourne  Accelerator  Program  Co-­‐founder  PPTProducCvity.com    March  2014  

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Avoiding  exCncCon:  one  reason  to  care  about  tech  trends  

Frederic  Tudor    The  “Ice  King”  of  Boston  

1806  

•  Unlocked  trade  for  US  Meat  and  Produce  markets  

•  Drama7cally  increased  fishing  industry  

•  Worth  $660m  at  turn  of  century  

~1900  

GE  ‘Monitor  Top’  Refrigerator  

•  Drama7cally  reduced  demand  for  transported  ice  

•  Survivors  invested  into  plant  ice  tech  and  moved  downstream  

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Digging  in:  a  more  posiCve  reason  to  care  about  tech  trends  

Obvious  Path  

Actually  build  technology  

•  Be  good  at  finding  and  retaining  technical  talent,  and  managing  technical  risk  

•  Have  the  capital  base  to  support  R&D  

•  S7ll  might  get  product-­‐market  fit  wrong  

AlternaCve  Path  

“Get  ready”  

•  Build  “shovels”  –  infrastructure  or  distribu7on  channels  that  the  new  paradigm  will  s7ll  value  

•  “Entrench”  –  invest  into  a  network  advantage,  brand  posi7oning  or  capability  

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Example:  Getaround  entrenching  brand  and  capabiliCes  for  P2P  car  rentals  in  preparaCon  for  self-­‐driving  cars  

•  Founded  at  SU  2009  

•  $19m  in  funding  

•  P2P  car  rental  

•  Competes  against  RelayRides,  ZipCar  

Physical  exchange  of  keys  Car  must  be  returned  to  

original  locaCon  

Digital  unlocking  Car  sCll  returned  to  original  locaCon  

Digital  unlocking  Car  drives  itself  to  sharing  

locaCons  

1   2   3  

P2P  Rideshare  Marketplace  viability  increases  as  technology  increases  

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So  what  are  the  tech  trends,  and  how  do  you  think  about  them?  

Timing   How  likely  is  this  to  really  happen?  What’s  a  prospec7ve  7me  line  for  technology?  What’s  a  prospec7ve  7meline  for  consumers?  

Understanding  the  disrupCon  

What  is  the  ‘real’  market?  How  close  to  ‘real  consumer  desire’  /  ‘innate  human  need’  can  you  define  the  problem?  Does  the  technology  truly  allow  you  to  meet  this  problem  beSer?  

Understanding  the  ‘new  paradigm’  

How  does  the  new  paradigm’s  value  chain  work?  Which  parts  are  new?  Which  parts  were  transported  from  the  old  place?  Therefore,  what  can  you  build  now?  

However,  first  need  to  get  into  a  headspace  to  temporarily  suspend  reality  to  fully  appreciate  the  possibiliCes  

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Formally,  Singularity  University  is…  

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A  recipe  for  creaCng  a  Singularity  University  

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Founders:  “The  Brain”  Ray  Kurzweil  

Principal  inventor  of:  •  first  CCD  flatbed  scanner  •  omni-­‐font  op7cal  character  

recogni7on  •  text-­‐to-­‐speech  reading  

machine  for  the  blind    •  others…      

Inventor  

89  out  of  108  predic7ons  correct    e.g.  chess  so^ware  would  beat  human  players  by  year  2000  -­‐  Deep  Blue  defeats  Garry  Kasparov  in  1997    

Futurist  

Currently  Director  of  Engineering  at  Google    Using  AI  and  Brain  Reverse  Engineering  techniques  for  Natural  Language  Understanding  

Googler  

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Founders:  “The  Heart”  Peter  Diamandis  

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ExponenCal  growth:  technology  progression  is  inexorable  

•  Price-­‐performance  in  compu7ng  doubles  every  18  to  24  months  

•  Similar  trends  seen  in  other  fields  –  e.g.  genome  sequencing  speed  and  cost  

•  Exponen7al  vs  linear  –  30  linear  steps  is  30    –  30  exponen7al  steps  is  1  trillion  

•  Upshot:  technology  progression  is  inexorable,  and  may  sneak  up  on  you  

Moore’s  Law  

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Diverse  ecosystem  of  students,  faculty  and  guests  

Hannu  Rajaniemi  -­‐  Finnish  born,  UK  based  PhD  in  Mathema7cs  of  String  Theory,  now  award  winning  SciFi  writer    Sony  Mordechai  -­‐  Greek  born,  Romanian  based  business  magnate    Jorge  Soto  -­‐  Director  of  Innova7on  for  President’s  Office  of  Mexico  

Students  

Brad  Templeton  -­‐  Former  Chairman  EFF,  now  Google  Robocars  program  lead  and  advocate    Dan  Barry  -­‐  Three  7me  NASA  astronaut  –  a^er  being  rejected  17  7mes    Dr  Daniel  Kra^  –  Founder  RegenMed,  Stanford  Medical  Faculty  and  part  7me  F-­‐16  Fighter  Pilot  

Faculty  

Steve  Jurvetson  –  Named  Partner  of  DFJ,  invested  in  SpaceX,  D-­‐Wave,  Tesla    Marc  Andreessen  –  Founder  Netscape,  Founder  Andreessen  Horowitz    Hans  Rosling  –  Founder  GapMinder,  Professor  of  Interna7onal  Health  at  Karolinska  Ins7tute,  Legendary  Speaker    

Guests  

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Diverse  ecosystem  of  students,  faculty  and  guests  

Hannu  Rajaniemi  -­‐  Finnish  born,  UK  based  PhD  in  Mathema7cs  of  String  Theory,  now  award  winning  SciFi  writer    Sony  Mordechai  -­‐  Greek  born,  Romanian  based  business  magnate    Jorge  Soto  -­‐  Director  of  Innova7on  for  President’s  Office  of  Mexico  

Students  

Brad  Templeton  -­‐  Former  Chairman  EFF,  now  Google  Robocars  program  lead  and  advocate    Dan  Barry  -­‐  Three  7me  NASA  astronaut  –  a^er  being  rejected  17  7mes    Dr  Daniel  Kra^  –  Founder  RegenMed,  Stanford  Medical  Faculty  and  part  7me  F-­‐16  Fighter  Pilot  

Faculty  

Steve  Jurvetson  –  Named  Partner  of  DFJ,  invested  in  SpaceX,  D-­‐Wave,  Tesla    Marc  Andreessen  –  Founder  Netscape,  Founder  Andreessen  Horowitz    Hans  Rosling  –  Founder  GapMinder,  Professor  of  Interna7onal  Health  at  Karolinska  Ins7tute,  Legendary  Speaker    

Guests  

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Diverse  ecosystem  of  students,  faculty  and  guests  

Hannu  Rajaniemi  -­‐  Finnish  born,  UK  based  PhD  in  Mathema7cs  of  String  Theory,  now  award  winning  SciFi  writer    Sony  Mordechai  -­‐  Greek  born,  Romanian  based  business  magnate    Jorge  Soto  -­‐  Director  of  Innova7on  for  President’s  Office  of  Mexico  

Students  

Brad  Templeton  -­‐  Former  Chairman  EFF,  now  Google  Robocars  program  lead  and  advocate    Dan  Barry  -­‐  Three  7me  NASA  astronaut  –  a^er  being  rejected  17  7mes    Dr  Daniel  Kra^  –  Founder  RegenMed,  Stanford  Medical  Faculty  and  part  7me  F-­‐16  Fighter  Pilot  

Faculty  

Steve  Jurvetson  –  Named  Partner  of  DFJ,  invested  in  SpaceX,  D-­‐Wave,  Tesla    Marc  Andreessen  –  Founder  Netscape,  Founder  Andreessen  Horowitz    Hans  Rosling  –  Founder  GapMinder,  Professor  of  Interna7onal  Health  at  Karolinska  Ins7tute,  Legendary  Speaker    

Guests  

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InteresCng  Tech  Trends  

AI  and  RoboCcs  

Nanotech  and  Digital  

FabricaCon  

Biotech  and  Bio-­‐

informaCcs  

Medicine  and  Neuroscience  

Networks  and  CompuCng   ?  

Energy  and  Environment  Systems  

Space  and  Physical  Sciences  

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AI/RoboCcs  -­‐  Extract:  Self  driving  cars  

Works  by  a  big  computer  processing  LIDAR  data  real-­‐Cme  to  ‘see’    Google  stated  in  2013  that  it  will  be  out  in  3-­‐5  years    Volvo,  Audi,  Cadillac,  Nissan,  Toyota,  Tesla,  Mercedes-­‐Benz,  Daimler  all  commiied  to  autonomous  cars  in  varying  forms  in  next  decade    RegulaCon  will  likely  be  biggest  hurdle      

InteresCng  QuesCons  

What  does  it  mean  that  transport  is  independent  of  humans?  For  global  logis7cs?  Personal  transport?  No  more  cars  owned:  Transport  aaS?  Super-­‐Uber?  Getaround?    What  do  people  do  in  the  cars?  What  can  you  do  with  the  car  images?  

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AI/RoboCcs  –  Beier  performing  industrial  robots  /  Drones  

InteresCng  QuesCons  

How  might  TelePresence  robots  reshape  what  it  means  to  ‘be  at  work’?    What  happens  to  human  workers  when  robots  get  beSer  and  beSer  at  manual  tasks?  Who  will  handle  retraining?  

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Medicine  Extract:  Digital  Medicine  /  Telemedicine  

InteresCng  QuesCons  

What  other  ver7cals  can  be  digi7sed?  Is  there  a  role  for  ‘unifica7on’  of  data?    In  an  era  of  abundant  data  and  Quan7fied  Self,  understanding  /  interpreta7on  becomes  the  premium.  Is  there  a  way  to  create  plaoorms  for  shared  understanding?    What  opportuni7es  for  healthcare  distribu7on  exist  once  the  tyranny  of  distance  is  solved?  Who  will  take  this  ‘last  mile’  to  those  that  need  it  most  in  developing  world?  

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Networks  and  CompuCng:  Internet  of  Things  

Chips  get  smaller,  power  gets  cheaper,  connecCvity  improves  You’ll  soon  have  a  world  of  sensors  everywhere,  raw  data  everywhere  OpportuniCes  to  build  understanding  algorithms,  to  build  interfaces  for  consumer  use,  to  build  connecCons  to  who  needs  to  know  with  what  they  need  to  know  (e.g.  doctors  access  paCents  fitbit.  Same  in  the  animal  health  world)  E-­‐waste  recycling  –  Blue  Oak  

InteresCng  QuesCons  

What  to  do  with  the  torrent  of  data  everywhere?    What  informa7on  co-­‐ordina7on  problems  have  s7ll  not  properly  been  solved?  E.g.  ridesharing    What  do  you  do  about  e-­‐waste?  

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Digital  FabricaCon  -­‐  Extract:  3D  prinCng  

3D  prinCng  costs  Different  technologies  have  different  ‘spec’  Currently  good  for  bespoke  items  and  complex  shapes  But  the  cost  is  coming  down  What’s  it  mean  now  that  products  can  be  built  on  demand,  and  customised?  So  far,  toys.  Digital  marketplaces  –  how  to  curate  designs  and  encourage  people  to  make  them?  (thingiverse)  What  about  a  spare  parts  repository  for  household  goods  that  break?  MadeInSpace    

InteresCng  QuesCons  

How  do  the  factors  of  ‘on-­‐demand’  and  ‘customised’  change  the  retail  landscape?  Will  we  ever  need  so  many  warehouses  again?    Digital  Fabrica7on  changes  the  equa7on  from  ‘sending  atoms’  to  ‘sending  bits’.  How  does  the  maker  get  paid  in  a  world  where,  once  generated,  the  design  is  free  to  copy?  (Inspira7on  from  the  content  markets:  how  to  create  ‘light  locks’  on  content  –  Valve,  iTunes)  

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Networks  and  CompuCng  -­‐  BitCoin  

InteresCng  QuesCons  

What  opportuni7es  are  open  to  ‘smart  money’?  Deriva7ves  contracts?    Seems  ‘build  shovels’  is  the  smart  way  to  play  this  innova7on  at  the  moment  

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Biotech  –  Hacking  DNA  

InteresCng  QuesCons  

What’s  stopping  more  people  from  being  bio-­‐engineers?  Are  there  ‘shovels’  to  be  built?  Educa7on,  parts,  so^ware  tools,  systems/plaoorms/communi7es?    What  does  genomic  data  reveal  about  risk?  Health  insurance?  Pet  insurance?  

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Medicine  Extract:  Personalised  Medicine,  Stem  Cell  and  Gene  Therapy,  and  In  Vitro  Meat  

InteresCng  QuesCons  

What  is  the  nature  of  food  distribu7on  when  it’s  ‘on-­‐demand’?    What  happens  when  people  live  much  longer?  (Big  ques7on!)  

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Energy  –  Fracking,  Solar,  Storage,  Distributed  GeneraCon  

InteresCng  QuesCons  

How  to  take  advantage  of  move  from  supplying  energy  to  supplying  “energy  services”?  E.g.  last  mile  problem  in  the  developing  world  s7ll  to  be  solved  

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Space  –  Space  X,  ArduLab,  Planetary  Resources  

InteresCng  QuesCons  

What  opportuni7es  do  increased  transparency  open  up,  once  you  have  more  geosta7onary  satellites  /  “up  to  date”  Google  Earth?    Precious  metals  become  ubiquitous  –  how  do  these  changes  in  economics  suddenly  make  other  fields  viable?  

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Some  closing  thoughts  

Be  excited  about  the  future…    

…think  BIG…  

 …because  you  don’t  have  to  be  in  the  back  seat!