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
Burton.Lee@innovarium.net

InfoShare 2012 Conference
Gdansk University of Technology, Gdansk, Poland

April 19 2012

Topics

• Mobile
• Social
• Big Data
• Cloud
• The ‘Apps Economy’
• Opportunities and Lessons for Poland

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

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


http://me421.stanford.edu
April 19 2012 Copyright 2012 Burton H. Lee 8

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

2009 - 2010 – 2011 - 2012

European Innovation Ecosystem
Idea Generation Talent Creation
Research & Development Entrepreneurship Education
Universities, Corporations, Natl labs
Immigration Policies

Technology Transfer/
Commercialization
University / Lab TTOs
Legal &
Political Context
Enterprise Innovation
Product & Services Design, New Company
Development & Management Formation

Angel Investors Recycling of
Primary Focus of Entrepreneurial
Talent & Angel/VC
Stanford 2012 ME421 Program Venture Capital Investment Capital

Exit
M&A or IPO
Simplified Schematic

Mobile


Android (Google) and iPhone (Apple)

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

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


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


mobile
The View from +
Silicon Valley … cloud
Explosive
growth !!

The New “Apps Economy”
has arrived !!

2012

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

Universities in
… four years ago the “app economy” did not exist … Gdansk can play
a central role in
supporting the
development of a
strong “App
innovation &
startup
ecosystem” in
Poland

Accelerating New Job Creation
in the App Economy

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


mobile
The View from +
Silicon Valley … 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


??

Hackerspace @ San Francisco, CA

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

Come Visit Us in Silicon Valley!!
(located in the Republic of California)

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: Burton.Lee@innovarium.net Based in Palo Alto, CA near Stanford University
– Bio/References: LinkedIn Profile
– Lecturer, European Entrepreneurship & Innovation, Stanford School of Engineering

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

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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