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Open Source + Big Data = Big Money
- 1. Open Source + Big Data= Big Money May 2011 10.20.2005
- 3. What do these vendors have in common? 3
- 4. 4
- 5. These are PwC's Global Software Top 20 5
- 7. What else do these vendors have in common? 7
- 8. All were founded before 1989 8
- 9. 1989 was twenty-two years ago 9
- 10. Things that happened in 1989 • The Soviet Union left Afghanistan • Time and Warner Merge • The Exxon Valdez oil spill • Tiananmen Square • Rain Man won best picture • Sega Genesis is released 10
- 11. Oh, and some show called Seinfeld premiered 11
- 12. The average age of the Top 20 Software Companies, in fact, is 47 years 12
- 13. That's partially skewed by the likes of IBM (1911) NEC (1899!), though 13
- 14. Less outliers? 31 years 14
- 15. So? 15
- 16. Big, older companies outsource risk By acquiring smaller, younger ones 16
- 17. But if older = bigger 17
- 18. Why is Microsoft the biggest? 18
- 19. And there's a bigger problem 19
- 20. 20
- 21. Question: Is Google a software company? 21
- 22. Exactly 22
- 23. 23
- 24. 24
- 25. 25
- 26. 26
- 27. Growth through software sales is slowing 27
- 28. Growth through data is not 28
- 29. The Four Stages of Software Producers 29
- 30. STAGE 1 “The money is in the hardware, not the software” 30
- 31. STAGE 2 “Actually, the money is in the software” 31
- 32. STAGE 3 “The money is not in the software, but it is differentiating” 32
- 33. STAGE 4 “Software is not even differentiating, the value is the data” 33
- 34. What happens when companies of one stage compete with another stage 34
- 35. Microsoft's Share Price 35
- 36. Share Price in Context 36
- 37. The Age of Data is upon us 37
- 38. The Age of Software The Age of Data 38
- 39. What does this mean? 39
- 40. Software is a means 40
- 41. What are you bad at? 41
- 42. Customer conversion 42
- 43. If you're in open source, you're good at distribution 43
- 44. If you're good at distribution, you're good at generating data 44
- 45. USE IT 45
- 46. Open Source is not Growth 46
- 47. Open Source enables data Which enables growth 47
- 48. So if you're in open source and you're ignoring data 48
- 49. You're doing it wrong 49
- 50. QUESTIONS 50