Technology Strategy and Presentation Analysis

Technology Strategy and Presentation Analysis ORDER NOW FOR CUSTOMIZED AND ORIGINAL ESSAY PAPERS ON Technology Strategy and Presentation Analysis Prepare a 2-4 pages report (12-point, double spaced, 1” margins T/B/L/R). Discuss key learning points for 2 guest speakers ( John Avery and Shash Hegde ) and explain how these fit (or not) with our Technology Strategy class so far. Use the class discussion slides ( Weeks 1-7) and incorporate topics discussed in class slides that would correlate with the guest speakers discussion. Technology Strategy and Presentation Analysis *I attached John Avery’s and Shash Hegde’s slides below in attachements. *I also posted the class slides ( Weeks 1-7) as well, so you can reference the class discussions and incorporate into the paper too. attachment_1 attachment_2 attachment_3 attachment_4 attachment_5 1/31/2019 Technology Strategy in an Exponential world Scheller MBA Jan 31st, 2019 John Avery Agenda 1. How did we get here? 2. Where are we now? 3. How can we leverage? 4. Case Study 2 1 1/31/2019 The importance of Frameworks Cognition is never extracted from the situation. You don’t make sense from the situation, you impose sense upon the situation. Confusion is the absence of the framework, and known confusion just means that you have framework. You can label it. We have a nice saying in Belfast, “If you are not confused, you don’t understand anything.” https://www.presencing.org/aboutus/theory-u/leadershipinterview/W_Brian_Arthur We don’t describe the world we see, we see the world we can describe. – Rene Descartes https://www.azquotes.com/quote/879510 3 How did we get here? Evangelos Simoudis Steve Blank 4 https://steveblank.com/2015/11/21/at-the-center-of-the-frenzy-innovation-outposts-and-the-evolution-of-corporate-rd/ 2 1/31/2019 Corporate Innovation Centers in Atlanta 5 Startup ecosystem in Atlanta 6 3 1/31/2019 New model emerging: Engage Partners 7 The magic of exponential curves! Exponential curves are amazing things Every bit of ground we’ve covered from the beginning of computing until now (about 50 years) We will cover again in THE NEXT 2 YEARS https://en.wikipedia.org/wiki/Moore%27s_law 2 4 1/31/2019 The magic of exponential curves! https://waitbutwhy.com/2015/01/artificial-intelligence-revolution-1.html New innovation pressure! Compute Storage ALL ON EXPONENTIAL CURVES Bandwidth 10 http://www2.deloitte.com/content/dam/Deloitte/es/Documents/sector-publico/Deloitte_ES_Sector-Publico_From-exponential-technologies-to-exponential-innovation.pdf 5 1/31/2019 Side Bar: Building height Steel I-Beam https://en.wikipedia.org/wiki/History_of_the_world%27s_tallest_buildings Side Bar: Jeddah Tower Jeddah Tower in Saudi Arabia 1km (3281 ft) 30,000 people https://en.wikipedia.org/wiki/Jeddah_Tower 6 1/31/2019 Urbanization Megatrends 3,000,000 people moving to cities EVERY WEEK 20,000 football fields paved over EVERY DAY By 2030 around 50 cities with more than 10 million (up from 29 today) In 1950 83 cities of more than 1 Million people Today there are 468 cities of more than 1 Million https://graylinegroup.com/urbanization-catalyst-overview/ The last man to know everything? Aristotle (384-322 BC) Roger Bacon (1214-1294) Leonardo da Vinci (1452-1519) 14 http://www.eoht.info/m/page/Last+person+to+know+everything 7 1/31/2019 Systems: Network of Networks 15 http://blogs.bmj.com/bmj-journals-development-blog/2010/11/19/the-semantic-web-whats-the-point/ The Toaster Project Building from scratch is nearly impossible today Thomas Thwaites 16 https://www.ted.com/talks/thomas_thwaites_how_i_built_a_toaster_from_scratch 8 1/31/2019 Is it inevitable? Kevin Kelly • • • What Technology Wants Out of Control The Inevitable http://longnow.org/seminars/02014/nov/12/technium-unbound/ 17 Is it inevitable? Technology Strategy and Presentation Analysis Elon Musk “People are mistaken when they think that technology just automatically improves. It does not automatically improve. It only improves if a lot of people work very hard to make it better.” https://www.inverse.com/article/31049-elon-musk-best-quotes-ted-2017 18 9 1/31/2019 Economic Models: GPUs https://www.techspot.com/article/650-history-of-the-gpu/ 19 Economic Models: GPUs 20 10 1/31/2019 What GPUs enable Just try every possibility 21 https://rse-lab.cs.washington.edu/projects/mcl/ What GPUs enable Just try every possibility No if/then logic Just data 22 http://www.rsipvision.com/exploring-deep-learning/ 11 1/31/2019 Quick sidebar: What comes next? What comes after Deep Learning? 23 https://blog.piekniewski.info/2018/05/28/ai-winter-is-well-on-its-way/ Quick sidebar: What comes next? What comes after Deep Learning? Might there be a higher-order way to capture knowledge than correlation? 24 https://www.amazon.com/Book-Why-Science-CauseEffect/dp/046509760X/ref=sr_1_1?ie=UTF8&qid=1527657537&sr=81&keywords=the+book+of+why 12 1/31/2019 Quick sidebar: What comes next? Are we entering the age of Creatives rather than STEM? 25 So what does this mean for innovation? 26 13 1/31/2019 So what does this mean for innovation? 27 Correct? “The electric light did not come from the continuous improvement of candles.” – Oren Harari 28 14 1/31/2019 Take away: leverage the i-beams 1 2 3 Primary long running economic driver (PC Gaming) Drives enabling technology (GPUs) Enables new economic drivers (AI) Becomes an I-Beam 29 Enables new economic drivers (Bitcoin) Enables new economic drivers (AVs) What are today’s i-beams? Compute PLATFORMS: Storage Bandwidth AWS, Google Cloud, Azure AI platforms (Siri, Alexa, Google, Watson,…) Robotics (ROS, r-pi, …) Machine vision (CNTK, Tensorflow, OpenCV, …etc) … 30 15 1/31/2019 What are today’s i-beams? Andrew Ng: Artificial Intelligence is the New Electricity 31 https://www.youtube.com/watch?v=21EiKfQYZXc The Future: what are tomorrow’s i-beams Is it possible to ‘will’ i-beams into existence? 32 16 1/31/2019 The Future: what are tomorrow’s i-beams Elements: 1. Lot’s of people working very hard for a long time 2. Lot’s of up front investment capital 3. An economic driver to make revenue as you go (today) 4. A BIG VISION 33 Explosion in connected cars “ ” Over 380 million connected cars will be on the road by 2021 34 http://www.businessinsider.com/connected-car-forecasts-top-manufacturers-leading-car-makers-2015-3 17 1/31/2019 Explosion in data (just from connected cars) 2 1 Https://qz.Com/344466/connected-cars-will-send-25-gigabytes-of-data-to-the-cloud-every-hour/ 35 Https://www.Networkworld.Com/article/3147892/internet/one-autonomous-car-will-use-4000-gb-of-dataday.Html Http://www.Revdapp.Com/2017/02/04/5-things-you-must-know-about-my-car-my-data/ 3 6 Explosion in data (just from connected cars) 36 http://www.businessinsider.com/internet-of-things-connected-transportation-2016-10 18 1/31/2019 Hypothetical case study Let’s put a million people on mars (just hypothetically) SpaceX – Technology Strategy and Presentation Analysis Rocket Company – re-supply space station – launching satellites Starlink – Satellite communication company – global high speed internet today SolarCity – Solar power company – supplying distributed sustainable energy today The Boring Company – tunneling company – solving today’s traffic problems Hyperloop – tunnel transportation company – solving rapid mobilization problems today 37 38 19 1/31/2019 Hypothetical case study 1.Create a low volume car, which would necessarily be expensive 2.Use that money to develop a medium volume car at a lower price 3.Use that money to create an affordable, high volume car 4.Create stunning solar roofs with seamlessly integrated battery storage 5.Expand the electric vehicle product line to address all major segments 6.Develop a self-driving capability that is 10X safer than manual via massive fleet learning “This is part of Musk’s overall strategy that you see throughout his companies: build something really helpful to use now that finances the crazy stuff of the future.” 7.Enable your car to make money for you when you aren’t using it https://www.cbinsights.com/research/report/elon-musk-companies-disruption/?utm_source=CB+Insights+Newsletter&utm_campaign=4e69c97fdf39 ThursNL_01_18_2018&utm_medium=email&utm_term=0_9dc0513989-4e69c97fdf-89727953 Summary Set big long range goals trusting in the exponential curve Deliver value today (and every day) till you get there Leverage cross-value from today’s technologies whenever possible 40 20 “A computer on every desk and in every home.” Possible Disruptors? “You join Microsoft, not to be cool, but to make others cool.” Be Bold. And be right. Bold Moves ? Release Office on iOS ? Write off Nokia, kill Windows Phone ? Fire leadership. Fire 1000’s of employees. ? Reorg Sales, Engineering, Windows ? Revamp culture, mission, strategy ? Buy LinkedIn ? Embrace Open Source ? Buy Github The Platform Company https://stratechery.com/2018/the-bill-gates-line/ “A platform is when the economic value of everybody that uses it, exceeds the value of the company that creates it.” Platform https://stratechery.com/2018/the-bill-gates-line/ Apple https://stratechery.com/2018/the-bill-gates-line/ Aggregators Azure Timeline 2006 2010 2011 2014 2018 AWS launches focused on compute and storage Windows Azure and SQL Azure released Google Cloud Platform initial release ‘Windows Azure’ rebranded to ‘Microsoft Azure’ Linux dominates Azure. Microsoft acquires GitHub Follow the $$$ Communities >95% of Fortune 500 use Microsoft Azure Azure services Azure DevOps Azure data services Azure Active Directory Developer Platform DevOps Data Platform Identity Azure DevOps SQL Server, MySQL, PostgreSQL, NoSQL Azure Stack Active Directory Azure security & management Security & Management Azure security & management Technology Strategy and Presentation Analysis YOUR DATA ESTATE SQL Server HYBRID Easiest lift and shift with no code changes Azure Data Services Data Estate : Building blocks Azure Data Services SQL Server The Azure Data Landscape AZURE DATA FACTORY AZURE IMPORT EXPORT SERVICE AZURE CLI AZURE SDK AZURE SQL DB AZURE STORAGE AZURE DATA LAKE STORE BLOBS AZURE IOT HUB AZURE ANALYSIS SERVICES AZURE SQL DATA WAREHOUSE AZURE COSMOS DB AZURE DATA LAKE ANALYTICS AZURE HDINSIGHT AZURE STREAM ANALYTICS AZURE HDINSIGHT AZURE DATABRICKS AZURE ML ML SERVER POWER BI AZURE DATABRICKS AZURE EVENT HUBS AZURE SEARCH KAFKA ON AZURE HDINSIGHT AZURE EXPRESSROUTE AZURE ACTIVE DIRECTORY AZURE DATA CATALOG AZURE NETWORK SECURITY GROUPS AZURE KEY MANAGEMENT SERVICE AZURE DATABRICKS OPERATIONS MANAGEMENT SUITE BOT SERVICE COGNITIVE SERVICES AZURE FUNCTIONS VISUAL STUDIO The Azure Data Landscape AZURE DATA FACTORY AZURE IMPORT EXPORT SERVICE AZURE CLI AZURE SDK Data Warehouse Operational Data Stores Batch Data Movement AZURE SQL DB AZURE STORAGE AZURE DATA LAKE STORE BLOBS Event Ingestion AZURE IOT HUB AZURE EVENT HUBS Search & AZUREDiscovery SEARCH AZURE DATA CATALOG KAFKA ON AZURE HDINSIGHT AZURE ANALYSIS SERVICES AZURE SQL DATA WAREHOUSE AZURE COSMOS DB Storage BI Machine Learning Big Data Processing AZURE DATA LAKE ANALYTICS AZURE HDINSIGHT AZURE DATABRICKS AZURE ML Event Processing AZURE STREAM ANALYTICS AZURE HDINSIGHT POWER BI ML SERVER AZURE DATABRICKS AI AZURE DATABRICKS BOT SERVICE COGNITIVE SERVICES Other: Networking, Security, Monitoring, Serverless, DevOps AZURE EXPRESSROUTE AZURE ACTIVE DIRECTORY AZURE NETWORK SECURITY GROUPS AZURE KEY MANAGEMENT SERVICE OPERATIONS MANAGEMENT SUITE AZURE FUNCTIONS VISUAL STUDIO AI Data Estate A ZURE AI AI apps & agents Knowledge mining Machine learning Cognitive Services Cognitive Search Databricks Bot Service Machine Learning AI Infrastructure Other AI investments ? Cognitive Search ? Automated ML: Azure ML Azure Machine Learning Automated machine learning How much is this car worth? Model creation is typically a time consuming process Which features? Which algorithm? Mileage Mileage Gradient Boosted Gradient Boosted Parameter 1 Criterion Condition Nearest Neighbors Parameter 2 Loss Car brand brand SVM Parameter Min Samples 3 Split Year of of make make Bayesian Regression Parameter Min Samples 4 Leaf Regulations LGBM … Others … … Technology Strategy and Presentation Analysis Which parameters? Model Model creation is typically a time consuming process Which features? Which algorithm? Which parameters? Mileage Mileage Gradient Boosted Gradient Boosted Criterion N Neighbors Condition Condition Nearest Neighbors Nearest Neighbors Loss Weights Car brand brand SVM Min Samples Split Metric Year of of make make Bayesian Regression Min Samples Leaf P Regulations LGBM Others … … Iterate Model Model creation is typically a time consuming process Which features? Which algorithm? Iterate Which parameters? Azure Machine Learning accelerates model development with automated machine learning Input Intelligently test multiple models in parallel Output Optimized model Enter data Define goals Apply constraints Other AI investments ? Cognitive Search ? Automated ML: Azure ML ? Simulation: Airsim Other AI investments ? Cognitive Search ? Automated ML: Azure ML ? Simulation: Airsim ? Machine Teaching: Bons.ai ? Edge and containers + Cognitive Services ? Mixed Reality+AI ? Full duplex with Xiaoice etc. Thank you! Q&A Competitive strategy based on open source software Google’s Android Technology Strategy Week 7 Marco Ceccagnoli TO BE INNOVATIVE A FIRM CAN: INVEST IN R&D IN-HOUSE INTRODUCE NEW OR IMPROVED PRODUCTS AND PROCESSES PROFIT USING OTHER STRATEGIES PATENT PRODUCT MARKET COMPETITION BUY / PARTNER (IN-LICENSE, R&D JV, M&A, CVC OR OTHER TECHNOLOGY TRANSACTIONS) (TRADE SECRECY, LEAD TIMES, ETC.) OTHER STRATEGIES (PREEMPT, FREEDOM OF ACTION, NEGOTIATE/CROSS-LICENSE, “STICK” LICENSING…) MARKETS FOR TECHNOLOGY AND OTHER INTANGIBLE ASSETS SELL TECHNOLOGY (“CARROT” LICENSING) 1 Alternative appropriability strategies to profit from network effects (open vs close) ? Different pricing strategy relative to the underlying platform ? Typically better to charge one side and “subsidize” the other ? Microsoft strategy as proprietary platform owner: ? Profit from installed base of users charging license fee from a closed platform, subsidize ISVs ? Companies supporting Linux: ? ISV’s and OSVs using Linux: 1) profit from service, support, apps (mixed model); 2)Technology Strategy and Presentation Analysis maintain/subsidize/contribute to an open and shared platform Open vs close: Value creation and value captured When creating a new network, we can choose between an open vs. proprietary standard (or a hybrid) Share appropriated Proprietary Value appropriated Open Total value created 2 But a small share of a growing pie due to network effects and other related drivers….. Share appropriated Microsoft charging lower prices initially; WTP for Windows growing due to increasing returns Value appropri ated Total value created But a small share of a growing pie due to network effects and other related drivers….. Microsoft Share appropriated lowering prices again as Linux expands Linux ecosystem players share value created Total value created 3 Who profits from Linux, or OSS in general? ? Service, support, ISVs, OSVs… more so in business segment From MacOS to Windows, Apple lost the OS standard war in the 1990s for PCs Integrated business model, did not benefit of indirect network effect; weak incentives to upgrade OS 4 • …But got it right with its first successful diversification in digital music players in the early 2000s Indirect network effects got Apple out of trouble starting with the iPod Apple iPod Installed Base Demand for iPod + iTunes Music Store songs Value of iPod Positive feedback effect 5 Leveraged business model in mobile phones — iOS OS Installed Base Demand for OS + Apps Value of OS Network effects + Economies of Scale + Switching Costs contribute to lock-in users Android ? What is Android? OS license? ? How was Android able to challenge iOS? ? Key drivers of success? ? What makes Android attractive for App Developers? 6 Android platform architecture Kernel released as GPL, the rest using Apache https://developer.android.com/guide/platform/ The GPL family of licenses (Linux kernel) ? Basic rights under the GPL – access to source code, right to make derivative works ? “Copyleft” – cannot take modifications private 7 The Apache license (part of Android) ? Same basic rights as GPL – i.e. access to source code, right to make derivative works ? No copyleft provisions, i.e. licensees can take software licensed under Apache private ? Can re-release software under a different license ? Allowed OEM to differentiate/customize the OS How does Google profit from Android? 8 Potential problems for Android? 9 … Get a 10 % discount on an order above $ 100 Use the following coupon code : NURSING10