EdgeConneX:Building the infrastructure for the New Disruptors and the new edge of the network The Internet of Everything Requires the Internet of

Transcription

1 EdgeConneX:Building the infrastructure for the New Disruptors and the new edge of the network The Internet of Everything Requires the Internet of Everywhere 1

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3 From Green Screen to Touch Screen in 50 years The Rise of the Mobile Device - In Q4 of 2012 Tablets out sold PC s Platform shift: Changing How We Interact with Technology Millennials are now a disruptive force in the global workplace In Millennials will surpass boomers as the nation s largest living generation 3

4 Internet is one of the greatest catalyst for change humanity has ever seen It has evolved of the last 20 years and is stable and ubiquitous Cloud computing and "programming techniques" have enabled a new form of product abstraction, accelerated prototyping, simultaneous multi-platform development, construction and instant delivery to an expanding consumer base In 2010 there were 800K people On-Line and 1.8B connected devices This year it is estimated that there will be 1.8B people on-line and 4B devices By 2020 conservative estimates suggest that there will be 5B people on-line..but for the devices, we need to adjust the scale. 4

5 By 2020 we believe there will be at least 25B Connected Devices. Truly the Internet of Things 5

6 Books & Record Stores Amazon & Apple Kodak Instagram Story Communications and collaboration over Voice Telephony - for the Millennials & Digital Natives have been supplanted by Skype, Google Voice and Hangouts and continue to migrate to Snapchat (who s channels are becoming a new OTT player) Facebook Messenger Channels Meerkat Application disaggregation and APIs Disruptive entrepreneurs don't use traditional office work applications Office work flow and applications being replaced by: Slack Google Docs Crowd Sourcing - Crowd Funding the new banks We are approaching everything as a service 6

7 AT&T's market capitalization in 2014 was about the same as it was in 2006, while Google's value has more than doubled. Facebook didn't even exist in 2006, and by 2014 it was worth roughly 40 percent more than AT&T (approximately $222 billion). By 2020, it is likely that one or more major telcocompanies will be acquired by a content company. And once this process begins, a feeding frenzy likely will ensue. Regulatory bodies might slow this process down somewhat, but as with so many industries throughout history, vertical integration in the Internet is almost certain to happen. By 2020, more than three-quarters of the S&P 500 will be companies that we have not heard of yet. The average lifespan of a company listed in the S&P 500 has decreased: In the 1920 it was 67 years today it is 15 years.. Richard Foster, Yale University In then years, it is predicted that 40% of Fortune 500 Companies will no longer exist. Babson Olin School of Business Fast Company Magazine April 2011, page 121 The Primary drivers for disruption is of course the internet and Smart Devices 6

8 Books & Record Stores Amazon & Apple Kodak Instagram Story Communications and collaboration over Voice Telephony - for the Millennials & Digital Natives have been supplanted by Skype, Google Voice and Hangouts and continue to migrate to Snapchat (who s channels are becoming a new OTT player) Facebook Messenger Channels Meerkat Application disaggregation and APIs Disruptive entrepreneurs don't use traditional office work applications Office work flow and applications being replaced by: Slack Google Docs Crowd Sourcing - Crowd Funding the new banks We are approaching everything as a service 7

9 AT&T's market capitalization in 2014 was about the same as it was in 2006, while Google's value has more than doubled. Facebook didn't even exist in 2006, and by 2014 it was worth roughly 40 percent more than AT&T (approximately $222 billion). By 2020, it is likely that one or more major telcocompanies will be acquired by a content company. And once this process begins, a feeding frenzy likely will ensue. Regulatory bodies might slow this process down somewhat, but as with so many industries throughout history, vertical integration in the Internet is almost certain to happen. By 2020, more than three-quarters of the S&P 500 will be companies that we have not heard of yet. The average lifespan of a company listed in the S&P 500 has decreased: In the 1920 it was 67 years today it is 15 years.. Richard Foster, Yale University In then years, it is predicted that 40% of Fortune 500 Companies will no longer exist. Babson Olin School of Business Fast Company Magazine April 2011, page 121 The Primary drivers for disruption is of course the internet and Smart Devices 7

10 The internet was built as a resilient platform to send 8

11 The internet was built as a resilient platform to send And it's in the wrong place [map of 5/9 major peering points/hubs - surrounded by small cities of data centers + the Megaclouds (OR, NC etc..) - I don't think I need to mention the impact of the latest ruling from the FCC on Net Nutrality voice recognition on smart phones was great when they launched - but now they are the fastest technology to be adopted across the globe in the history of man -and now - signal latency is everything 9

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13 Video consumption has changed dramatically [chart on streamed tv consumption and/vs broadcast (best not to mention the cable cutters) Millennials are now a disruptive force in the global workplace Millennials will surpass boomers this year as the nation s largest living generation sling insert the ads based on user profilethen works on a rev-share model. Could be 2 to 3 times that of dish ad rev. 11

14 Video consumption has changed dramatically [chart on streamed tv consumption and/vs broadcast (best not to mention the cable cutters) Millennials are now a disruptive force in the global workplace Millennials will surpass boomers this year as the nation s largest living generation sling insert the ads based on user profilethen works on a rev-share model. Could be 2 to 3 times that of dish ad rev. 12

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19 Slide 16 PLS [4]1 Add data from link Phill Lawson-Shanks, 2/10/2016

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21 From Green Screen to Touch Screen in 50 years The Rise of the Mobile Device - In Q4 of 2012 Tablets out sold PC s Platform shift: Changing How We Interact with Technology Millennials are now a disruptive force in the global workplace In Millennials will surpass boomers as the nation s largest living generation 18

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23 The internet must be everywhere;but it must also be constructed and maintained within a commercial business framework that is open and predictable that supportsinnovation and expansion of platforms and services at the new edge of the internet. 20

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