100X THE INNOVATION OF PAST CYCLES Source: James McQuivey,
Digital Disruption $ 1/10th The Cost THE DIGITAL TSUNAMI 2 10X The
Innovators 100X The Power
Slide 4
MOVING AT LIGHTNING SPEED Agricultural revolution took
thousands of years Industrial revolution took hundreds of years IT
revolution is taking decades THE DIGITAL TSUNAMI 3
Slide 5
CREATING UNCERTAINTY 80% of the world's 100 largest companies
will not be on the list in 30 years THE DIGITAL TSUNAMI 4
Slide 6
CAUSING COLLATERAL DAMAGE Technology is destroying jobs faster
than it is creating them in advanced economies. THE DIGITAL TSUNAMI
5
Slide 7
2005 5000 4000 3000 2000 1000 0 400 0 100 200 300
06070809101112132014 NASDAQ Composite Seed Rounds $million Source:
Mattermark, 2015
https://mattermark.com/exploring-the-connection-between-startup-funding-activity-and-u-s-interest-rates/
THE DIGITAL TSUNAMI 6 PARTLY FUELLED BY CENTRAL BANKS NASDAQ
IndexSeed Capital
Slide 8
1.0
Slide 9
120 2012 40 11100908070605040302011999 60 80 100 00 99,730
50,630 Thousands Source: Bureau of Labor Statistics, 2013
http://www.washingtonpost.com/blogs/wonkblog/wp/2013/08/30/travel-agents-we-do-exist/
THE DIGITAL TSUNAMI 8 USA TRAVEL AGENTS
Slide 10
StreamingPhysical 15 2020 10 0 5 1918171620151413121110092008
$Billion Now Source: Credit Suisse/Quartz 2014:
http://qz.com/284176/why-music-must-embrace-the-latest-wave-of-industry-disruption/
THE DIGITAL TSUNAMI 9 MUSIC
Slide 11
Now 2008 20 0 US $Billion 1620172015141312111009 5 10 15
http://www.statista.com/chart/1159/ebook-sales-to-surpass-printed-book-sales-in-2017/
THE DIGITAL TSUNAMI 10 BOOKS E-BooksPrint
Slide 12
SmartphonesDigital Cameras 2009 1000 800 600 400 200 0 Million
2010201120122013 Source: Wall Street Journal, 2013
http://www.wsj.com/articles/SB10001424127887324251504578580263719432252
THE DIGITAL TSUNAMI 11 CAMERAS
Slide 13
Google Adwords Newspaper Print Ads 50 2012 40 0 30 20 10
200102030405060708091011 $Billion Source: McKinsey 2014
http://mckinseyonmarketingandsales.com/sites/default/files/pdf/2_21_14_Digital%20disruption.pdf
THE DIGITAL TSUNAMI 12 ADVERTISEMENTS
Slide 14
UK 0 AUPRCUSANZEUHKSGSEA 60 10 20 30 40 50 51 40 37 28 27 13 12
7 Traditional Media Disruption Zone Internet Advertising as % of
Total Advertising 2015 Source: APD Analysis, 2015 THE DIGITAL
TSUNAMI 13 TRADITIONAL MEDIA
Slide 15
WhatsAppSMS Daily messages (bn) 30 2015 0 1996 20 10
201020052000 Now Non-linear disruption of SMS Source: Mattermark,
2015
https://mattermark.com/exploring-the-connection-between-startup-funding-activity-and-u-s-interest-rates/
THE DIGITAL TSUNAMI 14 TELCOS
Slide 16
2.0
Slide 17
4bn Smart phones 1bn Homes with WiFi 50bn Connected devices
100mn Connected cars THE DIGITAL TSUNAMI 16 HALF THE PLANET WILL BE
CONNECTED BY 2020
Slide 18
$600bn Internet of Everything $300bn Sharing Economy $200bn The
Cloud $100bn Big Data THE DIGITAL TSUNAMI 17 GIANT MARKETS WILL BE
CREATED 2x the revenues of Apple, Google, Microsoft, Samsung and
IBM by 2020
Slide 19
This will change everything. THE DIGITAL TSUNAMI 18
SMARTPHONES
Slide 20
THE DIGITAL TSUNAMI 19 THE SHARING ECONOMY I dont want to buy a
drill I need a HOLE in the wall!!
Slide 21
The Internet of Everything will be five to ten times more
impactful in the next decade than the entire Internet has been to
date. - John Chambers, Cisco CEO THE DIGITAL TSUNAMI 20 THE
INTERNET OF EVERYTHING
Slide 22
PC, smartphone & tablet marketIoT 15 2019E 10 0 5 2013 20
25 201420152016E2017E2018E Now $Billion Source: BI Intelligence
Estimates, 2015
http://www.slideshare.net/bi_intelligence/bii-the-internet-of-everything-2015
THE DIGITAL TSUNAMI 21 CONNECTED DEVICES
Slide 23
3-D PRINTING Source: Xerox 914 copier brochure, 1962
(http://yourmemento.naa.gov.au/2012/10/theres-no-such-thing-as-the-paperless-office-or-is-there/)
THE DIGITAL TSUNAMI 22
Slide 24
Everything ahead is being disrupted THE DIGITAL TSUNAMI 23
Slide 25
WINNERS AND LOSERS -30%-20%-10%0%10%20%30%40%50%60%70%
Newspapers Restaurants Warehousing Capital Markets Supermarkets
Retail Automotive Construction Banking Telecommunications
Pharmaceuticals Real Estate Financial Services Information
Technology Marketing & Advertising Hospital & Health Care
Management Consulting Medical Devices Utilities Oil & Energy
Health, Wellness & Fitness Computer Games Venture Capital Think
Tanks International Trade & Development Public Policy
E-Learning Online Publishing Philanthropy Internet Renewables &
Environment Growing Industries Shrinking Industries Size of circle
is related to volume of jobs gained or lost Source: TBC THE DIGITAL
TSUNAMI 24
Slide 26
PROF. MICHAEL PORTER: WHAT BUSINESS AM I IN? Image source: The
Simpsons, Fox Broadcasting Company THE DIGITAL TSUNAMI 25
Slide 27
IS YOUR MANAGEMENT TEAM READY? THE DIGITAL TSUNAMI 26
Slide 28
IS YOUR BOARD READY FOR THE FIGHT? THE DIGITAL TSUNAMI 27