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Presentation to Future Forward 2011, Nov 10, 2011 at Wellesley College
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FUTURE FORWARD 10NOV11 | PAGE1
The Rise of Dynamic Computing
David AronoffGeneral Partner
Flybridge Capital Partners
FUTURE FORWARD 10NOV11 | PAGE2
DESPITE ARCHITECTURAL CHANGES OVER TIME, APPLICATION DEVELOPERS HISTORICALLY HAD
FEW CHOICES TO MAKE
1960s
• Monolithic platforms force “one-size fits all” approach
• Architectures tend to be bloated, brittle and energy intensive
• In the immediate period after the emergence of internet application platforms, innovation and opportunities for new entrants were constrained
Early 2000s
FUTURE FORWARD 10NOV11 | PAGE3
RECENT MARKET FORCES HAVE BLOWN THIS MONOLITHIC, ONE-SIZE-FITS-ALL APPLICATION
PLATFORM APART
Cloud Computing
Dynamic Scripting
Languages
Open Source
Virtualization
Exposed Data Flows
& APIs
FUTURE FORWARD 10NOV11 | PAGE4
Themes Implications
1. Developer-Driven Business Models
➟ Low cost, widespread adoption, wedge for growing additional sales
2. Legacy Applications Don’t Translate Well
➟ Customers seek out alternatives as traditional solutions no longer work given distributed topologies & ownership
3. “Big Data” Analytics of Exposed Data Flow & APIs
➟ For 1st time can analyze global, real-time behavior of users, applications & interactions
4. New Opportunities Emerge ➟ Disaggregation creates distinct problems and new applications that were unforeseen
5. Purpose-Built Foundation Technologies
➟ Innovator’s Dilemma for incumbents creating opportunities for big swings in core technology
INVESTMENT IMPLICATIONS
FUTURE FORWARD 10NOV11 | PAGE5
Themes Example Companies
1. Developer-Driven Business Models
2. Legacy Applications Don’t Translate Well
3. “Big Data” Analytics of Exposed Data Flow & APIs
4. New Opportunities Emerge
5. Purpose-Built Foundation Technologies
EXAMPLES