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Mobile Innovation: A Vision of 2020-Roderick randall
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2011 Mobile World Congressg
Mobile Innovations:A Vision For 2020
SessionModerator:
Roderick K. RandallM i P tManaging Partner
S1 Capital Partners
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Mobile Innovations: A Vision for 2020
• Bold, Insightful, Courageous Visions have always been at the core of Innovation and Game Changing Breakthrough
• Th t l b i ht b t th i i d• They may not always be right, but they inspire and energize us to imagine a Better Brighter Compelling Future
• We will take a look into a few such Visions of the FutureWe will take a look into a few such Visions of the Future with an all star cast of visionaries as our panelists
• But first a look back on a look forward…
The Year was 1987…
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The Knowledge NavigatorBy Apple ComputerBy Apple Computer
A University Professor enters his office and begins toA University Professor enters his office and begins to prepare his lecture for later in the day on The Deforestation
of The Amazon Rain Forest…
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Source: You Tube (http://video.google.com/videoplay?docid=-5144094928842683632#)©1987 Apple Computer
The Knowledge NavigatorBy Apple ComputerBy Apple Computer
He opens what appears to be a book, an electronic book, andHe opens what appears to be a book, an electronic book, and lays it flat on the table…
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Source: You Tube (http://video.google.com/videoplay?docid=-5144094928842683632#)©1987 Apple Computer
The Knowledge NavigatorBy Apple ComputerBy Apple Computer
The two opposing pages unify into one seamless screen creating anThe two opposing pages unify into one seamless screen creating an electronic Pad with a Front Facing video camera, and a bow tie clad
Video Digital Assistant appears in a window, reciting today’s To Do’s…
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Source: You Tube (http://video.google.com/videoplay?docid=-5144094928842683632#)©1987 Apple Computer
The Knowledge NavigatorBy Apple ComputerBy Apple Computer
The Professor interrupts him and asks him to search for data forThe Professor interrupts him and asks him to search for data for his 4:00 lecture, then asks to call a colleague, who the agent
replies is unavailable right now…
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Source: You Tube (http://video.google.com/videoplay?docid=-5144094928842683632#)©1987 Apple Computer
The Knowledge NavigatorBy Apple ComputerBy Apple Computer
He then asks for a broad literature search on his specific topic,He then asks for a broad literature search on his specific topic, using natural language speech, and quotes a name wrongly,
which the agent corrects and gives the desired results…
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Source: You Tube (http://video.google.com/videoplay?docid=-5144094928842683632#)©1987 Apple Computer
The Knowledge NavigatorBy Apple ComputerBy Apple Computer
He combines the search results visually on the screen, using aHe combines the search results visually on the screen, using a Touch based swipe with his finger…
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Source: You Tube (http://video.google.com/videoplay?docid=-5144094928842683632#)©1987 Apple Computer
The Knowledge NavigatorBy Apple ComputerBy Apple Computer
He then receives a Video Call Back from his colleague, who isHe then receives a Video Call Back from his colleague, who is now free to talk, and they conference, including the Digital Video
Assistant…
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Source: You Tube (http://video.google.com/videoplay?docid=-5144094928842683632#)©1987 Apple Computer
The Knowledge NavigatorBy Apple ComputerBy Apple Computer
They collaborate in real time, sharing research and screens, andThey collaborate in real time, sharing research and screens, and combine them with a touch based pinch…
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Source: You Tube (http://video.google.com/videoplay?docid=-5144094928842683632#)©1987 Apple Computer
The Knowledge NavigatorBy Apple ComputerBy Apple Computer
They then create a multi year simulation using CGI animation ofThey then create a multi year simulation using CGI animation of the Deforestation of The Amazon Rain Forest using data from
The Sub Sahara Desertification Study…
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Source: You Tube (http://video.google.com/videoplay?docid=-5144094928842683632#)©1987 Apple Computer
The Knowledge NavigatorBy Apple ComputerBy Apple Computer
They then predict, then save the world from Global Warming, andThey then predict, then save the world from Global Warming, and he is off to lunch, well ahead of today’s lecture…
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Source: You Tube (http://video.google.com/videoplay?docid=-5144094928842683632#)©1987 Apple Computer
The Knowledge NavigatorBy Apple ComputerBy Apple Computer
Did it Predict The Future, or Help Cause It?
• Innovations Envisioned:Wireless Broadband
Did it Predict The Future, or Help Cause It?
Wireless BroadbandTablet/Pad ComputingVideo Conferencing with Integrated Front Facing Camerag g gWorld Wide WebSearchNatural language Speech Recognition and SynthesisUnified MessagingReal Time Collaboration with Shared Screen ConferencingReal Time Collaboration with Shared Screen ConferencingTouch/Pinch Screen based User InterfaceGlobal Warming
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Bold Vision with Compelling Execution Creates Enormous ValueExecution Creates Enormous Value
But The Road is Not Always A Smooth OneBut The Road is Not Always A Smooth One
$329BFeb 2011
$18BJuly 1987
$2.7BJuly 1997
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The Opportunity Is Huge And Growing 100B Units in 2020?Growing – 100B Units in 2020?
100B U it100B+ UnitsThingsCloudsClouds of Things
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Source: Morgan Stanley Research - Mary Meeker’s Internet Trends June 2010
Technologies We Didn’t Have 10 Years Ago
• Facebook/Tencent
10 Years Ago
Facebook/Tencent• You Tube• Twitter• Hulu• Skype• iPh /iP d/iT h/iT• iPhone/iPad/iTouch/iTunes• Andriod Ecosystem• Mobile SearchMobile Search• Zynga• OpenTable/Yelp/FourSquare• Groupon• Pandora• Netflix
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• Netflix• Others…
What Can We Visualize For The Next 10 Years?Next 10 Years?
Let’s Hear From Our PanelistsLet’s Hear From Our Panelists
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Thank You!Thank You!www.S1capitalpartners.comwww.S1capitalpartners.com
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