4. artificial intelligence
(also AI)
“The theory and development of computer systems able to
perform tasks normally requiring human intelligence, such as visual
perception, speech recognition, decision-making, and translation
between languages.”
Oxford Dictionary
5. TOP INVESTMENT AREAS
Semi-conductors Process Automation
Marketing
Technologies
Text Extraction &
Analysis
Predictive Analytics Cyber Security Computer Vision
Robotics Process
Automation
6.
7. MARKET IMPACT: AI AND THE CLOUD
AI IS PUSHING MARKET CONCETRATION TO RECORD LEVEL
CLOUD PROVIDERS DELIVER CORE TECHNOLOGY TO EVERYONE
COMMODITIZING AI & COMPUTE, IN RETURN FOR DISTRIBUTION &
PRESSURE ON TECH STARTUPS MARKET THROUGH EARY TECH ACQUISITIONS
8. MONEY MATTERS: HARDER TO COMPETE
10 COMPANIES DRIVE OVER 90% OF AI
STARTUP ACQUISITIONS, MANY IN EARLY
STAGES
SOARING HR COSTS CHALLENGING
FOUNDERS AND INVESTORS
QUANTITY = QUALITY: DEPENDENCY ON
DATA & COMPUTE
9. MARKETS ARE BEING
“FLATTENNED”
BREAKING SUPPLY CHAING APART BY
BECOMING SW & HW SHOPS
CONTROL OF CONTENT DISTRIBUTION IS
KILLING PUBLISHERS
AQCUIRING THE EMERGING LEADERS IN
THE CONSUMER SPACE
11. GO VERTICAL
MEGA-PLAYERS MODEL IS BASED ON GENERALIZATION
VERTICAL OPPORTUNITIES IN MULTIPLE INDUSTRIES
CURRENT VERTICAL LEADER WILL ACQUIRE TO STAY CURRENT
OPPORTUNITY TO CREATE A UNIQUE DATA SET AND MARKET LEAD
12. GO THE LAST MILE
SOLVE THE PROBLEM, DON’T JUST PROVIDE TECHNOLOGY:
UX, REPORTING, VISUALIZATIONS
DATA PREPARATION
INDUSTRY/USE CASE SPECIFIC KNOWLEDGE & MODELS
LEARNING & ONGOING OPERATIONS SERVICES
13. NO-SOFTWARE
SW IS A MEAN TO AN END. FOCUS ON
THE END
DELIVER VALUE TO THE CUSTOMER. HIDE
THE REST
ON DEMAND, LOW-TOUCH, FROM THE
CLOUD
TALK TO NEW STAKE-HOLDERS IN THE
CUSTOMER
14. BUILDING LONG RELATIONSHIPS IN A LOW
COMMITMENT WORLD…
MICRO-SERVICES AND OTHER CLOUD PLATFORMS REDUCE COGS
LOW TOUCH INITIAL CUSTOMER ENGAGEMENT IS NOT BAD
LAND AND EXPAND: START SMALL AND GROW $LTV AND VALUE
ACCESS TO NEW CUSTOMERS: BD, CLOUD CHANNELS
15. ANALYZE, THEN SELL
TRADITIONAL ISV APPROACH:
BUY => INSTALS => ANALYZE
CUSTOMER DATA
NEW APPROACH?:
ANALYZE => SELL => REPEAT
17. SUMMARY OF INSIGHTS
1. UNLESS YOU JUST REINVENTED THE WHEEL, GO
VERTICAL, YOU MUST
2. LEVERAGE NEW TECHNOLOGY FOR FASTER GO-TO-
MARKET USING NEW MODELS
3. SOLVE THE LAST MILE TO THE CUSTOMER’S
BUSINESS NEED
4. BUILD A WORLD-CLASS TEAM WITH UNIQUE DEEP
VERTICAL KNOWLDEGE