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At the Inflection Point of: The Cloud & The Web

At the Inflection Point of: The Cloud & The Web. Bill Coleman Founder, Chairman & CEO Cassatt Corporation. Inflection Points in Human History. The Invention of Language The Invention of the Printing Press The Invention of the Web

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At the Inflection Point of: The Cloud & The Web

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  1. At the Inflection Point of:The Cloud & The Web Bill Coleman Founder, Chairman & CEO Cassatt Corporation

  2. Inflection Points in Human History • The Invention of Language • The Invention of the Printing Press • The Invention of the Web … and we are at the Inflection Point of the Web right now!

  3. The Cycles of Innovation Model “Predicting the future is pointless, but it is possible to identify trends that have significant effects.” Peter Drucker • Cycles are thirty years long, one starts every 10 years • Cycles include three ten year phases: • Invention, Boom and Bust • Buildout and Consolidation • Commoditization • Information age includes six cycles 1960 - 2040 • Cycles 1 – 3: The Cloud Platform • Cycles 4 – 6: The Web Platform • Cycle 4 is the Inflection Point 1990 – 2020 RIGHT NOW!

  4. The Six Cycles of Innovation Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  5. The Six Cycles of Innovation Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  6. The Six Cycles of Innovation Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  7. The Six Cycles of Innovation Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  8. The Six Cycles of Innovation Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  9. The Six Cycles of Innovation Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  10. The Six Cycles of Innovation Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  11. The Six Cycles of Innovation Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust The Inflection Point! • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  12. The Inflection Point • Cycle 3: The network, the last piece falls in place • The Platform shifts from the desktop to the network! • The basis of the Cloud Platform • Cycle 4: The Internet and the Inflection Point • The final end! Everyone and everything is connected! • Final Evolution of The Cloud! • Emergence of The Web!

  13. The Cloud: The IT Platform Utility • Rules of a Platform: Think of Apple versus Microsoft • Commoditization of IT • Switching Cost = 10X value improvement • Customization makes long tail possible • Rules of a Utility: Think if the Electric Utility • Isolation of supply & demand: Scale, Choice, Competitive pricing (Isolation of ISO Level 7 from 1 – 6) • Meter on the customer based on quantity and quality of service • Customer owns their IP & controls its usage (Software & Policy) • Self-configuring, Self-optimizing & Self-healing

  14. Evolution of The Cloud • Cloud 1.0: 2000 – 2010, PaaS, IaaS, SaaS • Greenfield, External, Proprietary • Neither a Platform or a Utility • E.g.. Amazon, Salesforce.com, Google • Cloud 2.0: 2010 – 2020, Cloud 1.0 plus • Quadruple Conversion and Consumerization of IT • CaaS: Client as a service, online and mobile worlds converge • Internal Cloud: First IT Platform (E.g. Cassatt, first Cloud Platform) • External Cloud Extends: Connectivity of Apps and Mobility of Data • A Platform but not a Utility! • Cloud 3:0: 2020 - 2030, The Cloud Utility Platform • The end of IT as we know it – Everything As A Service! • The choice, control and ownership

  15. Emergence of The Web • The world of everybody and everything! • The Internet has three properties that create value: • Free reach • Straight-thru-processing • Transparency • Evolution of the Web, Cycles 4 – 6: • Cycle 4: Web 2.0 - Free Reach (1990 - 2020) Social Networking • Cycle 5: Web 3.0 - Straight-thru processing (2000 -2030) Pull Economy • Cycle 6: Web 4.0 - Transparency (2010 - 2040) The Cyber-Aware Proxy

  16. Cycle 4: Web 2.0 Social Networking Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  17. Cycle 5: The Internet Economy Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  18. Cycle 6: Web Presence Cycle 1Cycle 2Cycle 3Cycle 4Cycle 5Cycle 6 • Invention • _________ • Boom & Bust • Build Out _______ • Consolidation Phase 3Phase 2Phase 1 Phase 3Phase 2Phase 1 • Commoditization 19601970198019902000201020202030 2040

  19. Life on the Web in 2040 • Identity provides security with privacy and civil liberties • The “Pull” Economy dramatically improves productivity moving most the world into the middle class! • Web Presence where virtual meets physical and our abilities transcend our disabilities! • My Cyber-Aware Proxy: The self-aware proxy for life “My buddy, my alter-ego, my mentor and my guardian! • My world is under my control. So what comes next? The Dematerialization Age, where Bio meets Nano

  20. “History doesn’t repeat itself, but it sometimes rhymes” Mark Twain

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