The New Normal Uber/Lyft Aereo AirBnB 23 and Me Drones Bitcoin - - PowerPoint PPT Presentation

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The New Normal Uber/Lyft Aereo AirBnB 23 and Me Drones Bitcoin - - PowerPoint PPT Presentation

The New Normal Uber/Lyft Aereo AirBnB 23 and Me Drones Bitcoin Agency versus Industry Internet Media Tweets ! 9 ! 8 ! 50,000,000 7 ! 6 ! 5 ! Year ! 4 ! 5000 3 ! 2 ! 1 ! 0 ! 1 ! 2 ! 3 ! 4 ! 2007 2010 5,700 TPS, peak


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SLIDE 1

Uber/Lyft Aereo AirBnB 23 and Me Drones Bitcoin Agency versus Industry

The New Normal

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SLIDE 2

Internet Media

0! 1! 2! 3! 4! 5! 6! 7! 8! 9! 1! 2! 3! 4!

Tweets!

Year!

5000 50,000,000 2010 2007

5,700 TPS, peak 143,000

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SLIDE 3

Device independent Groups, broadcast, direct No Phone number App-friendly Free

  • background operation

Tweets

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SLIDE 4

Amazon into TV versus CBS into goods? Fedex into buses versus Uber in parcels? Telco into finance versus Apple into telco? Google into backbone versus Cisco into content? Walmart into banking versus JPMorgan into retail?

  • Agency versus Industry

Bets

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SLIDE 5

Scale versus growth Homogeneity Opaque Mission Bitcoin, MPesa?

Banking ca. 2007

  • Exclusive
  • Segregated
  • Scheduled
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SLIDE 6

Attempts v Successes A Learning Engine Symmetric

  • Open ++

Coupled growth John Oliver

Will the Internet swallow TV or Will TV swallow the Internet?

  • Exclusive
  • Segregated
  • Scheduled
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SLIDE 7

Video will be 75% of traffic by 2018, Cisco Video will be 79% of traffic by 2018, AT&T Video is now 66%, AT&T “Linear TV” will drop from 61% to 43%”, AT&T 34 of the top 35 TV events last year were the NFL Bits are less than streams

Visual Internet

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SLIDE 8

CAGR 4% (Noam, Columbia) “Passcode sharing is rampant” (HBO) “Cord-cutting is about economics” (Advertising Research FDN) “About 1%/yr cord cutters” (RNeuman, NYU) “Media Concentration growing 4%/yr, more in EU” Lots of impact and analysis

Television

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SLIDE 9

Children and family time Advertising to Children V-chips Safe Harbor Ownership None apply to Internet, yet…

Bypassing TV

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SLIDE 10

Societal Function: Mission Scale What is the role of industry

Not all bleak