Internet Mega-Trends

I couldn’t have a look earlier to the well-known KPCB Internet trends presentation. Lots of figures and insights in the 164 pages.

The latest edition of the annual Internet Trends report includes:
1. Key Internet trends showing slowing Internet user growth but strong smartphone, tablet and mobile data traffic growth as well as rapid growth in mobile advertising.
2. Emerging positive efficiency trends in education and healthcare.
3. High-level trends in messaging, communications, apps and services.
4. Data behind the rapid growth in sensors, uploadable / findable / shareable data, data mining tools, and pattern recognition.
5. Context on the evolution of online video.
6. Observations about online innovation in China

Some notes from my side:

  • Internet Users: <10% Y/Y growth & slowing…fastest growth in more difficult to monetize developing markets like India / Indonesia / Nigeria
  • Smartphone Subscribers: +20% strong growth though slowing…fastest growth in underpenetrated markets like China / India / Brazil / Indonesia
  • Tablets : +52% early stage rapid unit growth
  • Mobile Data Traffic : +81% accelerating growth…video = strong driver
  • Smartphone Users = about 30% of 5.2B Mobile Phone User Base
  • Tablet Units = Growing Faster Than PCs Ever Did… +52%
  • Tablet Users = Loads of Growth Ahead… At 56% of Laptops / 28% of Smartphones / 8% of TVs
  • Population penetration and Global users:
    • TVs 78% / 5.5B
    • Mobile Phone 73% / 5.2B
    • Smartphone 22% / 1.6B
    • Laptop+Desktop 21% / 1.5B
    • Tablet 6% / 0.4B
  • Mobile Usage = Continues to Rise Rapidly… At 25% of Total Web Usage vs. 14% Y/Y
  • Average Revenue per User (ARPU) and Mobile % of Monthly Active User (MAU):
    • Google $45
    • Facebook $7.2 / 79%
    • Twitter $3.6 / 78%
  • Healthcare Realities (USA)
    • Costs Up to 17% of GDP, at $2.8T in 2012, +2x as percent of GDP in 35 years
    • Waste = 27% of Spend, $765B of healthcare spend estimated from excess costs: $210B = unnecessary services; $190B = excess administrative; $55B = missed prevention opportunities; $310B = inefficient delivery of care / fraud / inflated prices (2009)
    • Individual Costs Rising, >25% of family income likely to go to healthcare spending in 2015E vs. 18% in 2005
    • Chronic Conditions = +75% of Spend, Most costly = cancer / diabetes / heart disease / hypertension / stroke…1 in 2 Americans has at least 1 chronic condition, 1 in 4 has 2+
  • Healthcare Realities (part II)
    • Digitization of Healthcare Happening
    • Providers Using Fully Functioning EHR (Electronic Health Record): 84% of Hospitals / Academic / Institutional practices
    • 51% (& rising) of office-based practices
    • Consumers Happy to Communicate via Email: 62% for healthcare concerns
    • Digital Health Venture Investments Rising: +39% Y/Y to $1.9B (2013, USA)
    • Examples:
      • Redbrick Health – employer engagement platform = 4:1 ROI savings per participant
      • Teladoc – employer focused telemedicine platform = $798 savings per consultation vs. office visit & ER over 30 days
      • Mango Health – adherence app = 84% Statin adherence vs. 52% market average
      • WellDoc – chronic disease platform = diabetes app prescription with reimbursement
  • Internet Trifecta = Critical Mass of Content + Community + Commerce
    • 1) Content = Provided by Consumers + Pros
    • 2) Community = Context & Connectivity Created by & for Users
    • 3) Commerce = Products Tagged & Ingested for Seamless Purchase
  • Biggest Re-Imagination of All = People Enabled With Mobile Devices + Sensors Uploading Troves of Findable & Sharable Data
  • More Data + More Transparency = More Patterns & More Complexity
    • Transparency : Instant sharing / communication of many things has potential to make world better / safer place but potential impact to personal privacy will remain on-going challenge
    • Patterns : Mining rising volume of data has potential to yield patterns that help solve basic / previously unsolvable problems but create new challenges related to individual rights
  • Big Data Trends
    • 1) Uploadable / Findable / Sharable / Real-Time Data Rising Rapidly
    • 2) Sensor Use Rising Rapidly
    • 3) Processing Costs Falling Rapidly…While The Cloud Rises
    • 4) Beautiful New User Interfaces – Aided by Data-Generating Consumers – Helping Make Data Usable / Useful
    • 5) Data Mining / Analytics Tools Improving & Helping Find Patterns
    • 6) Early Emergence of Data / Pattern-Driven Problem Solving
  • Photos Alone = 1.8B+ Uploaded & Shared Per Day
  • Costs evolution:
    • Compute Costs Declining = 33% Annually, 1990-2013
    • Storage Costs Declining = 38% Annually, 1992-2013
    • Bandwidth Costs Declining = 27% Annually, 1999-2013
    • Smartphone Costs Declining = 5% Annually, 2008-2013

 

Saint Barth 2015 – Countdown started

Minus 2 months

In exactly 2 months from today, we will start our usual long travel to the Caribbean for our 14-days visit of our preferred little island.

We could reserve and rent a villa we wanted to go for quite a long time. For the first time in 14 trips that we have a direct access to the ocean and Marigot Bay, part of the marine nature reserve and well-known as one of the best place for snorkeling!

Happy.

Les U9 du Mulhouse Water-Polo

Vendredi soir, j’ai pu assister pour la première fois à l’entraînement des U9 du Mulhouse Water-polo.
Incroyablement bluffant! Thierry Estebe (directeur sportif du Mulhouse Water-Polo), leur entraîneur, fait un travail exceptionnel avec les tous jeunes du club, vraiment super….
Nos “p’tits jeunes” sont tous très concentrés et impliqués tout au long de l’entraînement. Déjà de vraies postures de poloistes “comme les grands”!
Et déjà 2 entraînements par semaine.
Je suis jaloux, j’aurai bien aimé aussi commencer à cet âge, et pas à 42 ans, ahah!
Entre les équipes de U9, U13, U15, U17, l’équipe 1 & 2 senior, et nous les “U65/loisir”, la boucle est bouclée!

Toutes les photos sont là:
http://visuals.didierbeck.com/Water-polo/20142015/MWP-U9/

Mulhouse Water-polo, journée du 13 décembre 2014

Avec du retard, je reviens sur les deux matchs de samedi du Mulhouse Water-polo:

  • L’équipe2 senior gagne nettement contre Dole en N3 19 à 4. Match bien maîtrisé de bout en bout!
  • L’équipe1 qui perd 11 à 13 contre Taverny en N1. Belle progression à nouveau malgré l’absence de Nicolas et Nicolas Il ne manquait pas grand chose encore une fois contre une belle équipe efficace et plus expérimentée. On y croit, ça avance!

Photos de l’équipe2:
http://visuals.didierbeck.com/Water-p…/20142015/MWP-N3-Dole/

Photos de l’équipe1:
http://visuals.didierbeck.com/Water-p…/20142015/MWP-Taverny/

Management vs. Leadership

I was searching for articles marking the differences between Management and Leadership, after a discussion in the office.

Three interesting ones I’ve found (literature is huge in this area):

  1. Wall Street Journal
  2. changingminds.org
  3. Harvard Business Review

The Wall Street Journal article is stating a book from Warren Bennies listing in a very nice way the main differences:

  • The manager is a copy; the leader is an original.
  • The manager maintains; the leader develops.
  • The manager focuses on systems and structure; the leader focuses on people.
  • The manager relies on control; the leader inspires trust.
  • The manager has a short-range view; the leader has a long-range perspective.
  • The manager asks how and when; the leader asks what and why.
  • The manager has his or her eye always on the bottom line; the leader’s eye is on the horizon.
  • The manager imitates; the leader originates.
  • The manager accepts the status quo; the leader challenges it.
  • The manager is the classic good soldier; the leader is his or her own person.
  • The manager does things right; the leader does the right thing.

This is resonating a lot, isn’t it? ;-)

6 Management Styles

Last week, I was thinking of the 6 different management styles, something I first heard in 2000 during my MBA. Interesting how some topic can pop up in your mind.

Two interesting inputs in Wikipedia and Leadersin Heels.

As a reminder, also for me (!), the 6 categories:

  1. Directive
  2. Authoritative
  3. Affiliative
  4. Participative
  5. Pacesetting
  6. Coaching

My experience still is that you have to consciously chose the best approach depending on the people and the context. No best style!

Apple ne vend plus de produits…

Pour tous ceux qui pensent encore qu’Apple vend des produits (iPhone 6) et ne comprennent pas leur approche "Ecosystème"…

Une très bonne analyse qui nous change des discussions sur la nouvelle "taille de l’écran"

Apple ne vend plus de produits

Pour chaque euro généré par la vente d’un iPhone, combien d’euros sont générés par les musiciens, développeurs, fabricants d’accessoires ou acteurs industriels ? Car même si Apple ne se rémunère que peu sur ce chiffre global (ce n’est pas leur objectif direct), le stabilité générée autour de chacun de leurs produits est proprement phénoménale. Chaque produit Apple est une comète avec une queue de plusieurs km de long, qui donne une assise incomparable sur le marché. Une assise qui stabilise Apple bien au-delà ce qu’un Microsoft ou un Samsung pourrait rêver avoir un jour.

Pré-rentrée au Mulhouse Water Polo pour les jeunes

Pré-rentrée du Mulhouse Water-polo organisée hier soir au très beau Stade Nautique De Mulhouse pour tous les jeunes joueurs et joueuses nés entre 1999 à 2008. Avec le soleil.Que de monde, impressionant.

Un vrai plaisir de revoir les anciennes et les nouvelles têtes, ainsi que les entraîneurs!

Beaucoup de créneaux horaires par semaine mis à disposition pour les différents niveaux: 2 pour les U9, 3 pour les U11, 4 pour les U13/U15/U17 Compétitions et 6 pour les U13/U15/U17 Elites.

Une vraie chance pour le Club d’avoir autant de crérneaux!
Mais surtout un tel réservoir de jeunes