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

 

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.

Innoveo joins Pactera!

As some of you already know, we have joined the US/Chinese PacteraGroup since January 1, 2014. Innoveo Solutions will be renamed in Pactera Switzerland, our software product name remains "Innoveo Skye". The whole team remains in Zurich, Switzerland and will be empowered in the coming time. We are very happy to be able to join these 20’000 people company and to profit from Pactera’s Sales und big customers’ base! Our next coming months will be very exciting, also by entering the Asia Pacific markets. Also a very solid constellation for our existing customers.

Comme certains le savent déjà, nous avons décidé de rejoindre le Groupe sino-américain Pactera au 1er janvier 2014. Innoveo Solutions sera renommé Pactera Switzerland, le nom du logiciel reste "Innoveo Skye". Le team reste à Zürich et sera augmenté dans les prochains temps. Nous sommes très heureux de pouvoir nous joindre à ce groupe de plus de 20’000 employés et de profiter de la puissance de vente et des clients existants de Pactera! Les prochains mois s’annoncent plus qu’existants, tout comme les premières acquisitions en Asie. Cette constellation est aussi très intéressante pour nos clients existants.

Press Release English:
http://www.prnewswire.com/news-releases/pactera-establishes-switzerland-office-and-extends-insurance-industry-solutions-through-key-acquisition-241795041.html

Press Release en français:
http://www.prnewswire.com/news-releases/acquisition-de-la-societe-de-logiciels-dassurance-innoveo-solutions-par-pactera-technology-international-242694801.html

Happy New Year 2014!

I like this image (not just because it is in Saint Barth) mixing rain / bad weather (2nd half of 2013), rainbow (the last weeks) and the good weather which is coming now (2014!).

A BIG THANK to all of you for your much appreciated support during the last months and weeks.

Let’s say bye bye to 2013, and let’s warmly welcome this New Year 2014. Wishing all a Happy New Year, one that is filled with health, happiness and joy!

4th time at LeWeb…

…just realized that it is my 4th time at LeWeb conference (2005, 2006, 2007, 2011).

Funny to have a look back at “Les Blogs 2.0” (yes it was called in this way in 2005) with some “known faces” ;-) And … 350 participants!

Loic LeMeur!

IMG_0597

Anina, Marc Canter, Robert Scoble

IMG_0592

Jeff Clavier, Rodrigo Sepulveda, Dave Siffry, David Hornik

IMG_0602

Souvenir, souvenir :-)

On my way to LeWeb11 conference in Paris

So, it’s time this year to go again to the biggest European Internet conference, LeWeb’11, in Paris with Laurent. 3’268 participants are now registered for the conference, wow.

Topics this years around: SOLOMO, Social-Local-Mobile

Some of the interesting speakers:

  • Mike McCue (CEO Flipboard)
  • Eric Schmidt (Executive Chairman Google)
  • Joanna Shields (VP & Marketing Director EMEA Facebook)
  • Axel Dauchez (CEO Deezer)
  • Kevin Systrom (CEO Instagram)
  • Allen Blue (Co-Founder & Vice President of Product Management LinkedIn)
  • Dennis Crowley (Co-Founder & CEO Foursquare) with Scoble
  • George Whitesides (CEO Virgin Galactic)
  • Money Panel moderated by Jonathan Goodwin, CEO & Partner J Goodwin & Co LLP, with:
    • Jeff Clavier, Founder & Managing Partner, SoftTech VC
    • Harry Nelis, Partner, Accel Partners
    • Danny Rimer, Partner, Index Ventures
    • Eric Archambeau, General Partner, Wellington Partners
  • Phil Libin (CEO Evernote)
  • Marissa Mayer (VP Product Management Google)
  • George Colony (Chairman & CEO, Forrester Research)
  • Panel “How is Social Local Mobile changing enterprise” moderated by: Paul Papadimitriou, VP & Analyst, Constellation Research, with:
    • Nigel Beck, Vice President, Business Development and M&A Social Software, IBM
    • Auren Hoffman, CEO, Rapleaf
    • JP Rangaswami, Chief Scientist, Salesforce.com
  • Plus: Om Malik, Niklas Zennstrom, etc.

And the LeWeb’11 Official Party by Deezer on Thursday evening at … Le Carrousel du Louvre! Outch :-)

So, I’m quite sure, we will a quite intensive time!

Dropbox in Forbes

via Forbes.com

As a happy customer (50GB plan) of Dropbox since years now, I was very interested by this article in Forbes. Some insights (even if I encourage you to read the full article):

  • Dropbox has today 50 million users, one new user per second joining
  • 96% of the users pay nothing
  • 325 million files saved per day
  • Steve Jobs/Apple wanted to acquire Dropbox in 2009 for a nine-digit price
  • 2008: 9 employees. 200k customers
  • 2010: 14 employees, 2 million customers
  • Revenue 2011: $240 million, already profitable, 70 employees
  • Revenue 2012: even if they would not sign one single new customer, their sales will double
  • Dropbox started with $15k from Y Combinator
  • 1st VC round from Sequoia of $1.2 million
  • VC round in 2008, $7.2 million raised
  • VC round in August 2011, $250 million raised with a valuation of around $4 billion, VCs participating: Index Ventures (lead), Sequoia, Greylock, Benchmark, Accel, Goldman Sachs and RIT Capital Partners
  • Competitors perceived: Apple iCloud, Google Drive

Impressive story, wow…