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_Tim Chou on the Economics of On-Premise vs. On-Demand Applications
1.
To Infinity and
Beyond
2.
3.
4.
5.
Nifty Nine 2001
2002 2003 2004 2005 2006 Mar 2001 Jun 2004 Dec 2005 Jan 2002 Oct 2005 June 2005 Sep 2004 Aug 2004 Dec 2005 June 2006
6.
Nifty Nine 2002
2003 2004 2005 2006 $1,400M $1,200M $1,000M $800M $600M $400M $200M 2001 $17B Market Cap
7.
8.
The Great Internet
Laboratory Yesterday Tomorrow Large Companies Consumer
9.
10.
Specialization Matters
11.
Specialization Matters
12.
Specialization Matters 12,000,000
Programmers 2,000,000+ Books On Amazon ~100,000
13.
Specialization Matters
14.
Specialization Matters World
of Warcraft
15.
World of Work
16.
17.
Our World of
Work Search for Known Information
18.
Our World of
Work Search for Known Information in the Deep Web World of Work Transactional System Deep Web 1,000,000+ TB Surface Web 100 TB
19.
People are Part
of the Machine
20.
Webex Meetings
21.
The World is
Flat
22.
23.