_Tim Chou on the Economics of On-Premise vs. On-Demand Applications

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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

Nifty Nine 2002 2003 2004 2005 2006 $1,400M $1,200M $1,000M $800M $600M $400M $200M 2001 $17B Market Cap

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Act 3 ?

The Great Internet Laboratory Yesterday Tomorrow Large Companies Consumer

Lessons Learned ,[object Object],[object Object],[object Object]

Specialization Matters 12,000,000 Programmers 2,000,000+ Books On Amazon ~100,000

Specialization Matters World of Warcraft

World of Work: 1996 Census ,[object Object],[object Object],[object Object],[object Object],[object Object],High-skill Autonomous 40% Executive, Scientist Semi-Autonomous 30% Admin, Manager Labor Intensive 25% Maid, Child Care Tightly Constrained 5% Call Center, Fast Food

Our World of Work Search for Known Information

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

People are Part of the Machine

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Act 3 ? ,[object Object],[object Object],[object Object],[object Object],Move to Answers IBM Service Science Enterprise Search Business Communities New Ventures

_Tim Chou on the Economics of On-Premise vs. On-Demand Applications

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_Tim Chou on the Economics of On-Premise vs. On-Demand Applications