Slides for a talk I gave in Munich on Dec. 2nd, 2016, on invitation of Harvey Nash. Talking about the Impact of Software and the Internet of Things on several industries and some common fallacies when trying to come up with strategies surrounding IoT.

1. MARTIN SPINDLER | INTERNET OF PEOPLE
The Internet of Things:
Software is Eating the World —
Aber wer wird als nächstes verspeist?

2. MARTIN SPINDLER
Strategy Consultant
Founder & Managing Director
INTERNET OF PEOPLE
martin@internetofpeople.eu
twitter.com/mjays

3. Housekeeping

4. I.
Preludio

12. Also alles nur Hype?

13. “The truth in no online database will replace your
daily newspaper, no CD-ROM can take the place
of a competent teacher and no computer network
will change the way government works.
How about electronic publishing? Try reading a
book on a computer. At best, it’s an unpleasant
chore: the myopic glow of a clunky computer
replaces the friendly pages of a book.”
– Clifford Stoll in Newsweek: Feb. 1995

15. Then there’s cyberbusiness.
We’re promised instant catalog shopping —
just point and click for great deals. We’ll order
airline tickets over the network, make
restaurant reservations and negotiate sales
contracts. Stores will become obsolete.
So how come my local mall does more business
in an afternoon than the entire Internet handles
in a month?
– Clifford Stoll in Newsweek: Feb. 1995

16. http://www.kpcb.com/file/2016-internet-trends-report

17. “The WWW project was started to allow a high energy
physicists to share data, news, and documentation.”
http://www.kpcb.com/file/2016-internet-trends-report

18. Im
wesentlichen
eine bessere
Bibliothek

19. https://www.riaa.com/u-s-sales-database/

20. https://www.baekdal.com/blog/what-killed-the-newspapers-google-or-facebook-or/

21. “I like to say that I write about
media generally and journalism
specifically because the industry is
a canary in the coal mine when it
comes to the impact of the Internet:
text shifted from newsprint to the
web seamlessly, completely
upending the industry’s business
model along the way.”
– Ben Thompson

25. TITLE

27. »More and more major
businesses and industries are
being run on software and
delivered as online services—
from movies to agriculture to
national defense.
Over the next 10 years, I expect
many more industries to be
disrupted by software, with new
world-beating Silicon Valley
companies doing the disruption
in more cases than not.«
– Marc Andreessen: Why Software Is Eating The World (2011)

28. “Software is
Eating The World”

29. Every Company will
also be a
Tech Company

30. II.
Allegro

31. https://www.flickr.com/photos/oninnovation/4335512856

32. TITLE
1.5 GFLOPS
http://www.craysupercomputers.com/cray2.htm

33. TITLE
1.5 GFLOPS

35. https://en.wikipedia.org/wiki/Moore%27s_law#/media/File:Transistor_Count_and_Moore%27s_Law_-_2011.svg

36. http://www.relativelyinteresting.com/20-years-computing-comparing-1995s-tech-2015s/sd-card-2005-vs-2014-128mb-vs-128-gb/

38. Moore’s Law

39. https://gigaom.com/2015/01/22/reported-apple-watch-battery-life-chip-capabilities-surface/

40. http://www.craysupercomputers.com/cray2.htm

41. https://www.youtube.com/watch?v=dVxTirp1-78

42. https://en.wikipedia.org/wiki/Koomey's_law#/media/File:Koomeys_law_graph,_made_by_Koomey.jpg

43. http://www.bustaflash.com/25-years-makes-huge-difference-pic

44. (c) Apple

45. https://de.wikipedia.org/wiki/Datei:Siemens-Nixdorf_PCD-3Nsl.JPG

47. Koomey’s Law

48. TITLE
https://blog.kaspersky.com/amazing-internet-maps/10441/

49. TITLE
https://www.facebook.com/note.php?note_id=469716398919

50. https://en.wikipedia.org/wiki/Metcalfe%27s_law#/media/File:Metcalfe-Network-Effect.svg

51. »Come for the tool,
stay for the network.«
— Chris Dixon, a16z

52. Metcalfe’s Law

53. Moore’s Law
Koomey’s Law
Metcalfe’s Law

54. Finanzierbar
Machbar
Erstrebenswert

55. (c) Withings

56. (c) Withings

57. (c) Nest Labs

58. (c) DriveNow

59. http://thecityfix.com/blog/old-parking-meters-to-become-bicycle-racks-in-new-york/

60. https://nomoretickets.wordpress.com/2011/04/11/sfpark-the-skynet-of-parking-meters/

61. TITLE
(c) Libelium

63. TITLE
https://arquitecturamexico.wordpress.com/2011/12/06/ciudad-masdar-una-ciudad-sustentable/

64. TITLE
https://www.kpf.com/projects/new-songdo-city

66. “Software is
Eating The World”

67. Every Company will
also be a
Tech Company

68. III.
Accelerando

69. UBER, the world’s largest taxi
company, OWNS NO VEHICLES
FACEBOOK, the world’s most
popular media owner,
CREATES NO CONTENT
ALIBABA, the most valuable
retailer, HAS NO INVENTORY
And AIRBNB, the world’s
largest accommodation
provider, OWNS NO REAL
ESTATE
– Tom Goodwin

70. Platform Businesses

74. https://www.flickr.com/photos/oninnovation/4335512856

75. [Borders -> Amazon]
http://www.pennlive.com/midstate/index.ssf/2011/07/borders_books_to_close_its_rem.html

76. DISRUPTION!

77. https://en.wikipedia.org/wiki/Disruptive_innovation#/media/File:Disruptivetechnology.png

78. DISRUPTION!

79. Asymmetrischer Wettbewerb

82. “By the summer of
2012, the majority
of the televisions
you see in stores
will have Google
TV embedded.”

84. TITLE
https://www.flickr.com/photos/oninnovation/4335512856(c) Quivicon

85. TITLE
https://www.flickr.com/photos/oninnovation/4335512856https://www.ipglab.com/2012/06/29/perc_43059/

86. TITLE
X10 Powerhouse for C64, 1986

87. “How Buildings Learn”
— Stewart Brand

89. http://blogs.harvard.edu/vrm/files/2014/09/LayersofTime1.jpg

91. [Apple -> VW?]
https://www.flickr.com/photos/oninnovation/4335512856

92. https://www.flickr.com/photos/oninnovation/4335512856

93. (c) Nest Labs

94. (c) Nest Labs

95. (c) Nest Labs

96. (c) Nest Labs

97. (c) Yello Strom

98. (c) Amazon

99. (c) Amazon

100. (c) Amazon

101. IV.
Crescendo

102. https://www.flickr.com/photos/oninnovation/4335512856https://en.wikipedia.org/wiki/Industry_4.0#/media/File:Industry_4.0.png

103. (c) Mercedes Benz

104. http://www.cnbc.com/2015/10/14/tesla-rolls-out-autopilot-technology.html

105. https://www.rockefellerfoundation.org/blog/first-look-how-googles-self-driving/http://www.marcusfitzhugh.com/CLK/M278.html

106. http://www.bmwblog.com/2016/05/12/bmw-i3-battery-upgrade-make-sense/http://www.protraxracing.com/gallery/?dir=Engine%20and%20Gearbox

107. http://www.zdnet.com/article/m2m-and-the-internet-of-things-a-guide/

108. TITLE
X10 Powerhouse for C64, 1986

109. M2M ist altes Denken
mit neuer Technik

110. https://www.lavenderhillclothing.com/pages/the-knitting-factory

111. https://all3dp.com/unmade-studio-high-tech-knitwear-inspired-by-3d-printing/

112. (c) Zara

113. (c) BMW

114. (c) Nissan

117. (c) General Electric

118. http://aviation.stackexchange.com/questions/12528/jet-engines-are-they-owned-by-the-airline-or-just-rented

119. »Every second, GE’s
wind farms analyze
150,000 data points to
optimize the delivery
of 400 megawatts to
the grid.«

120. https://www.flickr.com/photos/oninnovation/4335512856

122. API Memo:
Jede Business-Unit ein
Microservice
(c) Amazon

123. V.
Finale

124. “Industrial companies are in the
information business whether they
want to be or not.”
– Jeff Immelt
(c) General Electric

125. “Software is
Eating The World”

126. Every Company will
also be a
Tech Company

128. Die Zeit, Strategien zu
entwickeln ist jetzt.

132. IOT is not a feature.
It’s your future.

133. MARTIN SPINDLER
Strategy Consultant
Founder & Managing Director
INTERNET OF PEOPLE
martin@internetofpeople.eu
twitter.com/mjays
internetofpeople.eu
Noch Fragen?

134. MARTIN SPINDLER
Strategy Consultant
Founder & Managing Director
INTERNET OF PEOPLE
martin@internetofpeople.eu
twitter.com/mjays
internetofpeople.eu
Vielen Dank.