disruptive digital disciplines in the era of cloudonomics joe weinman

Joe Weinman

@joeweinman

[email protected]

DISRUPTIVE

DIGITAL

DISCIPLINES IN THE ERA OF CLOUDONOMICS

云经济时代

如何进行颠覆式创新

#1 Hot New Release

Cost and Performance Optimization

云经济时代的成本与性能优化

@joeweinman © 2016 Joe Weinman. All Rights Reserved. 2

What is a C.L.O.U.D.? 何为云（CLOUD）?


Source: Joe Weinman, Cloudonomics

Common 公共的

• Dynamically allocated shared resources 动态分配的共享资源

Location-Independent 不受地理位置限制的

• Functions regardless of user or service location

不受用户或服务位置影响的功能

Online 在线的

• Network enables sharing & location-independence

网络使共享、不受地理位置限制成为可能

Utility 有经济价值的

• Pay-per-use pricing 按使用定价

On-Demand 有需求的

• Right quantity of resources at the right time 恰当时间的恰当资源

C.L.O.U.D. Examples “云”案例


Bank

银行

Taxi Cab

出租

Hotel

酒店

Quantitative Analysis of Clouds

“云”的量化分析


Common 公共的

Location-independent 不受地理位置限制的

Online 在线的

Utility 有经济价值的

on-Demand 有需求的

- Penalty Cost Reduction to 1

𝑚 for 𝑚 independent demands

- Latency ∝ to 1

𝑛 for 𝑛 nodes, adjusted by

1−cos (2𝛽)

1−cos (𝛽)

- Hub vs. P2P Benefit of 1

𝑛 Connections; Latency Penalty of

4

3×

45𝜋

128

- Pure Cloud Better when 𝑃

𝐴> 𝑈; Hybrid Best with Breakeven at 𝑡 = 𝑇/𝑈

- Linear Benefit for 𝐷 𝑡 = 𝑘𝑡; Exponential for 𝐷 𝑡 = 𝑒𝑡; 1

𝑛 for Random Walk

- Smart networks improvement on 𝑛 paths ≅1

2+

1

(𝑛+1)−

𝜋

2𝑛

Source: Joe Weinman, Cloudonomics

Should we care about

Information Technology?

我们应该关注信息科技发展吗？

Does IT Matter? IT重要吗？


Firm Profitability Fixed Effect Models

公司利润率固定效应模型


Source: Sunil Mithas, Ali Tafti, Indranil Bardhan, and Jie Mein Goh, “Information

Technology and Firm Profitability: Mechanisms and Empirical Evidence”

Base Model 基准模型

Incl Sales, OPEX 计入销售和运营执行

IT 信息技术 1.912 1.837

Sales 销售 0.054

OPEX 运营执行 0.137

Advertising 广告 0.155 0.142

R&D 研发 1.001 0.993

R2 (overall) 决定系数 0.49 0.51

Observations 观察次数 276

Number of Firms 公司总数 86

Digital Disruption 数字化颠覆


认为未来一年会面临中等规模或大规模数字化颠覆的管理者（按行业）

Media 媒体

Telecom 电信

Consumer financial services 消费金融服务

Retail 零售

Technology 科技

Insurance 保险

Consumer products 消费产品

Nonprofit 非营利机构

Business & professional services 商业及专业服务

Education 教育

Health care 医疗保健

Asset wealth management 资产财富管理

Industrial 工业

What About Pizza? 披萨的启示？


Source: Joe Weinman

DPZ 达美乐披萨的数字化战略


Source: Yahoo! Finance

How should we think

about strategy?

如何寻找策略？

Digital Disciplines 数字法则


Digital Disciplines 数字法则


Information Excellence

卓越信息

Solution Leadership

领先解决方案

Collective Intimacy

集体亲密度

Accelerated Innovation

升级创新

Operational Excellence


从卓越运营到卓越信息

Operational Excellence 卓越运营


Source: Ford

Improve提升

Relating Virtual & Physical 虚拟+实体


Optimize

优化

Monetize货币化

Mirror

镜像

Information信息

Operations运营

Fuse

融合

Automate/

Substitute

自动/替换

Optimization 优化


Source: UPS

Optimization 优化


Source: Nanex / Zero Hedge

Optimization 优化


Mirroring / Substitution 镜像/替代


Source: Wired

Digital – Physical Fusion 数字-实体融合


Source: Burberry

Process Improvement 流程改进


Source: Gov.sg

Asset-Light Processes 轻资产流程


Source: Uber

Exhaust Data Monetization

竭尽数据变现潜力


Source: 23andMe

Exhaust Data Monetization

竭尽数据变现潜力


Source: Uber, Starwood

Joint Optimization 联合优化


Source: Waze, Wikimedia / Chensiyuan

Dynamic, Virtual, Networked

动态、虚拟、网络化


Source: Li & Fung

Product Leadership

Solution Leadership

从领先产品到领先解决方案

Product Leadership 领先产品


Source: Rolex

Digital 数字化战略


Source: Hallmark Source: CHI

Smart 智能化战略


Source: Google / Nest

Smart, Digital, Connected

智能化、数字化、网络化


Source: Apple

Remote Monitoring / Control

远程监控/遥控



Extensibility 可扩展性


Source: Apple

Upgradability 可升级性


Source: Tesla

Modifiability 可修改性


Source: Tesla

Source: YouTube.com

Solution Family 成套解决方案


Source: GE Power

Solution Portfolio 解决方案组合


Source: Deere

Solution Ecosystem 解决方案的生态系统


Source: Nike, Withings

Solution Leadership in Services

服务业的领先解决方案


Source: Domino’s Source:

Domino’s

Experiences 消费体验


Source: Disney

Transformations 数字化变革


Source: Nike

Product / Service Boundaries Blur

产品/服务边界模糊


Source: Amazon

Solutions Integrate Touchpoints

解决方案集成接触点


Source: GE

Solutions Integrate Touchpoints

解决方案集成接触点


Source: GE

Checking

支票

Stocks

股票

Savings

储蓄

Bonds

债券

Mortgage

贷款

Home

Equity

房屋净值

401K

美国401K

退休计划

IRA

个人退休

账户

New Business Models 新商业模式



Customer Intimacy

Collective Intimacy

从顾客亲密度到集体亲密度

Customer Intimacy 顾客亲密度


Collective Intimacy 集体亲密度


Source: Amazon



Source: Netflix

“Advanced algorithms do all the work”

“高级算法完成全部工作”


Source: Betterment

Frictionless Collective Intimacy

亲密无间的集体关系


Source: Google / Waze

Traditional Innovation


从传统创新到升级创新

Traditional Innovation 传统创新


Source: Andrew Balet, Wikipedia

Cloud-Mediated Innovation 云媒介创新


Challenge 挑战

Solutions 解决方案

Solution 解决方法

The Netflix Prize

Netflix数据建模大奖


Source: Netflix

Innovation Networks 创新网络


Source: P&G

GE Flight Quest 通用电气飞行任务


Source: GE

GE Hospital Quest 通用电气医院任务


Source: GE

Foldit 蛋白质解谜游戏


Source: Foldit/WPI

Man vs. Machine 人机对战


Source: YouTube.com

Design by Melvin 梅尔文的设计


Source: American Physical Society

Summary 总结



卓越信息

Solution Leadership

领先解决方案

Collective Intimacy

集体亲密度


升级创新

Thank You

谢谢大家

Joe Weinman

@joeweinman

[email protected]

disruptive digital disciplines in the era of cloudonomics joe weinman

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