Classic Stories
- OS Markets
- PC: Windows,MacOS,Linux
- Mobile: Android, iOS, kaios (for feature phones)
- build cable bet/w Chicago and New York
- High Frequency Trader Daniel Spivey to invest in $300 million to build Internet cable to speed up trading
- why free WiFi:
- Triangulation to track location and movement using MAC address
- Email sign in to link location data based on MAC address with online activities
- If combined with camera data, could be even more powerful
- Cloud Computing Wins：
- Cost
- Redundancy
- Security
- Speed of delivery
- Infra as service & platform as a service
- Typo to bring down 20% Internet
- Amazon Prime:
- Cost Amazon 8 billion to achieve faster delivery
- Amazon cares about revenue more
- Prime members spend twice as much on average
- Loyalty programs increase sales by 20%
- Force competitors to follow 2-day free shipping, which is harder for others to implement
- Add movies, kindle books, music to make Prime more valuable
- The most effective e-commerce
- Uber has to go for Autopilot
- much cheaper than managing drivers
- more attractive price to customers and probably safer
- It has to do it before other companies can
- Microsoft Acquisition of LinkedIn
- 26.2 billion
- Owning the enterprise
- 2015 new mission: to empower every person & every organization on the planet to achieve more
- LinkedIn made its leader position in enterprise market stronger
- Center of business person’s world, email, office suite, azure, LinkedIn profile
- New social graph data, this new data can help Microsoft differentiate itself from competitors
- Prevent Salesforce getting it to have even greater advantage in CRM
- Additional revenue, which will grow further with Microsoft’s help: premium subscriptions, advertising and tools for recruiters
- Reid Hoffman’s network to help build Microsoft image in Silicon Valley
- Facebook acquisition of Instagram
- 2012 1 billion to buy the photo sharing app Instagram
- Mobile photos are the most important reason
- Facebook mobile first strategy, however its design is from desktop era, Instagram is beating it with photo centric design
- 30 million users in 2012 to over a billion to 2018
- Instagram monetization through ads targeting
- Challenge Snapchat in teens market
- Facebook acquired WhatsApp
- Developing countries
- Data
- Mobile
- Photos
- Strong user base
- People with expertise on privacy, e2e encryption
- Markets:
- From too late to too early: China, India(huge user base, mobile native not experienced pc era, data is cheap), SEA, Latin America, Africa(Facebook offers Free Basics, for free but basic Internet)
- general strategies for the West is to test in India and then expand to SEA
- East VS West:
- Western companies prefer to directly expand the service to other regions: Google, Facebook, Amazon, YouTube, Netflix
- East companies prefer to invest in local startup: Alibaba investment in Lazada, PayTM, Tencent investment in SEA, Didi investment in Grab etc.
- Now, mixed strategy
- Amazon is an infra company
- Cloud computing
- Distribution center and logistics
- Can go into any industry to disrupt
- ROBOTS & AI
- GAN: generative adversarial network, two AI, one fake, one guess, both keep improving
- People support taxing robot automation
- M-Pesa: send money in SMS through feature phones
- Load cash into account thru M-Pesa outlet and send