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

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

Published on November 29, 2007

Author: TrueConnection

Source: slideshare.net

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To Infinity and Beyond

 

Transactional Horizontal On Premise Born in 1980s Act 1

Transactional

Horizontal

On Premise

Born in 1980s

Transactional Horizontal On Premise Born in 1980s Transactional Specialized SaaS Born in 1990s Act 2

Transactional

Horizontal

On Premise

Born in 1980s

Transactional

Specialized

SaaS

Born in 1990s

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

Transactional Horizontal On Premise Born in 1980s Transactional Specialized SaaS Born in 1990s Act 3 ?

Transactional

Horizontal

On Premise

Born in 1980s

Transactional

Specialized

SaaS

Born in 1990s

The Great Internet Laboratory Yesterday Tomorrow Large Companies Consumer

Lessons Learned Specialization Matters Answers Matter People are part of the Machine

Specialization Matters

Answers Matter

People are part of the Machine

Specialization Matters

Specialization Matters

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

Specialization Matters

Specialization Matters World of Warcraft

World of Work

World of Work: 1996 Census   Product Development Financial Analyst Hedge Fund Manager Customer Service Doctor… High-skill Autonomous 40% Executive, Scientist Semi-Autonomous 30% Admin, Manager Labor Intensive 25% Maid, Child Care Tightly Constrained 5% Call Center, Fast Food

Product Development

Financial Analyst

Hedge Fund Manager

Customer Service

Doctor…

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

Webex Meetings

The World is Flat

Transactional Horizontal On Premise Born in 1980s Transactional Specialized SaaS Born in 1990s Act 3 ? Work Community Specialized Software as an Answer Born post-Internet Move to Answers IBM Service Science Enterprise Search Business Communities New Ventures

Transactional

Horizontal

On Premise

Born in 1980s

Transactional

Specialized

SaaS

Born in 1990s

Work Community

Specialized

Software as an Answer

Born post-Internet

 

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