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Joe Weinman
@joeweinman
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
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What is a C.L.O.U.D.? 何为云(CLOUD)?
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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
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Bank
银行
Taxi Cab
出租
Hotel
酒店
Quantitative Analysis of Clouds
“云”的量化分析
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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?
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Firm Profitability Fixed Effect Models
公司利润率固定效应模型
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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
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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?
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Source: Joe Weinman
DPZ 达美乐披萨的数字化战略
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Source: Yahoo! Finance
How should we think
about strategy?
如何寻找策略?
Digital Disciplines 数字法则
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Digital Disciplines 数字法则
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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
Information Excellence
从卓越运营 到卓越信息
Operational Excellence 卓越运营
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Source: Ford
Improve提升
Relating Virtual & Physical 虚拟+实体
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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
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Source: UPS
Optimization 优化
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Source: Nanex / Zero Hedge
Optimization 优化
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Mirroring / Substitution 镜像/替代
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Source: Wired
Digital – Physical Fusion 数字-实体融合
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Source: Burberry
Process Improvement 流程改进
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Source: Gov.sg
Asset-Light Processes 轻资产流程
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Source: Uber
Exhaust Data Monetization
竭尽数据变现潜力
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Source: 23andMe
Exhaust Data Monetization
竭尽数据变现潜力
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Source: Uber, Starwood
Joint Optimization 联合优化
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Source: Waze, Wikimedia / Chensiyuan
Dynamic, Virtual, Networked
动态、虚拟、网络化
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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
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Source: Rolex
Digital 数字化战略
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Source: Hallmark Source: CHI
Smart 智能化战略
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Source: Google / Nest
Smart, Digital, Connected
智能化、数字化、网络化
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Source: Apple
Remote Monitoring / Control
远程监控/遥控
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Source: Google / Nest
Extensibility 可扩展性
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Source: Apple
Upgradability 可升级性
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Source: Tesla
Modifiability 可修改性
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Source: Tesla
Source: YouTube.com
Solution Family 成套解决方案
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Source: GE Power
Solution Portfolio 解决方案组合
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Source: Deere
Solution Ecosystem 解决方案的生态系统
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Source: Nike, Withings
Solution Leadership in Services
服务业的领先解决方案
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Source: Domino’s Source:
Domino’s
Experiences 消费体验
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Source: Disney
Transformations 数字化变革
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Source: Nike
Product / Service Boundaries Blur
产品/服务边界模糊
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Source: Amazon
Product / Service Boundaries Blur
产品/服务边界模糊
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Source: Amazon
Solutions Integrate Touchpoints
解决方案集成接触点
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Source: GE
Solutions Integrate Touchpoints
解决方案集成接触点
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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
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Source: Google / Nest
New Business Models 新商业模式
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New Business Models 新商业模式
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Customer Intimacy
Collective Intimacy
从顾客亲密度 到集体亲密度
Customer Intimacy 顾客亲密度
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Collective Intimacy 集体亲密度
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Source: Amazon
Collective Intimacy 集体亲密度
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Source: Netflix
Collective Intimacy 集体亲密度
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“Advanced algorithms do all the work”
“高级算法完成全部工作”
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Source: Betterment
Frictionless Collective Intimacy
亲密无间的集体关系
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Source: Google / Waze
Traditional Innovation
Accelerated Innovation
从传统创新 到升级创新
Traditional Innovation 传统创新
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Source: Andrew Balet, Wikipedia
Cloud-Mediated Innovation 云媒介创新
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Challenge 挑战
Solutions 解决方案
Solution 解决方法
The Netflix Prize
Netflix数据建模大奖
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Source: Netflix
Innovation Networks 创新网络
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Source: P&G
GE Flight Quest 通用电气飞行任务
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Source: GE
GE Hospital Quest 通用电气医院任务
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Source: GE
Foldit 蛋白质解谜游戏
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Source: Foldit/WPI
Man vs. Machine 人机对战
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Source: YouTube.com
Design by Melvin 梅尔文的设计
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Source: American Physical Society
Summary 总结
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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