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@nickgrossman
the cycles of domination & disruption
(today’s opportunities)
@nickgrossman
@nickgrossman
2002199919751974
@nickgrossman
www.usv.com
@nickgrossman
SF
Palo Alto
Mountain View
LA
Detroit
Kansas City
Des Moines
Boston
NYC
Philadelphia
Pittsburgh
Toronto
Waterloo
Eindhoven
London
Porto
Paris
Berlin
Dusseldorf
Ljubljana
@nickgrossman
@nickgrossman
Network icon created by XOXO for the Noun Project
https://thenounproject.com/term/network/23949/
@nickgrossman
Network icon created by XOXO for the Noun Project
https://thenounproject.com/term/network/23949/
1980 20202000
@nickgrossman
“Deployment” →← “Installation”
1980 20202000
Network icon created by XOXO for the Noun Project
https://thenounproject.com/term/network/23949/
Carlota Perez, Technological Revolutions and Financial Capital
@nickgrossman
Carlota Perez, Technological Revolutions and Financial Capital
Industrial
Revolution
The age
of Steam
the Age of
Steel,
Electricity
and Heavy
Engineering
the Age of Oil,
Automobiles
and Mass
Production
the Age of
Information and
Telecommunications
1771-1829 1971-present1875-19081829-1875 1908-1971
@nickgrossman
Media
Hospitals
Taxis
Law firms
Oil & Gas
Supermarkets
Network icon created by XOXO for the Noun Project
https://thenounproject.com/term/network/23949/
1980 20202000
Carlota Perez, Technological Revolutions and Financial Capital
Deploying the web+mobile model
@nickgrossman
Network icon created by XOXO for the Noun Project
https://thenounproject.com/term/network/23949/
1980 20202000
@nickgrossman
20202000
Google
Facebook
Twitter
Amazon
Uber
Airbnb
Disrupting the web+mobile model
@nickgrossman
Disrupting the web+mobile model
communications architecture data architecture
Deploying the web+mobile model
@nickgrossman
1/ Deploying the
web+mobile model
@nickgrossman
“obliterate, don’t automate”
on workflows:
@nickgrossman
Media, Finance, Education
lots of progress:
@nickgrossman
Still, lots left to do
@nickgrossman
Energy
@nickgrossman
Health
@nickgrossman
The Underbanked
@nickgrossman
@nickgrossman
Long-tail industry
@nickgrossman
Regulation
@nickgrossman
@nickgrossman
@nickgrossman
2/ Disrupting
the web+mobile model
@nickgrossman
We’ve seen this movie before
@nickgrossman
Linux Netscape
HTTP XMPP
Microsoft
AOL Facebook
Firefox
OS
SMS?
Android Cyanogen
Google
Apple
Twitter
Diaspora Ello
pump.io ?
Lending Club
Uber
Airbnb
TaskRabbit
Kickstarter
? ?
? ?
Open
Bazaar
?
LaZooz ?
Bitcoin Stellar
clones modem
IBM AT&T
1980s 1990s 2000s Today
HARDWARE &
NETWORKS
COLLABORATION &
COMMUNICATIONS
SOCIAL & MOBILE MARKETPLACES
The micro-cycle of
domination & disruption
?
Next
BLOCKCHAIN?
@nickgrossman
@nickgrossman
Data = power
@nickgrossman
“you are the product”
@nickgrossman
Data = risk
@nickgrossman
breaches, liability
@nickgrossman
Control
@nickgrossman
@nickgrossman
Workforce
@nickgrossman
On-demand workers
@nickgrossman
Union 2.0
@nickgrossman
The Blockchain
@nickgrossman
@nickgrossman
Time
Data
App 1
Data
App 1
Data
TimeTime
Data
App 2
Time
Data
App 3
Data
App 2
Data
App 3
the “blockchain”
@nickgrossman
@nickgrossman
Thanks!
nick@usv.com
@nickgrossman
www.nickgrossman.is
@nickgrossman
@nickgrossman
@nickgrossman

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Notas do Editor

  1. same old song (this has music in it)
  2. We are all here because we believe in the collaborative model. The model that brought us Etsy, Kickstarter, Airbnb and now Bitcoin and the Blockchain.
  3. It’s not just a static thing — it’s an era that has developed over time
  4. and it’s actually not just one straight line but really two phases. Carlota. TODO list her “ages” — at least the recent ones
  5. and it’s actually not just one straight line but really two phases. Carlota. TODO list her “ages” — at least the recent ones
  6. and there are two things going on - disrupting the “old incumbents” via the web and mobile, and now, disrupting the “new incumbents” via decentralization and the blockchain.
  7. link or reference?
  8. twitter, facebook, tumblr, kickstarter, lending club khan academy, etc
  9. we’re going to get more green boxes (apps) entering new sectors (and this is something we are actively looking for). But perhaps more interesting is the question of how “what’s next” will compete with today’s peer economy platforms, and if they’ll be able to insert a layer of “community capital” on top.
  10. [screengrab of uber/lyft class action suit]
  11. [union 2.0 will be more like a data platform and less like an organization]
  12. Externalized data Example: email - ridesharing - openbazaar