Founded: 1985

Tim Berners-Lee

Reserve your flights and check on flights on the Internet

Apply for a mortgageon the Internet

Schedule a pick up of my express parcelson the Internet

Digital Marketplace

Hindsight

is 20/20

Focus on User

Experience

High Pressure

Leadership

Brand=Trust

Understand the market

Understand the Value ChainThe Computer Industry circa 1980

Vertically Integrated - Value Proposition: “the best computer”

Sales & Distribution

Application Software

Operating System

Computer

Chips

Source: Andy Grove presentation at NeXT in July 1993

Copyright Dominique Trempont – No reproduction

VE

RT

ICA

L IN

TE

GR

AT

ION

Competition

Understand the Value Chain The New Horizontal Computer Industry – Circa 1995

Value Proposition: Wintel enables lower prices & commoditization

Sales & Distribution

Application Software

Operating System

Computer

Chips

Source: Andy Grove presentation at NeXT in July 1993

Copyright Dominique Trempont – No reproduction

Retail Stores Super Stores

Internet

Word Adobe SAPWordPerfect

DOS Windows

Unix MacOS2

Compaq Dell IBM Apple

Intel Motorola

RISC Etc

Sales & Distribution

Application Software

Operating System

Computer

Chips

Source: Andy Grove presentation at NeXT in July 1993

Copyright Dominique Trempont – No reproduction

Retail Stores Super Stores

Internet

Word Adobe SAPWordPerfect

DOS Windows

Unix MacOS2

Compaq Dell IBM Apple

Intel Motorola

RISC Etc

Competition

Competition

Competition

Competition

Competition

Sales & Distribution

Application Software

Operating System

Computer

Chips

Source: Andy Grove presentation at NeXT in July 1993

Copyright Dominique Trempont – No reproduction

Retail Stores Super Stores

Internet

Word Adobe SAPWordPerfect

DOS Windows

Unix MacOS2

Compaq Dell IBM Apple

Intel Motorola

RISC Etc

Inter-operability

Understand the market

Timing (and luck)_Crossing the chasm

Innovators

Early Adopters Late Mainstream

Laggards

Inspired from Geoff Moore’s Crossing the Chasm

THE CHASM

Power of the Duo

Danger of thinking

in the box

Danger of thinking

in the box

Extrapolating from past success can be an illusion

Truly remarkable innovation is a

driven by talent and freedom to

think (very) different

Risk is not to take risk

ExperimentDare to discover Connect the dotsFailure is learning (unless…)

Risk is not to take risk

Dec 15,1997

+

$430M

DNA Matching

DNA Matching

DNA Matching