5 minutes. 5 things.

Untitled Slide

• Value networks are stubborn
• Disruption will run rampant
• New models, new metrics
• This needs intellectual honesty
• This is a big transformation

Interdependence limits industrialists

Once they're in the door, data allows disrupters to attack orthogonal vectors

Software and Appliances are different

Competitive Advantage

Something this transformational might come along once every 20-30 years



When you bet.
Bet big.