IOT & PROPTECH 2019: WHAT'S HOT, WHAT'S - Bosch Connected World
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IOT & PROPTECH 2019: WHAT’S HOT, WHAT’S NOT, & WHAT’S NEXT CHARLES REED ANDERSON 15 MAY 2019
I HATE HYPE @CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COM
THE KEY QUESTION
WERE OUR
EXPECTATIONS
TOO HIGH?
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMHOW BIG WILL IOT BE IN 2020? THE INDUSTRY’S EXPECTATIONS
IOT CONNECTIONS IN 2020 IOT MARKET OPP IN 2020
VIEW IN 2014 VIEW IN 2018 VIEW IN 2014 VIEW IN 2018
$7.1T
25B 20B 86% DECREASE
30B 30B $1.0T
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT HAPPENED?
HYPE COMPLEX REALITY
LARGE INITIATIVES PROOF OF CONCEPTS
CAPEX OPEX
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWILL PROPTECH
LIVE UP TO
EXPECTATIONS?
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMTHE PROPTECH OPPORTUNITY
PROVEN TECH EMERGING TECH
SMART SUPPLY VIDEO PREDICTIVE WEARABLE ARTIFICIAL AUGMENTED VIRTUAL
BUILDINGS CHAIN SURVEILLENCE MAINTENANCE TECHNOLOGY INTELLIGENCE REALITY REALITY DRONES BLOCKCHAIN
PROBLEM SOLVING VS REVENUE GENERATION
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S HOT @CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COM
WHAT’S HOT #1
GAMBLING
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S HOT #1 THE RISE IN PROPTECH VC FUNDS
USD 20M UNKNOWN USD 40M USD 240M USD 100M
VC FUNDING INTO REAL ESTATE TECHNOLOGY TRIPLED FROM USD 4.2B IN 2016 TO USD 12.6B IN 2017
SOURCE: RE:TECH 2018
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S HOT #1 THE RISE IN PROPTECH VC FUNDS
“THE VC BUSINESS IS A 100% GAME OF OUTLIERS – IT’S EXTREME EXCEPTION.”
SOURCE: MARK ANDREESEN, ANDREESEN HOROWITZ
4,000 200 15 97%
“FUNDABLE” WILL GET WILL SOMEDAY OF ALL RETURNS
COMPANIES THAT FUNDED BY A REACH GENERATED FOR
WANT TO RAISE “TOP TIER VC” USD 100 MILLION THE YEAR ARE FROM
VENTURE CAPITAL IN REVENUE THOSE 15
EACH YEAR
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S HOT #1 THE RISE IN PROPTECH VC FUNDS
STARTUPS
FUNDED BY
TOP TIER
VC FIRM
OF ALL
STARTUPS
THAT REACH
97% REVENUES
GENERATED
USD 100M IN
REVENUES
CHARLESREEDANDERSON.COM
@CRASINGAPORE #BCW19WHAT’S HOT #1 THE RISE IN PROPTECH VC FUNDS
RISK MITIGATION
1 FOCUS ON THE PROBLEM YOU SOLVE, NOT THE TECHNOLOGY
2 WHAT DOES THE SOLUTION COMPLEMENT / SELL-WITH?
3 ENGAGE ICT ECOSYSTEM – NOT JUST PROPERTY EXPERTS
4 EAT YOUR OWN DOGFOOD, DRINK YOUR OWN CHAMPAGNE…
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NOT @CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COM
WHAT’S NOT #1
COLLABORATION
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NOT #1 STAKEHOLDER ENGAGEMENT
WE SILOS
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NOT #1 STAKEHOLDER ENGAGEMENT
THE GOOD… THE BAD… & THE UGLY
OF COMPANIES SURVEYED INVOLVE WHAT BENEFITS WHICH STAKEHOLDERS
14%
OF COMPANIES SURVEYED INVOLVE
86% SENIOR MANAGEMENT AS
STAKEHOLDERS FOR IOT INITIATIVES
WILL IOT DELIVER?
PRODUCT/SERVICE
INNOVATION
WILL YOU INVOLVE?
PRODUCT
TEAM
END USERS AS
STAKEHOLDERS FOR IOT INITIATIVES
COMPETITIVE
ADVANTAGE STRATEGY
ENHANCED CUSTOMER
MARKETING
EXPERIENCE
SOURCE: ECOSYSTM, MAR 2018, N=1,217
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NOT #1 STAKEHOLDER ENGAGEMENT
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #1
INTELLIGENCE
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #1 DATA INTO ACTIONABLE INTELLIGENCE
SMART LIGHTING
HVAC
OCCUPANCY SENSOR SURVELLIENCE
LIFT MANAGEMENT
MEETING ROOM BOOKINGS BIOMETRIC ACCESS
INDOOR MAPPING
AIR QUALITY SENSOR
PRESSURE SENSOR
MULTIPLE PRODUCTS, PLATFORMS & VENDORS
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #1 DATA INTO ACTIONABLE INTELLIGENCE
1 INTEGRATES MULTIPLE BMS INTO SINGLE PLATFORM 1 THEY SOLVE PROBLEMS FOR FACILITIES MANAGERS
WHAT WHY
2 ACTIONABLE INSIGHTS WITH TASK ASSIGNMENT 2 NO CAPEX, PURE OPEX MODEL
THEY I
3 PORTFOLIO MANAGEMENT & BENCHMARKING 3 ROADMAP INCL. OCCUPANCY, SUSTAINABILITY, ETC.
DO CARE
4 MEASURES & MONITORS ASSET HEALTH 4 FAST ROI: MANAGE 16M SQFT,
@CRASINGAPORE #BCW19 DELIVERED USD 0.56/SQFT IN SAVINGS CHARLESREEDANDERSON.COMWHAT’S NEXT #2
SIZE MATTERS
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
1 BATTERY: 15 YEAR LIFE
2 SECURITY: END TO END ENCRYPTION
3 EASE OF USE: PLUG & PLAY
4 RANGE: 50M IN/1000M OUTDOORS
5 COVERAGE: GLOBAL THROUGH ESIM
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
THIS IS THE
SO WHAT
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
SUPPLY
DEMAND PRICE
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #3
THE REAL GAME
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #3 THE “BORN CONNECTED” ERA
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #3 THE “BORN CONNECTED” ERA
ANY
OPERATOR
THE GAME IS
YOUR
OPERATOR
eSIMs
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #3 THE “BORN CONNECTED” ERA
MOST OPERATORS HATE eSIMS
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #3 THE “BORN CONNECTED” ERA
WHY WE NEED eSIMS
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMWHAT’S NEXT #3 THE “BORN CONNECTED” ERA
GLOBAL MVNO
(600 OPERATORS)
INTELLIGENCE INTELLIGENCE
NEW BUSINESS MODELS REDUCED COSTS
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMREMEMBER THESE THINGS
PREPARE FOR
QUESTION IN THE
COLLAB ORATE BORN
THE O
HYPE V8 CONNECTED
ERA
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COMCHARLESREEDANDERSON.COM CRA@CHARLESREEDANDERSON.COM @CRASINGAPORE LINKEDIN.COM/IN/CHARLESREEDANDERSON
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