ML Platformization in the Enterprise - Madrid Machine Learning

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ML Platformization in the Enterprise - Madrid Machine Learning
ML Platformization in the Enterprise

image: Irina Petrova’s blog http://irina-petrova.blogspot.com.es/2010/06/70s-fever.html
ML Platformization in the Enterprise - Madrid Machine Learning
Machine Learning
                                                     a Business Perspective
                                                     ML Platformization in the Enterprise

image: Irina Petrova’s blog http://irina-petrova.blogspot.com.es/2010/06/70s-fever.html
ML Platformization in the Enterprise - Madrid Machine Learning
Jensen Huang, CEO of Nvidia, May 2017
ML Platformization in the Enterprise - Madrid Machine Learning
1
    Follow the Money:
    Venture Capital and M&A
ML Platformization in the Enterprise - Madrid Machine Learning
Machine Learning
1   Industry
    Update
    Follow the Money:
    Venture Capital and M&A
ML Platformization in the Enterprise - Madrid Machine Learning
The M&A race for AI
By number of deals, quarterly
The M&A race for AI
By number of deals, quarterly
                                                               200+                                  30+                   1
                                                            Acquisitions                        M&A deals in       Acquisiti
                                                            since 2012                            Q1’17               Goog

                                                          Google is the most active acquirer of AI startups, having acquired 11
                                                          startups since 2012. Apple, which has been ramping up its M&A effo
                                                          ranked second with 7 acquisitions under its belt. Newer entrants in t
                                                          race include Ford, which acquired Argo AI for $1B in Q1’17, cybersec
                                                          company Sophos, and Amazon.

                                https://www.cbinsights.com/blog/top-acquirers-ai-startups-ma-timeline/             www.cbinsight
The M&A race for AI
By number of deals, quarterly
                                                                    200+                                  30+                   1
                                                                 Acquisitions                        M&A deals in       Acquisiti
                                                                 since 2012                            Q1’17               Goog

                                                               Google is the most active acquirer of AI startups, having acquired 11
                                                               startups since 2012. Apple, which has been ramping up its M&A effo
                                                               ranked second with 7 acquisitions under its belt. Newer entrants in t
                                                               race include Ford, which acquired Argo AI for $1B in Q1’17, cybersec
                                                               company Sophos, and Amazon.

         US leading the pack: 4-5X
           investment vs other       https://www.cbinsights.com/blog/top-acquirers-ai-startups-ma-timeline/             www.cbinsight
US funding in AI

source: PwC - CB Insights MoneyTree report Q1 - 2018
2
    Crossing the chasm, beyond hype
Machine Learning
2   Adoption
    Crossing the chasm, beyond hype
Watch out! Hype ahead
 Emerging
 Beyond the Hype: Technology            Trends
                  Platform Revolution, the Great Enterprise Pivot

                            expectations                                                                        Platform
                                                                                                              Revolution

                                                                                                                Transparently
                                                                                                                   Immersive
                                                                                                                  Experiences

           Perceptual
             Smart
          Machine Age

                                                                            Peak of                                                                                                      Plateau of
                                      Innovation Trigger                                                                                                    Slope of Enlightenment
                                                                                        Trough of Disillusionment                                                                       Productivity
                                                                    Inflated Expectations

                                                                                                                                   time
#GartnerSYM
17   CONFIDENTIAL AND PROPRIETARY | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner and ITxpo are registered trademarks of Gartner, Inc. or it's affiliates.
Watch out! Hype ahead
 Emerging
 Beyond the Hype: Technology            Trends
                  Platform Revolution, the Great Enterprise Pivot

                            expectations                                                                        Platform                                                                       first movers
                                                                                                              Revolution
                                                                                                                                                                                                advantage

                                                                                                                Transparently
                                                                                                                   Immersive
                                                                                                                  Experiences

           Perceptual
             Smart
          Machine Age

                                                                            Peak of                                                                                                      Plateau of
                                      Innovation Trigger                                                                                                    Slope of Enlightenment
                                                                                        Trough of Disillusionment                                                                       Productivity
                                                                    Inflated Expectations

                                                                                                                                   time
#GartnerSYM
17   CONFIDENTIAL AND PROPRIETARY | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner and ITxpo are registered trademarks of Gartner, Inc. or it's affiliates.
Watch out! Hype ahead
 Emerging
 Beyond the Hype: Technology            Trends
                  Platform Revolution, the Great Enterprise Pivot

                            expectations                                                                        Platform                                                                       first movers
                                                                                                              Revolution
                                                                                                                                                                                                advantage

                                                                                                                Transparently
                                                                                                                   Immersive
                                                                                                                  Experiences

           Perceptual
             Smart                                                                                                                                                                                     mainstream
          Machine Age                                                                                                                                                                                   adoption

                                                                            Peak of                                                                                                      Plateau of
                                      Innovation Trigger                                                                                                    Slope of Enlightenment
                                                                                        Trough of Disillusionment                                                                       Productivity
                                                                    Inflated Expectations

                                                                                                                                   time
#GartnerSYM
17   CONFIDENTIAL AND PROPRIETARY | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner and ITxpo are registered trademarks of Gartner, Inc. or it's affiliates.
Adoption Cycle: AI & Machine Learning
Toward mainstream adoption, crossing the chasm

20% firms report use of
AI-ML related technology
at scale or in a core part
of their businesses

              Source: McKinsey Global Institute, Discussion paper: survey 3,000 AI-aware C-level executives, across 10 countries and 14 sectors
Enterprise Adoption
by Profit Margin

    Those with a
    proactive AI &
     ML strategy
     enjoy higher
       margins
3
    Machine Learning:
    the ultimate optimization tool
Platformization
3   in the
    Enterprise
    Machine Learning:
    the ultimate optimization tool
The Great Pivot - ML platform revolution
Andrew Ng · Former Google Brain & Baidu AI head · Advice for AI & ML adoption in the Enterprise

           source: EMTECH nov 7th, 2017: The State of AI · https://www.youtube.com/watch?v=NKpuX_yzdYs
The Great Pivot - ML platform revolution
Andrew Ng · Former Google Brain & Baidu AI head · Advice for AI & ML adoption in the Enterprise

                                                                                                         AI team

                                                                                                              AI & ML
                                                                                                              platform
                                                                                                               cross-
                                                                                                              business

           source: EMTECH nov 7th, 2017: The State of AI · https://www.youtube.com/watch?v=NKpuX_yzdYs
The Great Pivot - ML platform revolution
Systems of Intelligence/ML drive efficiencies · 1st · competitive advantages · 2nd · and next
defensible business models ultimately

                           source: Jerry Chen - Greylock Partners
                           https://news.greylock.com/the-new-moats-53f61aeac2d9
The Great Pivot - Systems of Intelligence
vs Systems of Record

                       source: Clement Vouillon · Point Nine Capital
                       https://medium.com/point-nine-news/system-of-records-part-1-evolution-and-challenges-1b1e700597e8
The Great Pivot - Systems of Intelligence
vs Systems of Record

                       source: Clement Vouillon · Point Nine Capital
                       https://medium.com/point-nine-news/system-of-records-part-1-evolution-and-challenges-1b1e700597e8
4
    The Enterprise Journey into ML
Machine Learning
4   Enterprise Roadmap
    The Enterprise Journey into ML
Machine Learning Drivers
Enterprise components

                                    01

                        04                        02
                                   Value
                                  Creation

                             04              03
Machine Learning Drivers
Enterprise components

                                  Data
                                  40 trillion Gb in 2K20

                                      01

                        04                          02
                                    Value
                                   Creation

                             04                03
Machine Learning Drivers
Enterprise components

                                  Data
                                  40 trillion Gb in 2K20

                                      01

                                                           Hardware
                        04                          02     Cloud, Servers, GPUs
                                    Value
                                   Creation

                             04                03
Machine Learning Drivers
Enterprise components

                                  Data
                                  40 trillion Gb in 2K20

                                      01

                                                           Hardware
                        04                          02     Cloud, Servers, GPUs
                                    Value
                                   Creation

                             04                03
                                                         Algorithms
                                                         50+ years of R&D
Machine Learning Drivers
Enterprise components

                                  Data
                                  40 trillion Gb in 2K20

                                      01

                                                           Hardware
                        04                          02     Cloud, Servers, GPUs
                                    Value
                                   Creation

                             04                03
 ML platforms                                            Algorithms
 APIs, MLaaS                                             50+ years of R&D
Machine Learning Drivers
Enterprise components

                                  Data
                                  40 trillion Gb in 2K20

                                      01

     Expertise                                             Hardware
     skilled humans     04                          02     Cloud, Servers, GPUs
                                    Value
                                   Creation

                             04                03
 ML platforms                                            Algorithms
 APIs, MLaaS                                             50+ years of R&D
Enterprise Roadmap for AI & ML
Enterprise Roadmap for AI & ML

 Internal &
  External
Enterprise Roadmap for AI & ML

 Internal &
  External

ML modeling,
 heuristics
Enterprise Roadmap for AI & ML

 Internal &         AI assets:
  External          ML platform

ML modeling,
 heuristics
Enterprise Roadmap for AI & ML

                    AI assets:      AI assets:
 Internal &
                    ML platform   skills/expertise
  External

ML modeling,
 heuristics
Enterprise Roadmap for AI & ML

                    AI assets:      AI assets:
 Internal &
                    ML platform   skills/expertise
  External

                                    ML Adoption
ML modeling,                       cross-function
 heuristics
Word of advice · Why ML
Avoiding the ‘Kodak’ moment
BlackBerry vs Apple
Groundhog day…

           BlackBerry: historical revenue

                                                                      New Innovation
                                                                      Profits

                                                                      Incumbent
                                                                      Shareholder
                                                                      Returns

                                            this is me, I was there
BlackBerry vs Apple
Groundhog day…

           BlackBerry: historical revenue

                                            $20 Bn peak
                                             revenues                               New Innovation
                                                                                    Profits

                                                                                    Incumbent
                                                                                    Shareholder
                                                                                    Returns

                                                          this is me, I was there
BlackBerry vs Apple
Groundhog day…

             BlackBerry: historical revenue

     iPhone launch                            $20 Bn peak
                                               revenues                               New Innovation
                                                                                      Profits

                                                                                      Incumbent
                                                                                      Shareholder
                                                                                      Returns

                                                            this is me, I was there
https://www.youtube.com/watch?v=UXd0EDy7aTY
Early Stage & Start-Up VC practitioner

   Naiss.io - [un]VC boutique in Palo Alto

Mentor, Advisor

   Singularity University Ventures & Berkeley’s
   Center for Entrepreneurship & Technology

Investor, Advisor & Board Director

Board Director at Arowana International, a publicly
listed fund management company (ASX:AWN)

Board Director & Investor at BigML Inc - MLaaS
Machine Learning as a Service Enterprise
platform

Advisor · EIR at OptimizingMind: DL Deep
Learning - xAI (Explainable Artificial Intelligence)

YPO Global One - Young Presidents Organization

Former EVP in the mobile industry (BlackBerry &
Nokia)

Engineer - MEEE /GSMP/GELP
                                                       @efernandez ed@naiss.io #:+15614104388
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