AI

AI ⁻ Echo (hands-free

speaker) + Alexa (AI cloud )

⁻ iPhone + Siri

⁻ +Google Assistant

⁻ Microsoft Cortana

?:⁻

Echo

AI

ICT

,

: , ⁻ Tesla: 3 (2016 ).

. (Fremont )

⁻ Uber: CMU Robotics Institute

⁻ Google (220 ), Baidu:

TTesla: 3

Front TrunkApple iPad 17" Touch Panel

=> 70KW Supercharger 1 , 490km

( SW)(2016-6-30 )

BYD

Disruptive Innovation is verydifficult in big, market-leadingcompanies:

Strong boundary conditions oflegacy (product and service, people,partners,…).

Many University Startups atthis time of disruptiveinnovation

Industry 4.0, Platform 4.0Sense, Connect, Virtualize, & Servitize

Design Manufacture Assembly Test Delivery

Henning Kagermann (SAP CEO) .

Smart Factory E2E

Universities: Source of Innovation Startups

Quickstep Technologies(Aqcuired by Pivotal)

And SO many more….8

Apple: Alexa

Univ. of Washington(CMU) 2

Google DeepMind

Founded in September 2010,Acquired by Google in Jan 2014

vs in March2016

Google’s follow-up acquisitionsof Oxford university startups

Vision Factory (Computer Vision)Dark Blue Labs (Natural LanguageProcessing)

Cambridge Bill Gates ByuildingHall of Fame Awards

SAP HANA In-Memory Big Data PlatformRebellion was not easy!

SAP is the first (and old) software company founded in 1972Global market leader in enterprise software (ERP, CRM, PLM, Analytics, …)

SAP HANA Renewed SAP as Innovation Company >2X Market Value Growth (100B Euros) since SAP HANA announced in 2010SAP’s new platform for real-time digitalization of SAP’s enterprise customers and surrounding echo-system (e.g., collaboration with GE on Industrial IoT)Leading Industry Paradigm Shift

Hasso Plattner

A Crazy Professor’s Journey(2000 - 2014)

SNU Campus Startup in Seoul (2000)

EstablishTransact In Memory, Inc.

Silicon Valley (2002)

Interact with SAP Palo Alto Labs (since 2002)

Merger with SAP SE (Walldorf)

Establish SAP Labs Korea (2005) after SAP merger and Grow the team >10X

to Develop SAP HANAwith German Colleagues

Hyper (TU Munich Startup) acquired by Tableau (Nasdaq company from Stanford)

Thomas NeumannAlfons Kemper

In-memory database with data-centric code generation(LLVM)OLAP is serparted from OLTP using MVCCFully ACID-complient

Founded in 2013Fundings⁻ $13M from Andreessen

Horowitz⁻ $33M from New Enterprise

Associates, Andreessen Horowitz

Apache Spark

Ion StoicaFounding CEOCo-founder and CTO of ConvivaProf. of UC Berkeley

14

Matei ZahariaFounding CTOUC Berkeley Ph.D.Now Assist Prof at Stanford

: DJI

(HKUST) :

70%, 6

(2 )

2015

(~10% ) : US$ 8 Billion

2015 US$ 1 Billion

With camera, drones are intelligent data

acquisition and actuation devices of big data

systems as well as objects of autonomous

operation.

7 15 150 450 850

1,218 2,127

3,200

4,619

6,337

9,199

12,691

14,495

-

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

2005 2007 2009 2011 2013 2015 2017

Total Number of Employee (Facebook)

:10 100

2016.06.30

0

0

0

0

2016 : 1800 ( 2 )

=>

4 Big Data Governance Race: Time of Disruptive Innovation Everywhere⁻ M&A ⁻ Rule of “Minimum Five to Six” years from an idea to Potentially

Successful “Start Up”

R&D

“ ” R&D follower paradigm

4 :- . AI

- (Data Science and Innovation)

17

Suggestions for Digital-innovative Country

18

Political Independence of National R&D Governance:

Digital-innovative Human Resource Education

No more “Follower R&D”

Digital-innovative Transparent Government

Legal system for “Imagineering”

HANA HAUS in Palo Alto

19

In-Memory DB Technology Crossed the Chasm

In-Memory DBMS: Now in Main Stream

2010. 5.Announce HANA IM Platform

2011. 6.Release HANA IM Platform

2011. 9.Release BW on HANA

2013. 5.Release ERP on HANA

2012. 11.Announce IM OLTP HekatonRelease Plan

2013. 4.Announce DB2 IM BLU Release Plan

2013. 6.Release DB2 IM BLU

2013. 9.Announce IM 12c Release Plan

2014. 4.Release SQL Server IM OLTP Hekaton

2014. 6.Release Simple Finance on HANA

2014. 7.Release IM 12c

2012 2013 20142011

2013. 4.Release Cloudera Impala

Distributed IM

2013. 7.Release Apache Spark IM

2013. 9.Databricks Founded

2011. 6.HottonworksFounded

Open Source Hadoop Ecosystem

SAP HANA

Thomas Kuhn’s Paradigm Shift

(1922 – 1996)

“Science does not evolve gradually toward truth but undergoes periodic paradigm shifts”

Thomas Kuhnin the structure of scientific revolutions

Before the year 2010, no one believed that enterprise-scale in-memory database era is coming

soon (except a few in the world).

SAP HANA 1 - DBMS (1991-2000)2 : P*TIME (2000 – 2008): SAP (2005)SAP HANA (2009 - )

First Demo Proto with no name (2008.10) in SeoulAnnouncement (2010.5), First release (2011.6), BW porting (2012), CRM & ERP porting (2013)

Node 1

Node NNode 2

Data+log

Data+log

Data+log

Company[CHAR50]

Region[CHAR30]

Group[CHAR5]

< Row Table > < Columnar Table >

The world-first 1TB-DRAM blade ready for SAP HANA

nodes (2009.4Q)

(16GBX8=128GB)

6TB Memory on 60-Core Box (2014)

4 Socket, 60-core, Intel Ivy Bridge

6TB DRAM (96 X 64GB DIMM)

SAP HANA ERP Paradigm Shiftfrom 3-tier to 2-tier with computation down where data resides

S/4 HANA: SAP is rewriting ERP Suite to fully leverage the real-time analytics power of SAP HANA’s in-memory columnar database

26

SAP HANA ERP Paradigm Shift

S/4 HANA DB : - DBRedundant

-(SAP HANA , )

( : ): ( )

( )

EMR

2KHzSensor

200HzSensor

IoTHow can we extend this experiment to smart factory?

KPI ()

Universities: Source of Innovation Startups

Quickstep Technologies(Aqcuired by Pivotal)

And SO many more….31

Don’t forget: Google was a University StartupStanford Professor Gio Wiederhold at DARPA created US Digital Library Project together with others in NSF and NASA in 1993At Stanford, Prof. Hector Garcia-Molina led the project.Page Ranking Paper (1996), Google Founded (1998)

Gio Wiederhold

Hector Garcia-Molina

Michael Stonebraker: Turing Award Winner (2014)

Professor at UC Berkeley (1971-2000), MIT (2001-present)Numerous Commercialization of University Research Prototypes: Ingres, Postgres (Illustra), C-Store (Vertica), StreamBase, H-Store, VoltDB, SciDB and many other projects

Test-of-Time Talk in IEEE ICDE 2015 Seoul

“Big 4” bound by “Innovator’s Dilemma”

:

DARPA ( ), NSF( ) R&D ,

Google : IPO 11⁻ 1993 DARPA, NSF, NASA Stanford Digital Library

, 1998 , , 2004 IPO Search Engine Cloud, Big

Data, AI,

: , Google, Apple M&A

: Biomedical Data Science

:

Meds & LabsClinicRecord

GenomicPatterns

Complex Analysis Process

Medical Records

PersonalGenomic

Characteristics

: 1

⁻ : , , , ,

⁻ : 2025

⁻ (2020 60% )

⁻ : , , R&D

⁻ track record R&D 3 100

41

67

132

150

214

264

1.1

7.1 7.0

4.9

0

5

10

15

20

25

30

-

50

100

150

200

250

2011 2012 2013 2014 2015 2016.11.04

()

)

Tencent

Tencent (WeChat )

2014-10-01,

(6 )

2012-04 ,720

(Bill

ion

US D

olla

rs)

4.8 ( 2400 )

: ( )

Andrew Ng (AI Stanford

)

R&D

Google AI project

Coursera (MOOC 1 )

Deep Learning , /

Merck: 348

Exec Board Member

" 4.0 ”

" , "

:?

5 ,

19 R&D⁻

?

⁻ ?

?

, ?

:?

Fast Follower , ?

Governance : ⁻ 1

?

?

? ⁻

SSNU Big Data Institute:

Established in April 2014 with de facto national status 10% of SNU faculty (200 professors) in all disciplines including social and natural sciences, medicine, and engineering.Global Network with Japan (Tokyo, Kyoto), China (Tsinghua, Shenzhen CAS), Germany (TU Berlin, Dresden), Stanford, etc.Ongoing Discussion on Establishing a University-wide Graduate School of Data Science Innovation

Trans-disciplinary Problem SolvingTelco CDR and IPTV Log Data (with Korea Telecom)Precision Medicine with SNU Hospitals with the world-first In-Memory Clinical Data Warehouse (based on SAP HANA)Urban Data Science topics: Transportation, Environment, Healthcare of Aging people (on UDS Innovation Campus provided by Seoul City Government)Smart Cars and Self-Driving CarsSmart Energy Grid Big Data ...

Market Value Changes Bloomberg’s Ten Largest Tech Companies

$662b

$521b

$433b

$168b $74b

$138b

$162b

$299b$190b

$134b

Yellow: positive gainsRed : negative

Jan 16 => Nov 25

What commonalities can welearn from blue and red ones?

Industry in Big Data Governance Race

Ex: Google, Facebook, Microsoft, Apple, GE, …: Those who govern big data will govern industryOn-going structural change is so broad and fast: called “4th

Industrial Revolution”Companies which cannot transform themselves (overcome the innovator’s dilemma) will lose market power (i.e., market value)Conventional corporate R&D is slow to change, and also is limited in attracting new talents: Acquire startups to survive.Start-ups prosper, especially from university research – New Paradigm of University Research Transfer to Real World!

44

An Outlier Challenging Self-Driving Car

George Hotz, 26-year-old hacker built a self-driving car

with deep learningCapability in One Month

Shenzhen

46

Conclusion

Exciting era of big data researchers⁻ Industry in Big Data Governance Race⁻ Big and Fast Structural Changes in Almost All Industrial Sectors

“Build, Measure, and Analyze” (= BMW from Mike Carey)⁻ Understand Technology (Limitations) & Market (Problems)Avoid Herd Mentality⁻ Historically not all hyped research created impact

Look for Dimensions of Innovations⁻ New domains, or existing domains with 10X changes (Andy Grove’s criteria) in hardware

and software along levels of computing abstraction⁻ Essentially involves thinking about which boundary conditions can be

removed/relaxed how far“Don’t worry about failures”: Passion will bring successMoney should not be the primary goal: It will follow

Global Big 4

High Competition in “Advanced” In-Memory DBMS

Total market share > 88%Only 2.4% sales growth

(11-14 Oracle CAGR)No chance to new faces

Startups

Tech-centric venturesOften using open source

Hadoop ecosystemsOver 80% sales growth (11-14 Cloudera CAGR)

Variety of chance

Global Big Data Market Trend

48

49

AI AI AI AI Service Big Datavirtuous circle

AI Service and Big Data

Servitization: GE case

50

GE CEO Jeff Immelt:

“We'd like to be at $10 billion by 2020”“On track to be a top 10 software company”

virtuous circle

IoT Service Big Data AnalyticsImprovements

Sensor Data