FAMGA - The Profound Implications of 5 Increasingly Dominant Tech Companies
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Transcript of FAMGA - The Profound Implications of 5 Increasingly Dominant Tech Companies
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FAMGA(a.k.a. Facebook, Apple, Microsoft, Google & Amazon)
“The Profound Implications of Five Increasingly Dominant Tech Companies”
June 7, 2017
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Tech Dominates Market Cap Leaders
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The Top 5 In Tech Dominate Tech
As of 6//17
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FAMGA Is Increasingly Dominant
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FAMGA Is 58%+ Of S&P 500 Performance YTD
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FAMGA Is Increasingly Dominating Their
Core Markets
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FAMGA Captured Almost All The Growth In Internet Advertising in 2016
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FAMGA Captured The Majority of Growth in E-Commerce in 2016
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Industries Increasingly Dominated By 1-2
Companies See Innovation (VC Funding) Decrease
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Innovation Is Decreasing In AdTech
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Innovation Is Decreasing In E-Commerce
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FAMGA Is Increasingly Dominating Adjacent
Markets
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FAMGA Increasingly Dominates The Cloud
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Will FAMGA Continue To Grow It’s
Domination?
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Nothing Is Constant But Change…
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Is It Different This Time?
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• Founded December, 2015 – By Elon Musk and Sam Altman
• Mission: “To build safe AGI, and ensure AGI's benefits are as widely and evenly distributed as possible.”
• Other Sponsors: Reid Hoffman, Peter Thiel, Amazon Web Services, Microsoft…
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The AI/Mobile Analogy
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FAMGA AI PatentsAs of 12/12/16
Total AI Patents Held1. IBM – 8252. Microsoft – 4633. Google – 1694. Hitachi – 1345. HP – 1276. Sony – 1237. Fujitsu – 113Source: IBM, Nov. 2016
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AI VC Is Largely In Vertical Applications
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Data & AI Are The Ying &Yang of Future Business Success
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In A World Driven By AI & DataIs Every Market An Adjacent Market?
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As AI & Data are increasingly the dominant factors driving winners and losers, the lines between
industries will fade
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Five Most Used Apps1. Alarm clock 2. Music player3. News reader4. Control lights5. Add item to shopping list
The Fading of Industry Lines
Five Other Popular Skills 1. Pregnancy Center - Baby Center 2. Bartender - Plyon AI3. Fitbit – Sleep, Resting heart rate4. Stock Exchange – Gobby Apps 5. TV Guide – Gobby Apps
RBC Estimates 128 million installed based in 2020
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What Can
Slow/Stop
FAMGA?
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Will Anti-Trust Rules Slow/Stop FAMGA
• U.S. – anti-trust laws based on hurting of consumers, and consumers don’t’ appear to be being hurt
• European Commission –anti-trust based on hurting competition, which appears to be happening.
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WeChat, Not Apple, Controls ChinaOnly 50% China Renewal vs. 80% ROW
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Neuralink is developing an ultra high bandwidth brain-machine interface to connect humans and computers.
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Neuralink – WaitButWhy.comTim Urban
“If everything you need to know about the brain is a mile long, we’ve walked about three inches.” – Dr. Jeffrey Lichtman, Harvard
“If the human brain were so simple that we could understand it, we would be so simple that we couldn’t.” – Dr. Moran Cerf, Northwestern
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FAMGA Google Images Search Results
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FAMGA Google Image Search Results
FAMGA