You have a product or a service. You want to sell it and make some money from it. Then you make people say "I want it, I want it" You sell it like hot cakes. This is not achieved with technical details, but with stories
D.H. Lawrence style
D.H. Lawrence is a writer, a son of a miner and author of an "obscene" book prohibited from publication since 1928 to 1960.
As D.H. Lawrence died in 1930, the trial in 1960 in England was lead by Penguin books. They made immediately three million dollars, a colossal amount at the time
"Who needs a hobby like tennis or philately?/I've got a hobby: rereading Lady Chatterley"
Lawrence was not a pornographer, but one of the greatest writer of 20th century. This is what he says
I like relativity and quantum theories,
because I don't understand them
and they made me feel as if space shifted
about like a swan that can't settle,
refusing to sit still and be measured;
as if the atom were an impulsive thing
always changing its mind
D.H Lawrence, quoted from professor Leon Lederman , Nobel Prize and director at Fermi Labs.
It is this "I don't understand them" that generates the further progress. Lady Chatterley is a profound book. The sacred task of the artist is "to absorb the knowledge of the sciences and assimilate it to humans needs, color it with human passions, transform it into the blood and bone of human nature".
At Harvard 1987 commencement ceremonies, of twenty-three graduate randomly selected, only two could answer why is hotter in summer than in winter.
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The global edge computing market size will grow by USD 5.74 billion during 2019-2023
Where are those billions? How can I grab them? No supplier covers all market segments
· Market segmentation by end-user
· Comparison by end-user
· Industrial manufacturing - Market size and forecast 2018-2023
· Telecom - Market size and forecast 2018-2023
· Mobility - Market size and forecast 2018-2023
· Government - Market size and forecast 2018-2023
· Retail - Market size and forecast 2018-2023
· Healthcare - Market size and forecast 2018-2023
· Finance - Market size and forecast 2018-2023
· Other end-users - Market size and forecast 2018-2023
· Market opportunity by end-user
No supplier for now covers every market segmentation in all geographies
· Geographic segmentation
· Geographic comparison
· Americas - Market size and forecast 2018-2023
· EMEA - Market size and forecast 2018-2023
· APAC - Market size and forecast 2018-2023
· Key leading countries
· Market opportunity
The Technavio info-graph looks like that
It is beautiful to look at and rather useless in practice.
Because the market research quantification is imprecise. They told us in Berkeley Haas to create tangible number by listing 20 to 30 customers and estimate the revenue potential. We focus on the market segments with low fruits hanging.
In such an agglomerated market, I learned the secret
- Breakthrough (high risk, high reward),
- Platform (commonality e.g customer experience, or processor type)
- Derivative (changes to existing products) (lowest risk)
Most people do only Derivative (product update)
The paragraphs above summarize the new mantra in Product Management. The free thinking of Berkeley says we have to liberate ourselves from the chains of numerical ROI and forecasts.
Financial numerical decision makers do not work in Breakthroughs, Companies should change the culture and invest more in breakthroughs than in the past. Their reliance on say, 70% Derivative, 25% Platforms and 5% Breakthroughs will not lead to real competitiveness, real differentiation, particularly when engineers are available not only in US, but in Lithuania, Czech Republic, and the entire Asia.
We asked how the hell to get approval without financial goals approved in large companies. My feeling was, this: guys you do your beans accounting and get ideas, but do NOT become the slaves of those things.
Make abstraction of their existence, think, and then later, when you know better do again for orientations some analysis.
Other market studies
Gran View Research estimates 3.24 billion USD in 2025 which is nearly half the Technavio estimate.But in global market studies, what does it matter? 2.50 billion USD plus or minus? It sounds like joke, but it is not. Because we did not identify yet what pains we alleviate in edge computing, and what the customers want, we do not know the demand
The largest segments are Manufacturing, Energy and Utilities. IT and Telecom account only for 25% of the total.
The moral of the story is...
That whereas the market studies are useful, are not real life businesses
We have to estimate our own reachable market (this is not a forecast)
Silicon Valley was built by breakthrough high risks concepts
We have to liberate ourselves from the chains of numerical ROI and forecasts
What is Edge?
In a blog last week , I wondered whether #EdgeComputing is not simply a component of the digital transformation rather than a thing by itself.
One of the world most respected authority in multi access edge computing is Alex Reznik, Chair of MEC ISG at the European Telecommunications Standards Institute (ETSI),
Here a quote from his article What is Edge
Recently, one of the ETSI staff folks pinged me an e-mail that said, “Someone asked me ‘What is Edge’ and I could not quite reply. Can you help?” Well, come on! The answer is simple.
Edge is… and this is where I got stuck. Really, the answer depends… well… on who you ask and when or where you ask them.
Multi Access Edge Computing. Clear, but not clear enough
If Alex Reznik got stuck is a sign of vision and intelligence. We can not go on to build universal platforms for something that does not exist - a unique edge computing need satisfied by one implementation. Reznik concludes
This brings me back full circle. What is “Edge?” The best that I can do is this: it’s anything that’s not a “data center cloud”. Think of any workload you have to support. Clearly, the most cost-effective location to do compute is as deep in your network as possible – this is your “data center cloud”. However, some of your workloads simply cannot be supported there
What is the Edge Man?
The Urban Dictionary defines the edge man as
a random "next man" who resides away from the central social or cultural area. a peripheral figure who knows not what is going down...
"so did he feel your beat"?
"nah, he's some edge man who dont know the shiznit"
Shiznit is something really cool.
If cool means the civilized world inside a data center, the edge man is in the middle of nothing.
Another buzz word is Artificial Intelligence (AI). Many see the AI as a buttons we press to do the thinking and bring us satisfaction without any efforts from us.
The female G-spot was first identified by German researcher Ernst Gräfenberg in the 1940s. Touching the G-Spot automatically creates intense orgasms. No need of brain participation.
Yuval Noah Harari
Harari, Yuval Noah. 21 Lessons for the 21st Century (p. 69). Random House Publishing Group. Kindle Edition.
The danger is that if we invest too much in developing AI and too little in developing human consciousness, the very sophisticated artificial intelligence of computers might only serve to empower the natural stupidity of humans.
For every dollar and every minute we invest in improving artificial intelligence, it would be wise to invest a dollar and a minute in advancing human consciousness. Unfortunately, at present we are not doing much in the way of research into human consciousness and ways to develop it.
We are not doing that. Instead we rush to arrive to an illusion: a fata morgana mirage that does not exist
edge computing as a trivialized perception of Fata Morgana
In this, humans are similar to other domesticated animals. We have bred docile cows that produce enormous amounts of milk but are otherwise far inferior to their wild ancestors. They are less agile, less curious, and less resourceful.
We are now creating tame humans that produce enormous amounts of data and function as very efficient chips in a huge data-processing mechanism, but these data-cows hardly maximize the human potential.
Many corporations, startups, made this type of humans part of the corporate culture. Human consciousness is suppressed even in most gifted employees. They are "domesticated" yes people, prohibited to say that the emperor has no clothes.
There is no way to monetize solutions in edge computing with one platform only. Alex Reznik says:
This does beg the question – why are there so many options? After all, it does seem like Amazon and Microsoft are making do with just two. Both Amazon and Microsoft exist in the “over-the-top” world, in which there are only two entities: the cloud; and the customer’s premises.
The rest is just a pipe. But as we know, that “pipe” is actually a highly sophisticated global engineered system (perhaps the most sophisticated such system created by mankind) in which multiple highly sophisticated components are used to ensure that both the critical communication and a request for a youtube video receive the expected QoS. Moreover, it is a massively distributed infrastructure – perhaps the only distributed infrastructure of that scale in the world. Hence it is “edge-native” – perhaps as much as 90% of Telco systems is edge. As these components are virtualized and migrated to a generic compute platform, each becomes a cloud point-of-presence. And so, voila, we have so many options.
OK, fine…, but do we really need them? Depends on what you mean by “we.” If you mean any single telco operator, chances are the answer is no. Each operator is likely to pick a few Edge Cloud “locales,” – perhaps as few as one.