ºÝºÝߣ

ºÝºÝߣShare a Scribd company logo

2016 Business Platform Day

?
?
ROA Consulting Inc.
ROA Consulting Inc.

?????? ?? ???? Business Platform Day ??? ?? ?????. ??? ?? ??? ?? ??? ????, Commerce/ Media&Contents ??? ??? ?? ??? ?? ??? ?????.

1 of 68
Downloaded 38 times
0 ??? ?? ????? ??? ??(Platform Envelopment)? ????(Two-Sided Market) : Concept & Cases
1 Agenda I. ??? ????? II. ??? ??? ?? ?? III. ???
2 1. ??? ????? ¾Þî^ Thomas R. Eisenmann / Geoffrey Parker / Marshall Van Alstyne Strategies for Two-Sided Market(2006,HBR) Platform Envelopment(2007, Working Paper) Opening Platforms:How, When and Why? (2008, HBS, Working Paper)
3 2. Two Sided Market Strategies for Two-Sided Market(2006,HBR) Money Side Subsidy Side Platform ? ??? ?? ?? ??? ?? ????? ??? ????? ???? ??? ?? ?? ? ??? ???? ????????? ??? ?????? ??? ????? ??? ??? ?? ? ?? ?????? ?? ?? ?? ??/??? ???? ???????? ??(subsidy side user? ??)?? ??? ? ?? ??? ???? ???(money side user)? ????? ????????? ?? ???????? ?? [Two Sided Market | ????] ??? ?????? [Platform mediated Network? ??] Network Effect Increasing returns of scale Winner- Takes- All ? ????? ??? ??? ???? ??? ??? ????? ???? ?? ????? ?? ????
4 2. Two Sided Market ?? Winner-Takes-All : ???? ????? ??? ???? ?? Source : ?????(ROA Consulting), ??? ?Network Effect (Cross Network Effect) : ??? ???? ???? Network Effect? ???? ??? ?? ??? ?!!! ?Stickiness : ??? ??? ???? ???? ???? ??! 1 2 3 ? High Switching Cost : ?? ??? ????? ??? ??? ??? ???? ?? ? ??? ???? ?? ? ?? ? ?? ?? ??????? ???? ?? ??? ?????? 4 ? Lock In : ?? ? ???? Lock In ?? ?? : Multi-Homing cost? ????, Single-Homing ????? ??? ??? ?? ? ????? ?? ?? (???? ?? ? ?? ??? ???? ?? ??? ?? ? ? ??? ??)
5 2. Two Sided Market ?? ????? Growth Stage Model Source : ?????(ROA Consulting), ???
6 3. Platform Envelopment [Platform Envelopment | ??? ??] Platform Envelopment(2007, Working Paper) ? ? ?? ???? ????? ??? ???? ??? ? ?? ?? ? ??? ??? ????? ?? ???? ?? ? ???? ??? ?? ? ????? ????? ?(??? ??? ??? ?? ??) ? ??? ? ???? ??? Complements Platform A ?? ??? Weak Substitutes ??? ?? Unrelated Function Platform B(? ??? ??) ??? [???? ?? ??] ??? ?? ??/?? ???? (???? ????) or or
7 4. Opening Platform [Opening Platform] Opening Platforms:How, When and Why? (2008, HBS, Working Paper) -?? ???, ???????? ??? ??(Platform Competition)?? ????? ???? ????? ?? ? ?? -??? ? ??? ???? ??? ??? ????? ????? ?? ???? ????, ??? ??? ?? ???? ?? ??? ???? ???? ?? ??? ?? ? ?? ? ??? ???? ??? ?? ???? ??? ??? ??? ?? ??, ???? ?? ???? HW, SW, Service, Architecture ????? ????? ????? ?? ????? ?? ????? ? ??? ???? ???/?? ?? ??? ????? ????? ?? ?? ?? ?? ??? ??
8 5. ? ??? ????¡­ -???? ????? ???? ?? ???? ??? ?? ???? ?? ?? ¨C ???? ?? ¨C ????? ?? ?? ?? -??? ?? ???/????? ???? ??? ?? ??? ?? ? ??? ?? ?? -??? ??? ???? ?? ????????? ???? ???(???)? ? ???? ??? ???? ?? -??? ?? ???, ?? ???, ??? ??? ??? ?? ?? ??? ????????? ??? ?? -?? ?? ??? ??/????/???? ?? ?? ?? -?????? ??? ???(???) ????? ?????(??? ???)? ???? ?????? ??? ?? ???? Long-Running ?? ?? -?? ?? ???? ??? ?? ??? ??, ???? ???? ?? ????, ???-?? ???-? ?? ??? ?? ??? ?? ???? ???? ? ???? ??
9 Agenda I. ??? ????? II. ??? ??? ???? III. ???
10 1. ???? ??? ?? MIM -Free!!! -One Sided Market Game -Two-Sided Market -Supply Side User?? ?????? ?? ?? ???? Taxi -Same Demand Side User -New Supply Side User ??? ???? ??? ???? Premium Taxi -Same Demand Side User -New Supply Side User ??? ?? ?? ??? ?? ???? -Same Demand Side User -New Supply Side User
11 2. ???? ??? ?? ? Commerce ¨C AWS(Cloud) ¨C Media& Contents ? 3? ?? ? ??? ? ?? ??? ?? ? ?? ??? ?? ??? ??? ??? ? ???? ??? Cloud Related Media&Contents Related Retail/Commerce Related
12 3. ??? ??? ?? MS Bing¡¯s Map Asset ?? ?? ??? ???? ???? ?? ?? ??? ??(Using Uber Driver) -??/????????? ???? ??, ????? ????????? ?? Taxi Food Delivery CarPool ????? ?? ??? ?? ?? ??/?? ?? ??? ??
13 4. ?? O2O/On-Demand ??? ???? : Bundling Bundling? ?? ????? ?? ? ????? ?? (??? ???? ??? + ????) ?? ??? + ?? ??? = ???? ??? ??
14 4. ?? O2O/On-Demand ??? ???? : Bundling Bundling? ?? ????? ?? (?? ?? + ?? ?? ?? ??) ? ????? (One Price, Two Service) ?? ¨C 1? ?? ?? O2O???? ??? ?? ¨C ??? ??? Rental O2O ??? Problem 1. ?? ¨C 1???? ???? ????? ??? ??? ???? ??? ?? 2. ?? ¨C ????? ?? ??? ??? ???? ?? ? ???? ?? + ?? = ???? ??? ? ??? ???? ?? ??? ???? ?? ?? ????, ??? ???? ????
15 4. 4. ?? O2O/On-Demand ??? ???? : Network is Everything O2O/On-Demand ???? CEO ???? ??(2016.1.28)
16 Agenda I. ??? ????? II. ??? ??? ?? ?? III. ???
17 ?????¡­ ? ???? ???? ??? ??? ???? ??, ???? ??? ??? ??? -Long-Running Platform? ??? ??? ????? ?? Leadership ?? ? ??? ????? 3?? ??? ??? ?? / ?? ??? ?? / ??? ??? ?? -??? ????? ???? ?? ???? / ??? ?? / ?? ??? ??? ? ????? ???? ???? ???? ?? ? ???? ????? ??, ?????? ?? ?????? ??? ???? ??? ??(???/?? ?) - ?? ????? ??? ? ???? ?? ??? / ??? ??? ????? ?? ?? ????? ??? ???? ???? ?? ??? ???? ??? ??? ?? - On-Demand ? Media/Contents ??? ?? ??? ??? ??? ????? ??? ?
18 Vertical Platform Trend & Insight(1) :Commerce
19 Agenda I. 2015 Big Event II. 2015? ??? ??? ?? III. 2016? ??? ?? ??
20 2015 Big Event ! ? ??? ?? ??? ???? ????? ?? ?? 2015? 7??? ???? ??? ?? - 10? 15? ???? ???? ????? ? 2,631? ????, ???? 2,000? ?? ??? ? 1,902? ??? ?? ? ???? ??? ????? ?? ??? ?????? ????? ???? ?? ?? ?? ? ?? - ???? 2014? ??? ?? ??? ? 130? ???, ???? ??(718? ??) 6?? 1? ??? ???? ?? ? ??? ???? ?? 1. ???? ??, No.1 ??? ???? ??? ???
21 2015 Big Event ! ? 2009? ??? ??? 107? ??? ???? GM(General Motors)? ?? ??? ???? ??? ?? 5? ??? ??? ?? - ??? ??? ?? ????? ?? ? ¡°???(Mobility)¡±??? ??? ? ???? ???? ?? ???, ??? ??? ????? ??? ?? - ??? ?? ?? ???(Chief Security Officer)? ? ???(Joe Sullivan)? ¡°??? ?? ??? ???? ?? ?? ???. ??? ???? ??? ?? ???? ?? ?? ??? ???? ??(I don't feel like we're in a competition with Taxi. We're in a competition with me choosing to drive my own car)"?? ?? 2. ???? ?? ??(Uber)? ?? ??, ??? ???? ????!
22 2015 Big Event ! ? 2015? 11?, Marriott? Starwood? ? 122? ??? ????? ??. ?? Airbnb? ???? ????? ?? - ?? ??? ??? ? ?????? ???, Airbnb? ?? ??? 10% ???? ?? ??? 0.35% ????? ? ? 2015? 11? ????, Airbnb? ????? ? 255? ??(? 30??)? ?? ?? ?? - ?? Marriott? 209? ??, Starwood 140? ???? ?? ????, Airbnb?? ?? ????? ??? ?? ???? Hilton 277? ??? - ?? ?????? house sharing service?? ?????? ???? ??? ???? ???, ???? ?? ???? ??? 3. ????? ???? ??, ?????? ???? ????? ??!
23 Agenda I. 2015 Big Event II. 2015? ??? ??? ?? III. 2016? ??? ?? ??
24 ¡ù??? ?? ??? Where Are The Top Smart Money VCs Investing In E-Commerce? (CB Insight. 2015/07/15) Source: https://www.cbinsights.com/blog/e-commerce-investments-top-venture-capital-firms/
25 ¡ù??? ?? ??? Where Are The Top Smart Money VCs Investing In E-Commerce? (CB Insight. 2015/07/15) Flipkart, ModCloth, Houzz 3 specific e-commerce categories Notable companies Grubhub Seamless, Instacart, Just-Eat Marketplace 2 On-demand industry 1 Category-killer Commerce 3 Warby Parker, Chloe + Isabel, Nasty Gal (= Brand e-commerce = Direct-to-consumer model)
26 ¡ù
27 1) On-demand/O2O? ???? ???~ ¢Ù ?? Tech Giant?? ???? ??? ?? - Food Amazon Prime Now ¨C Restaurant delivery Uber - UberEats ? 2015? 9? ?? (?? ?? ?????? ?? ??) ? ??? ???? ?? ???? ??? ??&?? ?? ? ?? ??? (1?? ? ?? ??. ?? ??? ??? ??) ? 2015? 4? ?? (?? ?? 4? ???? ??¡ú?? ?? ? 10? ??? ?? & Stand-Alone ??? ???? ??) ? 10?? ??? daily meals? ??? 3~4??? ???? ? UberEats ??? ??: https://youtu.be/P9VO93_iYdA
28 2 Software + Logistics (on-demand marketplaces) ? Doordash, Deliveroo, Caviar ? Ordering + Delivering 3 Meal Delivery (¡°Fast food 2.0¡å) ? Sprig, Maple, Spoonrocket ? Ordering + Delivering + Cooking 4 ¡°Virtual¡± restaurant chains ?? ? on-demand marketplaces will soon offer a powerful enough distribution infrastructure ?? 1 Software-only marketplaces ? JustEat, Grubhub, Delivery Hero ? Ordering Food Delivery Wars !!! Total restaurant takeout market 700? ?? (? ? ??? ?? ??? 90? ??)* 1) On-demand/O2O? ???? ???~ *Source: http://www.businessinsider.com/grubhub-seamless-eyes-delivery-2015-2
29 1) On-demand/O2O? ???? ???~ ¢Ù ?? Tech Giant?? ???? ??? ?? ¨C Home Service Amazon Home Service Google Home Service Ads Program ? 2015? 3? ?? ?? (7?, ??? ??? 15? ??? ??? ???? ?? & 900? ? ??? ??? ??? ?? ?? & ? 1,500? ?? ??? ??? ?? ??) ? ????? ??? ???? ?? ????? ?? ???? ??? ? ?? ???? ?????? ? 2015? 8? beta ?? (?????? Bay Area??? ??) ? Local Pro?? ???? ?? ??(??)? ??? ??? ?? ???? ????? Homejoy? ??? ??? ??? ?, Homejoy? ?? ? ????? ?? ??? ??? ??? ??? CNBC ??? ??: http://video.cnbc.com/gallery/?video=3000428314
30 1) On-demand/O2O? ???? ???~ ¢Ù ?? Tech Giant?? ???? ??? ?? ¨C Home Service Facebook Service Nextdoor Now ? 2015? 12?, Local Pro?? ???? ???? ??(??)?, ???, ??, ?? ?? ???? ??? ? ???, ?? ?? ???? ?? ??? ? ?? ??? Facebook Service? ??? ? 2015? 11? ??. ?? ?? Local Pro? ?? ?? ? ??? ?? ? babysitting, dog walking, pet sitting, tutoring, tech help, yard work ?? ??? ???? ??? ? ?? ??? ¡°Provider¡±? ??? ? ?? ??? ?? ? ?? ? Nextdoor Now ??? ??: https://vimeo.com/146169240
31 2 Traditional marketplace model (Liquidity Marketplaces) ? Yelp, Angie¡¯s List, Groupon ? Focus on reviews, discount 3 Vertical-specific marketplaces ? Thumbtack, Porch ? Focus on concierge-like experiences 4 On-demand marketplaces ? TaskRabbit, Homejoy, Handy ? Focus on full-service business tools 1 Yellow Pages ~ Craigslist ? 1883~1990?? Home Service ?? ?? 400~800? ??*? ?? 1) On-demand/O2O? ???? ???~ *Source: http://www.nytimes.com/2015/04/13/technology/amazon-google-and- more-are-drawn-to-home-services-market.html?_r=3 Home Service Battles !!!
32 1) On-demand/O2O? ???? ???~ ¢Ú ???? ????? Merchant Delivery ?? ?? Uber Merchant Delivery Program ~ UberRush Shyp Return ? 2014? 4? ??? UberRush(??? ???? ?? 1?? ? ?? ????? ???)? ?? ??? ?? ? ??? ??? ?? ??? ?? ????? ?? ????? ?? ??? ? ? ?? ?? (2015? 10?) ?, ?? ?? ? ??? ??? ?? ???? ? 2015? 3?, ????? ??? ??? ?? ?? ???? ¡°Shyp Return" ????? ??? ? ???? ?? ??? Shyp???? ???? ??? ????? ?? ????? ??? Shyp? ?? ?? ??? ????? ????? ??? ? UberRush ??? ??: https://youtu.be/FRu6M9sCfmo
33 1) On-demand/O2O? ???? ???~ ¢Ú ???? ????? Merchant Delivery ?? ?? Postmate MeUndies - Postmate ? Postmate? Apple, Walgreens, Chipotle, 7-Eleven, Starbucks(???? 5.99??) ?? ??? On-demand delivery ??? ?? ? ? Premium underwear & basics ????? ¡°MeUndies¡±? Postmate API? ??? ?? ? ???? ?? 1?? ?? ??? ? ?? ? (??? LA??? ?? ??)
34 ?? - Marketplace + Social Network ?? - ? ????, ?????? ? ???? ?? ????? ???? ??? ??? ????? ?? On- demand Service ??? ?? ??. ??? On-demand Service?? ??? ?? ??? ? ???? ??? ?? 2) Market Network? ??? ?? [ Marketplace + Social Network = Market Network ] [ Market Network? ?? ] source: http://techcrunch.com/2015/06/27/from-social-to-market-networks/#.9cug2x:LQeR
35 2) Market Network? ??? ?? + ¦Á (Saas based Workflow¡­.) 3Cs = Community + Contents + Commerce Market Network = Social Network + Marketplace Unicorn Startup : Houzz ??? ??: https://youtu.be/dHCxD_vQGrE
36 3) Category-killer Commerce (=Brand e-commerce=Direct-to-consumer model) Unicorn Startup : Casper (mattresses) Away (luggage) Harrys (razors) Cotopaxi (outdoor gear) Stowaway (cosmetics) Campaign (furniture) Greats (sneakers) Naja (bras) Everlane (clothing)¡­¡­¡­¡­ Casper ??? ??: https://www.youtube.com/watch?v=LIQTzIk0ifo
37 3) Category-killer Commerce (=Brand e-commerce=Direct-to-consumer model) Source: https://www.cbinsights.com/blog/category-killer-ecommerce-startups/ ? TAM(Total Addressagle Market) ? WTP(Willing to Pay) ? NPS(Net Promoter Score)
38 Agenda I. 2015 Big Event II. 2015? ??? ??? ?? III. 2016? ??? ?? ??
39 ¢Ù ?? ??? Messaging-based personal assistant - Magic 1) On-demand/O2O - 2016?? ???? ? ?? ? 2015? 2? ?? ? 24/7 SMS based on-demand delivery service ? Sequoia Capital??? 1200? ?? Series A ?? ?? ? ?? Magic Plus ?? ??(??? 100??) ? ?? ???? ??? ?????? ??? Operator?? ?? ??. Text ?? Assistant?? ??? ? ??? ???? ?? Afred app ??? ??: https://www.helloalfred.com/
40 ¢Ú Enabling platform? ?? ?? ?? Source: https://www.cbinsights.com/blog/infrastructure-for-on-demand-startups/ Gusty ??? ??: https://www.guesty.com/ 35 Startups Providing Infrastructure For The On-Demand Boom 1) On-demand/O2O - 2016?? ???? ? ??
41 ¢Ú Enabling platform? ?? ?? ?? 1) On-demand/O2O - 2016?? ???? ? ?? Checkr ??? ??: https://www.youtube.com/watch?v=_e1EybZZCb8 Checkr Zendrive ? On-demand Worker? ?? ? ?? ?? ????? ??? ? Uber ??? ?? ?? ???? ????, ????? ?? ?? ??? ? ?? ? 2014? ?????? ???? ? 4,000? ??? ?? ?? ? ??? ? Zendrive? ????? ???? ?? ?? ?? ?? ??? ??? ?. Uber, Amazon ?? ????? ?? ??? ????? ???? ?? ? 2013?? ?????? 150? ??? ?? ??
42 2) ICT ?? ??? ?? ?? IoT? ?? Automatic shopping ? Amazon Dash Button & DRS(Dash Replenishment Service) ? (¡®15. 3?) 18?? ???, 250??? ??? ?? ? (9?) 29?, 500?? ??? ??? ?? ??? ?? ?? ?? ? (¡®15. 3?) 4? ??? ? (10?) 11? ????? DRS ?? ?? AI ?? ?? ? Mona app ?? ? AI ??? Personal Shopping Assistant?? ??? ??? ???? ??(¡®15. 6? ??) ? (ex) ???? ???? ????? ??? ??? ?? 200?? ??? ????? ??? Mona ??? ??: https://youtu.be/GsWYq3stF5g
43 Amazon? ???? ??? ?? ????? ??? ?? ??? 3) ?? / ?? ??? ?? ?? *???? ????(ocean freight forwarder): ? ???????(U.S. Federal Maritime Commission)?? ??? ??, ?? ?? ???? ??? ?? ?? ? ?? ?? ??? ??? Amazon Prime Now ??? ??: https://youtu.be/ODLp4ZGQwzk Amazon Prime Air ??? ??: https://youtu.be/MXo_d6tNWuY ???? ?? ??? ¡®??? ??? (Colis Prive)¡¯ ?? ¡®16. 1? ¡®15. 9? Amazon Flex ?? ? ?? ?? ??? ??? ?? ??? ?? ? ??? ?? ? ?? ??? ?? ?? ???? ??? ?? ¡®15. 12? ?? ?? ?? ????(Truck trailer) ?? ¡®15. 12? ????(Air-Cargo) ?? ? ?? ?? ?? ??? ??? ?? ? ??767? 20?? ???? ?? ?? ??? ?? ? ??? Ocado ?? ?? ¡¯16. 1? ? ?? ?? Amazon Pantry ???? ????? ?? ? ?????? ?? ¡¯16. 1? ? Amazon China, ? ???? ????* ?? ?? ¡®15. 8? Prime Now ??(??? ??) ? 1~2?? ?? ??, ?? ?? ???? ?? ¡®15. 12? ???? ??? ?? ?? ?? ? ?? 30? ? ?? ??? ??? ?? ??? ??(?? ??? 16km ??, ??? 2.3kg ??)
44 Vertical Platform Trend & Insight(2) :Media & Contents
45 Contents Creation Contribution Distribution Consumption Consumer Experience??? ?? ??? ???? ?? ??? ??? ???? ???? ???? ?? ???? ??? ?? ??? ?? ? ??? ??? ?? ?? ?? ??? ?? - Millennials!- News ??? Mobile Contents Optimization - TV Disintermediation - ????(AI) ??? - AI ??? ??? ?? ?? - VR ??? ?? ?? Intro
46 I. Contents Distribution - News ??? Mobile Contents Optimization Facebook Instant Article 5? 1? Snapchat Discover ? in-link ??? ?? ? 10? ?? ?? ?? ? Snapchat? ?? ? ?? ?? ?? Twitter Moments 10? ? ?? ??? ??? ???? ? ?? ?? ?? 6? Google News Lab 6? Apple Apple News ? ?? ??? ?? ?? ??, ??? ?? ? ??? ?? ???? ? ?? ??? ?? ??? ??? ????? ????? ??. ??? ???? ???? ??? ??? ? ?? ?????? ??? ?? Google AMP ???? ?? 9? ? Accelerated Mobile Pages
47 Facebook? Instant Article? ??? ?? ??? ??? ?? ?? ??, ???? ??? ? ??? Interactive ???? ????? ? ? ???? ???? ???? ?? ????? ????? Native Mobile Infra? ???? ?? ?? ? ????? ??? ???? ??? ?? ???, HTML ??? ???? ?? ?? -> RSS ??? ?? ????? ??? ???? ???? ?? ? ??? ???? ???? ??? ?? ?? ? Interactive ??? ???? HTML ??? ???? ??? ?? ?? https://www.youtube.com/watch?v=F1F2bRS8tf8 I. Contents Distribution - News ??? Mobile Contents Optimization
48 https://youtu.be/WcjU3b4rDNk http://www.nytimes.com/newsgraphics/2013/12/18/uninsured-map/ ? Google Trends, Consumer Surveys ? ??? ???? ??? ?? ???? ?? ???? ?? ???? ??? ? ?? ? ?? ??? ?? ?? ??? ?? Data Visualization, Analytics ? ?? ???? User Engagement? ???? ? ?? I. Contents Distribution - News ??? Mobile Contents Optimization Google? ??? ??? ?? ???? ?? ???? ?? ???? ??? ? ??? ???? ??. ?? ?????? ????? ????? ??? ???? ??
49 ? ??? ????? ???? ??? ???. ???? ????? ?? Rich ???? ???? Smart Ad? ????? ?? ??? ?? ??? ??? ? ??? ?? ?? ? AMP HTML ?? ?????? ???? ?????? ????? ???? ??? ?? ? ??? ?? ?? ??? ?? ?????? ??? ??? ?? ?? ??? ?? ->?? ? Subscription? ?? ?? ?? ?? Google? Accelerated Mobile Pages(AMP) Project? ????? ???? ?? ??? ? ???? ??? ? ??? ??? https://www.ampproject.org/ https://www.youtube.com/watch?v=SOx1XfOjJPI I. Contents Distribution - News ??? Mobile Contents Optimization
50 ???? ??? ??? ?? ??? ???? ??? ?? ?? ?? ????? ??? ??? ?? ???? ??. ? ??? ??? ????? ?? ???? ??? ? ? ?? I. Contents Distribution - News ??? Mobile Contents Optimization
51 https://www.youtube.com/watch?v=9JYZqg0511M https://www.snapchat.com/ads ???? ??? ? ??? ?? ???? ?? ???? ??? Snapchat? 3V Advertising? ??? ? ?? I. Contents Distribution - News ??? Mobile Contents Optimization
52 I. Contents Distribution - TV Disintermediation MCN(Multi Channel Network) ?? ??? ??? ??? ????? ???, ??? ??? ??? ??? ?? ??? ???? ??
53 ???? ?? Video Distribution ??? ??? ??? ? ?? ??. ?? ??? ????? Apple TV? Roku? ??? ??? ??? ?? ?? ?? ??? ??????? ???? ? OTT? Mobile, Web ? ??? ?? ?? ???? ? ? ??? ???? ?? ??, ?? ?? ??? ?? ? Analytics ?? ???. ??? Youtube ?? ??? ???? ????? ??? ?? ??? ??? ?? ? Amazon? ?? Elemental Technologies? 5? ???, Cisco? 1 Mainstream? 1? ??? ????? ??? I. Contents Distribution - TV Disintermediation
54 I. Contents Distribution - TV Disintermediation ? App-based TV? ??? ???? ??? ??? ??. ¡°The Future of TV is Apps¡±- by Tim Cook ? ? ????? 10? ? 7?? tvOS ?? ?? TV ??? ??? ????, ?? Long-tail ??? ????? ???? ????? ??? ??? ? ?? ??? ??? ??? ???? ?? ?? ??? ??? ??? ??? ???? ????, ??? ??? ?? ??? ????? ?? TV ???? ? ??? ??? ??? ? ??? ??
55 Google? Google Now ??? 3rd Party ???? ?????. ?? Google Now on Tap ??? ?? ?? ??? ??? ?? ??? ?? ?? ??? ???? ????? ? ? Spotify? Zipcar ? ????? Google Now Card ??? ??? ???? ? ?? ?? ??? ???? ?? ??? ???? ?? ??? ? ???, ?? ??? ??? ?? ?? ??? ???? ?? ??????? ??? ?? ? ?? ??? http://www.google.com/landing/now/integrations.html ? ?? ?? ??? ???? ?? ?? ??? ?? ?? ??? ?? ??? ??? ?? ?? ??, ?? ????? ?? ??? Google Now Card ???? ??? ? ?? II. Contribution - ????(AI)? ???
56 Google? AI ???? TensorFlow? ????? ????? ???. 3rd Party ???? ????, ??? ?? ??? ?? ?? ?? ??? ??? ?? ??? ????? ?? ?? ? Google Search ? Google Photo ? Google Voice Recognition ? Google Translate ? Gmail Smart Reply ? ?? ???? ???? ???? ? http://www.techinsider.io/what-is-google-tensorflow-2015-11 II. Contribution - ????(AI)? ???
57 Google? TensorFlow? ?? ? ???? ??? Smart Reply ??? ??? ? ?? II. Contribution - ????(AI)? ??? ? ?????? ?? ??? ??? Encoder? ?? ???? ???? ??? ??? ??? ? ?? ??? ???? ??? ??? Decoder? ?? ???? ? ?? ???? ?? ? ? ? ???? ???? ? ?? ??? ???? ???
58 II. Contribution - AI ??? ??? ?? ?? Music Streaming ?????? Data ??? Recommendation ??? ???? ??? ??? ???? ?? ? Spotify? 2014? ? ?? ??? ??? ?? Echo Nest? 1? ??? ????? ? Echo Nest? ??? ???? ??? ??? ???? Visualization?? ¡®Taste Profile¡¯? ???? ??? ??? ? Apple ?? 2015? ? ?? ??? ??? ?? Semetric??? ??? ?????. ????? ?? ??? 5?? ??? ???
59 III. Contents - VR ??? ?? ?? Netflix, Hulu ? ??? ???? ????? VR ??? ??? ???? ??. VR ??? ???? ??? VR ??? ??? ???? ???? ?? ? Gear VR?? Oculus VR? ?? VR ??? ??? ?? Netflix? ?? ??? ???? ??? ??? ??? ??? ? Netflix? ?? Netflix Living Room ?? ???? ??? ?? ??? ??? ??? ??. Hulu ?? ???? VR film? ???? ?? ??? ???? ??
60 https://vimeo.com/134754691 Oculus? StoryStudio? ???? VR Movie ??? ??? ????? ???? ??. VR? ?? ?????? ??? ?? ??? ????? ¨C ??? ??? ???? III. Contents - VR ??? ?? ??
61 http://pages.vbprofiles.com/VRLandscape ? 234? VR ?? ??? ??? ? 130? ??? ??? ??? ?? ?? ?? ? HMD ???? ??? VR Platform- Application? ??? ??? ??? ???? ?? ?? ??? ? ?? ? ? ? ? 110? ?? ??? ?? ??? III. Contents - VR ??? ?? ??
62 IV. ??? - ??? ??? ?? ??? ????? ????? ?? ?? ?? ??? ?? ??? ???? ??? ??? ??? ???. ??? ???? ??? ?? ??? ???? ????? ?? ??? ??? ??? ???? ??? ?? ?? ??? ????
63 Watchaplay oksusu Watcha? Watchaplay? SK ?????? Oksusu ??? ?? ??? ??? ??? ???? ???? ?? ??? IV. ??? - ??? ??? ??? ???? ?? ?? ? ??? ????? ??? ???? ?? ? ?? ??? 170? ?. ?? ?? ???? 2? 3?? ? ?? ? 15? ??. ??? ???? ?? ?? ? ? ?? 4,500? ?, ??? 1,500? ? ? ??? ?? ??? ???. Btv? ?? ??? ?? ? ??? ??, ??, MCN 1? ??? ? ??? ?? ? 98? ??, 8,000?? VOD
64 ????? ?? ?? ??? ?? ? ???? ??? 10? 1 ??? ??? ???? ??. ?? ?? ???? ??? ???? ??? ???? ?? ?? ??? ?? ? IV. ??? - ????? ?? ???? ??? ? ???? Source: Unblockus
65 TV ???? ??? ?? ???? ??? ? ??? ??. ????? ???? ?? ??? Interactive? ??? ?? ??? ? ??? ??? ???? ???? ?? ? IV. ??? - The Future of TV is Apps? https://www.youtube.com/watch?v=2TACPjFfofc ? Her Story? ???? ??? ??? ??? ??? ?? ??? ?? ? Interactive Storytelling ???? TV ???? Game? ??? ???? ??? ??? ? User? ???? ????? Built-in ? Social Interaction ??? ?????, Fruit Ninja ?? ???? ??? ??????? Political Debate ??? ???? ? ?? ??? ? ? ??
66
67

More Related Content

2016 Business Platform Day

  • 2. 1 Agenda I. ??? ????? II. ??? ??? ?? ?? III. ???
  • 3. 2 1. ??? ????? ¾Þî^ Thomas R. Eisenmann / Geoffrey Parker / Marshall Van Alstyne Strategies for Two-Sided Market(2006,HBR) Platform Envelopment(2007, Working Paper) Opening Platforms:How, When and Why? (2008, HBS, Working Paper)
  • 4. 3 2. Two Sided Market Strategies for Two-Sided Market(2006,HBR) Money Side Subsidy Side Platform ? ??? ?? ?? ??? ?? ????? ??? ????? ???? ??? ?? ?? ? ??? ???? ????????? ??? ?????? ??? ????? ??? ??? ?? ? ?? ?????? ?? ?? ?? ??/??? ???? ???????? ??(subsidy side user? ??)?? ??? ? ?? ??? ???? ???(money side user)? ????? ????????? ?? ???????? ?? [Two Sided Market | ????] ??? ?????? [Platform mediated Network? ??] Network Effect Increasing returns of scale Winner- Takes- All ? ????? ??? ??? ???? ??? ??? ????? ???? ?? ????? ?? ????
  • 5. 4 2. Two Sided Market ?? Winner-Takes-All : ???? ????? ??? ???? ?? Source : ?????(ROA Consulting), ??? ?Network Effect (Cross Network Effect) : ??? ???? ???? Network Effect? ???? ??? ?? ??? ?!!! ?Stickiness : ??? ??? ???? ???? ???? ??! 1 2 3 ? High Switching Cost : ?? ??? ????? ??? ??? ??? ???? ?? ? ??? ???? ?? ? ?? ? ?? ?? ??????? ???? ?? ??? ?????? 4 ? Lock In : ?? ? ???? Lock In ?? ?? : Multi-Homing cost? ????, Single-Homing ????? ??? ??? ?? ? ????? ?? ?? (???? ?? ? ?? ??? ???? ?? ??? ?? ? ? ??? ??)
  • 6. 5 2. Two Sided Market ?? ????? Growth Stage Model Source : ?????(ROA Consulting), ???
  • 7. 6 3. Platform Envelopment [Platform Envelopment | ??? ??] Platform Envelopment(2007, Working Paper) ? ? ?? ???? ????? ??? ???? ??? ? ?? ?? ? ??? ??? ????? ?? ???? ?? ? ???? ??? ?? ? ????? ????? ?(??? ??? ??? ?? ??) ? ??? ? ???? ??? Complements Platform A ?? ??? Weak Substitutes ??? ?? Unrelated Function Platform B(? ??? ??) ??? [???? ?? ??] ??? ?? ??/?? ???? (???? ????) or or
  • 8. 7 4. Opening Platform [Opening Platform] Opening Platforms:How, When and Why? (2008, HBS, Working Paper) -?? ???, ???????? ??? ??(Platform Competition)?? ????? ???? ????? ?? ? ?? -??? ? ??? ???? ??? ??? ????? ????? ?? ???? ????, ??? ??? ?? ???? ?? ??? ???? ???? ?? ??? ?? ? ?? ? ??? ???? ??? ?? ???? ??? ??? ??? ?? ??, ???? ?? ???? HW, SW, Service, Architecture ????? ????? ????? ?? ????? ?? ????? ? ??? ???? ???/?? ?? ??? ????? ????? ?? ?? ?? ?? ??? ??
  • 9. 8 5. ? ??? ????¡­ -???? ????? ???? ?? ???? ??? ?? ???? ?? ?? ¨C ???? ?? ¨C ????? ?? ?? ?? -??? ?? ???/????? ???? ??? ?? ??? ?? ? ??? ?? ?? -??? ??? ???? ?? ????????? ???? ???(???)? ? ???? ??? ???? ?? -??? ?? ???, ?? ???, ??? ??? ??? ?? ?? ??? ????????? ??? ?? -?? ?? ??? ??/????/???? ?? ?? ?? -?????? ??? ???(???) ????? ?????(??? ???)? ???? ?????? ??? ?? ???? Long-Running ?? ?? -?? ?? ???? ??? ?? ??? ??, ???? ???? ?? ????, ???-?? ???-? ?? ??? ?? ??? ?? ???? ???? ? ???? ??
  • 10. 9 Agenda I. ??? ????? II. ??? ??? ???? III. ???
  • 11. 10 1. ???? ??? ?? MIM -Free!!! -One Sided Market Game -Two-Sided Market -Supply Side User?? ?????? ?? ?? ???? Taxi -Same Demand Side User -New Supply Side User ??? ???? ??? ???? Premium Taxi -Same Demand Side User -New Supply Side User ??? ?? ?? ??? ?? ???? -Same Demand Side User -New Supply Side User
  • 12. 11 2. ???? ??? ?? ? Commerce ¨C AWS(Cloud) ¨C Media& Contents ? 3? ?? ? ??? ? ?? ??? ?? ? ?? ??? ?? ??? ??? ??? ? ???? ??? Cloud Related Media&Contents Related Retail/Commerce Related
  • 13. 12 3. ??? ??? ?? MS Bing¡¯s Map Asset ?? ?? ??? ???? ???? ?? ?? ??? ??(Using Uber Driver) -??/????????? ???? ??, ????? ????????? ?? Taxi Food Delivery CarPool ????? ?? ??? ?? ?? ??/?? ?? ??? ??
  • 14. 13 4. ?? O2O/On-Demand ??? ???? : Bundling Bundling? ?? ????? ?? ? ????? ?? (??? ???? ??? + ????) ?? ??? + ?? ??? = ???? ??? ??
  • 15. 14 4. ?? O2O/On-Demand ??? ???? : Bundling Bundling? ?? ????? ?? (?? ?? + ?? ?? ?? ??) ? ????? (One Price, Two Service) ?? ¨C 1? ?? ?? O2O???? ??? ?? ¨C ??? ??? Rental O2O ??? Problem 1. ?? ¨C 1???? ???? ????? ??? ??? ???? ??? ?? 2. ?? ¨C ????? ?? ??? ??? ???? ?? ? ???? ?? + ?? = ???? ??? ? ??? ???? ?? ??? ???? ?? ?? ????, ??? ???? ????
  • 16. 15 4. 4. ?? O2O/On-Demand ??? ???? : Network is Everything O2O/On-Demand ???? CEO ???? ??(2016.1.28)
  • 17. 16 Agenda I. ??? ????? II. ??? ??? ?? ?? III. ???
  • 18. 17 ?????¡­ ? ???? ???? ??? ??? ???? ??, ???? ??? ??? ??? -Long-Running Platform? ??? ??? ????? ?? Leadership ?? ? ??? ????? 3?? ??? ??? ?? / ?? ??? ?? / ??? ??? ?? -??? ????? ???? ?? ???? / ??? ?? / ?? ??? ??? ? ????? ???? ???? ???? ?? ? ???? ????? ??, ?????? ?? ?????? ??? ???? ??? ??(???/?? ?) - ?? ????? ??? ? ???? ?? ??? / ??? ??? ????? ?? ?? ????? ??? ???? ???? ?? ??? ???? ??? ??? ?? - On-Demand ? Media/Contents ??? ?? ??? ??? ??? ????? ??? ?
  • 19. 18 Vertical Platform Trend & Insight(1) :Commerce
  • 20. 19 Agenda I. 2015 Big Event II. 2015? ??? ??? ?? III. 2016? ??? ?? ??
  • 21. 20 2015 Big Event ! ? ??? ?? ??? ???? ????? ?? ?? 2015? 7??? ???? ??? ?? - 10? 15? ???? ???? ????? ? 2,631? ????, ???? 2,000? ?? ??? ? 1,902? ??? ?? ? ???? ??? ????? ?? ??? ?????? ????? ???? ?? ?? ?? ? ?? - ???? 2014? ??? ?? ??? ? 130? ???, ???? ??(718? ??) 6?? 1? ??? ???? ?? ? ??? ???? ?? 1. ???? ??, No.1 ??? ???? ??? ???
  • 22. 21 2015 Big Event ! ? 2009? ??? ??? 107? ??? ???? GM(General Motors)? ?? ??? ???? ??? ?? 5? ??? ??? ?? - ??? ??? ?? ????? ?? ? ¡°???(Mobility)¡±??? ??? ? ???? ???? ?? ???, ??? ??? ????? ??? ?? - ??? ?? ?? ???(Chief Security Officer)? ? ???(Joe Sullivan)? ¡°??? ?? ??? ???? ?? ?? ???. ??? ???? ??? ?? ???? ?? ?? ??? ???? ??(I don't feel like we're in a competition with Taxi. We're in a competition with me choosing to drive my own car)"?? ?? 2. ???? ?? ??(Uber)? ?? ??, ??? ???? ????!
  • 23. 22 2015 Big Event ! ? 2015? 11?, Marriott? Starwood? ? 122? ??? ????? ??. ?? Airbnb? ???? ????? ?? - ?? ??? ??? ? ?????? ???, Airbnb? ?? ??? 10% ???? ?? ??? 0.35% ????? ? ? 2015? 11? ????, Airbnb? ????? ? 255? ??(? 30??)? ?? ?? ?? - ?? Marriott? 209? ??, Starwood 140? ???? ?? ????, Airbnb?? ?? ????? ??? ?? ???? Hilton 277? ??? - ?? ?????? house sharing service?? ?????? ???? ??? ???? ???, ???? ?? ???? ??? 3. ????? ???? ??, ?????? ???? ????? ??!
  • 24. 23 Agenda I. 2015 Big Event II. 2015? ??? ??? ?? III. 2016? ??? ?? ??
  • 25. 24 ¡ù??? ?? ??? Where Are The Top Smart Money VCs Investing In E-Commerce? (CB Insight. 2015/07/15) Source: https://www.cbinsights.com/blog/e-commerce-investments-top-venture-capital-firms/
  • 26. 25 ¡ù??? ?? ??? Where Are The Top Smart Money VCs Investing In E-Commerce? (CB Insight. 2015/07/15) Flipkart, ModCloth, Houzz 3 specific e-commerce categories Notable companies Grubhub Seamless, Instacart, Just-Eat Marketplace 2 On-demand industry 1 Category-killer Commerce 3 Warby Parker, Chloe + Isabel, Nasty Gal (= Brand e-commerce = Direct-to-consumer model)
  • 28. 27 1) On-demand/O2O? ???? ???~ ¢Ù ?? Tech Giant?? ???? ??? ?? - Food Amazon Prime Now ¨C Restaurant delivery Uber - UberEats ? 2015? 9? ?? (?? ?? ?????? ?? ??) ? ??? ???? ?? ???? ??? ??&?? ?? ? ?? ??? (1?? ? ?? ??. ?? ??? ??? ??) ? 2015? 4? ?? (?? ?? 4? ???? ??¡ú?? ?? ? 10? ??? ?? & Stand-Alone ??? ???? ??) ? 10?? ??? daily meals? ??? 3~4??? ???? ? UberEats ??? ??: https://youtu.be/P9VO93_iYdA
  • 29. 28 2 Software + Logistics (on-demand marketplaces) ? Doordash, Deliveroo, Caviar ? Ordering + Delivering 3 Meal Delivery (¡°Fast food 2.0¡å) ? Sprig, Maple, Spoonrocket ? Ordering + Delivering + Cooking 4 ¡°Virtual¡± restaurant chains ?? ? on-demand marketplaces will soon offer a powerful enough distribution infrastructure ?? 1 Software-only marketplaces ? JustEat, Grubhub, Delivery Hero ? Ordering Food Delivery Wars !!! Total restaurant takeout market 700? ?? (? ? ??? ?? ??? 90? ??)* 1) On-demand/O2O? ???? ???~ *Source: http://www.businessinsider.com/grubhub-seamless-eyes-delivery-2015-2
  • 30. 29 1) On-demand/O2O? ???? ???~ ¢Ù ?? Tech Giant?? ???? ??? ?? ¨C Home Service Amazon Home Service Google Home Service Ads Program ? 2015? 3? ?? ?? (7?, ??? ??? 15? ??? ??? ???? ?? & 900? ? ??? ??? ??? ?? ?? & ? 1,500? ?? ??? ??? ?? ??) ? ????? ??? ???? ?? ????? ?? ???? ??? ? ?? ???? ?????? ? 2015? 8? beta ?? (?????? Bay Area??? ??) ? Local Pro?? ???? ?? ??(??)? ??? ??? ?? ???? ????? Homejoy? ??? ??? ??? ?, Homejoy? ?? ? ????? ?? ??? ??? ??? ??? CNBC ??? ??: http://video.cnbc.com/gallery/?video=3000428314
  • 31. 30 1) On-demand/O2O? ???? ???~ ¢Ù ?? Tech Giant?? ???? ??? ?? ¨C Home Service Facebook Service Nextdoor Now ? 2015? 12?, Local Pro?? ???? ???? ??(??)?, ???, ??, ?? ?? ???? ??? ? ???, ?? ?? ???? ?? ??? ? ?? ??? Facebook Service? ??? ? 2015? 11? ??. ?? ?? Local Pro? ?? ?? ? ??? ?? ? babysitting, dog walking, pet sitting, tutoring, tech help, yard work ?? ??? ???? ??? ? ?? ??? ¡°Provider¡±? ??? ? ?? ??? ?? ? ?? ? Nextdoor Now ??? ??: https://vimeo.com/146169240
  • 32. 31 2 Traditional marketplace model (Liquidity Marketplaces) ? Yelp, Angie¡¯s List, Groupon ? Focus on reviews, discount 3 Vertical-specific marketplaces ? Thumbtack, Porch ? Focus on concierge-like experiences 4 On-demand marketplaces ? TaskRabbit, Homejoy, Handy ? Focus on full-service business tools 1 Yellow Pages ~ Craigslist ? 1883~1990?? Home Service ?? ?? 400~800? ??*? ?? 1) On-demand/O2O? ???? ???~ *Source: http://www.nytimes.com/2015/04/13/technology/amazon-google-and- more-are-drawn-to-home-services-market.html?_r=3 Home Service Battles !!!
  • 33. 32 1) On-demand/O2O? ???? ???~ ¢Ú ???? ????? Merchant Delivery ?? ?? Uber Merchant Delivery Program ~ UberRush Shyp Return ? 2014? 4? ??? UberRush(??? ???? ?? 1?? ? ?? ????? ???)? ?? ??? ?? ? ??? ??? ?? ??? ?? ????? ?? ????? ?? ??? ? ? ?? ?? (2015? 10?) ?, ?? ?? ? ??? ??? ?? ???? ? 2015? 3?, ????? ??? ??? ?? ?? ???? ¡°Shyp Return" ????? ??? ? ???? ?? ??? Shyp???? ???? ??? ????? ?? ????? ??? Shyp? ?? ?? ??? ????? ????? ??? ? UberRush ??? ??: https://youtu.be/FRu6M9sCfmo
  • 34. 33 1) On-demand/O2O? ???? ???~ ¢Ú ???? ????? Merchant Delivery ?? ?? Postmate MeUndies - Postmate ? Postmate? Apple, Walgreens, Chipotle, 7-Eleven, Starbucks(???? 5.99??) ?? ??? On-demand delivery ??? ?? ? ? Premium underwear & basics ????? ¡°MeUndies¡±? Postmate API? ??? ?? ? ???? ?? 1?? ?? ??? ? ?? ? (??? LA??? ?? ??)
  • 35. 34 ?? - Marketplace + Social Network ?? - ? ????, ?????? ? ???? ?? ????? ???? ??? ??? ????? ?? On- demand Service ??? ?? ??. ??? On-demand Service?? ??? ?? ??? ? ???? ??? ?? 2) Market Network? ??? ?? [ Marketplace + Social Network = Market Network ] [ Market Network? ?? ] source: http://techcrunch.com/2015/06/27/from-social-to-market-networks/#.9cug2x:LQeR
  • 36. 35 2) Market Network? ??? ?? + ¦Á (Saas based Workflow¡­.) 3Cs = Community + Contents + Commerce Market Network = Social Network + Marketplace Unicorn Startup : Houzz ??? ??: https://youtu.be/dHCxD_vQGrE
  • 37. 36 3) Category-killer Commerce (=Brand e-commerce=Direct-to-consumer model) Unicorn Startup : Casper (mattresses) Away (luggage) Harrys (razors) Cotopaxi (outdoor gear) Stowaway (cosmetics) Campaign (furniture) Greats (sneakers) Naja (bras) Everlane (clothing)¡­¡­¡­¡­ Casper ??? ??: https://www.youtube.com/watch?v=LIQTzIk0ifo
  • 38. 37 3) Category-killer Commerce (=Brand e-commerce=Direct-to-consumer model) Source: https://www.cbinsights.com/blog/category-killer-ecommerce-startups/ ? TAM(Total Addressagle Market) ? WTP(Willing to Pay) ? NPS(Net Promoter Score)
  • 39. 38 Agenda I. 2015 Big Event II. 2015? ??? ??? ?? III. 2016? ??? ?? ??
  • 40. 39 ¢Ù ?? ??? Messaging-based personal assistant - Magic 1) On-demand/O2O - 2016?? ???? ? ?? ? 2015? 2? ?? ? 24/7 SMS based on-demand delivery service ? Sequoia Capital??? 1200? ?? Series A ?? ?? ? ?? Magic Plus ?? ??(??? 100??) ? ?? ???? ??? ?????? ??? Operator?? ?? ??. Text ?? Assistant?? ??? ? ??? ???? ?? Afred app ??? ??: https://www.helloalfred.com/
  • 41. 40 ¢Ú Enabling platform? ?? ?? ?? Source: https://www.cbinsights.com/blog/infrastructure-for-on-demand-startups/ Gusty ??? ??: https://www.guesty.com/ 35 Startups Providing Infrastructure For The On-Demand Boom 1) On-demand/O2O - 2016?? ???? ? ??
  • 42. 41 ¢Ú Enabling platform? ?? ?? ?? 1) On-demand/O2O - 2016?? ???? ? ?? Checkr ??? ??: https://www.youtube.com/watch?v=_e1EybZZCb8 Checkr Zendrive ? On-demand Worker? ?? ? ?? ?? ????? ??? ? Uber ??? ?? ?? ???? ????, ????? ?? ?? ??? ? ?? ? 2014? ?????? ???? ? 4,000? ??? ?? ?? ? ??? ? Zendrive? ????? ???? ?? ?? ?? ?? ??? ??? ?. Uber, Amazon ?? ????? ?? ??? ????? ???? ?? ? 2013?? ?????? 150? ??? ?? ??
  • 43. 42 2) ICT ?? ??? ?? ?? IoT? ?? Automatic shopping ? Amazon Dash Button & DRS(Dash Replenishment Service) ? (¡®15. 3?) 18?? ???, 250??? ??? ?? ? (9?) 29?, 500?? ??? ??? ?? ??? ?? ?? ?? ? (¡®15. 3?) 4? ??? ? (10?) 11? ????? DRS ?? ?? AI ?? ?? ? Mona app ?? ? AI ??? Personal Shopping Assistant?? ??? ??? ???? ??(¡®15. 6? ??) ? (ex) ???? ???? ????? ??? ??? ?? 200?? ??? ????? ??? Mona ??? ??: https://youtu.be/GsWYq3stF5g
  • 44. 43 Amazon? ???? ??? ?? ????? ??? ?? ??? 3) ?? / ?? ??? ?? ?? *???? ????(ocean freight forwarder): ? ???????(U.S. Federal Maritime Commission)?? ??? ??, ?? ?? ???? ??? ?? ?? ? ?? ?? ??? ??? Amazon Prime Now ??? ??: https://youtu.be/ODLp4ZGQwzk Amazon Prime Air ??? ??: https://youtu.be/MXo_d6tNWuY ???? ?? ??? ¡®??? ??? (Colis Prive)¡¯ ?? ¡®16. 1? ¡®15. 9? Amazon Flex ?? ? ?? ?? ??? ??? ?? ??? ?? ? ??? ?? ? ?? ??? ?? ?? ???? ??? ?? ¡®15. 12? ?? ?? ?? ????(Truck trailer) ?? ¡®15. 12? ????(Air-Cargo) ?? ? ?? ?? ?? ??? ??? ?? ? ??767? 20?? ???? ?? ?? ??? ?? ? ??? Ocado ?? ?? ¡¯16. 1? ? ?? ?? Amazon Pantry ???? ????? ?? ? ?????? ?? ¡¯16. 1? ? Amazon China, ? ???? ????* ?? ?? ¡®15. 8? Prime Now ??(??? ??) ? 1~2?? ?? ??, ?? ?? ???? ?? ¡®15. 12? ???? ??? ?? ?? ?? ? ?? 30? ? ?? ??? ??? ?? ??? ??(?? ??? 16km ??, ??? 2.3kg ??)
  • 45. 44 Vertical Platform Trend & Insight(2) :Media & Contents
  • 46. 45 Contents Creation Contribution Distribution Consumption Consumer Experience??? ?? ??? ???? ?? ??? ??? ???? ???? ???? ?? ???? ??? ?? ??? ?? ? ??? ??? ?? ?? ?? ??? ?? - Millennials!- News ??? Mobile Contents Optimization - TV Disintermediation - ????(AI) ??? - AI ??? ??? ?? ?? - VR ??? ?? ?? Intro
  • 47. 46 I. Contents Distribution - News ??? Mobile Contents Optimization Facebook Instant Article 5? 1? Snapchat Discover ? in-link ??? ?? ? 10? ?? ?? ?? ? Snapchat? ?? ? ?? ?? ?? Twitter Moments 10? ? ?? ??? ??? ???? ? ?? ?? ?? 6? Google News Lab 6? Apple Apple News ? ?? ??? ?? ?? ??, ??? ?? ? ??? ?? ???? ? ?? ??? ?? ??? ??? ????? ????? ??. ??? ???? ???? ??? ??? ? ?? ?????? ??? ?? Google AMP ???? ?? 9? ? Accelerated Mobile Pages
  • 48. 47 Facebook? Instant Article? ??? ?? ??? ??? ?? ?? ??, ???? ??? ? ??? Interactive ???? ????? ? ? ???? ???? ???? ?? ????? ????? Native Mobile Infra? ???? ?? ?? ? ????? ??? ???? ??? ?? ???, HTML ??? ???? ?? ?? -> RSS ??? ?? ????? ??? ???? ???? ?? ? ??? ???? ???? ??? ?? ?? ? Interactive ??? ???? HTML ??? ???? ??? ?? ?? https://www.youtube.com/watch?v=F1F2bRS8tf8 I. Contents Distribution - News ??? Mobile Contents Optimization
  • 49. 48 https://youtu.be/WcjU3b4rDNk http://www.nytimes.com/newsgraphics/2013/12/18/uninsured-map/ ? Google Trends, Consumer Surveys ? ??? ???? ??? ?? ???? ?? ???? ?? ???? ??? ? ?? ? ?? ??? ?? ?? ??? ?? Data Visualization, Analytics ? ?? ???? User Engagement? ???? ? ?? I. Contents Distribution - News ??? Mobile Contents Optimization Google? ??? ??? ?? ???? ?? ???? ?? ???? ??? ? ??? ???? ??. ?? ?????? ????? ????? ??? ???? ??
  • 50. 49 ? ??? ????? ???? ??? ???. ???? ????? ?? Rich ???? ???? Smart Ad? ????? ?? ??? ?? ??? ??? ? ??? ?? ?? ? AMP HTML ?? ?????? ???? ?????? ????? ???? ??? ?? ? ??? ?? ?? ??? ?? ?????? ??? ??? ?? ?? ??? ?? ->?? ? Subscription? ?? ?? ?? ?? Google? Accelerated Mobile Pages(AMP) Project? ????? ???? ?? ??? ? ???? ??? ? ??? ??? https://www.ampproject.org/ https://www.youtube.com/watch?v=SOx1XfOjJPI I. Contents Distribution - News ??? Mobile Contents Optimization
  • 51. 50 ???? ??? ??? ?? ??? ???? ??? ?? ?? ?? ????? ??? ??? ?? ???? ??. ? ??? ??? ????? ?? ???? ??? ? ? ?? I. Contents Distribution - News ??? Mobile Contents Optimization
  • 52. 51 https://www.youtube.com/watch?v=9JYZqg0511M https://www.snapchat.com/ads ???? ??? ? ??? ?? ???? ?? ???? ??? Snapchat? 3V Advertising? ??? ? ?? I. Contents Distribution - News ??? Mobile Contents Optimization
  • 53. 52 I. Contents Distribution - TV Disintermediation MCN(Multi Channel Network) ?? ??? ??? ??? ????? ???, ??? ??? ??? ??? ?? ??? ???? ??
  • 54. 53 ???? ?? Video Distribution ??? ??? ??? ? ?? ??. ?? ??? ????? Apple TV? Roku? ??? ??? ??? ?? ?? ?? ??? ??????? ???? ? OTT? Mobile, Web ? ??? ?? ?? ???? ? ? ??? ???? ?? ??, ?? ?? ??? ?? ? Analytics ?? ???. ??? Youtube ?? ??? ???? ????? ??? ?? ??? ??? ?? ? Amazon? ?? Elemental Technologies? 5? ???, Cisco? 1 Mainstream? 1? ??? ????? ??? I. Contents Distribution - TV Disintermediation
  • 55. 54 I. Contents Distribution - TV Disintermediation ? App-based TV? ??? ???? ??? ??? ??. ¡°The Future of TV is Apps¡±- by Tim Cook ? ? ????? 10? ? 7?? tvOS ?? ?? TV ??? ??? ????, ?? Long-tail ??? ????? ???? ????? ??? ??? ? ?? ??? ??? ??? ???? ?? ?? ??? ??? ??? ??? ???? ????, ??? ??? ?? ??? ????? ?? TV ???? ? ??? ??? ??? ? ??? ??
  • 56. 55 Google? Google Now ??? 3rd Party ???? ?????. ?? Google Now on Tap ??? ?? ?? ??? ??? ?? ??? ?? ?? ??? ???? ????? ? ? Spotify? Zipcar ? ????? Google Now Card ??? ??? ???? ? ?? ?? ??? ???? ?? ??? ???? ?? ??? ? ???, ?? ??? ??? ?? ?? ??? ???? ?? ??????? ??? ?? ? ?? ??? http://www.google.com/landing/now/integrations.html ? ?? ?? ??? ???? ?? ?? ??? ?? ?? ??? ?? ??? ??? ?? ?? ??, ?? ????? ?? ??? Google Now Card ???? ??? ? ?? II. Contribution - ????(AI)? ???
  • 57. 56 Google? AI ???? TensorFlow? ????? ????? ???. 3rd Party ???? ????, ??? ?? ??? ?? ?? ?? ??? ??? ?? ??? ????? ?? ?? ? Google Search ? Google Photo ? Google Voice Recognition ? Google Translate ? Gmail Smart Reply ? ?? ???? ???? ???? ? http://www.techinsider.io/what-is-google-tensorflow-2015-11 II. Contribution - ????(AI)? ???
  • 58. 57 Google? TensorFlow? ?? ? ???? ??? Smart Reply ??? ??? ? ?? II. Contribution - ????(AI)? ??? ? ?????? ?? ??? ??? Encoder? ?? ???? ???? ??? ??? ??? ? ?? ??? ???? ??? ??? Decoder? ?? ???? ? ?? ???? ?? ? ? ? ???? ???? ? ?? ??? ???? ???
  • 59. 58 II. Contribution - AI ??? ??? ?? ?? Music Streaming ?????? Data ??? Recommendation ??? ???? ??? ??? ???? ?? ? Spotify? 2014? ? ?? ??? ??? ?? Echo Nest? 1? ??? ????? ? Echo Nest? ??? ???? ??? ??? ???? Visualization?? ¡®Taste Profile¡¯? ???? ??? ??? ? Apple ?? 2015? ? ?? ??? ??? ?? Semetric??? ??? ?????. ????? ?? ??? 5?? ??? ???
  • 60. 59 III. Contents - VR ??? ?? ?? Netflix, Hulu ? ??? ???? ????? VR ??? ??? ???? ??. VR ??? ???? ??? VR ??? ??? ???? ???? ?? ? Gear VR?? Oculus VR? ?? VR ??? ??? ?? Netflix? ?? ??? ???? ??? ??? ??? ??? ? Netflix? ?? Netflix Living Room ?? ???? ??? ?? ??? ??? ??? ??. Hulu ?? ???? VR film? ???? ?? ??? ???? ??
  • 61. 60 https://vimeo.com/134754691 Oculus? StoryStudio? ???? VR Movie ??? ??? ????? ???? ??. VR? ?? ?????? ??? ?? ??? ????? ¨C ??? ??? ???? III. Contents - VR ??? ?? ??
  • 62. 61 http://pages.vbprofiles.com/VRLandscape ? 234? VR ?? ??? ??? ? 130? ??? ??? ??? ?? ?? ?? ? HMD ???? ??? VR Platform- Application? ??? ??? ??? ???? ?? ?? ??? ? ?? ? ? ? ? 110? ?? ??? ?? ??? III. Contents - VR ??? ?? ??
  • 63. 62 IV. ??? - ??? ??? ?? ??? ????? ????? ?? ?? ?? ??? ?? ??? ???? ??? ??? ??? ???. ??? ???? ??? ?? ??? ???? ????? ?? ??? ??? ??? ???? ??? ?? ?? ??? ????
  • 64. 63 Watchaplay oksusu Watcha? Watchaplay? SK ?????? Oksusu ??? ?? ??? ??? ??? ???? ???? ?? ??? IV. ??? - ??? ??? ??? ???? ?? ?? ? ??? ????? ??? ???? ?? ? ?? ??? 170? ?. ?? ?? ???? 2? 3?? ? ?? ? 15? ??. ??? ???? ?? ?? ? ? ?? 4,500? ?, ??? 1,500? ? ? ??? ?? ??? ???. Btv? ?? ??? ?? ? ??? ??, ??, MCN 1? ??? ? ??? ?? ? 98? ??, 8,000?? VOD
  • 65. 64 ????? ?? ?? ??? ?? ? ???? ??? 10? 1 ??? ??? ???? ??. ?? ?? ???? ??? ???? ??? ???? ?? ?? ??? ?? ? IV. ??? - ????? ?? ???? ??? ? ???? Source: Unblockus
  • 66. 65 TV ???? ??? ?? ???? ??? ? ??? ??. ????? ???? ?? ??? Interactive? ??? ?? ??? ? ??? ??? ???? ???? ?? ? IV. ??? - The Future of TV is Apps? https://www.youtube.com/watch?v=2TACPjFfofc ? Her Story? ???? ??? ??? ??? ??? ?? ??? ?? ? Interactive Storytelling ???? TV ???? Game? ??? ???? ??? ??? ? User? ???? ????? Built-in ? Social Interaction ??? ?????, Fruit Ninja ?? ???? ??? ??????? Political Debate ??? ???? ? ?? ??? ? ? ??
  • 67. 66
  • 68. 67