Transcript “The Far Side of the Earth” Reed Hundt April 14, 2014 Image of China.

“The Far Side of the Earth”
Reed Hundt
April 14, 2014
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Image of China
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Software Eats Everything
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China versus USA: American perspective on China’s point of
view
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POP 300 Million
POP 1.3 Billion
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V = p (1 + r) to the power of t
• $17T at 3% in 10 years =
$23T
• At 5% = $28T
• At 7% = $33T
• At 0% = $17T
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Muslims in China: same as in Saudi Arabia
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How big is China? Same number of Christians as Spain…..7th
century Nestorian stele; Almudena Cathedral
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China used more cement 2011-13 than USA
1900-1999
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Xi, 5’11”,62: President, G.S. of CCCP, undisputed ruler of
biggest country with biggest economy on Earth, with
Famous singer Peng aka Mrs. Xi
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Born Red; widely read; son of Mao’s propaganda
minister; father of Harvard graduate
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Chai Jing/Under the Dome: 200m downloads in two weeks,
30m comments in two hours, then banned…..Smog Politics vs.
Coal & Oil
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Xi Strategy
• Moderately Prosperous
Society
• Deep Reform (anticorruption, anti-pollution),
• Rule of Law (IP, contract,
SOE limited)
• Strict Party Governance
(anti-corruption, centralized
power, incarceration)
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Ali Baba = Google +Ebay + Amazon
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Ok Cupid Algorithm Auction: The Art of Code and Computer Arts
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AI: programming from data, not formula; deep learning;
Knowledge Graph; Google Now
Tell us “What to do,” “When to do
it,”
“How to do it.”
Yik Yak
Vine
Instagram
Snapchat
Level Money
Medium
WhatsApp
Facebook
Amazon
Netflix
Amazon Instant
New medium uses old medium as
its content… only at first
And Maybe Machines Pay Less
Attention to Us
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Wireless Reaches Everywhere, Everyone
Global Adoption of Smartphones
~5 Billion
(>80% of adults to own
smartphone by 2020)
25 Million
2004
2024
Source: IDC
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But Wireless Epochs Rise and Fall at Great Speed
Millions of smartphones shipped per quarter
140
120
100
80
60
40
20
0
Q3/2005
Q1/2008
Q1/2012
Blackberry
Nokia
Samsung
Q1/2016
Xiaomi
Q1/2019
Apple
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Winners Catch the Generational Wave
Millions of smartphone shipped per quarter
140
4G
120
100
80
3.5G
60
3G
40
20
0
Q3/2005
Q1/2008
Q1/2012
Blackberry
Nokia
Samsung
Q1/2016
Xiaomi
Q1/2019
Apple
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5g: 40 Times More Spectrum
Spectrum Used for 2G, 3G and 4G Mobile Communications
600
MHz
24
GHz
900
MHz
1.5
GHz
1.7
GHz
1.9
GHz
2.1
GHz
2.5
GHz
2.7
GHz
3.5
GHz
4.2
GHz
90
GHz
Additional Spectrum for 5G Mobile Communications
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Focus on User
MMI1 Communications
• Virtual Remote
Communications
• Telepresence
• Navigation and
Infotainment
• Autonomous
Vehicles
Tactile Real-Time Control
• Remote Tactile
Experience
• Critical Real-Time
Machine Type
Communications
(MTC)
Transportation Systems
Augmented Reality
• Perception at
a Distance
• Embedded
Multi-view
Connected Health
• Remote Healthcare
• Continuous Diagnostics
Ultra High Definition
• Video and Audio
• Multi-Angle
Viewing
The Coolest Uses for 5G…Not Yet Invented.
1. MMI – Man-Machine Interface
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TPP= grand strategy
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50% world consumption/emerging economies (2030)….So,
create channels, customer loyalty
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