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Co-creating health
ThinkLab 01: Menzis   Investment philosophy
                      Investing in the socio-economic impact of
                      technological innovation
Challenge: Breakthroughinnovation
2012: Participatory cultures
Activation of the consumer
Technology
 •Cheap hardware and software reach
 the masses
 •Computing power migrates to the
 edge of the network




                                            Technology increases the speed and
                                                  force of social change

                                                                                        SocialInno
                                                                                          vation


                                       Social forces shape technology development and
                                                      custom applications

Social change
•Aging consumers look to technology
to support families and communities
•Younger generations pioneer the use
of personal networks and viral
communications
80%

                      GDP
CONSUMER                                    PRODUCER

       De consument is 70-80% van het GDP
Herallocatievan beschikbaar geld,
tijd&aandachtbepaaltsamenstelling van GDP en
              groei van sectoren
Informatie-technologie is een General Purpose Technologie
Eennieuwetechnologiewordtgeïn
troduceerdmiddels hardware
De
socialeinnovatievindtplaats
via lifestyle applicaties
Van
                                                                       harddrive
                                                                       naar de
                                                                       cloud

                                     Computing Power
                                     (Moore’s Law)




                                     Bandwidth
                                     performance
                                     (Grove’s Law)




'60   '65   '70   '75   '80    '85     '90   '95     '00   '05   '10   ‘15

                              Infrastructuur nietlanger de bottleneck
Discontinue innovatie:
Een auto is geen snelle fiets
Dial-up                      Breedband




         Discontinue innovatie:
     Breedband is geen snel internet
Feature Phone
                                       Smart Phone


                    Discontinue innovatie:
                Een smart phone is niet slimmer
                            bellen
Flatscreen
                                         Internet TV?



                     Discontinue innovatie:
             En social TV, is dat tv met email of een
                             browser?
Radio
                                      Internet Radio?




                  Discontinue innovatie:
        En Net Radio, is dat radio zonder frequentie?
Huisarts                            E-health




           Discontinue innovatie:
             En Ehealth = .....?
Technology = the hardware + the lifestyle
Over-estimationon the short term...




   1956: 1st musical ringtone available




   1957: Radio printer        1958: Flat screen
Augmentation: Advanced interactive app
General purpose apps
NECESSITY
Explosion of home media capacity 1980 vs2010
     ...
Mass-media ánd the media-mass




   Mass media                   Media Mass?
Intelligence
Information




                                Het Informatie-effect
                                            •Media
                                            •Health
                                            •Energy
                                            •Education
    Data                                    •Finance
                             Participatio
              Closed         n     Open
Door crisis verschuiveninterestsnaarneeds
Pensioen




Huis




 Baan




  Auto
De consument is empowered
en eistrelevantie
Applicatiesgaan van luxury naar necessity
US corp profit before/after tax vs US nom GDP as of 1950         31/1/12
0.18



0.16



0.14



0.12



0.10
                                                                                      12%
0.08



0.06



0.04



0.02
      50      55    60      65     70     75     80   85      90     95    00    05
  USCPATAXB/USGDP...B
  USPROFBTB/USGDP...B
 HIGH 0.1 15/8/11,LOW 0.0 15/8/74,LAST 0.1 15/8/11         Source: Thomson Reuters Datastream
...now pc, mobile, iPod, Xbox etc. Etc.
Acceptatie van ICT (Smart Living) versnelt in tijden van crisis
De consument is in de driver seat
Met eenvolledignieuw social belief system
Hoe adaptief is jouworganisatie?
“In who shall I trust?”
Activation of the consumer



                                  X
                       Passive
                                               Active




               1                 InterActive        X
Health 2.0, a service model?
Bezos: ‘In the oldworld, finding the right 15,000 people to
buythatbook was ridiculouslyexpensive.’
Theme 2010:
Unleashing the social value of Healthcare?
          Economic Value




                                                                    Social Value

    There is a perceptual mismatch between consumer needs vs citizen concerns. 2012-2015 will be about
                   unleashing the social value which is nominator NOT de-nominator driven!
Social business
                           X22




Traditional business
X4




                       Social value generates economic valu
Stop thinking in technology.

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Notes de l'éditeur

  1. Net alselectriciteit was is ICT een General Purpose Technologie
  2. Eenn
  3. Disruptive innovation: zodraeen sector informatiseerdnemt het de eigenschappen van het informatietijdperkaan en ontstaanveel (onverwachte) exponentieleeffecten (blurring boundaries)
  4. Van non consumptievemomenten tot meerdan 100% van dagelijksleven
  5. Slotzin: De toekomst is niet empowered door technologiemaar door creativiteit!
  6. De grafiek is van Amazon