Silicon valley past, present, future always on july28 2010
1. Silicon Valley: Past, Present, and Future Steve Blank www.steveblank.com Twitter: sgblank
2. The Popular View of Silicon Valley History 1910 1960 1970 1980 2000 1990 Innovation Networks 1930 1940 1950 1920 Steve Jobs Moore/Noyce Marc Andreessen Hewlett & Packard Fruit Orchards Personal Computers Integrated Circuits Internet Fruit Orchards Fruit Orchards
3. The Real Story of Silicon Valley History 1910 1960 1970 1980 2000 1990 Innovation Networks 1930 1940 1950 1920 Microwaves / Defense Personal Computers Integrated Circuits Internet Test Equipment Vacuum Tubes
9. British/American Air War in Western Europe 28,000 Active Combat Planes 40,000 Allied planes lost or damaged beyond repair: 18,000 American and 22,000 British ( 46 000 planes lost by the USSR in the East) 79,265 Americans and 79,281 British killed, wounded or captured
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24. Math Challenge For every 100 bombers on a mission 4 - 20% would not return Crews had to fly 25 mission to go home
25. Story 2: The Electronic Shield - Electronic Warfare
46. Terman and the Cold War Silicon Valley’s 1st Engine of Entrepreneurship Steve Blank 23 Sept 2008 Free flow of People/Information Entrepreneurs Military Finance Crisis Profit Motivation Cooperative Culture Entrepreneurial Outward-Facing Tech Universities Risk Capital 24/7 Utilities Predictable Economic System Infrastructure Stable Legal System Technical Labs/Universities
47. Story 4: 1956 - The Year It All Changes Lockheed
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51. Story 5: 1956 Why It’s Silicon Valley Shockley
52. Meanwhile, on the Other Side of Town… The Head of Radar Bombing training for Air Force starts a Company
70. Story 7: Why We All Don’t Work for the Government The Rise of Ad venture Capital
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78. Defense R&D Budget Sources: United States National Science Foundation Science and Engineering Indicators 2006, 2006, http://www.nsf.gov/statistics/seind06/append/c4/at04-03.pdf; United States Governemnt, Budgetfor FY 05, Historical Tables, 2004, Table 9.7, http://www.gpoaccess.gov/-usbudget/fy05/hist.html $ Billions Defense R&D
79. Defense R&D Budget California Sources: United States National Science Foundation Science and Engineering Indicators 2006, 2006, http://www.nsf.gov/statistics/seind06/append/c4/at04-03.pdf; United States Governemnt, Budgetfor FY 05, Historical Tables, 2004, Table 9.7, http://www.gpoaccess.gov/-usbudget/fy05/hist.html $ Billions Defense R&D California Defense R&D
80. Defense R&D Budget Silicon Valley Sources: United States National Science Foundation Science and Engineering Indicators 2006, 2006, http://www.nsf.gov/statistics/seind06/append/c4/at04-03.pdf; United States Governemnt, Budgetfor FY 05, Historical Tables, 2004, Table 9.7, http://www.gpoaccess.gov/-usbudget/fy05/hist.html $ Billions Defense R&D California Defense R&D Silicon Valley Defense R&D
81. Defense R&D Budget Versus Venture Capital Sources: United States National Science Foundation Science and Engineering Indicators 2006, 2006, http://www.nsf.gov/statistics/seind06/append/c4/at04-03.pdf; United States Governemnt, Budgetfor FY 05, Historical Tables, 2004, Table 9.7, http://www.gpoaccess.gov/-usbudget/fy05/hist.html $ Billions Defense R&D California Defense R&D Silicon Valley Defense R&D Silicon Valley Venture
82. Defense R&D Budget Versus Venture Capital Sources: United States National Science Foundation Science and Engineering Indicators 2006, 2006, http://www.nsf.gov/statistics/seind06/append/c4/at04-03.pdf; United States Governemnt, Budgetfor FY 05, Historical Tables, 2004, Table 9.7, http://www.gpoaccess.gov/-usbudget/fy05/hist.html $ Billions Defense R&D California Defense R&D Silicon Valley Defense R&D Silicon Valley Venture
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85. Venture Capital Silicon Valley’s 2nd Engine of Entrepreneurship Steve Blank 23 Sept 2008 Free flow of People/Information Crisis Profit Motivation Cooperative Culture Entrepreneurial Outward-Facing Tech Universities Risk Capital 24/7 Utilities Predictable Economic System Infrastructure Stable Legal System Technical Labs/Universities Entrepreneurs Venture Finance
93. Read the Blog www.steveblank.com Read the Backstory http://bit.ly/SecretStories
Notes de l'éditeur
Silicon Valley has gone through several waves of innovation. Each wave of technology helped shape the next one. All are well understood except for one - Silicon Valley’s role in the defense industry. I’m going to tell you that story as I understand it.
Silicon Valley has gone through several waves of innovation. Each wave of technology helped shape the next one. All are well understood except for one - Silicon Valley’s role in the defense industry. I’m going to tell you that story as I understand it.
So five short stories -
The surprise for me is that every war movie you ever saw about WWII was simply wrong. The directors and screenwriters did not know- even today - what I’m about to tell you - WWII was the first electronic war.
Just a bit of history. By 1940 Germany had overrun Europe. Britain stood alone until the U.S. entered the war Dec 7th 1941. Beginning in 1942 the goal of the US and Britain was to destroy the German industrial infrastructure by bombing Germany and occupied Europe from bases in Britain and to destroy: Transportation, petroleum, aircraft manufacturer, and euphemistically to “dehouse” the population.
Just a bit of history. By 1940 Germany had overrun Europe. Britain stood alone until the U.S. entered the war Dec 7th 1941. Beginning in 1942 the goal of the US and Britain was to destroy the German industrial infrastructure by bombing Germany and occupied Europe from bases in Britain and to destroy: Transportation, petroleum, aircraft manufacturer, and euphemistically to “dehouse” the population.
46 000 planes lost by the USSR in this war. German planes lost in war with USA/Britain: 23 895 German planes lost in war with USSR: 52 850 ꀾ
Allied Air War in Western Europe Strategic Bombing Campaign 28,000 Active Allied Combat Planes 40,000 planes lost/destroyed: 18,000 American and 22,000 British 80,000 Americans and 80,000 British killed
By 1941 the Germans had built a formidable electronic screen.
Here’s a Freya on the right and a Freya with a Wurzburg on the left
resembled a movie theater with bleacher seats map of the battle area
About 40% of the bomber losses were from flak.
About 60% of the bomber losses were from fighters.
These antennas are the first airborne radars on fighters. By the end of the war all the German night fighters had them.
The wizards of Langley: inside the CIA's Directorate of Science and Technology By Jeffrey T. Richelson page 87-89
1961 - Arthur Rock (former investment banker at Hayden, Stone & Co. (arranged financing for Fairchild Semiconductor in 1957), Thomas J. Davis, Jr. (former VP of Kern County Land Company responsible for investing land trust's royalties) formed Davis & Rock in San Francisco, CA as partnership (not SBIC or publicly-held); raised $5 million (capital gains split 80/20 between limited partners/general partners); 1968 - partnership dissolved (generated $90 million in capital gains, 54% compound growth rate; Teledyne, Scientific Data Systems biggest hits); first venture capitalist on the West Coast; July 16, 1968 - launched Intel with Bob Noyce (group vice president of Fairchild Semiconductor), Gordon Moore (head of Fairchild Semiconductor's R&D division).
1961 - Arthur Rock (former investment banker at Hayden, Stone & Co. (arranged financing for Fairchild Semiconductor in 1957), Thomas J. Davis, Jr. (former VP of Kern County Land Company responsible for investing land trust's royalties) formed Davis & Rock in San Francisco, CA as partnership (not SBIC or publicly-held); raised $5 million (capital gains split 80/20 between limited partners/general partners); 1968 - partnership dissolved (generated $90 million in capital gains, 54% compound growth rate; Teledyne, Scientific Data Systems biggest hits); first venture capitalist on the West Coast; July 16, 1968 - launched Intel with Bob Noyce (group vice president of Fairchild Semiconductor), Gordon Moore (head of Fairchild Semiconductor's R&D division).