9. • Companies are essentially middlemen
• Prices are typically below cost
• Funded by venture capitalists
• However the fundamental “sharing” economic model
is viable
• Why finance a fleet of vehicles, restaurants, dog
kennels, etc. when there are already underutilized
assets?
But is it Sustainable?
10. It’s Happened in Numerous Verticals…
…and It’s only a Matter of Time for Everything
12. Government-as-a-Service
• Local, State and Federal
Government Going Online
• Need to reduce
bureaucracy and drag on
creating small businesses
• The benefit for government
is clear: tax collection-as-a-
service
13. The Coming Service Regulations
• Classifying workers as employees
not contractors
• $15 per hour minimum wage
• Limits on congestion
• Enforcing rules again redlining
• Protecting access for the disabled
14. If Everything is a Service, is Anything a Job?
• Most new services are currently
below cost, so price will go up
• Right now capital > labor
• However labor pool is becoming
tapped out of people capable of
doing monotonous work
• Wages will likely increase…
labor > capital
15. Jobs-as-a-Service
• “Gig” economy
• Offers flexibility of hours and
work
• Ranges from Uber driver to
graphic designer to CFO
• People opting out of
industrial age 40 hour work
week
16. The Village Life
• Everything-as-a-Service reduces
the need for “stuff”
• The cost of services and stuff is
dropping
• People are adjusting lifestyles and
don’t have to work as much
17. Does Everyone Really Have to Work Anyways?
• US Federal Budget =
$3.9 trillion
• Healthcare + Social
Security = 60% = $2.3
trillion
• Not including housing,
education, food, etc.
• A lot of the military
spend is essentially
welfare
18. Does Everyone Really Have to Work Anyways?
• If we can provide a decent
lifestyle for $20K/year
• Healthcare, housing, food,
entertainment, transportation
• Then 100 million people do
not have to work
• At the existing cost of
Medicare and Social Security
$2 trillion /
100 million people =
$20,000 each
That’s
1 in 3
Americans
19. Housing-as-a-Remnant
• Industrialized nations have
rapidly plummeting birth rates
• The US ex-immigration is below
population replenishment
• The US has empty cities like
Detroit and Buffalo
• Towns across the Midwest are
deserted
• Salt Lake City is housing the
homeless in apartments because
it’s cheaper than managing a
homeless population
20. Objects-as-a-Service… in 10 Years
• Just like streaming music… you will be able
to make any object
• Stuff will no longer be a status symbol
• Having a cool online presence will be more
interesting than owning a Ferrari
21. Healthcare-as-a-Service… in 20 Years
• Daily full body MRI
• Daily blood testing (Theranos)
• Personal genome fully sequenced
• Expert system diagnosing and
ordering additional tests
• Personalized medicine
• Robotic/nano surgery
23. Enough with The Crazy Talk!
What’s Happening with Computers?
24. Software-as-a-Service
• Pros:
• Automatically updated and upgraded
• Network effect
• Cons:
• Have to pay up front for large contracts
• Opex instead of Capex affects EBITDA
• No control of data
• APIs are cumbersome and expensive
• Delegated security
• Multitenant
25. Containers-as-a-Service
• Runs in your data center
• Runs in your private cloud
• Abstracts out operating system
• Manages workflow between dev, stage, prod
• Deployable via Kubernetes