Largest investment bank in France analyzes Silicon Valley tech trends with Netvibes dashboard
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By analyzing news articles and social media commentary by venture capitalists, BPI France's dashboard identified the most popular and upward-trending topics in High Tech, discovering valuable insights to help inform the bank's investment decisions.
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Largest investment bank in France analyzes Silicon Valley tech trends with Netvibes dashboard
- 1. 1 MARCH 15TH SILICON VALLEY/USA VS FRANCE FOR BPIFRANCE BY NETVIBES
- 2. 2 FREDDY MINI FOR 17 HOT TOPICS, UNDERSTANDING AND COMPARING TRENDS IN THE SILICON VALLEY/USA AND THE FRENCH ECOSYSTEM. Today’s objective:
- 3. METHODOLOGY: DEDICATED PREMIUM DASHBOARD, CUSTOM ONTOLOGY, THEME RECOGNITION 1 2 3 1 Topic (#/17) Topic’s Themes Topic’s Snapshot 2 3 Volume differences: News = US/FR (a US News writes +50%), Tech US 7xFR (a TechFR writes +20%), VC US 5xFR in articles (a US VC writes +300%)
- 4. 17 TOPICS FRENCH ECOSYSTEM VS SILICON VALLEY/USA A.I. Chatbot/Robot Deep/ML AdTech Method, Legal, format Transp. Drones, autonomous,e,shared Drones Security, delivery SmartCity Energy, internet, traffic Big Data Opendata, perf, legal, surveillance, tech Commerce Tools, biz, society CleanTech Jobs, politics, $, research HRTech Change, purpose, experience, hiring V.R. Assistant, Gears/Sport/Glasses Mobile Smartphones, evol,sec/priv, 4G/5G AgriTech Agtech, Evol,Health, legal, $ BioTech Industry, ethics, legal, wearables IoT Security, health, wearables, cams Security Elections, Hacking, New protec. FinTech Politics, Hitech, Digital tokensEdTech $, method, perf, life
- 5. 17 TOPICS/MOST TALKATIVE A.I. Chatbot/Robot Deep/ML AdTech Method, Legal, format Transp. Drones, autonomous,e,shared Drones Security, delivery SmartCity Energy, internet, traffic Big Data Opendata, perf, legal, surveillance, tech Commerce Tools, biz, society CleanTech Jobs, politics, $, research HRTech Change, purpose, experience, hiring V.R. Assistant, Gears/Sport/Glasses Mobile Smartphones, evol,sec/priv, 4G/5G AgriTech Agtech, Evol,Health, legal, $ BioTech Industry, ethics, legal, wearables IoT Security, health, wearables, cams Security Elections, Hacking, New protec. FinTech Politics, Hitech, Digital tokensEdTech $, method, perf, life >=10% volume >=5% volume Legend
- 6. US TOPICS* A.I. Chatbot/Robot Deep/ML AdTech Method, Legal, format Transp. Drones, autonomous,e,shared Drones Security, delivery SmartCity Energy, internet, traffic Big Data Opendata, perf, legal, surveillance, tech Commerce Tools, biz, society CleanTech Jobs, politics, $, research HRTech Change, purpose, experience, hiring V.R. Assistant, Gears/Sport/Glasses Mobile Smartphones, evol,sec/priv, 4G/5G AgriTech Agtech, Evol,Health, legal, $ BioTech Industry, ethics, legal, wearables IoT Security, health, wearables, cams Security Elections, Hacking, New protec. FinTech Politics, Hitech, Digital tokensEdTech $, method, perf, life 1 2-4x 5-9x 10+x news tech vcs < 10x <20x >=20x * A “country” topic is when the difference of all 3 multiples is superior to 5 Legend
- 9. TRADE SHOW SENSITIVITY A.I. Chatbot/Robot Deep/ML AdTech Method, Legal, format Transp. Drones, autonomous,e,shared Drones Security, delivery SmartCity Energy, internet, traffic Big Data Opendata, perf, legal, surveillance, tech Commerce Tools, biz, society CleanTech Jobs, politics, $, research HRTech Change, purpose, experience, hiring V.R. Assistant, Gears/Sport/Glasses Mobile Smartphones, evol,sec/priv, 4G/5G AgriTech Agtech, Evol,Health, legal, $ BioTech Industry, ethics, legal, wearables IoT Security, health, wearables, cams Security Elections, Hacking, New protec. FinTech Politics, Hitech, Digital tokensEdTech $, method, perf, life CES MWC X8+ x4 x2 Legend
- 10. ALL LINKED TOGETHER A.I. Chatbot/Robot Deep/ML AdTech Method, Legal, format Transp. Drones, autonomous,e,shared Drones Security, delivery SmartCity Energy, internet, traffic Big Data Opendata, perf, legal, surveillance, tech Commerce Tools, biz, society CleanTech Jobs, politics, $, research HRTech Change, purpose, experience, hiring V.R. Assistant, Gears/Sport/Glasses Mobile Smartphones, evol,sec/priv, 4G/5G AgriTech Agtech, Evol,Health, legal, $ BioTech Industry, ethics, legal, wearables IoT Security, health, wearables, cams Security Elections, Hacking, New protec. FinTech Politics, Hitech, Digital tokensEdTech $, method, perf, life
- 16. AUGMENTATION A.I. Chatbot/Robot Deep/ML AdTech Method, Legal, format Transp. Drones, autonomous,e,shared Drones Security, delivery SmartCity Energy, internet, traffic Big Data Opendata, perf, legal, surveillance, tech Commerce Tools, biz, society CleanTech Jobs, politics, $, research HRTech Change, purpose, experience, hiring V.R. Assistant, Gears/Sport/Glasses Mobile Smartphones, evol,sec/priv, 4G/5G AgriTech Agtech, Evol,Health, legal, $ BioTech Industry, ethics, legal, wearables IoT Security, health, wearables, cams Security Elections, Hacking, New protec. FinTech Politics, Hitech, Digital tokensEdTech $, method, perf, life “Artificial intelligence is now smarter than the average American” Ken Forbus, Northwestern University, Raven’s IQ test, Jan 17. PPC automation Virtual AssistantsPersonalized curriculum Innovative recycling Safety Wearables/health Cars-to-X Surveillance 5G Customer Experience Employee Experience Digital farming Autonomous Orange boxes are clickable
- 17. 17 TOPIC SNAPSHOTS WHAT’S HAPPENING WHERE IT’S HAPPENING NOTICEABLES Each of the 17 topics: Or jump to thank you page
- 18. +1 VIRTUAL REALITY/SNAPSHOT • Virtual Assistants/Home automation Alexa, ghome and now LG’s Hub Robot (recognize your voice), Emotech’s Olly (learn your personality!) • VR Gears HTC Vive trackers. new set of gears… weapon like, Lenovo/MSFT, Fove • VR Sports Get Some VR glasses to train NFL referees. Vsport = VR+Sport/VirZoom for exercise challenges, more on NextVR/NBA (daydream compatible) • AR Glasses Vuzix M3000 and Lumus and ODG R8 and 9 : google glass reborn • FR talks about holograms • Large VR Space opening both in France and US Casinos • VR Feelings. Eating. Heating. Porn. 1 x4 x3 x2 4 themes ! = * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles. * CES MWC = **
- 19. A.I./SNAPSHOT • Chatbots/Robots Self taught robots (Audi/MB), Brain driven toys/arms, RobotCafe, LendingBot • Ethics FTC complain, EU and Asimov law, Tech Giants to set ethic standards • Deep/Machine learning IBM Watson Health, AlphaGo behind 60 Go parties won, TensorFlow 1.0 • Westworld opened eyes • Japanese Co. replacing employees with AI • AI reveals bat carriers of Ebola 2 x3 x3 x2 3 themes ! = = -1 CES MWC * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 20. IOT/SNAPSHOT • Security in both senses: Protection (larger offer for home) and Privacy (big concern for enterprises) • Health Blood tests, Parkinson devices, Optune battles breast cancer, (almost) the whole baby-sitting > • Wearables Beyond more Smartwatches, and wrist band (to feel the basses), is the focus on saving life (FitBit CEO), detect alcohol presence • Phones/Cameras Everyone but Apple, even Samsung’s Galaxy S8 is thought to be inspired by… iPhone 8! • Bluetooth 5 is (almost) here! • 92% of everything data will be in the Cloud by 2020 • Gov is watching. Fed suing WeVibe for data collection, FTC suing D-Link for security hole, offering $25k to hackers 3 x11 x4 = 4 themes ! +2 = 31k documents CES MWC * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 21. = TRANSPORTATION/SNAPSHOT • Drones (to be covered separately) US drone returned by China, deliveries, info on animals/US, pollination/US • Autonomous/Electric #moralmachine/VC, 10Gb/mile/VC, Self driving by watching you (MB/Audi/Tech), Holography in interiors • Shared economy FR/VTC, Crit’air and Polution, US/Uber beacon to drive riders to their cars • TSLA charge no longer free ($15) • Airbus flying car in 2017 (VTOL, Uber’s 99p white paper) • Gov is watching. After VW, FCA, Renault? PSA? In Dieselgate. $1B fine for Takata’s faulty airbag 4 x2 x3 = 3 themes ! = = CES MWC * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 22. DRONES/SNAPSHOT • Security China returns US underwater drone, crashes onto monuments (Seattle), Airport disturbances (Dubai, Orly), SNCF Reseau. Anti-drone solutions surfacing (DeDrone) • Delivery Amazon but 7-Eleven, France’s DGAC first commercial line, Washington’s approval for sidewalk delivery • Lily shutting down and been sued by Fed, Parrot lay off. • Google’s Project Titan (solar powered drones) shut down. Loon. • 3M drones shipped in 16. +34%/$6Bin 17, $11.2B in 20, Drones at Superbown LI 5 x4 x3 x2 2 themes ! = = CES MWC * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 23. SMARTCITY/SNAPSHOT • Energy Smartgrid/Smart lighting system (saves 62% in Oslo), network of underground irrigation (-25% Barcelone) • Internet largest/fastest internet network NYC wifi by 2025. 300 miles fiber and 700 hotspots in Barcelona • Traffic Midtown in Motion in NYC since 11 (-10% in commute time), smart asphalt to guide cars to parking (Oslo) • Vehicle-to-X (ATT for Ford and Honda) • NYU Center for Urban Science and Progress: 1st quantified community: to create a self sustainable city, 100% controlled/managed. • 15/20 most populated cities in France are Open Data ready 6 x10 x4 x3 CES 3 themes ! * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 24. -2 ADTECH-MARTECH/SNAPSHOT • Methods FR/go beyond classic ads. MDM. Use of APIs. Bots. US/Video, time limited emails and ads. Both: influencer marketing • Legal EU to impose cookies, Vizio $1.5M fine for spying on its users, FB to have 3rd party validating metrics, FR to forbid JCDecaux to gather infos from billboards • Formats Native. Visual. Personalized. Google kills intersticials on mobile. Penalize not-mobile friendly sites • Money 3 out of 4 marketers to increase martech spendings. US/2/3 of US digital Ad spending are on GOOGL and FB. 37% of ALL ad spending in US is online. 46% by 2020 • Adblock tools: +30% in 2016 • Since 1998, attention span -50% vs 5x information intake. • Google to train 1M africans to IT 7 = x11 x5 4 themes ! * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 25. ECOMMERCE/SNAPSHOT • Tools Brand content, ecommerce platforms rapidly growing, US/Amazon buttons, FR/high usage of tag management tools and Google Analytics Universal • Business The end of the opposition physical/virtual stores (cross channel, only 12 out of the 15 ecommercants are only web) coming from Online, Department stores in free fall (Macy’s, Sears) • Society The end of waiting in line, free and almost immeditate delivery (walmart to match Amazon) • Mobile ecommerce will reach $284B = 45% of total US ecommerce in 2020 • TWTR kills buy button, ends focus on ecommerce • WumDrop delivers where your phone is! (no need for an address) 8 = = x3 3 themes ! = * **= * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 26. CLEANTECH-ECOTECH-GREENTECH/SNAPSHOT • Jobs Greentech seen as a job creation opportunity. Job fairs. “Enernet, the new Internet” • Politics India to become the 3rd solar producer in the World. Gov to fight Dieselgate like scandals. SF wants to become the DC of green • Funding Gates leads a $1B investment fund (made of billionnaires) to finance climate control initiatives • Research New engineered reefs, underwater robots to combat invasive species, electronic noses to detect illegal trading of species • Few, but deep, documented articles • Since 1960, daily garbage has doubled. US only: 3500 landfills producing 20% of methane • Samsung announces 300miles in 20mn charge • Next month, Tesla announces 335 miles 9 x4 x2 = 4 themes ! * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 27. = HRTECH/SNAPSHOT • Need to change Everybody hates annual reviews. Need to use BigData and AI to react way faster. • Purpose Fundamentals: organizational and individual company purpose and brand values. US/volunteering • Experience The key word. Employee and Team Exp. Involves max digitalization, user exp., Mooc, short videos • Hiring Employer branding is key. Lucrative referral prg. Increase HR tech, starting w/ social media. FR/behind • DRH to become DEE (Director of Employee Experience) by 2021 • “HR and Business… where the power of leadership development is a known factore for transforming organizations at every level” • NamelyHR raised $50M in Series D (Sequoia, trueventure…) 10 x11 x4 x9 4 themes ! * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 28. = EDTECH/SNAPSHOT • Financing Student debts still high after y. of repay., Navient lawsuit, startup crea./found high. FR/FH 1B€/3y plan? • Methods/Results US/FR: STEM vs Alternate Schools, MOOCs everywhere, FR/Muslim schools?, US/Religion in curriculum? • Performance US:Half 25-34 hold a degree, hehind SK, Canada, IRL, JP. 1/3 Tenn. Higrades below. Poor FR perf/PISA • Life Education and travel: CodingNomad, RemoteYear. Education to be closer to life “6 C’s”: collaboration, communication, content, critical thinking, creative innovation, and confidence • Betsy DeVos/Trump Hearing/insult to democracy. Doesn’t know diff between profiency and growth • By the age of 6, girls were already less likely than boys to describe their own gender as 'brilliant', and less likely to join an activity labelled for 'very, very smart' kids. • Research shows that kids who show perseverance and self-control perform better academically than those with higher IQs. 11 x4 x5 = 5 themes ! = = = * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 29. = AGRITECH-FOODTECH/SNAPSHOT • AgTech Hot in both US (Farmer Biz Net.+Agrible scores farming. Device in tractor to what/where, automation/drones) and FR (Sencrop, Samsys, Connectagri/digital farm.). FR more sensitive to Hyperfood • Evolution Hot on Both:Fast Delivery (McDo/UberEAT), Ugly products. Ynsect to feed animals (insects). FR/eat healthier. US/ all app. • Health US EPA: Monsanto no-glyphosate, Flynn. FR: Acrylamide/Biscuits (Nesle), Listeria. Charcuterie/Asthma. Both: Bird flu. • Legal/Finance Both: exp.date confusing (US), nutrition facts too confusing, info. On food not pertinent (FR). FR worried for 20k farms. CETA/EU • Diets US/News:Apple Cider Vinegar, US/Tech:Plan based bloody/juicy burgers, FR/Tech:app for eating advices • Life expectancy has declined in the US for the fist time since 93 • Mouth to feed: 10B ppl 2050, 60% in large cities. Using existing farmland to grow more food isn’t sustainable. $1.6B inv. 2015. • USDA: US less milk, but more cheese; much less sugar, but much more high-fructose corn syrup; and 23% more calories in 2010 than in 1970. 12 x10 x5 = 5 themes ! = CES * ** = = * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 30. BIG DATA/SNAPSHOT • Performances US elections surprise, exp: 81% better biz, 49% satisfied , Caterpilar saves millions in predictive maintenance • Open Data FR/INSEE Sirene 10M biz, Chinese gov selling personal data, 50% ppl in large cities to share data for smartcities. • Legal Danish Ambassador in Tech, EU wants to keep an eye on healthcare and insurance, G20 for Policy 4.0 • Surveillance FR/DGSI/Airbus signs w/Palantir. US:more real time,wider data access to solve crimes, Alibaba signs Olympics 28 • Technology MIT discovers ways to shink data into models. Columbia/Princeton/Harvard introduce i-score. Google offers TensorFlow 1.0 • How big is big data: 10Zettabytes (1021) in 15 to 180Zettabytes in 25 • Millions will be needed to translate data analytics (Netvibes’ vision with Dashboard Intelligence). • 60% of the jobs in 2030 don’t exist today 13 =x2 x2 CES 5 themes ! = = = * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 31. = = BIOTECH-MEDTECH-DIGITAL HEALTH/SNAPSHOT • Industry FR/Sanofi on Actelion buyout,lost to J&J ($30B), Nokia/Withings, Doctolib: 26M€, US/ Trump on Drug prices, Google and Apple on health • Ethics US/Tom Price as Health secretary and conflic of interests, Scientific Panel Says Editing Heritable Human Genes Could Be OK In The Future • Legal CRISPR lawsuit (molecular scissors for gen modifications) about inventorship between Berkeley/MIT/Harvard. FDA to regulate gene editing • Wearables Stanford launches Center for Digital Health+Program to Discover 'Innovative Uses' for Apple Watch in Healthcare, Wearables Could Soon Know You’re Sick Before You Do. • Pushing the body’s boundaries: BodyHacking Conference 2017 kicks off • Why The Arctic Apple Means You May Be Seeing More GMOs At The Store • DARPA's Biotech Chief Says 2017 Will "Blow Our Minds" 14 x4 x6 = 4 themes ! = CES * ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 32. SECURITY/SNAPSHOT • US Elections The U.S. Treasury Department allows some American companies to do limited transactions with the Russian Security Service (exKGB) , Twitter publishes 2 far reaching FBI requests, FR/Russia’s role • Hacking Cisco, Yahoo!, Netgear. Ransomware locks down an hotel in Austria, Bug bounty in both (Yelp: 564 reports, 39 vuln., Hack the Army: 1sr vuln. after 5’. Avoid free wifi and shut down bluetooth. (Mehdi/FR) hacked 30k wifi, 65 postmens (6Mo) all based on free wifi and bluetooth • New protection Facebook improves security with new Delegated Recovery tool (FB reset your pw on 3rd parties), AI: Nest detects doors and mov. Sigfox and Qwant highly mentioned. • 52% web traffic is bot. 29% harmful, 23% helpers • Cybersecurity cost x2 in one year for enterprises • Norton: cybercriminality made 689M victimes in 2015 15 x24 x7 x2 3 themes ! = CES MWC * ** = * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 33. FINTECH/SNAPSHOT • Politics News mostly: EUWide Banking stress. Brexit:FR/-30k jobs/City, US/London Fintech leadership?/Dubai Fintech Hive, Bots to monitor politicians: Digital Democracy/US, Nosdeputes.fr/FR • Hitech News: Credit Agricole/FB communities, SocGen tests chatbots, Court agrees with Credit Mutuel/CIC employees to evaluate Watson, US/Tech: Payments will move further away from banking, into chat, social, embedded… (FBMessenger/Transferwise), FR/VC: hot on #InsurTech • Digital tokens US/Numerai, FR/Utocat, US/Blockchain moves beyond finance, into adtech with ConsenSys-adChain collabo, #Blockchain helps insurance by enabling protection (via capacity), risk modelling (pricing) & servicing • 47 percent of all Americans would be unable to cover a surprise $400 expense • Half of global fintech investments are in Asia (singapore/china) • After it hit $19 billion in total in 2015, worldwide fintech funding hit $15 billion by mid-August 2016. • Goldman Sachs’ CFO#2 was its CTO: proves the future of finance is technological and automation is coming up big time 16 x7 x8 x2 3 themes ! = = = CES* ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 34. MOBILE/SNAPSHOT • Smartphones Qualcomm/Snapdragon and then brands (samsung, lg, nokia (3310!), chinese but tough on BBRY • Evolution Mobile w/desktop UI when w/screen (Samsung+MSFT, RemixOS), MSFT one single OS via Cloud?, more mobile tech (ARM) into Macs, FR/Mcommerce and Chinese connections w/AliPay, Alibaba (FR retailers), Voyages- SNCF/Alibaba in China • Security/Privacy FR/news: SAIP (Louvre) et Qwidam, Qwant/privacy, Ooniprobe:is your ISP constraining/censoring reception? • 4G/5G 4G ok’ed for FR DOMTOM, 4G growth in FR (+6500/bus stops), 5G ready for tests in 11 US cities, in lab at Orange. Intel to fight Qualcomm • Working from home: 42% vs 29% with insomnia, 41% vs 25% with stress. • Now more than 1B 4G smartphones WW • Iphone. 10y old!. V8 or X:rumors everywhere: wireless charge, Oled (provided by Samsung), 3D 17 x4 x2 = MWC 4 themes ! = = = CES* ** * Adjusted ratio: articles between countries adjusted by the number of sources. Ex: US: 1000 articles, FR: 500 articles = 2x but US have 100 sources and FR 10 sources = 10x. Adjusted ratio: x0.2 US = x5 FR ** Flat or stable:: less than 2.5% movement in linear regression, sharply up or down: +/-5+%. Negligible when below 10 articles.
- 35. MERCI ! 35 WANT THE FULL REPORT? EMAIL US! FREDDY.MINI@3DS.COM FRANCK.MAHON@3DS.COM OR NETVIB.ES/BPI-FULL-REPORT