1. 1 INTERNET BUSINESS MODELS: Creative destruction as usual Internet Sumário: A exuberância irracional A razão da vitória : o protocolo IP Creative destrution as usual Prespectiva económica e Internet concept Internet business models Conclusões

2. 2 INTERNET BUSINESS MODELS: Creative destruction as usual e-commerce e-business e-services e-qualquer coisa Estou deslumbrado! A fase da loucura, investimento e exuberância irracional... e-learning

3. 3 INTERNET BUSINESS MODELS: Creative destruction as usual

4. 4 o protocolo TCP/IP A razão da vitória : o protocolo TCP/IP normalização dos pacotes de dados através da rede Endereçamento dos pacotes e dos recursos da rede No handshaking (connectionless) IP Rules Técnicas Openness, Interoperabilidade, Escalabilidade, Extensibilidade Negócio Agregação e integração para a desintermediação Mercado Segurança perpétua, privacidade Força unificadora

5. 5 INTERNET BUSINESS MODELS: Creative destruction as usual Internet Innovation Engine Old firms, old technologies and old business models Old products and services Social, political, legal, educational and cultural factors Conventional business factors: business concept, Management, access to labor and capital and market conditions New products and services New firms, new technologies and new business models CREATIVE DESTRUCTION

6. 6 INTERNET BUSINESS MODELS: Creative destruction as usual Internet Innovation Engine Old firms, old technologies and old business models Old products and services New products and services New firms, new technologies and new business models Social, political, legal, educational and cultural factors Conventional business factors: business concept, Management, access to labor and capital and market conditions CREATIVE DESTRUCTION

7. 7 INTERNET BUSINESS MODELS: Creative destruction as usual Reduced transaction costs Positive network externalities ECONOMIC PERSPECTIVE: Velocidade Implantação Efeito Worldwide interconnectivity Of businesses, consumers and societies

8. 8 INTERNET BUSINESS MODELS: Creative destruction as usual Backbone Providers End Users Internet Service Providers Conceito Internet

9. 9 INTERNET BUSINESS MODELS: Creative destruction as usual Internet Commerce Business Models Business Model B2C PortalsB2C & C2C Portals Niche & Vertical Portals B2B PortalsB2B Auctions & Exchanges Tecnology Standards based Standards based & proprietary Standards based Standards based & proprietary Profitabily Yes & No

10. 10 INTERNET BUSINESS MODELS: Creative destruction as usual Internet Access Business Models Free e-mail/free ISP/free computers High-speed services (ADSL/cable modem/satellite) Subscription dial-up services (wireless & fixed modems) Flat rate or variable prices Flat rate subscription + advertising support + possible phone charges + possible price of other bundled goods or services Mainly flat rate, with variable usage- sensitive pricing plans on the horizon Wireless typicallyy has usage charge, fixed typicaly does not in US; elsewhere is usage-based Profitable ? No – in build out phase No – in build out phase (except for very profitable TI) Yes

11. 11 INTERNET BUSINESS MODELS: Creative destruction as usual Conclusões: Internet Criatividade destrutiva !!! (como sempre!!) Agora: a que velocidade ? Destruição criativa ?

12. 12 INTERNET BUSINESS MODELS: Creative destruction as usual Internet Para onde vamos ?