INEX Advisors. Driving Growth, Profit & Impact through Intelligent Applica?on of Internet of Things Solu?ons 1 INEX ADVISORS LLC

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1 INEX Advisors Driving Growth, Profit & Impact through Intelligent Applica?on of Internet of Things Solu?ons 1 INEX ADVISORS LLC

2 The Internet of Things Instrumen?ng The Physical World 2 INEX ADVISORS LLC

3 IoT is The NOW Fron?er In Tech, And Business And Nearly Every Other Domain of Human Life 3 INEX ADVISORS LLC

4 Why? Experience & Percep?on Are Insufficient 4 INEX ADVISORS LLC

5 Why Now? Organiza?ons and people are increasingly reliant on data that enables beyer decisions Networked compu?ng and communica?ons have raised produc?vity and profitability to record levels, clouds turning compu?ng into a u?lity and connec,vity near ubiquity Lower technical risk much of the required sensor technology, network infrastructure, analy?cs and visualiza?on tools are stable, widely available, and increasingly cost- effec?ve However, 99.99% of physical world assets manufactured and natural are not connected and in most cases, at subop,mal u,liza,on Connec?ng those physical assets the data about them - - to a network, and then delivering value in services and apps will be a mul? trillion opportunity 5 INEX ADVISORS LLC

6 B2C and B2B Markets Are Being Created, and Re- Created with IoT. Access = Data/ BI = $/ % Learns your payerns, automates adjustments 1 million units installed / $199 average retail New smoke/ fire alarm release Q3 13 Just acquired by Google for $3.2B cash the largest acqui- hire (100 Apple design vets) ever? The challenge: Value, privacy, next? Tracks vehicles, reports status, mul?ple apps Millions of units 10% penetra?on of corporate fleets Mul?- billion global market despite low penetra?on Highly fragmented supplier community Percola?ng into fleets of other assets, 6 INEX ADVISORS LLC

7 Who Is benefipng? In B2B, A Broad Range of Internal & External Stakeholders. Led by Opera?ons. Who benefits from your IoT investments? Source: >400 qualified specifiers, buyers and operators of IoT solu<ons 7 INEX ADVISORS LLC

8 What Are the Benefits? In B2C There are Many. Some?mes Not the Ones We Hear About. How is your business benefibng from IoT? Source: >400 qualified specifiers, buyers and operators of IoT solu<ons 8 INEX ADVISORS LLC

9 What Else is Being Instrumented? A Lot Beyond Branded, Manufactured Experiences. Wearables- Enabled, Quan,fied- Self- Driven Popula,on Health Large- and Landscape- Scale and Infrastructure Management 9 INEX ADVISORS LLC

10 Technology Challenges. The Basics Are There, But Which Ones for IoT? Context Seman?c Engines are Emerging, Demand Integra?on Security Clouds, Fog. Edge Nodes. Penal?es and Prosecu?on Standards Soup Data, Technology and Policies Human Data Accessibility - - Display, Visualiza?on, Analy?cs Integra,on With Installed Decision Support Tools, Opera?ons 10 INEX ADVISORS LLC

11 Much IoT Has Opera?onal Roots. Instrumen?ng Physical s. A New Era of Subscrip?ons. Many other Multiple 3 Networks Layers of 4 Data Cellular Satellite/ GPS Data Center Services Machine Data/ Analytics 2 RFID Sensors Controllers Machines Physical World Sensor Data People Applica,ons and Services 5 1 Professionals Partners 11 INEX ADVISORS LLC

12 Commercial Challenges Begin With Culture. Impact En?re Ecosystems. Need More Energy. How will it change us? Our customers? Partners? Lack of Authen?c Value & Clear ROI Fragmenta?on Implica?on for Scale Business Models Beyond Freemium, Social, Mobile, IT Privacy, and Data Deployment Standards of Conduct 12 INEX ADVISORS LLC

13 IoT forces new defini?ons of age- old concepts in the physical world. Product, asset, value, owner. 13 INEX ADVISORS LLC

14 One Idea To Consider: Policy. Standards of Conduct. Through A Honeycomb Of Interests. The old paradigms of buyer- seller, customer acquisi?on and customer service are under pressure OEM Supplier There are mul?ple par?es with specific interests in loca?on, status, performance and poten?al of these connected assets New privacy and data control policies are enabled by the for- fee, not freemium, business models, where ad revenue is not cri?cal Technologies exist to separate metadata from payload, fixed and variable iden??es, persistent or transac?on- based access, and more Tes?ng Services Research Firms Regulator OEM Developer Partner Cer?fier Service Provider Supplier OEM ASSET Financier OEM Service Provider Distributor Client 2 Client 1 Repair/ Recon/ Resell Insurer Client 2 Customer 14 INEX ADVISORS LLC

15 Contact Us INEX Advisors LLC Chris Rezendes, President (Boston) Guido Mengelkamp, Partner (London) 15 INEX ADVISORS LLC