Koronawirus i 5G, czyli… układ idealny

Robert Faletra pełni funkcję Executive Chairman w firmie The Channel Company, wydawcy amerykańskiej edycji CRN.
Historycznie branża IT przechodziła kolejne epokowe zmiany na skutek postępu technicznego, który umożliwiał, a w zasadzie wymuszał wprowadzanie nowych modeli biznesowych. Przyczyny obecnej zmiany, która zachodzi na naszych oczach, są bardziej złożone i do pewnego stopnia przypadkowe.
Kiedy w 1975 roku światło dzienne ujrzał Altair 8800, jego wynalazca – Ed Roberts – zaprezentował swoje dzieło posługując się określeniem “komputer osobisty”. Jednak dopiero kilka lat później, w pierwszej połowie lat 80-ych, walka pomiędzy Apple’em oraz IBM-em wznieciła rewolucję PC, która zaczęła zmieniać świat.
Z kolei w 1993 roku na dobre pojawił się internet, a wraz z nim zaczęła się nagła zmiana w procesie przepływu informacji. Ledwie dekadę później Eric Schmidt, wówczas CEO Google’a, zapowiedział początek ery chmury obliczeniowej. I faktycznie, niedługo potem branża znowu została poddana terapii wstrząsowej.
Równolegle z tymi zmianami postępowały istotne wydarzenia gospodarcze, w tym pęknięcie bańki internetowej na przełomie wieków i kryzys finansowy z 2008 roku. Co zresztą pomogło uzdrowić rynek, wskutek wypadnięcia z niego tych firm, których modele biznesowe stały na kruchych podstawach. Teraz koronawirus i ogólnoświatowy lock down spowodowały kolejne zmiany, które będą wpływać na sektor IT w następnych miesiącach i latach. Jednocześnie nadchodzi technologia 5G i dopiero miks tych czynników oznacza epokowe wyzwania, ale też możliwości dla integratorów i ich dostawców. Nowy “układ gwiazd” znacząco przyspieszy rozwój branży w wwkierunku zupełnie nowych modeli biznesowych tworzonych wokół zdalnego dostępu do informacji. Z tym że o ile zyski związane z 5G nadejdą w kolejnych latach, o tyle koronawirus już teraz uruchomił pewne procesy społeczne, umożliwiając zmianę miejsca i sposobu naszej pracy.
Miliony ludzi, którzy nigdy nawet nie myśleli o pracy na odległość, teraz skutecznie się do tego zaadaptowali, dostrzegając w tym pewne korzyści, ale też wyzwania. Podobnie, jak wielu menedżerów, którzy nie planowali prowadzenia firm z tak rozproszonymi zespołami, a teraz poza minusami, widzą też plusy takiego modelu działania.
Technologia 5G, umożliwiając bezprzewodowy, powszechny transfer danych z „prędkością światła”, będzie kluczowa w świecie, w którym zdalna praca stała się bardziej akceptowalna niż kiedykolwiek wcześniej. Wynikające z tego możliwości będą skutkować powstaniem nowych produktów i firm. Jeśli okaże się przy tym, że możemy na odległość nie tylko słyszeć się i widzieć, ale też korzystać z narzędzi oraz danych, jak kiedyś w przypadku kontaktu osobistego, wówczas możemy się spodziewać znacznego wzrostu wydajności pracy. Już teraz częściowo tak się dzieje, ale prawdziwy przełom w tym zakresie dopiero przed nami.
Dla osób, których praca polega na wymianie danych, kusząca wydaje się możliwość zarobku poza drogimi metropoliami, przy jednoczesnym zachowaniu możliwości dalszego rozwoju kariery. To oznaczałoby niższe koszty życia bez obniżania zarobków. To samo zresztą dotyczy całych firm i stanowi nowy model gospodarczy.
Mark Zuckerberg zapowiedział, że docelowo połowa pracowników Facebooka będzie działać zdalnie. To ważna deklaracja, i chociaż zmiany polegające na przeprowadzkach do tańszych lokalizacji, bez strat w zarobkach, nie będą następować od zaraz, w postpandemicznym świecie to będzie jedna z istotnych opcji w wielu branżach. Oczywiście nie oznacza to od razu początku końca kalifornijskiej Doliny Krzemowej, ale na naszych oczach tworzy się realna alternatywa, która może wpłynąć na mnóstwo firm, umożliwiając im poprawę wskaźnika EBIDTA przy niższych marżach.
Autor pełni funkcję Executive Chairman w firmie The Channel Company, która jest wydawcą amerykańskiej edycji CRN.
Podobne wywiady i felietony
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Czy naprawdę potrzebujemy CHIPS Act?
Czy lepiej stymulować rozwój prywatnego biznesu z pieniędzy podatników, czy może nie wtrącać się w działanie rynku, pozostawiając go samemu sobie?
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Po 40 latach przyszłość wciąż jawi się w jasnych barwach
Współzałożyciel firmy Channel Company, podsumowując 40-letnią historię CRN-a, wyjaśnia, dlaczego właśnie to medium przetrwało w czasach, które dla wielu innych okazały się okrutne.
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Metaverse to nowe wyzwanie dla naszych modeli biznesowych
Wraz z nadejściem Metaverse’u zmieni się wszystko: najpierw stopniowo, a potem nagle.