Lacker Style

Sunday, May 10, 2009

Thoughts from 25,000 feet

Interesting if somewhat random thoughts from Fred Wilson. This stuck in my head:


4) For almost twenty years, I mostly avoided the 'developers tools' sector. I always thought developers were too small a market to allow for the creation of large businesses. Of course there are exceptions to this rule. But in the past few years, I've started to look for investments that have developers as a core constituency. Services like Twitter and Boxee are succeeding because developers want to write for these platforms. These are not developer tools for sure, but success requires significant third party developer adoption. The role of viral adoption by consumers is well understood in web marketing but I don't think we've yet really wrapped our heads around the role of developer adoption and how powerful it is in ramping consumer web services.


Thoughts from 25,000 feet

P.S. Blogger/Firefox has terrible spell checking, missing both "ramping" and "blockquote". Me spelling better than the machines has become a pet peeve of mine recently.

1 Comments:

  • Platforms. Isn't that the P-word people have been talking about in the software sector for decades? Where basically everyone is trying to be like Windows, or like one of those mini software ecosystems with some big central app and a midgecloud of little developer shops around it, like Photoshop or whatever. Because then you get lock in and can just kick back and roll in the cash while other people add value to your platform for you. Is the theory.

    By Blogger Dan, At May 10, 2009 10:13 PM  

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