Marc Andreessen - Yo [tekst, tłumaczenie i interpretacja piosenki]

1/A story of unbundling in the tech industry: 20 years of consumer Internet evolution

2/One upon a time there was AOL, which was a completely integrated Internet access/information/communication service.

3/Then Yahoo came along and unbundled the information/communication parts like email/IM/sports-scores/stock-quotes from the access service.

4/One of the things you could do on Yahoo was search, then Google came along and unbundled that.

5/You can search for anything on Google, including people; Facebook came along with a much better way to just search for people.

6/Three things you can do on Facebook are messaging, photo sharing, and status updates; therefore Whatsapp, Instagram, and Twitter.

7/And yes, Yo unbundles the creation & existence of a message from the contents of a message, unbundling Whatsapp and Twitter :-).

8/Ev Williams (@ev) is the modern genius of this concept--playing out in our industry continuously since the 1950's.

9/The part people often miss is that you can get extremely powerful second/third order effects at each step with his pattern.

10/The entrepreneurs generally have a pretty good sense of this when they're doing it, but it doesn't become clear to others until later.

11/This is a pattern what we love to fund: unbundle X from Y, but then use the liberation of X as leverage to do amazing new things with X.

12/And the howls of press and analyst outrage at the apparent stupidity of each unbundling are very helpful for keeping valuations down :-).

1/The flip side of unbundling: Later on, the unbundlers tend to try to rebundle in the image of whatever they unbundled.

2/So Yahoo adds an ISP and Google adds email/IM/sports-scores/stock-quotes.

3/Twitter changes its user profile page to look more like Facebook :-).

4/Sun unbundled DEC with commodity components, then re-bundled into a proprietary computing stack just like DEC w/Solaris, Sparc, etc.

5/Microsoft likewise unbundled DEC minicomputers w/PC OS + tools, then rebundled into DEC-like integrated stack now including hardware (!).

6/Paraphrasing Harvey Dent: "You either die a hero or you live long enough to see yourself become the company you first competed with."

7/And then sometimes the rebundlers realize what they're doing and try to reverse course. E.g. Microsoft building apps for iOS & Android.

8/And thus the cycle of life repeats with yet more unbundling :-).