It is a great deck. So I’m embedding it here so the AVC community can check it out.
Posts from Web/Tech
I saw Zuck’s post on pivoting to private interactions from public posts yesterday and I had a flashback to Bill Gates’s Internet Tidal Wave memo to his company almost twenty-five years ago.
I have always seen a lot of Gates in Zuck. They both have this incredible ability to see someone else’s product and realize that they need to build their own version of it.
But copying someone else’s product is a lot easier than copying someone else’s business model, particularly when you already have a fucking great one that makes you and your shareholders billions of dollars a year.
It will be interesting to watch Zuck do what Gates was ultimately unable to do – completely reboot the company’s business model to position itself to win the next wave in tech.
In the case of Gates, it was the pivot from paid software to free advertising supported software (aka – the attention economy that we are now paying for).
In the case of Zuck, it will be the pivot from monetizing attention to monetizing the protocol. The good thing is he is headed in the right direction, and surrounded some of the smartest people I know in crypto. The bad news is when you have this anchor called a legacy business model, it means making the right moves and making them quickly a lot harder.
Here is an example of one of those choices Facebook will need to make and make correctly:
In any case, it is game on. Being on the verge of 60 years old means I have seen this game play out at least once before and so I have a frame of reference to observe it. That’s really great. It is an exciting time again in tech.
Trust is rising as a central issue in tech and the Internet. We spend a lot of time at USV thinking about trust and talking about trust. It is part of our current investment thesis.
Rachel Botsman is a writer who focuses on trust and her talk at DLD last month was quite good.
The Gotham Gal wanted to get a new laptop. Her late 2015 Macbook has started to fade on her.
So yesterday we made a visit to the local Apple Store and checked out the options. We looked at the Macbooks, the Macbook Airs, and we also looked at the iPad Pros. We debated the choice and she ended up deciding to go for the iPad Pro. We work with a few people who have iPad Pros and love them. And she noticed how much I am using and enjoying my Pixel Slate.
One of the most interesting things about these hybrid tablet/laptop devices is that they run operating systems that are designed for the tablet or phone. They are touch devices like our phones vs mouse devices like our laptops.
A good example of this is how I do email on my Pixel Slate. I could run Gmail in the browser on my Pixel Slate. But I have found it much more pleasing to do email in the Gmail Android App on my Pixel Slate. I swipe emails away like I do on my phone. But I also have the keyboard when I want to write a long response. It is literally the best of both worlds.
I am writing this post on my Pixel Slate (in the WordPress web app in Chrome). When I want to go back up to the start of the post and re-read/edit it, I just swipe up. No messing around with the touchpad, up button, or down button. It is so much more natural, although it took me a while to get used to it.
I am helping the Gotham Gal set up her iPad Pro this morning and we are downloading all of the mobile apps she likes to use on her iPhone. I think that is how she will want to use her new “laptop”.
So if this is the future we are heading into, where the user interfaces and applications our computing devices and our phones use start to converge, it suggests that there is a bit of an opening for new applications that are designed from the ground up to work in this way.
I realize that publications need to have a business model to stay afloat. And the past month has seen a number of online publications (and offline publications) layoff a large number of employees. So it isn’t even clear that all of these hard paywalls, soft paywalls, and advertising based models are going to make the online publishing business work.
But the cost of all of this business model exploration and extraction is a continued degradation of the clean and fluid user experience that made the early free and open Internet so compelling.
A few days ago I saw a link on my phone that said “John Dingell’s Last Words For America.” I thought it was worth reading what a lifelong public servant had to say on his deathbed. So I clicked on the link and got this:
I never got to read what a lifelong public servant’s last words for America were. Sure I could have purchased a subscription to the Washington Post, but I don’t believe opinion pieces should be behind a paywall and I certainly don’t believe that something like Dingell’s last words should be behind a paywall. So I’m not going to reward the Washington Post for bad behavior with my money.
The truth is Dingell’s family should never have asked the Washington Post to publish his last words. Even the Washington Post’s owner Jeff Bezos knew to publish his words that he wanted everyone to read on an open platform like Medium.
The mainstream publications, like Washington Post, have ceded their role as the public square to places like Twitter and Medium that remain open and free.
That further limits their relevance. In search of a business model they cede the very thing that made them what they once were.
So what is my point? That paywalls are bad? No, I think subscriptions have their place in the publishing business. But the way paywalls are implemented today stinks. Some content should never ever be put behind one. And paywalls should federate, like the early ATMs did, so that joining one means joining them all.
That won’t get us all the way back to the free and open Internet that sucked us all in twenty plus years ago, but it will get us a lot closer to it.
Google had its big event yesterday and announced two new Pixel phones, the Pixel 3 and the Pixel 3XL. I’ve been using Google phones for quite a while now, first the Nexus phones and now the Pixel phones. I love my Pixel phone but I will be upgrading shortly, probably to the larger form factor 3XL.
But even more exciting to me is the Pixel Slate. I’ve been using a Pixelbook at the USV office for the last month and I like it quite a bit but it badly needs a biometric login to the device. The Slate apparently comes with a fingerprint unlock.
So I will probably swap out my Pixelbook for the Pixel Slate and see how that goes.
I will let you know once I’ve got the new devices and have been using them for a bit.
I’ve been interviewed many times and while interviews are OK, what I enjoy a lot more are public conversations between two people.
Listening to two people talking as friends and peers is more enlightening to me.
My friend Chris Dixon was in NYC a few weeks ago and he came by my office and we talked about stuff for about an hour.
I told him it would be fun to do the same thing but record it and put it up online.
So I went over to the A16Z offices in NYC a few days later and we did that.
And this is an hour-long conversation between the two of us about what we are thinking about right now.
I hope you enjoy it.
A few weeks ago, I wrote that I was getting more interested in a Chromebook.
And I got a ton of great feedback from all of you. Thank you for that.
I purchased a Pixelbook and have been using it at the USV office for the last few weeks.
Here are my initial thoughts on it:
1/ I quite like the lack of a desktop OS in the computer. The Pixelbook boots right into the browser and you do everything there. That is great for me and the way I work.
2/ The keyboard took me a bit of getting used to. I am used to the keyboard shortcuts on the Mac and it’s hard to switch away from them.
3/ I still use a Mac at home so it is a bit strange going from one computer to another and back during the day. But it is not terrible.
4/ I would really appreciate a biometric login, like a fingerprint or a face recognition. Having to enter my long and strong Google password every time I wake the computer back up is a challenge. I have heard that the next Pixelbook will come with biometric login. If so, that would be a big improvement in my view.
5/ The size, shape, screen, and weight are all great. It feels roughly equivalent to a MacBook to me.
I plan to continue to use the Pixelbook at the USV office for the foreseeable future. If Google makes one with biometric login, I will get that one instead.
However, I am not yet ready to move my entire computing experience away from the Mac. That is going to take me getting a lot more used to the Pixelbook and ChromeOS. It could happen, but not yet.
I’ve been thinking about moving from a Mac to a Chromebook as my primary computing device.
I have not used desktop software for probably a decade now. The browser is how I do all of my desktop computing. Paying up for a full blown computer when all I need is a browser seems like a waste.
And there are some security things that appeal to me about a Chromebook. I like the ability to do two factor authentication on signing into the device, for example.
I am curious what advice those of you who use Chromebooks have for me.
I like to use a desktop style setup vs a laptop unless I am traveling. So the Acer Chromebase and Chromebox look interesting to me.
But I am hearing great things about the Pixelbook and am wondering if I should start there.
I am also curious how one uses a Password Manager on a Chromebook. That’s the one desktop app that I regularly use.
If you have any advice for me as I consider this move, I would appreciate hearing it.
It’s a great conversation about the past and future of SoundCloud and also the past and future of the music business.