Posts from IOS (Apple)

Mobile Gatekeepers

One of the things we try to avoid in our investments is gatekeepers. We would prefer that a company has easy access to end users and doesn't need to navigate through a gatekeeper or a series of gatekeepers to get into the market.

Mobile internet investing has been tricky for as long as I have been doing Internet investing. Initially it was the carriers and handet manufacturers who controlled access to the end user. If you wanted to be in the mobile internet business, you spent your time working with carriers and handset manufacturers to get distribution. We didn't like that business and didn't invest in it.

With the advent of the iOS app store model, we saw a change in the market and changed our stance. To date, we have at least a dozen investments where mobile apps represent an important part of the user base.

But in the past ten days, I have seen three different situations, not just in our portfolio but with companies I've met with or know well, where the company's app was either not approved or pulled from the market. This is not limited to the iOS app store. It has also happened in the Android marketplace. And of course, we have seen RIM's removal of a Blackberry app create great harm to a portfolio company.

These actions are always taken in attempt to enforce terms of service and to protect end users. I am not complaining about the actions or saying they are unfair. They are what they are. But the mobile Internet is not the open web and may never be.

Welcome to the new boss. Same as the old boss.

#Web/Tech

Feature Friday: Copy URL

At some point yesterday, I was in the chrome browser (which is basically my OS these days) and I hit Edit, Copy URL, and I realized that I must do that dozens of times a day. Grabbing links and sharing links is possibly the most common thing I do from day to day.

And now with the latest build of Android, when you hold your finger over the address bar in the android browser, you are given the option to Copy URL. Since discovering this feature recently, I do it on my phone dozens of times a day as well.

Android also has the "share page" feature which will let you send the URL of the page you are on into any app on your phone that can take a URL (Twitter, Facebook, Tumblr, Kik, gmail, text, etc, etc, etc, etc, etc, etc).

This isn't an advertisement for Chrome and Android. I'm sure most modern browsers offer this feature. And I suspect that iOS supports this feature too (although I don't believe it offers the "share page" feature that android has).

This is just a recognition that URLs/links are the lingua franca of the web and every app, web or mobile, should make capturing them and working with them as drop dead simple as possible. I certainly appreciate this feature and I suspect all of you do as well.

#Web/Tech

Fragmentation

Building web apps is not getting easier. The fragmentation of operating systems and browsers is getting worse, not better.

Here's a chart of the past thirty days of activity at AVC.com:

Browser & os pie chart

No OS/browser combo has more than 17% share. And there are five with more than 10% share. iPhone is about 6% and iPad is about 4%. If you go down to the next ten combos, you find a number of Android and Blackberry combinations.

Mobile OS/browser combos in total add up to about 15% of all visits and that number is up from less than 5% a year ago.

Add in the need to build mobile apps for iOS, Android, and possibly Blackberry and you've got quite a difficult environment for developers these days.

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#Web/Tech