a16z Podcast: The Topic That's Lasted the Entire History of Computing -- Bundling and Unbundling

a16z Podcast: The Topic That's Lasted the Entire History of Computing -- Bundling and Unbundling

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Episode
319 of 1004
Længde
19M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Jim Barksdale in the run-up to the Netscape IPO told potential investors that you can make money in software in two ways: bundling and unbundling. Benedict Evans and Steven Sinofsky revisit that thesis in the context of a mobile app world -- how Facebook for example, is unbundling itself, while at the same time Baidu is bundling everything together as fast as it can. How and why Barksdale's thesis is very much alive and well in the mobile world. All that, and the proper use of "fissiparousness" in a sentence.

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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