Tim Marman's Loosely Coupled

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• Simultaneous Discovery and its impact on stealth mode

  We’ve talked a lot about the anti-stealth movement here and on the nextNY list, and the topic has resurfaced again recently thanks to Brad Burnham’s post about the advantages of being open . I noticed that, at least anecdotally, there was a correlation between how open entrepreneurs were with us and their ultimate success. Simply put the entrepreneurs who are aggressively open in describing their plans seem to do better than the ones who are cagey. There is absolutely no data underneath this observation. It is just my sense after meeting hundreds of entrepreneurs over 15 years as a VC. If it is true, it could be for lots of reasons. The more experienced an entrepreneur, the more likely they are to understand that ideas are rarely unique, but the ability to assemble a team and execute against that idea is rare. Perhaps they are just more confident, and it is confidence that is correlated with success. But recently, I have started to think that there might be something more going... Posted Jun 08 2008, 09:49 PM by Tim with | with no comments Filed under: Intellectual Property, Rants, Patent, Innovation, Business, Entrepreneurship, Startup, Social Behavior, NextNY, Notches

• Innovation, Disruption and The Economics of Free

  Hank Williams managed to stir up quite the controversy with his recent post lamenting the rise of free and blaming the VCs . His assertion is that the venture capitalists have made free, ad-supported businesses the norm and effectively "ruined it for everyone else" (my words). I believe it should be possible to start a small business and to have a small number of profitable customers, and to earn a living. From there, it should be possible to work hard, and to grow your business into something substantial. Until recently, this was the American way, and it applied to technology as much as to any other business. But no more. In today’s “free” world, in most online business categories, it is inherently impossible to start a small self-sustaining business and to grow it. This is because in the digital world, advertising, the only real revenue stream, cannot support a small digital business. If businesses were based on the idea that people paid for services then small... Posted Apr 08 2008, 10:41 PM by Tim with | with 4 comment(s) Filed under: Rants, Innovation, Business, Entrepreneurship, Startup, Venture Capital, NextNY, Notches

• A look at Apple and Microsoft strategies

  I've been thinking about some of the interesting strategic decisions that Microsoft has made lately. I already discussed their curious IP licensing strategy , and their choices with Zune and Windows Media Player have me similarly baffled. In many ways, these moves have been something I expect more from Apple than Microsoft. Apple has always been known for delivering closed systems, controlling the experience from end to end. Apple software runs on an Apple OS on Apple hardware. Conversely, Microsoft has thrived largely because it has recognized the value in delivering not just products, but platforms. Office and Windows are both successful not just because of what they do as a product, but because they leave room for third party developers. It is those developers, not just Microsoft itself, that really enable a true ecosystem. Even the Xbox 360 has been a platform, not just for the media content providers, but now for the independent game developers. Given their history, it should come... Posted Jan 01 2007, 02:42 PM by Tim with | with 2 comment(s) Filed under: Rants, Gadgets, Things that amuse me, Music, Innovation, Business, Microsoft, Apple, Audio

• Is Apple following Palm's footsteps?

  The recent BootCamp announcement is an interesting shift in strategy for Apple, and I think there are two ways to look at this move. On one hand, they have removed a barrier for people buying Apple hardware. People who like the new MacBook Pro but are either afraid or unwilling to give up Windows. If this was the case, they're basically betting that people will be more willing to try the hardware and then decide to stick around. It's similar to the move they made a few years back by making the iPod work on Windows, and we all know how that worked out. On the other, this could signal a decoupling between Apple software and Apple hardware. This would be a major shift - until now, they have sold the entire experience from end to end. The iPod was successful because it combined good industrial design with a simple user interface. I'm sure Apple would love to sell OS X for use on your Dell, but then they realized that it's far easier to get XP working on their limited set of hardware. Microsoft... Posted Apr 14 2006, 04:03 AM by Tim with | with 5 comment(s) Filed under: Technology, Rants, Gadgets, Innovation, Business, Apple