New VC blogger – Tom Cole

Tom Cole from Trinity Ventures is a newly minted blogger, and I expect great things from him. Aside from the fact that he is a friend and I think very highly of him, he gets social media and web 2.0; he’s behind a couple of really interesting startups, including Wetpaint. Now for the interesting part, Tom isn’t blogging about the venture business or technology… he’s blogging about food! Awesome, way to be a disruptor.

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Brand Platform or just platform reality

In response to my post last week about the emergence of the brand platform, Jeff Weinberger argues that I have the right analysis but the wrong conclusion. Okay, I subscribe to Bob Sutton’s “strong opinions, weakly held” (via Ross) so I’m not above asking myself whether or not I should reconsider, however, in reading Jeff’s post I am not unsure that we are actually arguing the same point… that NetWeaver, Fusions, .Net, and Websphere are plumbing and that just doesn’t matter to enterprise buyers as much as we think it does.

So to clarify my earlier point, I don’t believe that technology platforms are really a competitive differentiator, what I do believe is that increasingly companies who are able to bring together a variety of applications, regardless of what they are developed in, under a common go-to-market brand and support umbrella will be the ones that prosper. In other words, Oracle’s decision to abandon rewriting their acquired applications in Fusion, and continue development as separate and distinct technology stacks, might not be as damaging as we would prefer.

Nuggets » Brand Platform or just platform reality:

The real value – and the buyers know this – and the real opportunity in technology and software is in those thing that add value and opportunity to the business. Add revenue – not reduce cost.

The market has shifted – the opportunity is beyond the platform.

Sorry, Jeff, brilliant analyis (as always), but really the wrong conclusion.

Four Big Ideas About Open Source

The point about asymmetric competition is enormous, but Tim’s other comments about SaaS and Web 2.0 leave me a little confused. I’m quite sure there is overlap between these memes, but I’m also quite sure that there is no dependency.

O’Reilly Radar > Four Big Ideas About Open Source:

Asymmetric Competition. One of the most powerful things about open source is its potential to reset the rules of the game, to compete in a way that undercuts all of the advantages of incumbent players.