On bundling and rebundling services
The main takeaway from this is that we are now seeing a new wave of productivity companies that are unbundling and rebundling spreadsheets, email, and file shares into a new, more structured workflow. This is being done through vertical two-sided marketplaces that connect service providers with their customers, as well as through collaboration-first web applications. Additionally, we are seeing LinkedIn unbundled in the same way as Excel, creating a new wave of company creation. All of this is being driven by the fact that everyone is now online and expects to be able to do everything with a smartphone.
there are dozens of companies that remix some combination of lists, tables, charts, tasks, notes, light-weight databases, forms, and some kind of collaboration, chat or information-sharing. All of these things are unbundling and rebundling spreadsheets, email and file shares.
LinkedIn tried to take the flat, dumb address book and turn it into both structured flow and a network of sorts. But by doing that for everyone, it has the same problem as a spreadsheet, file share or email - it’s a flat, lowest-common-denominator canvas that doesn’t capture the flows that many particular professions or tasks need.
There’s clearly a point in the life of any company where you should move from the list you made in a spreadsheet to the richer tools you can make in coolproductivityapp.io. But when that tool is managing a thousand people, you might want to move it into a dedicated service. After all, even Craigslist started as an actual email list and ended up moving to a database. But then, at a certain point, if that task is specific to your company and central to what you do, you might well end up unbundling Salesforce or SAP or whatever that vertical is and go back to the beginning.
every application category is getting rebuilt as a SaaS web application, allowing continuous development, deployment, version tracking and collaboration. As Frame.io (video!) and OnShape (3D CAD!) show, there’s almost no native PC application that can’t be rebuilt on the web. In parallel, everything now has to be native to collaboration, and so the model of a binary file saved to a file share will generally go away over time
an entire generation now grew up after the web, and grew up with smartphones, and assumes without question that every part of their life can be done with a smartphone. In 1999 hiring ‘roughnecks’ in a mobile app would have sounded absurd - now it sounds absurd if you’re not. And that means that a lot of tasks will get shifted into software that were never really in software at all before.
