Strategy Letter VI - Joel on Software

Timely reality check from Joel Spolsky, who begins the letter with a recap of Lotus Symphony (the original version) and 1-2-3.  Excerpt: 

Imagine, for example, that you’re Google with GMail, and you’re feeling rather smug. But then somebody you’ve never heard of, some bratty Y Combinator startup, maybe, is gaining ridiculous traction selling NewSDK, which combines a great portable programming language that compiles to JavaScript, and even better, a huge Ajaxy library that includes all kinds of clever interop features. Not just cut ‘n’ paste: cool mashup features like synchronization and single-point identity management (so you don’t have to tell Facebook and Twitter what you’re doing, you can just enter it in one place). And you laugh at them, for their NewSDK is a honking 232 megabytes … 232 megabytes! … of JavaScript, and it takes 76 seconds to load a page. And your app, GMail, doesn’t lose any customers.

But then, while you’re sitting on your googlechair in the googleplex sipping googleccinos and feeling smuggy smug smug smug, new versions of the browsers come out that support cached, compiled JavaScript. And suddenly NewSDK is really fast. And Paul Graham gives them another 6000 boxes of instant noodles to eat, so they stay in business another three years perfecting things.

Imagine, further, that "NewSDK" just might come from Microsoft...

Strategy Letter VI - Joel on Software