Do the Giants Win?
Fred Wilson has started an interesting thread about whether point services (think Flickr) or end to end ones (think portals) are going to win the masses. His question really struck a chord with me, because just last week I was wondering about the future of del.icio.us, the pioneering tagging startup that Wilson is invested in as a VC.
Here's why. Last week, we met Bradley Horowitz, one of Yahoo's big thinkers in search. Horowitz showed us My Web 2.0, a beta service that the company recently launched. I hadn't taken a look at it before, but as I did, all I could think was that Yahoo had taken the del.icio.us bookmark tagging services and added more on top of it, including selective social networking.
Essentially, Yahoo just swallowed del.icio.us. So, where does that leave the startup? It's too early to tell and I didn't ask Wilson or del.icio.us about it. But clearly the question that Wilson is asking--who wins the masses--is one that's going to be played out with increasing frequency because of the state of rapid innovation we're in.