What If Google Does It?
whatifgoogledoesit.com
whatifgoogledoesit.com
That's one of the canonical dumb investor questions. We try not to ask those. Google could blow most startups out of the water if they chose to focus on building exactly the same thing. What protects startups is that in practice big competitors can only focus on a limited number of things at once.
User indifference is a much, much greater danger for startups than competitors, big or small. So we advise startups to focus on that. What's going to kill you is the Back button, not Google.
I'm not sure that's even true - look at buzz and wave. For all the time money and effort they've spent on that area they seem to have little return.
That sort of app isn't something you can win by technology alone, you need to capture users in a way that the users feel comfortable with.
But there is some history here, if I remember right, kiko (YC funded calendar) decided to close and sell on ebay when Google released their own calendar.
Plus, being launched by Google, may actually be a curse. I doubt the xbox would be as successful if more people actually knew microsoft was behind it.
Startups have a great advantage in that they're assumed by users to be new/fresh/good guys/underdogs/etc etc
The fact that Google hasn’t been near as successful at entering new markets doesn't seem to have entered the equation.
EDIT: and any web traffic analytics company you care to mention.
Google fails at a lot more than they succeed at. Chances are very good if Google enters a market they'll suck at it, and if you excel at it maybe they'll buy you if they want to own that market.
All you even have to do to beat them is provide any way for people to reach you for support.
But I think there's more to it than just that analytics is a particularly versatile industry, most of the stuff Google does could be retooled to solve x (or a variation of x) for a different y - and has: redtube, 5mins etc - let alone the also viable same y but better solution.
If it's not one of their handful of monolithic and to date unbeatable successes then their presence in a market really doesn't do anything more than validate it.
Here's a sample answer: 'Ah yes. We get that question so often we started a weekly seminar to help answer it. It's really an eye opener. You should attend it. It's called "Venture Capital - 101". There is also a companion seminar: "What happens when your balls fall off - 101"'
I can't help thinking a single txt file with all the answers in would have been much more HN-proof.
Here are a few more comments - http://news.ycombinator.com/item?id=1785923
That's fine for them too, the other 1% more than recoup it, so it's a brilliant model. But I don't worry about them.
That is of course if you aren't in a position to just say: Who cares about what if's? The world is built on what is, not what might be...
EDIT: Also I just submitted an answer but I have no way of knowing if the submission was successful - the confirmation messaging is obscure.
And finally... please see http://news.ycombinator.com/item?id=1771607 because your Facebook/Twitter social sharing buttons are using non-async scripts.