For whom are developers developing? Within what environments will they develop? The answers to these questions will not only shape the next generation of developers, but they will also affect a lot of the technology development over the next five to ten years. The New Stack founder Alex Williams offers up this topic to his guests, Jerry Chen, Partner at Greylock, and John Edgar, Chief Technology Evangelist at DigitalOcean, in this edition of The New Stack Analysts podcast.
When John first joined Digital Ocean, he spent some time at college hackathons "talking to students about what their hacks were and how they were implementing them."
"They're coming out of school with a really deep computer science knowledge," John observed. And besides, they all had mobile devices in their hands. Not surprisingly, the students' experience with sharing their current development projects with their friends (and, by extension, the market) was quicker and better with a mobile app than with a web app.
As more and more developers enter the market, says John, "native (particularly the Apple and Google ecosystems) is the direction things seem to be going." Upon realizing this, John recalls, "alarm bells were starting to go off in my head, partly because our company is definitely one that ties into a web application a lot better than a native application; the story is a lot better there."
Alex notes, from his experience in covering the enterprise, that the discussion around mobile app development is happening as much in the boardroom as it is among young college students.
Web on the PC still makes sense for big clients, says Jerry, adding that "the mobile web is sick, not dying; native apps is taking off."
One reason, Jerry observes, is that the experience is so much better right now. Also, he says, distribution channels, namely the Apple App Store and the Google Play Store, are much better in terms of promotion and discovery. And these large incumbents' incentive is to encourage native apps versus the mobile web. "They have the ability to differentiate with native apps vis-a-vis each others' or third parties'. As a result, a ton of information is now being stuck behind native apps."
As an investor as well as user of the Internet, Jerry is concerned. "What was really a free and open sharing of data on the web is now getting hidden behind a bunch of native apps. It doesn't have to be hidden completely; there's ways you can still unearth all of this data. But how you interact with their data, how you search, how you use their data via native apps is very temperate."
Alex is curious about what trends Jerry has observed in the course of hearing companies' pitches.
Foremost, says Jerry, with every end-user facing application that's a mobile-first website, it's usually a native app that the user sees. And, the mobile user experience is markedly different, and affects monetization, for example. Web users are sitting in front of their PCs or Macs having that familiar impression of ads in their browsers. Conversely, "there is some mobile advertising that's largely dominated by Facebook and a couple other of the major properties, but all of these small apps that don't necessarily have the same kind of eyeballs, the way you monetize them is either a paywall, a subscription, or event triggers," such as location awareness or app awareness.
What impact is this gravitational shift having on DigitalOcean?
"There's always going to be a need for abstracted infrastructure," John maintains, "so it's not something that we're particularly concerned about as a short-term issue."