A browser war veteran turns wannabe
By Carmi Levy | Published August 17, 2009, 11:53 AM
Marc Andreessen is a brilliant guy. His Mosaic browser, which eventually morphed into Netscape, introduced us all to the concept of surfing and ushered in the Internet as we know it. His new way of looking at online services -- which seems ho-hum today but was radically transformational 15 years ago -- freed us forever from the tyranny of arcane, unfortunately named services like Archie, Veronica, Jughead, and Gopher. In taking Netscape public, he set the stage for dot.com-era IPOs that created countless tech billionaires-as-rock-stars and defined an era when technology's potential was seemingly limitless. Let's call him brilliant and visionary, then.
However, even geniuses have their bad days...sometimes, they have many. Netscape was eventually wiped off the relevance map when Microsoft finally woke up to the Internet reality and paved over the landscape with Internet Explorer. The Internet bubble burst as the perverse logic that drove much of it -- eyeballs, "stickiness," and the ridiculous notion that bricks-and-mortar were headed for permanent and complete obsolescence -- was finally and thankfully replaced by the old rules of business that dictated you needed to generate revenue, and that revenue needed to exceed your costs.
Succeeding despite adversity
Still, Mr. Andreessen has always managed to come out on top. At the height of the industry's headiness, he sold Netscape to AOL for $4.2 billion and hung around for a bit as AOL's CTO. Later, he went on to establish Loudcloud and eventually sold it, as Opsware, to HP for $1.6 billion. Last month, he and Ben Horowitz founded a new venture capital firm, Andreessen Horowitz, and targeted its first $300 million fund at tech entrepreneurs. Let there be no doubt that Andreessen is Silicon Valley royalty.
One of the fund's first beneficiaries is RockMelt, a startup that plans to release a new browser. The company isn't saying much (yet) but it promises the new browser won't be derived from any existing technology. Instead, it'll be built entirely from scratch. In the era of Web 2.0 and increasingly dynamic and interactive online services, a browser based on modern principles and optimized for this environment is definitely a good thing. The real question is whether the world needs a new social media-aware browser. Or even cares. After all, it's not like Flock has set the world on fire.
As I stare at my machine (a typical laptop running a typical OS and a typical array of productivity and connectivity applications), I realize I've got more ways to surf the net than any one person really needs. My list of installed browsers includes Internet Explorer, Firefox, Safari, and Chrome. I certainly don't need them all, but since they're free and since some sites tend to work better in some than in others -- Chrome, for instance, does funny things to some of my blog posts, while Firefox plays nice -- I feel better keeping them all around, just in case.
Clinging to yesterday's thinking
And when RockMelt goes live, I'll probably download and install it, too, because it'll also be free, and my hard drive's big enough to handle as many browsers and plug-ins as I could ever hope to have. But just because I can and will doesn't mean it'll ever make money. And there's the rub: I fear Mr. Andreessen is chasing yesterday's dream -- namely recapturing the browser-based glory he knew when Netscape was the Internet for most of us -- while the rest of the online world long ago moved on.
Oh sure, alternative browsers are alive and well. Mozilla's Firefox has hacked out an incredibly respectable 20% global usage share, and challenged the old assumption that no one could beat Internet Explorer because it came installed on every Windows PC. Firefox proved that if you built it, and built it well, savvy users would take the time to make the switch. Google's Chrome proved the need to return to our Internet roots with a small, light, blazingly fast browser that dispensed with the bloat that had gradually converted the average browser from a climbing-the-stairs-victoriously Rocky into the equivalent of a long-retired, unshaven, pot-bellied, dog-slow, has-been "Rocky VI."

So, yes, the world needs better browsers today. And will continue to need them tomorrow. But, sadly for Mr. Andreessen, we no longer need to add another name to the list of browser vendors fighting for our desktop loyalty. The big boys already have it covered, and with each successive update, are finding ways to deliver greater Web 2.0-era functionality with less bloat and less instability.
I'm not certain I understand how RockMelt plans to carve out a business model by slicing the browser market even more thinly and hoping advertisers come along for the ride. Notably, Mr. Andreessen sits on both Facebook's and eBay's boards of directors. No doubt he's imagining some kind of connection that would allow RockMelt to improve the user experience for social media and other interactive services. But until we all decide our current browsers are patently unable to get the job done -- something I'm just not seeing -- it's difficult to imagine IE and Firefox users running for the exits.
We need more than browsers
We no longer lack the tools to explore the Internet at a basic level. I'm sure I'm not the only one who questions how a me-too product is going to improve our collective online capability. Geeks may appreciate the fresh technology under the hood, but attributes like that hardly matter to the vast majority of consumer and business users who wouldn't even know or care what browser they're using. For them, good enough has always been good enough, and only a new category of software, beyond the browser will justify any differential mindshare. And revenue.
RockMelt answers a question no one's been asking for much of the last decade, and would have been much better off looking beyond the browser to an entirely new way of experiencing online services. Mr. Andreessen's always done extraordinarily well with the new, the different and the radical. As he looks for other places to invest his $300 million, I humbly suggest he keep that in mind.
Carmi Levy is a Canadian-based independent technology analyst and journalist still trying to live down his past life leading help desks and managing projects for large financial services organizations. He comments extensively in a wide range of media, and works closely with clients to help them leverage technology and social media tools and processes to drive their business.

I just can't see how there is room for another browser. In addition to Firefox and Safari, we have Chrome and Opera 10 will be released soon.
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|An excellent post, but why ignore Opera?
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|sites.web.pt "An excellent post, but why ignore Opera?"
Why not ? Everyone else does !
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|Hell, I haven't been to an Opera in my entire life! ;)
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|PC_Tool, if you nip over to the Opera browser forums, you'll find a thread has been started by some brave soul asking if the good folk had read that report by NSS Labs published yesterday. It appears they (NSS Labs) think IE8 is the safest of the safe when surfing the World Wide Wild Web and to be highly recommended, and that Opera is bloomin' pants, not to be trusted, a very poorly browser indeed. So what do the good folk in charge of the forums do ? They close the flippin' thread, and if you peruse the forums you'll discover quite a few threads have been closed, now that's silly. The threads in question I would add are not mine, but it does appear Opera fans get a tinge feisty if you mess with their browser. Not surprised so few actually use the thing is it ?
Score: 1
|Makes you wonder how my comment above got a +1 mod (full disclosure: wasn't me), if they're so "feisty"...
Maybe they just keep to their own yard. Cults tend to do that... ;)
I seriously don't think any browser is "the safest"...regardless of the reports. I use what works best for me. ATM, that's Firefox. If Chrome or IE8 ever get some decent 3rd-party extension support, I'll jump ship in a heartbeat, though.
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|WTF? What bunch of stupid idiots are working at NSS Labs?
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|"the new browser won't be derived from any existing technology. Instead, it'll be built entirely from scratch."
That's one way to interpret what Andreessen said, but here are the exact words from the New York Times article which started all the buzz:
"...Andreessen suggested the new browser would be different, saying that most other browsers had not kept pace with the evolution of the Web, which had grown from an array of static Web pages into a network of complex Web sites and applications. 'There are all kinds of things that you would do differently if you are building a browser from scratch,' Mr. Andreessen said."
Sure, "building a browser from scratch" could mean 100% new code. Or it could just be a simplified way of explaning to laypeople that the overall browser experience is being redesigned at a fundamental level (but from a pure bits & bytes perspective, could still have its physical implementation "derived" from portions of Gecko, WebKit, TraceMonkey, V8, etc.)
Look at how Google introduced Chrome at http://www.google.com/chrome/intl/en/why.html:
"...we began seriously thinking about what kind of browser could exist if you started from scratch and built on the best elements out there. We realized that the web had evolved from mainly simple text pages to rich, interactive applications and that we needed to completely rethink the browser. What we really needed was not just a browser, but also a modern platform for web pages and applications, and that's what we set out to build."
From this description, you might get the idea that Google wrote every line of Chrome from scratch. The reality is that Chrome is based on WebKit. Apple created WebKit by forking KHTML, the engine of the Konquerer browser, and KHTML was itself derived from the KDE HTML Widget library (khtmlw) created in 1998.
There have been very few times that a major browser truly got developed from scratch. Yes, Andreessen was there for one of those times, but it wasn't at Netscape. According to Wikipedia: "The Mosaic Netscape web browser utilized some NCSA Mosaic code with NCSA's permission, as noted in the application's 'About' dialog box." So Netscape actually derived their 1994 codebase from NCSA's code. In Andreessen's case, he happened to be one of the people who came to Netscape from NCSA so he had participated in creating that original code, but Netscape didn't truly start a browser from scratch until 3 years later in 1997 when work began on what would become the Mozilla project and spawn the Gecko engine powering today's Firefox.
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|Both Netscape and Internet Explorer spawned from Mosaic IIRC.
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