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Soviet Union through an arms race; others thought IBM; Steve Jobs; and Bill Gates
brought down the wall by empowering individuals to download the future。 But a world
away; in Muslim lands; many thought bin Laden and his comrades brought down the Soviet
Empire and the wall with religious zeal; and millions of them were inspired to upload
the past。
In short; while we were celebrating 11/9; the seeds of another memorable
date…9/11…were being sown。 But more about that later in the book。 For now; let the
flattening continue。
Flattener #2
8/9/95 When Netscape Went Public
By the mid…1990s; the PC…Windows network revolution had reached its limits。 If the
world was going to become really interconnected; and really start to flatten out;
the revolution needed to go to the next phase。 And the next phase; notes Microsoft's
Mundie; 〃was to go from a PC…based computing platform to an Internet…based platform。〃
The killer applications that drove this new phase were e…mail and Internet browsing。
E…mail was being driven by the rapidly expanding consumer portals like AOL; CompuServe;
and eventually MSN。But it was the new killer app; the Webbrowser…which could retrieve
documents or Web pages stored on Internet Web sites and display them on any computer
screen…that really captured the imagination。 The actual concept of the World Wide
Web…a system for creating; organizing; and linking documents so they could be easily
browsed…was created by British computer scientist TimBerners…Lee。 He put up the first
Web site in 1991; in an effort to foster a computer network that would enable
scientists to easily share their research。 Other scientists and academics had created
a number of browsers to surf this early Web; but the first mainstream browser…and
the whole culture of Web browsing for the general public…was created by a tiny start…up
company in Mountain View; California; called Netscape。 Netscape went public on August
9; 1995; and the world has not been the same since。
As John Doerr; the legendary venture capitalist whose firm Kleiner Perkins Caulfield
& Byers had backed Netscape; put it; 〃The Netscape IPO was a clarion call to the world
to wake up to the Internet。 Until then; it had been the province of the early adopters
and geeks。〃
This Netscape…triggered phase drove the flattening process in several key ways: It
gave us the first broadly popular commercial browser to surf the Internet。 The
Netscape browser not only brought the Internet alive but also made the Internet
accessible to everyone from five…year…olds to eighty…five…year…olds。 The more alive
the Internet became; the more consumers wanted to do different things on the Web;
so the more they de57
manded computers; software; and telecommunications networks that could easily
digitize words; music; data; and photos and transport them on the Internet to anyone
else's computer。 This demand was satisfied by another catalytic event: the rollout
of Windows 95; which shipped the week after Netscape took its stock public。 Windows
95 would soon become the operating system used by most people worldwide; and unlike
previous versions of Windows; it was equipped with built…in Internet support; so that
not just browsers but all PC applications could 〃know about the Internet〃 and interact
with it。
Looking back; what enabled Netscape to take off was the existence; from the earlier
phase; of millions of PCs; many already equipped with modems。 Those are the shoulders
Netscape stood on。 What Netscape did was bring a new killer app…the browser…to this
installed base ofPCs; making the computer andits connectivity inherently more useful
for millions of people。 This in turn set off an explosion in demand for all things
digital and sparked the Internet boom; because every investor looked at the Internet
and concluded that if everything was going to be digitized…data; inventories;
commerce; books; music; photos; and entertainment…and transported and sold on the
Internet; then the demand for Internet…based products and services would be infinite。
This led to the dot…com stock bubble and a massive overinvestment in the fiber…optic
cable needed to carry all the new digital information。 This development; in turn;
wired the whole world together; and; without anyone really planning it; made Bangalore
a suburb of Boston。
Let's look at each one of these developments。
When I sat down with Jim Barksdale; the former Netscape CEO; to interview him for
this book; I explained to him that one of the early chapters was about the ten
innovations; events; and trends that had flattened the world。 The first event; I told
him; was 11/9; and I explained the significance of that date。 Then I said; 〃Let me
see if you can guess the significance of the second date; 8/9。〃 That was all I told
him: 8/9。 It took Barksdale only a second to ponder that before shooting back with
the right answer: 〃The day Netscape went public!〃
58
Few would argue that Barksdale is one of the great American entrepreneurs。 He helped
Federal Express develop its package tracking and tracing system; then moved over to
McCaw Cellular; the mobile phone company; built that up; and oversaw its merger with
AT&T in 1994。 Just before the sale closed; he was approached by a headhunter to become
the CEO of a new company called Mosaic Communications; forged by two now…legendary
innovators…Jim Clark and Marc Andreessen。 In mid…1994; Clark; the founder of Silicon
Graphics; had joined forces with Andreessen to found Mosaic; which would quickly be
renamed Netscape Communications。 Andreessen; a brilliant young computer scientist;
had just spearheaded a small software project at the National Center for
Supercomputing Applications (NC SA); based at the University of Illinois; that
developed the first really effective Web browser; also called Mosaic。 Clark and
Andreessen quickly understood the huge potential for Web…browsing software and
decided to partner up to commercialize it。 As Netscape began to grow; they reached
out to Barksdale for guidance and insight into how best to go public。
Today we take this browser technology for granted; but it was actually one of the
most important inventions in modern history。 When Andreessen was back at the
University of Illinois NCSA lab; he found that he had PCs; workstations; and the basic
network connectivity to move files around the Internet; but it was still not very
exciting…because there was nothing to browse with; no user interface to pull up and
display the contents of other people's Web sites。 So Andreessen and his team developed
the Mosaic browser; making Web sites viewable for any idiot; scientist; student; or
grandma。 Marc Andreessen did not invent the Internet; but he did as much as any single
person to bring it alive and popularize it。
〃The Mosaic browser started out in 1993 with twelve users; and I knew all twelve;〃
said Andreessen。 There were only about fifty Web sites at the time and they were mostly
just single Web pages。 〃Mosaic;〃 he explained; 〃was funded by the National Science
Foundation。 The money wasn't actually allocated to build Mosaic。 Our specific group
was to build software that would enable scientists to use supercomputers that were
in remote locations; and to connect to them by the NSF network。 So we built 'the first
browsers as' software tools to enable researchers to
'browse' each other's research。 I looked at it as a positive feedback loop: The more
people had the browser; the more people would want to be interconnected; and the more
incentive there would be to create content and applications and tools。 Once that kind
of thing gets started; it just takes off and virtually nothing can stop it。 When you
are developing it; you are not sure anyone is going to use it; but once it started
we realized that if anyone is going to use it everyone is going to use it; and the
only question then was how fast it would spread and what would be the barriers along
the way。〃
Indeed; everyone who tried the browser; including Barksdale; had the same initial
reaction: Wow! 〃Every summer; Fortune magazine had an article about the twenty…five
coolest companies around;〃 Barksdale recalled。 〃That year '1994' Mosaic was one of
them。 I not only had read about Clark and Andreessen but had turned to my wife and
said; 'Honey; this a great idea。' And then just a few weeks later I get this call
from the headhunter。 So I went down and spoke to Doerr and Jim Clark; and I began
using the beta version of the Mosaic browser。 I became more and more intrigued the
more I used it。〃 Since the late 1980s; people had been putting up databases with
Internet access。 Barksdale said that after speaking to Doerr and Clark; he went home;
gathered his three children around his computer; and asked them each to suggest a
topic he could browse the Internet for…and wowed them by coming up with something
for each of them。 〃That convinced me;〃 said Barksdale。 〃So I called back the headhunter
and said; Tm your man。'〃
Netscape's first commercial browser…which could work onan IBM PC; an Apple Macintosh;
or a Unix computer…was released in Decem