Insight certainty 4/5 debate potential 2/5

Coates: Only progressive disclosure and app ecosystems let software scale from SMBs to enterprise

Glen Coates · Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings · Mar 8, 2023 · at 19:44

Glen Coates is VP of Product at Shopify. He outlines how software products maintain core simplicity while catering to vastly different customer sizes.

0:00 / 0:55exact quote · 56.0s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“The only two pieces of leverage you really have to allow that stretch is one is extremely good execution of progressive disclosure in the core product. So like features that appear at the right time only when you need them. A good example of this is something like the canonical example of this is like users and permissions management in business software, right? Like when you only got one user, you literally do not need user and permissions management because there's nothing to do, right? So the user permissions management thing being there is like literally making the product worse because there's nothing to do and it's just adding complexity, right? So Part A is progressive disclosure of like what I would describe as anti features, like a feature that makes the product worse by being there because it's not needed yet. And then the second thing, which is probably the bigger piece of leverage is an app platform and an app ecosystem, right?”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Glen Coates

Insight
Coates: Bottom-up management destroys product cohesion across multi-product software suites
“The problem with power to the edges and bottoms up decision making Is that the value of a product like Shopify, or the value of, not even a product, like a product suite, like, because Shopify has many products, right? And look at Apple, right? Like Apple is l…”
Glen Coates Mar 8, 2023 ▶ 28:48 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Prediction Open · timeframe Mar 2028
Coates: Shopify competes directly with Amazon today
“Well, I mean, Shafak meets with Amazon today. Oh, absolutely. Hundred percent. Hundred percent.”
Glen Coates Mar 8, 2023 ▶ 45:04 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Insight
Coates: Product founders who hire a Head of Product are quitting
“The minute that person says this other person is the head of product, they've done one of two things. They've either quit their job, or they have given that other person a title that everyone knows is bullshit, and they've basically given that person a death s…”
Glen Coates Mar 8, 2023 ▶ 50:15 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Opinion
Coates: Competing with Shopify in e-commerce is terrifying due to its buyer aggregator engine
“These days I'm like, I'd be fucking terrified to be competing with Shopify in commerce. Not, we have a great platform, but like, we've got it joined at the hip to an incredible buyer aggregation engine, which is just hard to, it's hard to overcome how powerful…”
Glen Coates Mar 8, 2023 ▶ 44:38 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Disclosure
Coates: Shopify's key strategic weakness is lacking top-of-funnel control
“I think one of Shopify's challenges today is that we fundamentally do not control the top of the funnel, right? Like the top of the funnel for shopping on is something else, right? It's a social media site. It's a news site. It's an ad on Google. It's somewher…”
Glen Coates Mar 8, 2023 ▶ 51:56 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Insight
Coates: Microsoft's AI Bing launch is an asymmetric attack on Google
“Search is like a non-part of their business, but search is everything to Google. Like if search ads stop working, Google doesn't, is not a thing anymore. And so they are swinging for the fences with a completely novel approach, which might not work, but if it …”
Glen Coates Mar 8, 2023 ▶ 55:26 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.