Yiren Lu nails it. She brilliantly analyzes current Silicon Valley "app" culture and the collision between old school and new school. Btw, yes, that is her on YouTube at age 12 playing Chopin's Fantaisie Impromptu. Verbatim highlights appear below:
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I am
a grad student in computer science at Columbia University — with several
friends who will be working at Dropbox and Facebook this summer
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The
rapid consumer-ification of tech, led by Facebook and Google, has created a
deep rift between old and new, hardware and software, enterprise companies that
sell to other businesses and consumer companies that sell directly to the
masses.
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In
pursuing the latest and the coolest, young engineers ignore opportunities in
less-sexy areas of tech like semiconductors, data storage and networking, the
products that form the foundation on which all of Web 2.0 rests. Without a good
router to provide reliable Wi-Fi, your Dropbox file-sharing application is not
going to sync; without Nvidia’s graphics processing unit, your BuzzFeed GIF is
not going to make anyone laugh. The talent — and there’s a ton of it — flowing
into Silicon Valley cares little about improving these infrastructural
elements. What they care about is coming up with more web apps.
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Smart
kids want to work for a sexting app because other smart kids
want to work for the same sexting app.
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The
face of web tech today could easily be a designer, like Brian Chesky at Airbnb,
or a magazine editor, like Jeff Koyen at Assignmint. Such entrepreneurs come
from backgrounds outside computer science and are likely to think of their
companies in terms more grandiose than their technical components.
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And
it followed what was for decades the highway that connected academia to
industry: Grad students researched technology, powerful advisers brokered
deals, students dropped out to parlay their technologies into proprietary
solutions, everyone reaped the profits. That implicit guarantee of academia’s
place in entrepreneurship has since disappeared. Graduate students still drop
out, but to start bike-sharing apps and become data scientists.
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Much
of this precocity — or dilettantism, depending on your point of view — has been
enabled by web technologies, by easy-to-use programming frameworks like Ruby on
Rails and Node.js and by the explosion of application programming interfaces
(A.P.I.s) that supply off-the-shelf solutions to entrepreneurs who used to have
to write all their own code for features like a login system or an embedded
map. Now anyone can do it, thanks to the Facebook login A.P.I. or the Google
Maps A.P.I.
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The
sense that it is no longer necessary to have particularly deep domain knowledge
before founding your own start-up is real; that and the willingness of venture
capitalists to finance Mark Zuckerberg look-alikes are changing the landscape
of tech products.
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There’s
a glass-half-full way of looking at this, of course: Tech hasn’t been
pedestrianized — it’s been democratized.
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Companies
like Uber and Airbnb, while properly classified as interfaces and marketplaces,
are really providing the most elevated service of all — that of doing it
ourselves.
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Recently,
an engineer at a funded-to-the-gills start-up in San Francisco texted me to
grumble about his company’s software architecture. Its code base was bug-ridden
and disorganized — yet the business was enjoying tremendous revenue and
momentum. “Never before has the idea itself been powerful enough that one can
get away with a lacking implementation,” he wrote. His remark underscores a
change wrought by the new guard that the old guard will have to adapt to. Tech
is no longer primarily technology driven; it is idea driven.
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increasingly
short product cycles are things Jim attributes to the rise of Amazon Web
Services (A.W.S.), a collection of servers owned and managed by Amazon that
hosts data for nearly every start-up in the latest web ecosystem.
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“But
now, every start-up is A.W.S. only, so there are no servers to kick, no fabs to
be near. You can work anywhere. The idea that all you need is your laptop and Wi-Fi,
and you can be doing anything — that’s an A.W.S.-driven invention.”