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Mark Kvamme Sequoia Capital Content Happens! Content Happens!
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Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Jan 05, 2016

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Page 1: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Mark KvammeSequoia Capital

Content Happens!Content Happens!

Page 2: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Remember These Guys?Remember These Guys?

Page 3: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

They Brought Us the Flat File (IDMS)They Brought Us the Flat File (IDMS)

Page 4: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Accounting was the First ApplicationAccounting was the First Application

Page 5: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Then There Was Big BlueThen There Was Big Blue

Page 6: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Who Wrote the Relational Database White PaperWho Wrote the Relational Database White Paper

Page 7: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

The RDBMS Market Began in 1982The RDBMS Market Began in 1982

Page 8: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Oracle’s First CustomersOracle’s First Customers

Page 9: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Establishing a Huge Software EcosystemEstablishing a Huge Software Ecosystem

Information andInformation andData ManagementData Management

ApplicationApplicationDevelopmentDevelopment

ApplicationApplicationLifecycleLifecycle

ManagementManagement

ApplicationApplicationDeploymentDeployment

ProgrammerProgrammerDevelopmentDevelopment

ToolsTools

InformationInformationAccess andAccess and

DeliveryDelivery

ERMERMApplicationsApplications

CRMCRMApplicationsApplications

SCMSCMApplicationsApplications

O/MO/MApplicationsApplications

Page 10: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Creating Large, Meaningful CompaniesCreating Large, Meaningful Companies

Information andInformation andData ManagementData Management

ERMERMApplicationsApplications

CRMCRMApplicationsApplications

SCMSCMApplicationsApplications

O/MO/MApplicationsApplications

ApplicationApplicationDevelopmentDevelopment

ApplicationApplicationLifecycleLifecycle

ManagementManagement

ApplicationApplicationDeploymentDeployment

ProgrammerProgrammerDevelopmentDevelopment

ToolsTools

InformationInformationAccess andAccess and

DeliveryDelivery

Page 11: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

And a Massive MarketAnd a Massive Market

0

20

40

60

80

100

120

140

2004 2005 2006 2007 2008 2009

AD&D Apps

$B

Page 12: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

How Was It Possible?How Was It Possible?

ServerServer

Data ModelData Model RelationalRelational

Query LanguageQuery Language SQLSQL

Page 13: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

What’s Next?

Page 14: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Only 10% of Corporate Info is in the DBOnly 10% of Corporate Info is in the DB

Data Content

Page 15: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

90% is Content Hiding in the File System90% is Content Hiding in the File System

Page 16: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

What’s The Content Data Model Today?What’s The Content Data Model Today?

ServerServer

Data ModelData Model

Query LanguageQuery Language

HTMLHTML

Page 17: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

This is the Flat File All Over AgainThis is the Flat File All Over Again

Page 18: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Search is the First ApplicationSearch is the First Application

Human ClassificationHuman Classification

Algorithm ClassificationAlgorithm Classification

Page 19: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Search is Good at Finding DocumentsSearch is Good at Finding Documents

Doesn’t extract context or allow re-use

of content.

Page 20: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Need A Platform That Understands ContextNeed A Platform That Understands Context

Page 21: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Publishing is the First ApplicationPublishing is the First Application

Page 22: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

RelationalRelationalHTMLHTML

How Will The Content Market Develop?How Will The Content Market Develop?

ServerServer

Data ModelData Model

Query LanguageQuery Language

XMLXML

SQLSQL

Page 23: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

SQL is a Force Fit for ContentSQL is a Force Fit for Content

BusinessBusinessApplicationApplication

SQLSQLDatabaseDatabaseSchemaSchema

DatabaseDatabase

Page 24: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Must Know Questions In AdvanceMust Know Questions In Advance

Page 25: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

It Works Well When Schema is KnownIt Works Well When Schema is Known

Page 26: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Larger Opportunity When Schema is UnknownLarger Opportunity When Schema is Unknown

XQUERYXQUERY

Page 27: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

XQUERYXQUERY

How Will The Content Market Develop?How Will The Content Market Develop?

ServerServer

Data ModelData Model

Query LanguageQuery Language

XMLXML

Page 28: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Oracle/IBM Use “Wrappers”Oracle/IBM Use “Wrappers”

XQUERYXQUERY

SQLSQL

Page 29: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

How Will The Content Market Develop?How Will The Content Market Develop?

ServerServer

Data ModelData Model

Query LanguageQuery Language

XMLXML

XQUERYXQUERY

Page 30: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Mark Logic’s First CustomersMark Logic’s First Customers

Page 32: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

The Next Enterprise Software MarketThe Next Enterprise Software Market

Context of Content

Convert, Query, Manipulate, Render

Solve Real Problems in the Content Ecosystem.

Page 33: Mark Kvamme Sequoia Capital Content Happens!. Remember These Guys?

Creating Tomorrows CompaniesCreating Tomorrows Companies

Information andInformation andData ManagementData Management

ERMERMApplicationsApplications

CRMCRMApplicationsApplications

SCMSCMApplicationsApplications

O/MO/MApplicationsApplications

ApplicationApplicationDevelopmentDevelopment

ApplicationApplicationLifecycleLifecycle

ManagementManagement

ApplicationApplicationDeploymentDeployment

ProgrammerProgrammerDevelopmentDevelopment

ToolsTools

InformationInformationAccess andAccess and

DeliveryDelivery