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Frighteningly Ambitious Startup Ideas



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Y Combinator.




March 2012One of the more surprising things I've noticed while working
on Y Combinator is how frightening the most ambitious startup
ideas are.  In this essay I'm going to demonstrate
this phenomenon by describing some.  Any one of them
could make you a billionaire.  That might sound like an attractive
prospect, and yet when I describe these ideas you may
notice you find yourself shrinking away from them.Don't worry, it's not a sign of weakness.  Arguably it's a sign of
sanity.  The biggest startup ideas are terrifying.  And not just
because they'd be a lot of work.  The biggest ideas seem to threaten
your identity: you wonder if you'd have enough ambition to carry
them through.There's a scene in Being <NAME> where the nerdy hero
encounters a very attractive, sophisticated woman.  She says to
him:

  Here's the thing: If you ever got me, you wouldn't have a clue
  what to do with me.

That's what these ideas say to us.This phenomenon is one of the most important things you can understand
about startups.  
[1]
You'd expect big startup ideas to be
attractive, but actually they tend to repel you.  And that has a
bunch of consequences.  It means these ideas are invisible to most
people who try to think of startup ideas, because their subconscious
filters them out.  Even the most ambitious people are probably best
off approaching them obliquely.1. A New Search EngineThe best ideas are just on the right side of impossible.  I don't
know if this one is possible, but there are signs it might be.
Making a new search engine means competing with Google, and recently
I've noticed some cracks in their fortress.The point when it became clear to me that Microsoft had lost their
way was when they decided to get into the search business.  That
was not a natural move for Microsoft.  They did it because they
were afraid of Google, and Google was in the search business.  But
this meant (a) Google was now setting Microsoft's agenda, and (b)
Microsoft's agenda consisted of stuff they weren't good at.Microsoft : Google :: Google : Facebook.That does not by itself mean
there's room for a new search engine, but lately when using Google
search I've found myself nostalgic for the old days, when
Google was true to its own slightly aspy self.  Google used to give
me a page of the right answers, fast, with no clutter.  Now the
results seem inspired by the Scientologist principle that what's
true is what's true for you.  And the pages don't have the
clean, sparse feel they used to.  Google search results used to
look like the output of a Unix utility.  Now if I accidentally put
the cursor in the wrong place, anything might happen.The way to win here is to build the search engine all the hackers
use.  A search engine whose users consisted of the top 10,000 hackers
and no one else would be in a very powerful position despite its
small size, just as Google was when it was that search engine.  And
for the first time in over a decade the idea of switching seems
thinkable to me.Since anyone capable of starting this company is one of those 10,000
hackers, the route is at least straightforward: make the search
engine you yourself want.  Feel free to make it excessively hackerish.
Make it really good for code search, for example.  Would you like
search queries to be Turing complete?  Anything that gets you those
10,000 users is ipso facto good.Don't worry if something you want to do will constrain you in the
long term, because if you don't get that initial core of users,
there won't be a long term.  If you can just build something that
you and your friends genuinely prefer to Google, you're already
about 10% of the way to an IPO, just as Facebook was (though they
probably didn't realize it) when they got all the Harvard undergrads.2. Replace EmailEmail was not designed to be used the way we use it now.  Email is
not a messaging protocol.  It's a todo list.  Or rather, my inbox
is a todo list, and email is the way things get onto it.  But it
is a disastrously bad todo list.I'm open to different types of solutions to this problem, but I
suspect that tweaking the inbox is not enough, and that email has
to be replaced with a new protocol. 
This new protocol should be a todo list protocol, not
a messaging protocol, although there is a degenerate case where
what someone wants you to do is: read the following text.As a todo list protocol, the new protocol should give more power
to the recipient than email does.  I want there to be more restrictions
on what someone can put on my todo list.  And when someone can put
something on my todo list, I want them to tell me more about what
they want from me.  Do they want me to do something beyond just
reading some text?  How important is it?  (There obviously has to
be some mechanism to prevent people from saying everything is
important.)  When does it have to be done?This is one of those ideas that's like an irresistible force meeting
an immovable object.  On one hand, entrenched protocols are impossible
to replace.  On the other, it seems unlikely that people in
100 years will still be living in the same email hell we do now.
And if email is going to get replaced eventually, why not now?If you do it right, you may be able to avoid the usual chicken 
and egg problem new protocols face, because some of the most powerful
people in the world will be among the first to switch to it.  
They're all at the mercy of email too.Whatever you build, make it fast.  GMail has become painfully slow.
[2]
If you made something no better than GMail, but fast, that
alone would let you start to pull users away from GMail.GMail is slow because Google can't afford to spend a lot on it.
But people will pay for this.  I'd have no problem paying $50 a month.
Considering how much time I spend in email, it's kind of scary to
think how much I'd be justified in paying.  At least $1000 a month.
If I spend several hours a day reading and writing email, that would
be a cheap way to make my life better.3. Replace UniversitiesPeople are all over this idea lately, and I think they're onto
something.  I'm reluctant to suggest that an institution that's
been around for a millennium is finished just because of some mistakes
they made in the last few decades, but certainly in the last few
decades US universities seem to have been headed down the wrong
path.  One could do a lot better for a lot less money.I don't think universities will disappear.  They won't be replaced
wholesale.  They'll just lose the de facto monopoly on certain types
of learning that they once had.  There will be many different ways
to learn different things, and some may look quite different from
universities.   Y Combinator itself is arguably one of them.Learning is such a big problem that changing the way people do it
will have a wave of secondary effects.  For example, the name of
the university one went to is treated by a lot of people (correctly
or not) as a credential in its own right.  If learning breaks up
into many little pieces, credentialling may separate from it.  There
may even need to be replacements for campus social life (and oddly
enough, YC even has aspects of that).You could replace high schools too, but there you face bureaucratic
obstacles that would slow down a startup.  Universities seem the
place to start.4. Internet DramaHollywood has been slow to embrace the Internet.  That was a 
mistake, because I think we can now call a winner in the race between
delivery mechanisms, and it is the Internet, not cable.A lot of the reason is the horribleness of cable clients, also known
as TVs.  Our family didn't wait for Apple TV.  We hated our last
TV so much that a few months ago we replaced it with an iMac bolted
to the wall.  It's a little inconvenient to control it with a
wireless mouse, but the overall experience is much better than the
nightmare UI we had to deal with before.Some of the attention people currently devote to watching
movies and TV can be stolen by things that seem completely unrelated,
like social networking apps.  More can be stolen by things that are
a little more closely related, like games.  But there will probably
always remain some residual demand for conventional drama, where
you sit passively and watch as a plot happens.  So how do you deliver
drama via the Internet?  Whatever you make will have to be on a
larger scale than Youtube clips.  When people sit down to watch a
show, they want to know what they're going to get: either part
of a series with familiar characters, or a single longer "movie"
whose basic premise they know in advance.There are two ways delivery and payment could play out.  Either
some company like Netflix or Apple will be the app store for
entertainment, and you'll reach audiences through them.  Or the
would-be app stores will be too overreaching, or too technically
inflexible, and companies will arise to supply payment and streaming
a la carte to the producers of drama.  If that's the way things
play out, there will also be a need for such infrastructure companies.5. The Next Steve JobsI was talking recently to someone who knew Apple well, and I asked
him if the people now running the company would be able to keep
creating new things the way Apple had under Steve Jobs.  His answer
was simply "no."  I already feared that would be the answer.  I
asked more to see how he'd qualify it.  But he didn't qualify it
at all.  No, there will be no more great new stuff beyond whatever's
currently in the pipeline.  Apple's
revenues may continue to rise for a long time, but as Microsoft
shows, revenue is a lagging indicator in the technology business.So if Apple's not going to make the next iPad, who is?  None of the
existing players.  None of them are run by product visionaries, and
empirically you can't seem to get those by hiring them.  Empirically
the way you get a product visionary as CEO is for him to found the
company and not get fired.  So the company that creates the next
wave of hardware is probably going to have to be a startup.I realize it sounds preposterously ambitious for a startup to try
to become as big as Apple.  But no more ambitious than it was for
Apple to become as big as Apple, and they did it.  Plus a startup
taking on this problem now has an advantage the original Apple
didn't: the example of Apple.  <NAME> has shown us what's
possible.  That helps would-be successors both directly, as Roger
Bannister did, by showing how much better you can do than people
did before, and indirectly, as Augustus did, by lodging the idea
in users' minds that a single person could unroll the future 
for them. 
[3]Now Steve is gone there's a vacuum we can all feel.  If a new company
led boldly into the future of hardware, users would follow.  The
CEO of that company, the "next <NAME>," might not measure up
to <NAME>. But he wouldn't have to.  He'd just have to do a
better job than Samsung and HP and Nokia, and that seems pretty
doable.6. Bring Back Moore's LawThe last 10 years have reminded us what Moore's Law actually says.
Till about 2002 you could safely misinterpret it as promising that
clock speeds would double every 18 months.  Actually what it says
is that circuit densities will double every 18 months.  It used to
seem pedantic to point that out.  Not any more.  Intel can no longer
give us faster CPUs, just more of them.This Moore's Law is not as good as the old one.  Moore's Law used
to mean that if your software was slow, all you had to do was wait,
and the inexorable progress of hardware would solve your problems.
Now if your software is slow you have to rewrite it to do more
things in parallel, which is a lot more work than waiting.It would be great if a startup could give us something of the old
Moore's Law back, by writing software that could make a large number
of CPUs look to the developer like one very fast CPU.  There are
several ways to approach this problem.  The most ambitious is to
try to do it automatically: to write a compiler that will parallelize
our code for us.  There's a name for this compiler, the sufficiently
smart compiler, and it is a byword for impossibility.  But is
it really impossible?  Is there no configuration of the bits in
memory of a present day computer that is this compiler?  If you
really think so, you should try to prove it, because that would be
an interesting result.  And if it's not impossible but simply very
hard, it might be worth trying to write it.  The expected value
would be high even if the chance of succeeding was low.The reason the expected value is so high is web services.  If you
could write software that gave programmers the convenience of the
way things were in the old days, you could offer it to them as a
web service.  And that would in turn mean that you got practically
all the users.Imagine there was another processor manufacturer that could still translate
increased circuit densities into increased clock speeds. They'd
take most of Intel's business.  And since web services mean that
no one sees their processors anymore, by writing the sufficiently
smart compiler you could create a situation indistinguishable from
you being that manufacturer, at least for the server market.The least ambitious way of approaching the problem is to start from
the other end, and offer programmers more parallelizable Lego blocks
to build programs out of, like Hadoop and MapReduce.   Then the
programmer still does much of the work of optimization.There's an intriguing middle ground where you build a semi-automatic
weapon—where there's a human in the loop.  You make something
that looks to the user like the sufficiently smart compiler, but
inside has people, using highly developed optimization tools to
find and eliminate bottlenecks in users' programs.   These people
might be your employees, or you might create a marketplace for
optimization.An optimization marketplace would be a way to generate the sufficiently
smart compiler piecemeal, because participants would immediately
start writing bots.  It would be a curious state of affairs if you
could get to the point where everything could be done by bots,
because then you'd have made the sufficiently smart compiler, but
no one person would have a complete copy of it.I realize how crazy all this sounds.  In fact, what I like about
this idea is all the different ways in which it's wrong.  The whole
idea of focusing on optimization is counter to the general trend
in software development for the last several decades.  Trying to
write the sufficiently smart compiler is by definition a mistake.
And even if it weren't, compilers are the sort of software that's
supposed to be created by open source projects, not companies.  Plus
if this works it will deprive all the programmers who take pleasure
in making multithreaded apps of so much amusing complexity. The
forum troll I have by now internalized doesn't even know where to
begin in raising objections to this project.  Now that's what I
call a startup idea.7. Ongoing DiagnosisBut wait, here's another that could face even greater resistance:
ongoing, automatic medical diagnosis.One of my tricks for generating startup ideas is to imagine the
ways in which we'll seem backward to future generations.  And I'm
pretty sure that to people 50 or 100 years in the future, it will
seem barbaric that people in our era waited till they had symptoms
to be diagnosed with conditions like heart disease and cancer.For example, in 2004 <NAME> found he was feeling short of
breath.  Doctors discovered that several of his arteries were over
90% blocked and 3 days later he had a quadruple bypass.  It seems
reasonable to assume <NAME> has the best medical care available.
And yet even he had to wait till his arteries were over 90% blocked
to learn that the number was over 90%.  Surely at some point in the
future we'll know these numbers the way we now know something like
our weight.  Ditto for cancer.  It will seem preposterous to future
generations that we wait till patients have physical symptoms to
be diagnosed with cancer.  Cancer will show up on some sort of radar
screen immediately.(Of course, what shows up on the radar screen may be different from
what we think of now as cancer.  I wouldn't be surprised if at any
given time we have ten or even hundreds of microcancers going at
once, none of which normally amount to anything.)A lot of the obstacles to ongoing diagnosis will come from the fact
that it's going against the grain of the medical profession.  The
way medicine has always worked is that patients come to doctors
with problems, and the doctors figure out what's wrong.  A lot of
doctors don't like the idea of going on the medical equivalent of
what lawyers call a "fishing expedition," where you go looking for
problems without knowing what you're looking for.  They call the
things that get discovered this way "incidentalomas," and they are
something of a nuisance.For example, a friend of mine once had her brain scanned as part
of a study.  She was horrified when the doctors running the study
discovered what appeared to be a large tumor.  After further testing,
it turned out to be a harmless cyst.  But it cost her a few days
of terror. A lot of doctors worry that if you start scanning people
with no symptoms, you'll get this on a giant scale: a huge number
of false alarms that make patients panic and require expensive and
perhaps even dangerous tests to resolve.  But I think that's just
an artifact of current limitations.  If people were scanned all the
time and we got better at deciding what was a real problem, my
friend would have known about this cyst her whole life and known
it was harmless, just as we do a birthmark.There is room for a lot of startups here.  
In addition to the technical obstacles all
startups face, and the bureaucratic obstacles all medical startups
face, they'll be going against thousands of years of medical
tradition.  But it will happen, and it will be a great thing—so
great that people in the future will feel as sorry for us as we do
for the generations that lived before anaesthesia and antibiotics.TacticsLet me conclude with some tactical advice.  If you want to take on
a problem as big as the ones I've discussed, don't make a direct
frontal attack on it.  Don't say, for example, that you're going
to replace email.  If you do that you raise too many expectations.
Your employees and investors will constantly be asking "are we there
yet?" and you'll have an army of haters waiting to see you fail.
Just say you're building todo-list software.  That sounds harmless.
People can notice you've replaced email when it's a fait accompli.
[4]Empirically, the way to do really big things seems to be to start
with deceptively small things.  Want to dominate microcomputer
software?  Start by writing a Basic interpreter for a machine with
a few thousand users.  Want to make the universal web site?  Start
by building a site for Harvard undergrads to stalk one another.Empirically, it's not just for other people that you need to start
small.  You need to for your own sake.  Neither <NAME> nor <NAME> knew at first how big their companies were going to get.
All they knew was that they were onto something.  Maybe it's a bad
idea to have really big ambitions initially, because the bigger
your ambition, the longer it's going to take, and the further you
project into the future, the more likely you'll get it wrong.I think the way to use these big ideas is not to try to identify a
precise point in the future and then ask yourself how to get from
here to there, like the popular image of a visionary.  You'll be
better off if you operate like Columbus and just head in a general
westerly direction.  Don't try to construct the future like a
building, because your current blueprint is almost certainly mistaken.
Start with something you know works, and when you expand, expand
westward.The popular image of the visionary is someone with a clear view of
the future, but empirically it may be better to have a blurry one.Notes[1]
It's also one of the most important things VCs fail to
understand about startups.  Most expect founders to walk in with a
clear plan for the future, and judge them based on that.  Few
consciously realize that in the biggest successes there is the least
correlation between the initial plan and what the startup eventually
becomes.[2]
This sentence originally read "GMail is painfully slow."
Thanks to <NAME> for the correction.[3]
<NAME> is famous as the first person to run a mile
in under 4 minutes.  But his world record only lasted 46 days.  Once
he showed it could be done, lots of others followed.  Ten years
later <NAME> ran a 3:59 mile as a high school junior.[4]
If you want to be the next Apple, maybe you don't even want to start
with consumer electronics.  Maybe at first you make something hackers
use.  Or you make something popular but apparently unimportant,
like a headset or router.  All you need is a bridgehead.
Thanks to <NAME>, <NAME>, 
<NAME>, <NAME>, <NAME>, <NAME>, <NAME>, <NAME> and <NAME>
for reading drafts of this.
