iphone users are uber geeks and valley tech nerds. aka people who think software should be free and who won’t pay for ANY software.

iphone software is the new web 2.0. and we know where that ended up (although most of the readers of gigaom are still in denial)

That’s one of the things most interesting to me about the App Store, part of what really creates the potential for the App as the new Single. On the desktop today, you can’t develop 30 simple, beautiful apps that are worth paying for separately, and there isn’t a good way to charge for them individually. But put them in a store together along with all the other apps available for the platform and you might just have something.

@Shrike, iPhone is not ‘the’ mobile platform because of numbers, but because it is so damn difficult to find, buy, install and use applications on every other handset. The point of the excitement here is that the market hasn’t existed in the sense that users were’t buying.

On the other hand, very low technical barriers to entry and built in marketing/reach/monetization reduces selling barriers, translating to a “back the winners” strategy as best path in most cases.

The real opportunity seems to be more at the angel investor level since most iPhone app builders won’t need a big support organization and marketing spend to get a product launched, iterate and find their way to an audience. $500K +/- is a more palatable and profitable way to separate the wheat from the chaffe, and save the VC dollars for expansion capital or more horizontal/business types of offerings.

Food for thought, and here is a detailed analysis of Jobs’ Keynote at WWDC:

iPhone 2.0: Swinging for the Global Fences
http://thenetworkgarden.com/weblog/2008/06/iphone-20-swing.html

Check it out if interested.

Mark

Some investors is what i focused on. There are also term-sheet chasers and they will do any and everything.

If VC’s are telling you this you’re being taken down a dark alley. Most VC’s that have any interest in the mobile space will be investing in the earliest stages of these companies. Don’t think for a minute that VC’s will stand on the sidelines with Kleiner Perkins having earmarked $100M for this platform. Also, the entry of RIMM into the competition will only help increase the reach of dollars for innovative start ups.

So like the guy above was trying to say… if they were excited by the 100 million US customer limited market served by a single carrier, then they should be even more excited to fund and invest in start-ups that can reach a 1 Billion customer global market base.