I think "B2D" is risky. Here are some potential problems: 1) Success of "the cloud" / SaaS. Many people are moving important data into the cloud but there ar

I think "B2D" is risky. Here are some potential problems: 1) Success of "the cloud" / SaaS. Many people are moving important data into the cloud but there are also more high profile outages, more high profile security breaches and more lock-in/proprietary/longevity issues. For example, I like Asana but when Asana is down, I'm screwed, especially since they don't let me export my data. And it is down pretty often in my experience. Are you reading this, Justin the server guy? Obsolescence through acquisition is also a real problem. I rely on XYZ service, they get bought and the buyer shuts it down. Now I have to extract my data and somehow move it to another service provider. That happens a lot. I'm sure we'll work through these issues, but I'd still peg a question mark on the whole SaaS model. 2) The sales model. Enterprise sales are appealing because they're big dollar. But they're hard. You have to get buy in at all sorts of levels in the organization and anyone can veto. They take a long time. B2D circumvents this by targeting single individuals and small teams. That's good. It's the dropbox model. Get people using it, become viral, pervade the organization and become a standard. The trouble is that it uses a backdoor and backdoors can be closed. Many bigger organizations are fighting this tool fragmentation and the SaaS model in general. If bigger organizations successfully push ad hoc tools out of the company, then B2D basically becomes startup to startup. Then B2D is successful when startups have money. We've all seen how that pendulum can swing. 3) Myopia. Developers start startups. Developers know what developers need. So developers start startups for developers. Meanwhile there are tons of industries in need of powerful, easy to use, domain specific tools getting no love. Yes, computing is growing. IT is growing. Digital is growing. But there are lots of growth industries out there. It's the same reason B2C was big. We're all consumers. Most of us are developers. There are a tons of software project management tools out there. How many waste management tools are there? We're creating more trash than we are software (lots of trashy software but not enough trash software?)