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The investment market for infrastructure software is difficult now. Some might put it another way, but I think it's challenging given the way that current marke
by kordless 10y ago
The investment market for infrastructure software is difficult now. Some might put it another way, but I think it's challenging given the way that current market model choice moves back and forth between a preference for private or public offerings. Consider the evolution steps from MSPs to SaaS.
Of late, offerings that provide a hybrid approach to software seem to be emerging. Gravitational and Relicated are examples of toolsets for these types of modelss. Take logging as a service and the more traditional self hosted log solution. What would work best users would be one piece of software, which could run both on-premise and in the cloud on someone else's servers, or even someone else's service. On-prem, it might be managed by those who wrote it. Hosted, it might represent a segment of a larger market play for intelligent time series analytics and sold as a monthly revenue rollup.
Deploying these types of models will be interesting, but it's totally doable using some type of lightweight federation across services. Sandstorm represented a portion of the infrastructure needed to do simple deployments that felt like a hosted service. A service proving cryptocurrency payments for their APIs might be another piece of the puzzle.
I continue thinking about these new markets as new technology enables them.
- anonymousDan 10y agoWhen you say hybrid, do you mean hybrid for the same customer (i.e. parts or instances of the service running at the same time on-premise and in the cloud) or for different customers (i.e. a particular customer will either run on-premise or in the cloud, but not both)?
- kordless 10y agoBoth. I'm not a big fan of the term hybrid given the past use of it to describe cloud services. I think of it more like managed SaaS services, where a customer might buy software licensing by the month and run it just on-prem, on-prem and hosted, or just hosted. I can also see a third option where there's an MSP like entity running code on your hosted infrastructure, but licensing software both on-prem (running on your stuff) and then bits running in the cloud as a solution to burst-based problems. AI services will definitely manifest this way.