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> Big question for the founders: how are you going to fend off AWS when you will get bigger? (see what's happening with Elastic, MongoDB, etc) Just judging by
by mrjn 7y ago
> Big question for the founders: how are you going to fend off AWS when you will get bigger? (see what's happening with Elastic, MongoDB, etc)
Just judging by the stock price, at $100 and $150 approx today, Elastic and Mongo stock are doing well. I don't see them going down as badly as the media projects it to be.
Think our current license is pretty good. Can't predict far future, but at least in the near future, I don't see a reason to change that. It's not something we're contemplating right now.
- simonebrunozzi 7y agoI don't want to sound arrogant, but I think you are underestimating how important this topic will be in the coming years, especially if you will be successful and your company will grow significantly. I know the space really really well, and have worked at AWS from 2008 to 2014. Most large enterprise customers are worried about this, especially because it might mean that the supporting company (MongoDB, Elastic, etc) will not have an easy way to survive in the future. Right now you are capturing the long tail of the market, and you can grow a lot just with that. But eventually you will need to get enterprise customers, and that's when this topic will surface. I don't want to be an alarmist, just saying that thinking about this ahead of time might be important for your company. Tangentially, I am bullish on Elastic, less on MongoDB. My 2 cents.