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I am curious how the Gitlab is so valuable. I've never used the service, but HN posts keep me informed superficially. Could someone explain the valuation?
by dpflan 7y ago
I am curious how the Gitlab is so valuable. I've never used the service, but HN posts keep me informed superficially. Could someone explain the valuation?
- snarf21 7y agoMicrosoft bought Github for $7.5B so it gives them a great comparable.
- wolco 7y agoWouldn't that put them at 40% of github's value. Giving that github's brand is more valuable this is pie-in-the-sky vc math. Ready to be ipoed and written down to a 1/10 of the value in 2 years.
- snarf21 7y agoI think both valuations are too high but there it is. Enterprise is hot right now and some people are anti-MS. Also, Gitlab allows on prem which is a huge issue for some orgs. Also, it seems that Gitlab's all remote teams have a much lower cost structure and will allow for easier profitability. I guess we'll see.
- jansan 7y agoYeah, but if Github goes down the developer world basically comes to a standstill, while if Gitlab goes down, most developers will only read about this on hacker news.
- gzimhelshani 7y agoHuge number of active users, premium (paid) features. I think it boils down to that.
- deleted 7y ago[deleted]
- s_dev 7y agoBecause Microsoft paid for GitHub -- since GitLab is well positioned to compete with GitHub, cash rich companies like Apple or Google could be interested purely to keep up the Jones's.
- StreamBright 7y agoI am not sure what would they do with Gitlab. How do you think Gitlab fits into Apple's portfolio?
- dpflan 7y agoThanks. Do you have any insight into MSFT's strategy for GitHub? I assume it helps make it seem developer friendly, data-mining, identifying projects/new ideas of value and validation, and is part of their becoming more of a cloud company strategy.
- s_dev 7y ago> Do you have any insight into MSFT's strategy for GitHub? Between LinkedIn and GitHub they probably have the best data for identifying great devs/engineers as well as encouraging future devs to use their products. Soft power.
- dpflan 7y agoThis is very interesting, as means of finding talent before its larger competitors do. The discussion about how Google has a “deep bench” to deal with shifting and departures seems to apply here conceptually.
- marcosdumay 7y ago> Do you have any insight into MSFT's strategy for GitHub? Developers, developers, developers. They are deeply integrating GitHub into Azure and Tfs, and integrating that with Visual Studio, creating a top-notch devops platform for you to develop for Windows or Azure. And now with their move into Linux, they are creating an image just like the old Borland.
- 7y ago
- aetimmes 7y agoThey've positioned themselves as an all-in-one package for every tool you'd need to implement a devops software development workflow - source control, continuous integration/deployment, etc. Existing enterprises pay different vendors to implement all of these things; new and growing companies (in theory) just need to buy a GitLab license.
- notyourday 7y ago> I am curious how the Gitlab is so valuable. I've never used the service, but HN posts keep me informed superficially. Could someone explain the valuation? FOMO from the VCs. It will implode. The only company that could potentially be the one to pay the money already bought the valedictorian of the class. The ones that are left are Google, Apple and Amazon. Google does not buy those kind of companies. Apple is not in that business and Amazon is... well... Amazon.