Interestingly, a lot of open-source companies have built defensible businesses -- a list is over at http://oss.cash http://oss.cash. Recent IPOs include Mulesof

Interestingly, a lot of open-source companies have built defensible businesses -- a list is over at http://oss.cash http://oss.cash. Recent IPOs include Mulesoft, Elastic, Mongo, Fastly... More specifically to Gatsby, we don't actually see ourselves in the hosting business, more in the "collaboration" business -- most websites have teams of nontechnical folks that are reviewing sites before they go live, creating and editing content, and so on. We're building Gatsby-specific collaboration tooling, starting with CMS Preview. A good comparison here would be Github -- nobody thinks of Github as "Git hosting", they think of Github as the place where developers collaborate together on projects.