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Docker, Inc. has the opportunity to be the NPM, Inc. for container images. How much did NPM sell to GitHub for? Less concretely, is there a business model for
by coward8675309 6y ago
Docker, Inc. has the opportunity to be the NPM, Inc. for container images. How much did NPM sell to GitHub for?
Less concretely, is there a business model for a low-level piece of infrastructure like Docker? Is there a business model for ncurses or readline or df or ls?
"Real world" infrastructure is typically high capex, low margin. How many VC-funded startups build bridges or tunnels? SpaceX is pivoting to Starlink to find good margins and escape the fate of being a trucking company to space.
- DonHopkins 6y agoI'd buy an lscon t-shirt!
- alisonkisk 6y agoThe business model for infra software is to get (aqui)hired by a company with a service business model.
- ghufran_syed 6y agoI don’t think there is anything wrong with their margins - their costs are way below anyone else’s. I think the rationale behind Starlink is to soak up their excess capacity while the market demand for space access grows in response to their increasingly low prices. But I agree that in general, “real world” infrastructure is low margin, I think that’s because it’s completely undifferentiated and has become a commodity
- sp332 6y agoHow much did NPM sell to GitHub for? Was this number released?