3 ms·
It worried me that they’re only at a couple hundred MM in a self-proclaimed 116B+ opportunity after 10 years. Yes. How do they grow further? DO will be compare
by quacker 6y ago
It worried me that they’re only at a couple hundred MM in a self-proclaimed 116B+ opportunity after 10 years.
Yes. How do they grow further? DO will be compared to AWS and Azure in the market, and there's a good chance their stock will be punished as a result. Plus, if DO actually makes in-roads in market share, AWS is a beast that, if it wants, can crush them on pricing and features for long enough to kill them.