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> Everything? I thought it was supposed to be Git hosting, but I'm not even sure anymore. They're losing to GitHub. While they advertise that they have 2/3 of

> Everything? I thought it was supposed to be Git hosting, but I'm not even sure anymore. They're losing to GitHub. While they advertise that they have 2/3 of the self-hosted git server market share, they just barely have a double digit share of the total VCS market, which is where the real enterprise money and value is. I don't have figures on hand, but I'd guess they have a single digit percentage of actual enterprise market share. GitHub has the same domination over its space that Google has over search, and Microsoft is excellent at competing on enterprise partnerships. Tech companies usually scale out their products eventually anyway, but in GitLab's case it's probably existential if they want to maintain status as a high growth, VC-backed company. They need to find another of their competitors' moats which is easier to chip away at, or they need to change the game and introduce something original.

sdfhbdf 6y ago
> They're losing to GitHub In my experience their approach to pipelines and CI is a winner. In that regard GitHub seems to be playing catchup and the "checks" feel like second class citizens in GitHub while it feels really cohesive in GitLab.
- fractionalhare 6y ago
  Sure. I wouldn't be surprised if they have better features along specific dimensions. I'm talking about monetizable market share and revenue.
  - parasubvert 6y ago
    Gitlab has a post money valuation of $6b on revenue of around $150m+. It’s not “winning” but arguably it’s okay to be #3 (behind Atlassian / Bitbucket though they’re more diversified). It’s clearly doing fine enough to IPO or get bought at a premium. They have some huge customers that refuse to use GitHub. I do question the “kitchen sink” product strategy and whether it’s sustainable - Atlassian pulled it off by building a product line rather than an all-in-one.

sdfhbdf 6y ago

> They're losing to GitHub In my experience their approach to pipelines and CI is a winner. In that regard GitHub seems to be playing catchup and the "checks" feel like second class citizens in GitHub while it feels really cohesive in GitLab.

fractionalhare 6y ago
Sure. I wouldn't be surprised if they have better features along specific dimensions. I'm talking about monetizable market share and revenue.
- parasubvert 6y ago
  Gitlab has a post money valuation of $6b on revenue of around $150m+. It’s not “winning” but arguably it’s okay to be #3 (behind Atlassian / Bitbucket though they’re more diversified). It’s clearly doing fine enough to IPO or get bought at a premium. They have some huge customers that refuse to use GitHub. I do question the “kitchen sink” product strategy and whether it’s sustainable - Atlassian pulled it off by building a product line rather than an all-in-one.