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That's the question I was genuinely asking. Do longer-term minded buyers think this way? Our company is too small and just use AWS, we're just not perspective b
by atonse 5y ago
That's the question I was genuinely asking. Do longer-term minded buyers think this way? Our company is too small and just use AWS, we're just not perspective buyers. But I'm trying to understand the mindset of a CapEx style buyer whose timelines are multiple years.
This team is, by all measures, going to hit it out of the park. There's just a solid amount of talent, experience and insight all-round.
And to be clear, I am not at all disparaging teams that get acquired – that would be silly. I'm just saying that we are in an environment these days where very few of these kinds of companies get a chance to grow before being acquired and WE are the ones that lose even though the people working at the company rightfully earn a nice payout.
I have the same "fear" about Tailscale, a company whose product we love and have started using, and are about to purchase.
But the fact that a member of the founding team themselves answered my message above in plain english (not surprising), is honestly refreshing.
- wd45 5y agoNo one is going to bet the farm on that solution. I'd be surprised if big SaaS vendors like Atlassian or DropBox go with it. But on the other hand I can see F500s (oil & gas companies, big engineering and defense firms, etc.) getting a rack or two to run their cloud-like stuff. They would not be taking much risk; this would be one system among many others they have, and it will have a life of 5 to 7 years anyway (a few million dollars and 7 years is peanuts for an oil & gas or mining company whose CapEx goes into the billions, over 50+ years horizons). I think the value is in having a cloud-like system that doesn't require an entire IT/Ops team to run.