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It will be interesting to see how these companies evolve their business strategy once PE/VCs are pressuring them to IPO/get bought out. It seems like any custom
by makestuff 2y ago
It will be interesting to see how these companies evolve their business strategy once PE/VCs are pressuring them to IPO/get bought out. It seems like any customer that is large enough to have significant billing would just bring the platform in house instead of paying for the hosted version. I guess they could take the docker desktop approach with their licensing that >X million in revenue still requires a license of some sort.
- hosh 2y agoThey are using technologies such that the system can self-heal, and self-deploy (with auto discovery) ... so there's a misalignment of incentives for the product and a hosting business. I like the ideas they are trying, so I wish the best of luck to them. Hopefully, they'll find a business model that is better aligned with the product.
- godzillabrennus 2y agoMaybe they’ll become consultants helping big customers use the platform to fund its development.