15 ms·

Arroyo (YC W23) has been acquired by Cloudflare

113 points by necubi 1y ago

Hansenq 1y ago
Yoooo congrats Micah!! Joining Brandon and Brayden as W23 acquisitions by Cloudflare!
esafak 1y ago
Congratulations to Micah's team. To everyone else: does CloudFlare have a good reputation for maintaining open source acquisitions?
- necubi 1y ago
  (Arroyo founder here) Cloudflare has a strong tradition of open source, even for core parts of their product, like workerd (https://github.com/cloudflare/workerd https://github.com/cloudflare/workerd), and also maintains a bunch of key infrastructural libraries like quiche. They aim to compete with their global infrastructure and network and not with restrictive licenses.
  - gnfedhjmm2 1y ago
    Can you explain why you have such a bad perception in the Open Source community if this is true? To me it seems calculated to raise your valuation.
- justmestanding 1y ago
  God no, baselimehq, they didn’t even communicate to users that were degrading the product gradually, filtering and aggregating features broke until it was unusable. If existing customer then jump ship before they kill it slowly
  - joshstrange 1y ago
    Baselime, that one really made me sad. I had talked to people on the team there before they got acquired and they were all very nice and responsive. It was the best Lambda monitoring platform I had found (for my needs). What did you move to instead?
ilrwbwrkhv 1y ago
for how much?
- trhway 1y ago
  Smart people top line right now is $100M/head. That for 2 founders is $200M. They had $5M revenue in 2024. That suggests $100M. So i'd say $100M-150M.
  - ilrwbwrkhv 1y ago
    I doubt they got 20x.
rebanevapustus 1y ago
What does Arroyo have that Materialize or Feldera do not? It seems that Arroyo is a strict subset of those.
- theLiminator 1y ago
  Curious what you mean? (I'm not affiliated with any of them, just been looking for a fast/low-latency/high-throughput hybrid batch/streaming query engine for a while). Been struggling to find anything that looks mature. Ideally something with a full python dataframe based api.
  - rebanevapustus 1y ago
    That's Feldera for you. It has a full blown SQL Api. Materialize is cool as well, but is sorta hostile to self-hosting.
brandonb 1y ago
Congratulations!
jeffchao 1y ago
Congrats Micah! (Did my part on LI :) ). Interesting to see where this integrates and how it will boost streaming at Cloudflare.
moonikakiss 1y ago
Is streaming into Iceberg / R2 catalog going to become a priority?
prennert 1y ago
Cloudflare seems to be the only company in the world where sales does not want to speak to you. So if Arroyo becomes part of the Cloudflare Enterprise offering, dont get your hopes up to be able to use it. Except maybe if you are already a Cloudflare Enterprise customer. I have tried now for over a month to open an enterprise account with them, no luck yet. I filed tickets, called their hotline, but I just cannot get through to a sales person. Are there any alternatives out there that provide a baseline of support and allow sending PHI data?
- jjtheblunt 1y ago
  We use cloudflare, and i am wondering why you would want to talk to a salesperson, over just using their console yourself.
  - otterley 1y ago
    To get private volume or contractual pricing, for one.
  - prennert 1y ago
    In their terms [0], Cloudflare says 2.2.1 Restrictions Unless otherwise expressly permitted in writing by Cloudflare, you will not and you have no right to: (i) use the Services to store or transmit any “protected health information” as that term is defined in 45 C.F.R. 160.103 without Cloudflare’s written consent; We plan to process PHI data, so I need written permission. It turns out that I need an enterprise license (it took a long time to get to that realisation, because it is not documented, and ticket lead times even with a business account are weeks). The catch is, you cannot just upgrade to enterprise, you need to talk to someone. [0]: https://www.cloudflare.com/en-gb/terms/ https://www.cloudflare.com/en-gb/terms/
    - jjtheblunt 1y ago
      thanks for explaining, and that makes sense!
- aly_cabral 1y ago
mentalgear 1y ago
What's the intention of these for profit companies "buying" open-source repos? Can they even be really bought ?
- salomonk_mur 1y ago
  They buy a company, not a repo. They buy the team, the know-how, the customers, the brand. The repo is open source up until now, but they can create a paid offering with premium features over the open source code. They can also offer specialized hosting for that solution (which is a very clear advantage of joining with cloud flare)
- trollbridge 1y ago
  They might be able to relicense the codebase for people who don’t want (for example) to comply with the GPL. Although that doesn’t seem to be Cloudflare’s motivation for this acquisition.
ambrood 1y ago
Congrats again micah! Also Iceberg catalog on R2 without needing to spin up additional services... lets gooooo
tiffanyh 1y ago
Cloudflare, amazing services … unreachable customer support or sales (even for paying users). It’s so bizarre because it’s like their product is made by one (amazingly good) company and their support/sales by another (amazing bad) company. You have to escalate on Discord, HN, etc to get even the most simple of customer support or sales questions acknowledged. It makes me super uncomfortable being a paying customer, relying upon such support & sales. @eastdakota, if you’re reading this - I’d encourage you to create your own personal cloudflare (paid account) to experience this. It does seem like the first week or so of being a customer, support prioritizes your questions. Wait a month or so, then reach out to support or sales - and see how you won’t even get an acknowledgment. I only say this as a paying customer rooting for your company success.
- throitallaway 1y ago
  Our Cloudflare CSR is laughably slow at responding to things. Once it took 3-4 months and I was wondering if he still worked there.
- decremental 1y ago
  I downgraded a $250/mo plan but it bugged out, re-added it to my account, and charged me. Couldn't remove it. Contacted support and after a month of no response they closed the ticket. Created another ticket. After a week they apologized and said something about having a very high volume of support requests.
  - femiagbabiaka 1y ago
    Your strategy of writing and instantly deleting derogatory comments is quite annoying. Maybe step back from the 4Chan school of internet communications every once in a while.
- 1oooqooq 1y ago
  you use a monopoly whose only feature is being a monopoly.
- troyvit 1y ago
  Huh. I work for a small organization under their Project Galileo, which basically means a free Pro account. We've only had simple needs, but any time I email a rep I get a response in 24-48 hours. I believe what you're saying, I just wonder why the experience is so varied.
dm03514 1y ago
Congratulations, second streaming acquisition in recent memory, after benthos. Arroyo on paper looks amazing, high performance, advanced streaming primitives like windows and joins. I think / hope the foundations provide a long term alternative to flink and spark streaming, the extremely heavy jvm-based incumbents. I only have ~5 hours of experience with it so def an ultra beginner, but it was very UI configuration heavy when I tried it. API based config was mentioned but didn’t slot into the way $dayjob provisions so it was a very hard sell. In response to this I created a lightweight high performance dev-centric streaming solution powered by duckdb, it’s getting a little traction https://github.com/turbolytics/sql-flow https://github.com/turbolytics/sql-flow Iceberg has been one of the most popular feature so far: https://sql-flow.com/docs/tutorials/iceberg-sink https://sql-flow.com/docs/tutorials/iceberg-sink
udev4096 1y ago
Clownflare: Conquering the web by backdooring one site at a time!

113 points by necubi 1y ago

Yoooo congrats Micah!! Joining Brandon and Brayden as W23 acquisitions by Cloudflare!

Congratulations to Micah's team. To everyone else: does CloudFlare have a good reputation for maintaining open source acquisitions?

necubi 1y ago
(Arroyo founder here) Cloudflare has a strong tradition of open source, even for core parts of their product, like workerd (https://github.com/cloudflare/workerd https://github.com/cloudflare/workerd), and also maintains a bunch of key infrastructural libraries like quiche. They aim to compete with their global infrastructure and network and not with restrictive licenses.
- gnfedhjmm2 1y ago
  Can you explain why you have such a bad perception in the Open Source community if this is true? To me it seems calculated to raise your valuation.
justmestanding 1y ago
God no, baselimehq, they didn’t even communicate to users that were degrading the product gradually, filtering and aggregating features broke until it was unusable. If existing customer then jump ship before they kill it slowly
- joshstrange 1y ago
  Baselime, that one really made me sad. I had talked to people on the team there before they got acquired and they were all very nice and responsive. It was the best Lambda monitoring platform I had found (for my needs). What did you move to instead?

ilrwbwrkhv 1y ago

for how much?

trhway 1y ago
Smart people top line right now is $100M/head. That for 2 founders is $200M. They had $5M revenue in 2024. That suggests $100M. So i'd say $100M-150M.
- ilrwbwrkhv 1y ago
  I doubt they got 20x.

rebanevapustus 1y ago

What does Arroyo have that Materialize or Feldera do not? It seems that Arroyo is a strict subset of those.

theLiminator 1y ago
Curious what you mean? (I'm not affiliated with any of them, just been looking for a fast/low-latency/high-throughput hybrid batch/streaming query engine for a while). Been struggling to find anything that looks mature. Ideally something with a full python dataframe based api.
- rebanevapustus 1y ago
  That's Feldera for you. It has a full blown SQL Api. Materialize is cool as well, but is sorta hostile to self-hosting.

brandonb 1y ago

Congratulations!

jeffchao 1y ago

Congrats Micah! (Did my part on LI :) ). Interesting to see where this integrates and how it will boost streaming at Cloudflare.

moonikakiss 1y ago

Is streaming into Iceberg / R2 catalog going to become a priority?

prennert 1y ago

Cloudflare seems to be the only company in the world where sales does not want to speak to you. So if Arroyo becomes part of the Cloudflare Enterprise offering, dont get your hopes up to be able to use it. Except maybe if you are already a Cloudflare Enterprise customer. I have tried now for over a month to open an enterprise account with them, no luck yet. I filed tickets, called their hotline, but I just cannot get through to a sales person. Are there any alternatives out there that provide a baseline of support and allow sending PHI data?

jjtheblunt 1y ago
We use cloudflare, and i am wondering why you would want to talk to a salesperson, over just using their console yourself.
- otterley 1y ago
  To get private volume or contractual pricing, for one.
- prennert 1y ago
  In their terms [0], Cloudflare says 2.2.1 Restrictions Unless otherwise expressly permitted in writing by Cloudflare, you will not and you have no right to: (i) use the Services to store or transmit any “protected health information” as that term is defined in 45 C.F.R. 160.103 without Cloudflare’s written consent; We plan to process PHI data, so I need written permission. It turns out that I need an enterprise license (it took a long time to get to that realisation, because it is not documented, and ticket lead times even with a business account are weeks). The catch is, you cannot just upgrade to enterprise, you need to talk to someone. [0]: https://www.cloudflare.com/en-gb/terms/ https://www.cloudflare.com/en-gb/terms/
  - jjtheblunt 1y ago
    thanks for explaining, and that makes sense!
aly_cabral 1y ago

mentalgear 1y ago

What's the intention of these for profit companies "buying" open-source repos? Can they even be really bought ?

salomonk_mur 1y ago
They buy a company, not a repo. They buy the team, the know-how, the customers, the brand. The repo is open source up until now, but they can create a paid offering with premium features over the open source code. They can also offer specialized hosting for that solution (which is a very clear advantage of joining with cloud flare)
trollbridge 1y ago
They might be able to relicense the codebase for people who don’t want (for example) to comply with the GPL. Although that doesn’t seem to be Cloudflare’s motivation for this acquisition.

ambrood 1y ago

Congrats again micah! Also Iceberg catalog on R2 without needing to spin up additional services... lets gooooo

tiffanyh 1y ago

Cloudflare, amazing services … unreachable customer support or sales (even for paying users). It’s so bizarre because it’s like their product is made by one (amazingly good) company and their support/sales by another (amazing bad) company. You have to escalate on Discord, HN, etc to get even the most simple of customer support or sales questions acknowledged. It makes me super uncomfortable being a paying customer, relying upon such support & sales. @eastdakota, if you’re reading this - I’d encourage you to create your own personal cloudflare (paid account) to experience this. It does seem like the first week or so of being a customer, support prioritizes your questions. Wait a month or so, then reach out to support or sales - and see how you won’t even get an acknowledgment. I only say this as a paying customer rooting for your company success.

throitallaway 1y ago
Our Cloudflare CSR is laughably slow at responding to things. Once it took 3-4 months and I was wondering if he still worked there.
decremental 1y ago
I downgraded a $250/mo plan but it bugged out, re-added it to my account, and charged me. Couldn't remove it. Contacted support and after a month of no response they closed the ticket. Created another ticket. After a week they apologized and said something about having a very high volume of support requests.
- femiagbabiaka 1y ago
  Your strategy of writing and instantly deleting derogatory comments is quite annoying. Maybe step back from the 4Chan school of internet communications every once in a while.
1oooqooq 1y ago
you use a monopoly whose only feature is being a monopoly.
troyvit 1y ago
Huh. I work for a small organization under their Project Galileo, which basically means a free Pro account. We've only had simple needs, but any time I email a rep I get a response in 24-48 hours. I believe what you're saying, I just wonder why the experience is so varied.

dm03514 1y ago

Congratulations, second streaming acquisition in recent memory, after benthos. Arroyo on paper looks amazing, high performance, advanced streaming primitives like windows and joins. I think / hope the foundations provide a long term alternative to flink and spark streaming, the extremely heavy jvm-based incumbents. I only have ~5 hours of experience with it so def an ultra beginner, but it was very UI configuration heavy when I tried it. API based config was mentioned but didn’t slot into the way $dayjob provisions so it was a very hard sell. In response to this I created a lightweight high performance dev-centric streaming solution powered by duckdb, it’s getting a little traction https://github.com/turbolytics/sql-flow https://github.com/turbolytics/sql-flow Iceberg has been one of the most popular feature so far: https://sql-flow.com/docs/tutorials/iceberg-sink https://sql-flow.com/docs/tutorials/iceberg-sink

udev4096 1y ago

Clownflare: Conquering the web by backdooring one site at a time!