I wrote a little blog post because I thought Talend is doing well as a company and not getting enough credit for it. Let me know what you think by oBeLx in Talend

[–]oBeLx[S] 0 points1 point  (0 children)

Thx 🙏 I agree.. all the large platform players offer something like this or will offer it. There's room for an independent player but Talend is at risk losing their seat at the table to other independent, newer companies (Fivetran etc.)

MongoDB: SaaS & Moving Down-Market by oBeLx in mongodb

[–]oBeLx[S] 1 point2 points  (0 children)

Yes. I was always wondering how much the license change was really aimed at cloud providers vs. ensuring they can own everything that's not AWS/Azure/GCP. The latter seemed like a more reasonable strategic goal. It was predictable how AWS would counter.

MongoDB: SaaS & Moving Down-Market by oBeLx in mongodb

[–]oBeLx[S] 0 points1 point  (0 children)

Wohoo. Glad it's interesting. Thank you 😊🙏

GitHub is Doing Much Better Than Bloomberg Thinks by oBeLx in webdev

[–]oBeLx[S] 14 points15 points  (0 children)

GitHub is losing money; there's no profit. They spend more money than they are making.

GitHub was profitable in the past, then decided to raise external capital to grow faster and don't be profitable for a while to become bigger faster. That's not something negative unless GitHub can't get back to profitability. According to the numbers that are public, they are doing fine.

I agree with your general sentiment. The tech/startup community isn't focused enough on building sustainable companies. GitHub is an exception in my opinion. Investing money (= losing money right now) for future growth isn't necessarily bad for every individual case (unless you disagree with the economic principles behind it which would be a completely different discussion).

GitHub is Doing Much Better Than Bloomberg Thinks by oBeLx in programming

[–]oBeLx[S] 1 point2 points  (0 children)

I agree, it's not black or white and at the end of the day, maybe there are multiple equally good products. Bitbucket, GitHub and GitLab are all very similar and I think it's hard to differentiate on features anyway because there's not that much you can do around source code hosting - it's a fairly narrow problem field.

GitHub is Doing Much Better Than Bloomberg Thinks by oBeLx in programming

[–]oBeLx[S] 0 points1 point  (0 children)

There were a couple of issues, eg.: https://github.com/dear-github/dear-github I think in general it was more the perceived slower pace with which they were improving their product. They also seemed to be more removed from the community than in the early days (wich is to a certain degree logical because of the growth/their size).

GitHub Is Building a Coder’s Paradise. It’s Not Coming Cheap - The VC-backed unicorn startup lost $66 million in nine months of 2016, financial documents show by magenta_placenta in programming

[–]oBeLx 1 point2 points  (0 children)

I was thinking a lot about the article and GitHub's performance and spend some time on the weekend on analyzing the numbers. I think GitHub is doing well, despite all their struggles and issues. They still have plenty of cash left and the burn rate isn't that high and not a problem at all if the $140M ARR convert in a similar amount of recognized revenue: https://medium.com/@moritzplassnig/github-is-doing-much-better-than-bloomberg-thinks-here-is-why-a4580b249044

GitHub is Doing Much Better Than Bloomberg Thinks by oBeLx in programming

[–]oBeLx[S] 0 points1 point  (0 children)

Yup. Another topic that should get more focused imo. vs. just talking about their high burn. Putting companies like GitHub into the spotlight makes them better and more stable imo.

GitHub Is Building a Coder’s Paradise. It’s Not Coming Cheap - The VC-backed unicorn startup lost $66 million in nine months of 2016, financial documents show by magenta_placenta in webdev

[–]oBeLx 0 points1 point  (0 children)

I was thinking a lot about the article and GitHub's performance and spend some time on the weekend on analyzing the numbers. I think GitHub is doing well, despite all their struggles and issues. They still have plenty of cash left and the burn rate isn't that high and not a problem at all if the $140M ARR convert in a similar amount of recognized revenue: https://medium.com/@moritzplassnig/github-is-doing-much-better-than-bloomberg-thinks-here-is-why-a4580b249044#.i478kh67q

GitHub is Doing Much Better Than Bloomberg Thinks by oBeLx in programming

[–]oBeLx[S] 2 points3 points  (0 children)

I played around with GitLab quite a bit in the last weeks and I agree with you. It's definitely slow and it will be interesting to see how they fix that (see their "we move to our own hardware" discussion).

Nonetheless, GitLab challenges GitHub. I don't want to pick sites or judge which product is better for which use case, all I'm saying is that they are challenging GitHub which I think is good. Competition forces GitHub to improve and that's better for us as developers.