Using RedMonk logic: companies tend to keep what they consider their competative advantage closed source; Google keeps their dev toolchain closed source; Google’s ability to more productive in development (the primary point of a dev toolchain) is a core differentiator for Google. QED.
Looks like that $600m AWS contract with the CIA is real, if not closed. Also of note: Amazon is bidding for building a private cloud – I think…? – more or less.
$1B annual run rate, 1,000+ vBlocks sold (cumulative?), with $1.3B investment, founded 2011.
More: How’s VCE been doin’?
It’s all true, and yet it seems like a good idea still.
I love it when companies let you pay to stop showing ads: it gives you a good sense for how much each customer (each pair of "eyeballs") is worth. Here, $50/year.
Watch over the next 2 years as the Big 4 of BI (IBM, Oracle, SAP, and Microstragy) battle distuption from well funded upstarts. Folks like SAS snd Terradata will have to pick sides.
It’s expected to have a valuation of $1.4B. I love it when pure play software company IPO’s because you get a peak at their financials and how they’re run for a specific type of software.
It’s a slow race to capture the white-collar worker segment.
Some take aways from Rob.