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Themes: Open-Core and Long-Term Alpha (Pt.4)
open-core

Themes: Open-Core and Long-Term Alpha (Pt.4)

Summary * This is the fourth and final part of the Open-Core series which has focused on data-related open-core vendors. * In Part 4 we interchange between the perspectives of an open-core vendor and an investor, to navigate through the factors that influence the ultimate success of the open-core vendor. * As an investor it's worth gaining a deeper understanding of this revitalized area of the software sector. The Open-Core Revolution in Data Infrastructure The open-core software model, c
9 min read 05 Sep 2023
Themes: Open-Core And Long-Term Alpha (Pt.2)
MDS
16 min read 21 Jul 2023

Themes: Open-Core And Long-Term Alpha (Pt.2)

Summary * Open-core data companies are thriving due to the unique demand landscape for the modern data stack that requires open-source instead of close-source SaaS productivity tools. * Early innovators have experienced bumpy rides towards IPOs and commercial success. Due to substantial changes, business models and collaborations across the
Themes: Open-Core And Long-Term Alpha (Pt.1)
open-source
15 min read 18 May 2023

Themes: Open-Core And Long-Term Alpha (Pt.1)

Summary * In this first part of the report, we'll explore the history of open-source, the birth of the open-core model, and the benefits and challenges it presents. * We'll also discuss the ways in which it has disrupted traditional software development paradigms. * For the next

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