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 three parts, we will be diving into specific open-core sectors and individual public companies and startups across data, infra & DevOps, and security.
Related Companies: Elastic (ESTC), MongoDB (MDB), Confluent (CFL