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Investor Guide To DevOps Landscape (Pt.2)
DevOps

Investor Guide To DevOps Landscape (Pt.2)

Summary * In this Investor Guide we review GitLab and 10 of its DevOps platform rivals. We've developed an evaluation framework to score each vendor across a variety of aspects. * We also present a number of metrics related to open-source community engagement, which is a key component for each vendor's future success in the DevOps platform market. * Across the 11 public and private names, we discuss strengths and weaknesses, along with valuation considerations. * In Part 1 we discussed GitL
18 min read 08 Oct 2023
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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