Re:Docker's Second Death
by ghufran_syed on Sunday December 06, 2020 @02:23PM
(#25325916)
I don’t think there is anything wrong with their margins - their costs are way below anyone else’s. I think the rationale behind Starlink is to soak up their excess capacity while the market demand for space access grows in response to their increasingly low prices.
But I agree that in general, “real world” infrastructure is low margin, I think that’s because it’s completely undifferentiated and has become a commodity
Re:Docker's Second Death
by alisonkisk on Sunday December 06, 2020 @02:22PM
(#25325907)
The business model for infra software is to get (aqui)hired by a company with a service business model.
How much did NPM sell to GitHub for?
Was this number released?
Re:Docker's Second Death
by DonHopkins on Sunday December 06, 2020 @02:07PM
(#25325751)
I'd buy an lscon t-shirt!
Less concretely, is there a business model for a low-level piece of infrastructure like Docker? Is there a business model for ncurses or readline or df or ls?
"Real world" infrastructure is typically high capex, low margin. How many VC-funded startups build bridges or tunnels? SpaceX is pivoting to Starlink to find good margins and escape the fate of being a trucking company to space.