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RethinkDB, SageMath, Andreessen-Horowitz, Basecamp and Open Source Software

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Re: RethinkDB, SageMath, Andreessen-Horowitz, Basecamp and Open Source Software

#91
There seems to be some common blinders here about open source models, venture capital as a tool, and startup risks:

* 100% open source models: Why 100% open source everything? What's the real goal, and what's a slogan? Even Mozilla hides a lot. Open what you can and what is really important to you, and if you really want it to be everything, you can do that on a defensible delay. (We're starting with our non-differentiating framework layers, and now that we're starting on our next layer of differentiating tech, are considering how to open the previously differentiating stuff.) If the choice is slow open growth vs massive partially-open growth, the total amount of open source is actually SMALLER in the 100% open approach. Likewise, if the choice is death over partial open source, not dying means you can do more open work.

* Use of venture capital: The risk of going on the treadmill of always needing the next round is real -- we went slooow on spending ours to avoid that. It's not inherently a bad idea though: companies have successfully bought their way into success. Pay enough great execs for enough time, and cheapen the cost of product enough to avoid competition, and something real will pop out. HOWEVER, a conservative way to think about it is (A) there is a step function to getting to a real worthwhile & sustainable product, which requires capital (sweat, time, VC, whatever.) And (B) after you get there, and revenue growth gets predictable, it's worth increasing spending more this year to have bigger revenue next year. If you bet wrong, you simply slow hiring and wait for natural revenue growth to catch up (it's math!). This is hard, and if you fail at (A), that means layoffs while you try again. It's not necessarily death -- RethinkDB called it quits instead of going to a skeleton team.

* Risk: For the same reason as above, I actually view not reaching the point of a sustainable product as risky in the short-term, and not reaching a maintainable competitive position risky in the long term (esp. in tech, where the world changes every 2-3 years!) It's worth considering why, if you fail getting to point (A) above with VC, how you'd have succeeded without VC. (Taking VC != going all out on a single marketing & sales blitz)

With that view, what Github and Jupyter are doing is (arguably!) leading to better and more sustainable software than Sage's approach, and leading to more open source code than Sage.

(And more a throwaway: A VC is a buyer of a chunk of your company and needs to turn it into a different sized chunk based on the size of their fund. If they're a big VC, they will only buy it if they see it turning into a $1B+ return. Your job as a company builder is to know what revenue you can get & when; it's weird to approach it as some sort of laissez faire random walk. Likewise, as a salesman to a VC, your job is to show you're selling what they need to buy. Not being aware of what the customer wants is a bad start. Doing my best to understand this stuff is part of my obligations to my team.)

Re: RethinkDB, SageMath, Andreessen-Horowitz, Basecamp and Open Source Software

#92
post #87

Can someone do an ELI5 explaining the significance of RethinkDB shutting down? I've seen numerous posts about it in the past week, but don't know anything about it more than RethinkDB pushes data in realtime and is scalable.

I think several aspects of it have disturbed the HN community and elsewhere--

(1) The founders are extremely nice and thoughtful people, as well as everyone I've ever met from there (seriously, top notch). Seeing someone like Uber with their poor ethical reputation succeed and a company like Rethink close down is disheartening.

(2) It's more ammo for the "open source can never make money" crowd which I think is frustrating for HNers like myself who enjoy the idea of running or working for such a business.

(3) Rethink did things the right way engineering and UX wise and had a great reputation for this compared to, say, MongoDB. So as another commenter noted, "worse is better" is still holding true in 2016.

Re: RethinkDB, SageMath, Andreessen-Horowitz, Basecamp and Open Source Software

#94

Earlier quoted context omitted.

RethinkDBs changefeeds were a lot more powerful than LISTEN/NOTIFY. Some of it is just nicer abstractions (like limit/offset changefeeds, where you get notified if say a high score list changes). But there are a bunch of subtleties in that space that RethinkDB had to solve. Like enabling you to fetch the existing results and receive the new ones without gaps or duplicates. RethinkDB 2.0 didn't have that, but 2.1 adde…

It is true that there were a huge number of subtle issues with exactly what you're describing above (involving changefeed semantics). Many of the RethinkDB bugs I reported (all of which the team fixed!) were related to these edge cases, which I hit when pushing things hard in production. RethinkDB is amazing in a way that is not interesting to an academic researcher, but matters very much for production use. I really…

Under a successful support driven model, engineering costs associated with fixing bugs and quirks in the product are amortized across all clients. Fixing a bug for one user fixes it for another, as well as future users. However, if the paid user base is not sufficient to cover support costs, VC money is effectively subsidizing support.

In the spirit of analyzing your business model, how much of your success has come about because you had access to a subsidized team fixing bugs for you?

Re: RethinkDB, SageMath, Andreessen-Horowitz, Basecamp and Open Source Software

#95
post #87

Can someone do an ELI5 explaining the significance of RethinkDB shutting down? I've seen numerous posts about it in the past week, but don't know anything about it more than RethinkDB pushes data in realtime and is scalable.

I think several aspects of it have disturbed the HN community and elsewhere-- (1) The founders are extremely nice and thoughtful people, as well as everyone I've ever met from there (seriously, top notch). Seeing someone like Uber with their poor ethical reputation succeed and a company like Rethink close down is disheartening. (2) It's more ammo for the "open source can never make money" crowd which I think is frust…

Excellent post, that sums it up my concerns quite nicely.

To expand on 3, and what others have said, RethinkDB is solid technology, and is a joy to maintain, and even scale, compared with MongoDB. To those of us that have used it and depend on it, losing it would feel like a step backwards. It really does feel like the good guys have lost, in that respect.

The story isn't over yet, and hopefully it lives on as a popular and well-maintained open source project.

Re: RethinkDB, SageMath, Andreessen-Horowitz, Basecamp and Open Source Software

#96
post #67

>They were also worried about how small the total market cap >I do not think it is impossible to build an open source business (I think Wordpress is an example), and I do not need to raise VC. Is the right market here not everything like A16Z told you? The market for wordpress is crazy large with several blog platforms seeing 100+ million dollar exits and it seems no one who gets in this space fails--clearly the mark…

I don't see the market I am targeting as huge, and I agree with you that it is probably easier for Wordpress to succeed than SageMathCloud. I'm perhaps too realistic about the potential market for SageMathCloud, which was a reason why A16Z wasn't interested. If I took VC funding I might not have the option to focus on a smaller market.

Btw nobody clueful goes to meet VC, at lest on the first goaround saying they are looking for funding. Instead they say "were not looking for funding but would be interested to hear your thoughts and open to any introductions you might think appropriate from your network."

So you inadvertently signaled "I'm looking for funding" in VC-speak ;)

Re: RethinkDB, SageMath, Andreessen-Horowitz, Basecamp and Open Source Software

#97
post #15

Several interesting ideas to ponder due to the RethinkDB shutdown. 1. Business model / strategy is as important as the technology. Way too many people believe that all they need to do is build a great product (by all accounts it seems RethinkDB did) and the rest will take care of itself. Enterprise software is a very difficult business and at the moment going through tremendous change and while there is good opportun…

We're an open CORE (caps for emphasis) deep tech company YC has funded in the deep learning space.

We have proprietary software we sell as well as helping people go closer to the applications. We spend a lot of time on relationships with fortune 2000 vendors with existing channels for distribution.

As the CTO of a startup like this I spend my time on coding, leading an engineering team, and managing partnerships with technology companies that help us sell an integrated solution.

We focus on the fortune 2000. One of the things that concerns me is: "My startup bought a support contract from rethinkdb"

No offense to the founders of either, but usually such things are in the 6 figure category or later and require something larger than what a startup can pay.

Selling a cloud version which is easier to scale with more users and less costly on the engagement side (vs say: high touch enterprise) may have been a problem with the business model.

Other plays in the space (maybe gitlab can comment here) tend to minimize support costs to make it easier to work with smaller entities. This may work for data base companies and I hope this is not interpreted as "what I'm saying works for everyone"

What we're doing by default requires some high touch and what might essentially be touching more sensitive problems with a wider variety of applications.

Where deep learning and databases line up is the wide applicability of problems and data types vs say: source control which I won't comment on here (due to lacking knowledge in the space beyond being a user)

My cofounder and I met slava when we were in YC and I have to say we learned a lot from him. He clearly had experience in the space. This space is definitely hard though. I wish them and their community the best no matter what.

Focusing on the customer base from day 1 here is definitely a must.

One of the distinct things we do (other open source startups do this) is figure out which features belong in an enterprise version and a community version.

You can't be everything to everyone and every feature has a price. Boiling the ocean will kill you here. A lot of the engineering team's job is to figure out ROI for certain kinds of features and what kind of problem the feature solves "community" vs "enterprise". It sounds like the enterprise version started later which is a shame. I can say for us, community feedback has been crucial and quick feedback loops help keep us tied to real problems. There's always a certain ratio of engineering time spend on customer problems vs "core features everyone can use". I think a lot of startups have to measure those trade offs.

Re: RethinkDB, SageMath, Andreessen-Horowitz, Basecamp and Open Source Software

#98

Earlier quoted context omitted.

Firebase works like that. The polling of databases is a really obvious limitation of existing databases once you see the alternative. (I work at Firebase)

Well it's easy to shard when you don't support joins or foreign key constraints. Btw, as a person who works on Firebase, perhaps you can answer this question that has been bothering me about it. There's no way to model a foreign key relationship that's traversable in both ways without trusting the client application to update both directions, right? Isn't that a bit of a dealbreaker for anything other than a toy app?…

You can use it as the mobile device connector as clientside auth, push, latency compensation, presense and offline persistence are big features on their own. For sensitive joins, have a server side joiner with administrative privileges. Still, it's work that should be easier I agree. Firebase's strength is not what other DBs can do, but what they cannot.

Re: RethinkDB, SageMath, Andreessen-Horowitz, Basecamp and Open Source Software

#99

Earlier quoted context omitted.

Well it's easy to shard when you don't support joins or foreign key constraints. Btw, as a person who works on Firebase, perhaps you can answer this question that has been bothering me about it. There's no way to model a foreign key relationship that's traversable in both ways without trusting the client application to update both directions, right? Isn't that a bit of a dealbreaker for anything other than a toy app?…

You can use it as the mobile device connector as clientside auth, push, latency compensation, presense and offline persistence are big features on their own. For sensitive joins, have a server side joiner with administrative privileges. Still, it's work that should be easier I agree. Firebase's strength is not what other DBs can do, but what they cannot.

I'm curious what Firebase users do in real life. Do people realize this is a problem?

I can imagine making an app like that where all mutations go through my server and reads go through Firebase. How would this interact with the offline persistence feature though? I suppose you could allow the client to do some simple mutations like editing text fields. For the mutations that must go through the server, though, perhaps you could do optimistic local updates?

Re: RethinkDB, SageMath, Andreessen-Horowitz, Basecamp and Open Source Software

#100

Earlier quoted context omitted.

What differentiates Vue from all the other client rendering libraries out there? (Angular, Polymer, React, Ember, Knockout, etc). At first glance it looks kinda like Knockout.

It seems like a full framework, easy to start with, yet doesn't feel bloated or confusing (personal opinon). Here's an obviously biased (obvious biased since it's from the creator of vue himself), yet pretty good comparison: https://vuejs.org/guide/comparison.html

Oh no. This: https://vuejs.org/guide/reactivity.html#Change-Detection-Cav...

    Vue.set(vm.someObject, 'b', 2)
This is exactly the kind of gotchas that drove me away from the likes of Angular, Knockout, and Polymer to the simplicity of "Just re-render everything" that is React.
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