41–50 of 85 posts
Makes me wonder if we will see a Zapier IPO soon. It's a crowded space, integration as a service, and in need of consolidation. Zapier doesn't have MuleSofts enterprise street cred because IMHO weak B2B marketing, but the infrastructure is there.
Have you tried using Zapier? They may be facilitating tens of thousands of integrations, but they are painfully basic integrations.
At least, from the perspective of their users.
Makes me wonder if we will see a Zapier IPO soon. It's a crowded space, integration as a service, and in need of consolidation. Zapier doesn't have MuleSofts enterprise street cred because IMHO weak B2B marketing, but the infrastructure is there.
> IMHO weak B2B marketing, but the infrastructure is there Two very different product sets. Zapier falls over as soon as you want to bring in customized data structures/flows/etc, which frankly every enterprise biz does. It also doesn't integrate with the big on-premise stuff (SAP/Oracle/etc) in a customizable/graceful way. This is, by the way, not a bad thing.
I think that MuleSoft is a really great business, although I wouldn't use it personally just due to not being in the right industry. For back-office environment with tons of point 2 point integrations, it just seems to make sense. Business model is good. Once you're in, going out is really tough. This is exactly like the SFDC app cloud.
I'm in the right business and I still don't understand why I'd ever need this kind of software.
salesforce offers its api on swagger/openapi format and MuleSoft was promoting RAML. hope MuleSoft starts offering openapi tools in its new avatar.
One year after their IPO? I don't get this. Why didn't they buy it last year paying a premium over the 17 USD a share of their public offering instead of paying a premium over the current 33 USD (or 40 USD I guess)? I don't understand the rationale behind these deals.
That's like asking why didn't Yahoo, Google, Apple, Amazon etc. acquire Netflix after the Qwikster debacle when the stock imploded down to $7.x / share losing ~80% of its value (now $317 / share). As irrational as it sounds (and it is), companies overwhelmingly prefer to chase strength in acquisitions. It makes everything about it look and sound better. They don't care about the cost difference, it's not their money/…
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Very impressive! Annual Run Rate is different from ARR though. Annual Run Rate is probably just taking one (or a few) months, and extrapolate that to a year. Still great progress for having raised to little though.
> Annual Run Rate is different from ARR though What exactly does ARR mean if not Annual Run Rate?
I'm just adding this for posterity since there 3 completely different yet acceptable definitions of ARR, so telling someone they are "wrong" for not using the same definition as you is a tad silly.
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I'm in the right business and I still don't understand why I'd ever need this kind of software.
I'm in the right business too, and one of the things I've realized is that it's not about building software developers need. It's about building software that people authorized to spend a lot of money think the enterprise needs. It's dazzling to listen the Mulesoft folks talk about experience APIs and system APIs while dragging and dropping stuff. I can see why people would go for it.
This seems strange to me since Salesforce already has an ownership stake in the chief competitor to MuleSoft, Informatica Cloud. Salesforce was one of the four companies that took Informatica private [1] three years ago but it seemed like Salesforce was still treating Informatica, MuleSoft and the other cloud data integration solutions equally. Now if Salesforce fully owns MuleSoft, I expect them to prefer it over th…
Earlier quoted context omitted.
I'm in the right business and I still don't understand why I'd ever need this kind of software.
I'm in the right business too, and one of the things I've realized is that it's not about building software developers need. It's about building software that people authorized to spend a lot of money think the enterprise needs. It's dazzling to listen the Mulesoft folks talk about experience APIs and system APIs while dragging and dropping stuff. I can see why people would go for it.