DigitalOcean S-1
161–170 of 442 posts
Re: DigitalOcean S-1
#162What is the point of DigitalOcean, Linode etc, when one can use the more reliable big cloud providers GCP/AWS/Azure. I don't think DO's offerings are strong enough to compete with the big players long term, especially in production. Seems like an exit for a later acquisition by a bigger company, like Slack with Salesforce.
for some of us, it's a desire to not give Google, Amazon, or Microsoft any money. The big clouds offer great features, but My 5/mo Linode is fine to run a 3 user matrix server. (I used to work at Linode, but that didn't sway my desire to avoid the big 3.)
Re: DigitalOcean S-1
#163Earlier quoted context omitted.
Because DO is not used in enterprise, there is no reasons to use DO at work when you can use all other cloud providers.
Read through the comments. There are plenty of them stating what they love about DO.
Re: DigitalOcean S-1
#164Excellent growth, fair margins. Probably worth about $3bn. If it IPOs at less than $5bn it's probably worth picking up. Long term digitalocean will struggle to maintain its margins when competing with Azure and AWS on one side, and Cloudflare edge computing on the other side, so I don't think it can command the same kind of premium we've seen from other tech IPOs. A big red flag is that 570,000 customers bring in onl…
Re: DigitalOcean S-1
#165DigitalOcean will have to buy CPUs from Intel or Nvidia/ARM at a higher cost, and eventually maybe even from AWS or Microsoft, essentially giving money to their competition.
If DigitalOcean doesn't get into semiconductors quickly, the only two logical outcomes are to either go bust, or to be acquired by a major cloud provider as a low-cost branch, like airlines do.
Re: DigitalOcean S-1
#166Earlier quoted context omitted.
Actually, Ben and Moisey owned a managed hosting company that was coming under a lot of pressure from rackspace. DigitalOcean as a product was a direct response to that market pressure. I think if you ask any of the early executives, none of us loooovveed the venture component, it was a way to grow the business that was already growing rapidly with strong product market fit. Remember, a16z only invested once we were…
I remember Linode being hesitant to dip below $20 because the thinking was that it would diminish the quality of support. That thinking was reinforced when you started with $10 (if I recall, it’s been nearly a decade) and we started getting large numbers of refugees burned by experiences with your support organization. Neighboring comments tell me it’s still a problem. We consciously didn’t want to grow $5 fast becau…
Re: DigitalOcean S-1
#167Here are the problems I've had in my 7+ years as a DigitalOcean customer: . Those are the ones just off the top of my head. Love this company and it's made my life so much easier for the past near decade. Excited to see they are financially very healthy.
Re: DigitalOcean S-1
#168Earlier quoted context omitted.
This. DO, imo, crushes AWS's pricing, documentation and ease of use for anyone but big enterprises. I used their managed k8s for a personal project as someone who's never used k8s before and it: * didn't cost more than the $10 droplet it ran on * just worked * super easy to operate * has had no issues so far If I were working for any kind of not-ridiculously-large business that wasn't connected to an endless funnel o…
How do you figure? $10 DO Dropplet gets you 1 CPU, 2GB RAM, 50GB SSD, and 2TB of bandwidth. $10 AWS Lifghtsail instance gets you 1 CPU, 2GB RAM, 60GB SSD, and 3 TB of transfer.
Re: DigitalOcean S-1
#169Earlier quoted context omitted.
I'm really happy to see Ben and Moisey get this far. They are both extremely competent sysadmins and system architects too. They retained a lot of equity as well - good to see.
Between the two of them, they own less than 20% of the company. Is this a lot? Not in my opinion. They sold 80% of their company.
Re: DigitalOcean S-1
#170Earlier quoted context omitted.
The missing feature for me is more cache control. It's behind cloudflare but not configurable. So you can't cache json for instance
For me, the missing feature is ability to access private networks. (Noting here, for the DO product manager reviewing the thread..!)