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Gitlab from YC to IPO

blog.ycombinator.com

71–80 of 258 posts

Re: Gitlab from YC to IPO

#71
post #60
post #56

Congrats to the team and I'm very thankful that there are alternatives to GitHub out there. Not that I don't like GitHub (I do) or use GitHub (every day), but lately it seems like they are sherlocking a whole lot of ideas from the OSS "marketplace" into their main product. That kind of irks me. If GitLab were able to add something like GitHub Actions into their platform I would leave GH in a second.

GitLab CI is basically GitHub Actions, except easier to use.

yea I'm not talking about CI, mostly _all the other things_ Actions can do right now like label events, comment events, all the events etc.

Re: Gitlab from YC to IPO

#72
post #36

Earlier quoted context omitted.

Yes! Gitlab's offerings are great, and our team doesn't even scratch the surface of what's possible with its feature set. That said, MRs with over 1000 lines of changes are painful sometimes impossible to review. Even small MRs feel clunky, due to how many panels there are (yes, I know they're collapsible). Because MRs are one of our most used features, it sometimes makes me consider switching to GitHub for their muc…

I prefer to use Intellij now for reviews. How can people review any kind of code in that PR web UI ? I mean I used to do it but not anymore

Do you review code in the code editor, the git diff, or some specialized full-PR/MR diff with integration with online comments and discussions?

https://stackoverflow.com/questions/40217494/how-to-review-a... says IntelliJ has GitHub-only specialized PR review/commenting.

Re: Gitlab from YC to IPO

#73
post #49

I used to work at Uber's Amsterdam office at a time where the remote nature of the office (from SF HQ) was a struggle for some teams because of strong dependencies on teams located at SF HQ. Sid came to the office and talked to us about some strategies Gitlab used for remote work, timezone differences etc. Not only the talk was very helpful, Sid was an incredibly clear communicator, calm and humble. He really seemed…

For those who want to know more about Gitlab and its all remote approach (a lot of posts): https://about.gitlab.com/blog/tags.html#remote-work

And their handbook: https://about.gitlab.com/handbook/

Re: Gitlab from YC to IPO

#74
post #64

Earlier quoted context omitted.

This is also where MS pushes Azure DevOps because it is inline with their subscription approach for Enterprise Office, Project Management and DevOps. It is really easy for a company that already pays for Office 365 to add on Azure DevOps. It's a lot less easy for the teams to adopt it, but we all know you sell to the front office, not the back.

Azure assumes you aren't already using AWS. You can only sell so much to the front office, if it's significantly harder to get things working on Azure, new features are going to ship later if they do at all.

I think the grandparent is referring to Azure DevOps which is a Git / Issues product like Github and Gitlab, not Azure Cloud. Azure DevOps is "fine" though I feel like MS is pushing Github and will deprecate DevOps at some point in the coming years.

Re: Gitlab from YC to IPO

#75

Have any of the finance minded HN commenters decided if the $10B valuation is justified? I'm usually pretty negative about high valuations, but given their enterprise penetration, this one seems almost reasonable.

Microsoft paid $7.5 billion for GitHub in 2018.

GitLab being ~$10B 4 year later seems like similar ballbark. There is always the possibility of acquisition in the future.

(EDIT: had names reversed)

Re: Gitlab from YC to IPO

#76

Have any of the finance minded HN commenters decided if the $10B valuation is justified? I'm usually pretty negative about high valuations, but given their enterprise penetration, this one seems almost reasonable.

ORCL, MSFT, SalesForce and a few others would pay 10B+ to own those relationships and control of the future of the product

If they were paying more than an IPO value they probably would buy already ...

Re: Gitlab from YC to IPO

#77
post #75

Have any of the finance minded HN commenters decided if the $10B valuation is justified? I'm usually pretty negative about high valuations, but given their enterprise penetration, this one seems almost reasonable.

Microsoft paid $7.5 billion for GitHub in 2018. GitLab being ~$10B 4 year later seems like similar ballbark. There is always the possibility of acquisition in the future. (EDIT: had names reversed)

> Microsoft paid $7.5 billion for GitLab in 2018.

That's a bit of an alternate timeline.

Re: Gitlab from YC to IPO

#78
post #75

Have any of the finance minded HN commenters decided if the $10B valuation is justified? I'm usually pretty negative about high valuations, but given their enterprise penetration, this one seems almost reasonable.

Microsoft paid $7.5 billion for GitHub in 2018. GitLab being ~$10B 4 year later seems like similar ballbark. There is always the possibility of acquisition in the future. (EDIT: had names reversed)

[deleted]

Re: Gitlab from YC to IPO

#79
post #5

I haven't used gitlab much, but I was shocked to hear GitHub's CTO (at the time of the interview, he has moved on since) state that GitHub didn't consider them a competitor. "I do think that people still, to this day, think of GitLab as one of our main competitors, and I never have ever saw GitLab as a competitor." https://www.lastweekinaws.com/podcast/screaming-in-the-cloud... Anyone have thoughts on that? Or pointe…

Github should see them as competitors, because Gitlab has definitely taken business from them.

Back in 2014 I started at a company that was still using a hand-rolled git server. They tried out Github enterprise but were unsatisfied with GH's lack of LDAP integration, so they were going to continue to frankenstein their in-house git server. I pitched them Gitlab instead, which did pretty much everything GH enterprise was doing, plus LDAP integration, plus was a fraction of the price. They were sold, I migrated the company to Gitlab, and continued to be impressed as Gitlab ran laps around Github on features.

Re: Gitlab from YC to IPO

#80
I'll admit that I was wrong about GitLab. I had the chance to invest in them way back in the day, and passed. My thought at the time was that no open source company had ever been super successful except RedHat, which was more of an outlier than a pattern. And my other thought was that they are competing against GitHub, which was extremely popular and well funded.

I honestly didn't think they stood a chance.

I'm happy to have been proven wrong. Congrats to the whole team on their successful exit!

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