Would be interesting to see App Platform growth numbers. Lot's of competition: Heroku, Netlify, Fly.io, App Engine, Cloud Run, etc. But they may have hit the sweet spot in terms of features and pricing.
DigitalOcean S-1
11–20 of 442 posts
Re: DigitalOcean S-1
#12What 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.
Simpler and less complex?
Re: DigitalOcean S-1
#13What 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.
The pie is big enough and also don’t think big cloud players and DO are after the same customers.
34% of the web still runs on Wordpress. A lot want somewhere cheap and easy to use with more power than shared hosting.
Re: DigitalOcean S-1
#14What 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.
More transparent pricing, faster iteration cycle on new features, easy-to-use cloud UI, developer tooling, etc
Re: DigitalOcean S-1
#15What 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.
I think the value prop is simplicity and customer service. DO/Linode/Vultr offer a way simplified product that's perfect for the long tail of users that don't need all the more advanced aws/gcp features. Plenty of great businesses are already being run on these smaller platforms. And you just have to read one of the GCP account horror stories on here to get the opportunity for better customer service for SMB customers
Re: DigitalOcean S-1
#16What 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.
It seems to me that these services are much more cost effective than AWS.
They're not...
Look at the pricing between DO Droplets and AWS Lightsail instances for example
Re: DigitalOcean S-1
#17That sounds like a buy signal. I like this stock.
Well it is not listed just yet! What is it a buy signal for?
Re: DigitalOcean S-1
#18So how does one buy ipo shares? One of my resolutions for this year was to buy shares in companies I do business with.
Be a giant investor, ie a bank. IPOs are there for banks to be able to buy up shares at a low price, then dump it when retail investors get their turn to run it up before banks sell off.
Re: DigitalOcean S-1
#19What 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.
It seems to me that these services are much more cost effective than AWS.
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 of money (VC/adtech...?) I'd pick DO.
Re: DigitalOcean S-1
#20So how does one buy ipo shares? One of my resolutions for this year was to buy shares in companies I do business with.
You can sometimes buy pre-ipo shares on EquityZen or similar platforms if you meet certain standards. It's all very thinly offered though, and sometimes they bundle offers.