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DigitalOcean S-1

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161–170 of 442 posts

Re: DigitalOcean S-1

#161
Please add GPUs! Google cloud and AWS's interfaces are hard to use. I recently discovered vast.ai which is great but cheap DO GPUs would be more trusted/professional (even if they only had one option).

Re: DigitalOcean S-1

#162
post #22

What 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.)

Oh hey cool to see you in here! Thanks for referring me all those years ago - I'm still there! :)

Re: DigitalOcean S-1

#163
post #92

Earlier 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.

I don't see why you would use DO it's vastly inferior to every cloud provider, the only reason people use DO is for the price, it's cheap compare to AWS, Google or Azure.

Re: DigitalOcean S-1

#164
post #9

Excellent 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…

[deleted]

Re: DigitalOcean S-1

#165
The biggest threat to DigitalOcean is that AWS, Google, and Microsoft are all going vertical by designing and manufacturing their own chips. Over times they'll be able to get hardware for cheaper, and also more specialized hardware that uses less power.

DigitalOcean 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

#166
post #75
post #62

Earlier 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…

As an original Slicehost customer, and long time Digital Ocean and Linode customer, your version of history is bullshit. I was looking to move from Rackspace after the Slicehost aquisition. Moved to Digital Ocean because of the SSD offering. It performed wonderfully. Needed bigger servers, and Linode had just created an offering competitive with Digital Ocean. I signed up and ran some benchmarks and Linode was about 25% faster than DO. I moved everything to Linode and the company has been there ever since. For what it is worth, my Linode bill is currently about $2000, and DO is $40. I am calling you out as a loyal Linode customer who thinks Linode is great.

Re: DigitalOcean S-1

#167
post #44

Here 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.

They've accrued up losses of $43M, $40M and $35M in the 3 preceding years. Funny how that's considered financially healthy in the world we're living right now.

Re: DigitalOcean S-1

#168

Earlier 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.

Oh, thanks, I was not aware of Lightsail at all. It seems like this brings them much closer to being a competitive offering.

Re: DigitalOcean S-1

#169

Earlier 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.

It's a pretty big pie that got baked, that <20% is quite a lot in the scheme of things.

Re: DigitalOcean S-1

#170

Earlier 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..!)

Aware of this pain. Feedback noted :)
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