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Tailscale has raised $160M
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Re: Tailscale has raised $160M
#342[flagged]
Re: Tailscale has raised $160M
#343Earlier quoted context omitted.
What is tailscale going to do with GPUs? It's about as far removed from NL interaction as you can get, I really don't see any sane AI fit. Maybe they are using them for AI driven dev work? Probably need to think more laterally.
Read. The. Fine. Article.
The fine article seems to say lots of companies are using Tailscale to connect to servers with GPUs -- nothing in that implies that Tailscale would own the GPUs.
Re: Tailscale has raised $160M
#344Earlier quoted context omitted.
Read. The. Fine. Article.
The fine article seems to say lots of companies are using Tailscale to connect to servers with GPUs -- nothing in that implies that Tailscale would own the GPUs.
I think you mean to say:
The. fine. article. seems. to. say. lots. of. companies. are. using. Tailscale. to. connect. to. servers. with. GPUs. -- nothing. in. that. implies. that. Tailscale. would. own. the. GPUs.
Besides my joke, you are bang on, nothing implies needing to buy GPUs and based on my knowledge of their product/the space, absolutely no reason to.
Re: Tailscale has raised $160M
#345When I saw the new round, I was instantly worried about change in direction that will most likely come with this, and effectively drive away regular users from a tool that seems universally loved. Similar sentiment can be seen in the discussion from three years ago [1] when they raised $100M. [1] https://news.ycombinator.com/item?id=31259950
When they raised the 100M three years ago, I'm pretty sure they said they didn't need it and were saving it for a rainy day (or words to that effect), always seemed very odd at the time. Two q's for anyone who cares to speculate: have they burnt the original investment already? And if not, why would they need more funding? AFAICS there's no real competition in the market place for their product today, the only thing…
There is tons of competition for Tailscale. Its 'just' an easier to use VPN with a great GTM exceution. I think they need more money as they need to fundamentally re-architect their solution to sell into enterprise use cases they their valuation requires.
Re: Tailscale has raised $160M
#346Earlier quoted context omitted.
When they raised the 100M three years ago, I'm pretty sure they said they didn't need it and were saving it for a rainy day (or words to that effect), always seemed very odd at the time. Two q's for anyone who cares to speculate: have they burnt the original investment already? And if not, why would they need more funding? AFAICS there's no real competition in the market place for their product today, the only thing…
> AFAICS there's no real competition in the market place for their product today What does this mean? They are competing with regular legacy VPNs for sure. Despite tailscale existing for the last 4 years, none of the large corporate clients even got closed to it. They were all on junk from Cisco, Palo Alto, to connect employees to corp net. A “cutting edge” one might use cloudflare warp. You might be right that there…
Their is tons of competition depending on how you want to attack the problem. Tailscale's problem imho is that their product does not scale well as required by large enterprises. One could argue nor do traditional VPNs, but they are already in place and workking so that product config already works, no need for change. The market is massive, but you need to be at a high abstration layer in my opinion, so that you can replace far more than just the VPN.
Re: Tailscale has raised $160M
#347How is Tailscale going to achieve at least $1B in annual revenue? That’s the kind of promise that would have to be made to investors in order to raise funding of this magnitude.
Easily, tailscale solves on of the hardest problems in software
Do they? What does it do that nothing else does?
Re: Tailscale has raised $160M
#348Start looking for alternatives already. Nothing good came out of VC rounds and private equity for the end consumers ever.
I understand the cynicism. But this is counter productive. Any venture has to have a finance angle. They are not missionaries.
VC funding is on a whole other level, though
Re: Tailscale has raised $160M
#349I'm a fan of TS and have been a paying customer for work infra for almost a year now. It really is well put together and easy to use, but I do run up against some issues/complaints when diving deep that I hope they can work out: * The pricing tiers and included features by tier penalizes you in frustrating ways. The base plan is a reasonable $6/user/m, but if you want to use ACLs to control anything in a workable way…
I switched to netburd and havent looked back. Jetbird android cliwnt is pretty usable
Re: Tailscale has raised $160M
#350I'm a fan of TS and have been a paying customer for work infra for almost a year now. It really is well put together and easy to use, but I do run up against some issues/complaints when diving deep that I hope they can work out: * The pricing tiers and included features by tier penalizes you in frustrating ways. The base plan is a reasonable $6/user/m, but if you want to use ACLs to control anything in a workable way…
>$6/user/m, but if you want to use ACLs to control anything in a workable way, it jumps 3x to $18/u/m. It's market segmentation, needing ACLs is a sign you're at least an SMB, and to a business of nearly any actual size, the difference between $6/user and $18/user is 0.
My 100ish person company the differnnce was using and not using between those prices. 18 a month for acls is insane