open source companies
4 statements across 3 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jan 2, 2019 by Martin Casado · across every show →
Everything said about open source companies, oldest first
Jan 2, 2019 neutral
Casado: Open Source Succeeds by Cannibalizing Markets, Not Innovating
“If you look at these examples of quote unquote successful open source companies, in almost every case, they were going after and cannibalizing an existing market, which is way more difficult than actually doing new innovation, right?”
Jan 2, 2019 neutral
Casado: Open source success is driven by developer shifts, not open source itself
“And the reason that we're seeing this rise in open source companies is not endemic to open source. It's the fact that we're seeing actually a transformation around developers and their aesthetic and the technologies.”
Jan 2, 2019
Waters: Open source companies fail by selling support instead of targeting C-level buyers
“So many open source companies have died because they transact around the edges with like director level or technician level with, for support. And they never got to the CTO, the CIO and true strategic account control like the big players had.”
Aug 9, 2019
Casado: 70% of open-source software companies fail when attaching enterprise sales
“I would say a good 70% of open source companies run into this problem, is they figure out a little bit of the early growth side, they kind of get it working, And then they try and monetize that with the sales engine on the back end and they quickly overcome th…”