open source
10 statements across 6 episodes · 4 bullish · 3 bearish · 6 people on the record · first statement Nov 2, 2023 by Guillermo Rauch · across every show →
Everything said about open source, oldest first
Nov 2, 2023 positive
Open source is the optimal model over proprietary infrastructure software
“Which is why I think open source is in my opinion, the global maximum, because if there's a company supporting it, I can automate a lot of my undifferentiated work away. If I'm a company and for whatever reason, if I need to do it on prem, I also have that opt…”
Dec 8, 2023
May 16, 2024 positive
Jun 19, 2025 positive
Jun 19, 2025
Cramer: Open source commoditizes markets by gutting competitor monetization
“If we don't make money, nobody will make money in this industry because we will gut the whole thing. And that was the entire strategy of like, you know what? It's okay that Uber doesn't pass because Uber's not gonna pay anybody. And we've just removed that. An…”
Jun 19, 2025 neutral
Cramer: Sentry's open-source core technology is used by every single competitor
“All the tech that makes Sentry valuable is permissive open source. And for example, we have this one technology used by every single competitor in the world, you know, from the biggest to the smallest. We give that away for free.”
Jun 19, 2025 negative
Cramer: Sentry would never have reached current scale staying strictly open-source
“I think the problem is if we had waited years and we had just say worked on the open source version of Sentry, which is still exists roughly. It's self-hosted. I don't know. I don't think we ever would have gotten here.”
Aug 28, 2025 negative
Aug 28, 2025 negative