Adam Jacob Profile picture
Dec 2, 2020 5 tweets 1 min read Read on X
There is a market opportunity for an alternative to k8s. You won’t “beat” it, but you don’t have to. You just have to decide to compete. Right now nobody even tries. Nomad is closest, and even their marketing is complimentary at heart.
To be clear - I’m not building one
Also, it’s not because k8s is bad. It’s because it’s such a success, the groundwork for the market is laid. People don’t question its place in the stack. They do question the implementation complexity. Operability.
Find a unique and delightful angle, and push. You’ll have to actually push, though - and you’ll get a lot of “fuck you” in the beginning. But you’ll find allies. It’ll work.
If you want to do this, and you have the expertise and an angle, I will help you get it funded. It should exist.

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More from @adamhjk

Aug 16
When @pquerna calls, I’ll answer. First, this is why open source matters, and why the Fair Source crowd are right that at least it’s open source eventually. @bcantrill is free to go his own way. It’s cockroach who chose to split.
That said, Cockroach has been pretty clear about their intentions all along. I’m honestly surprised Bryan and team were willing to use it at all, if what they needed was a component they wanted to embed. They were already BSL - they told you it was about them, not you.
Business models align incentives, and good business models know who their target is (and who it isn’t). Cockroach put Oxide outside their target - embedded use for free is no longer a valuable space for them. They monetize like a much more traditional database company!
Read 14 tweets
Apr 25
Okay, since @sogrady is a pal, here are my thoughts on IBM buying Hashicorp. First - congratulations to all my Hashicorp people - it's an incredible accomplishment to have built a company like that, and a crazy thing to have someone value what you built at $4B+. Congratulations.
My read on it is pretty straightforward. Hashicorp had two main drivers of revenue afaik, Terraform and Vault. IPO to today they're down from $85.70 to $23.97 before the announcement. Absolute bottom was $19.68, I think?
You can see what Hashicorp believed the risks to their business were in their most recent 10-K filing, on Page 16. A few quotes that I think paint the picture of what was happening in the minds of executives (and what the street was reacting to):
Read 18 tweets
Feb 25
So I’ve been talking about describing open source through a business lens, and leaning on increasing TAM as one theoretical impact. But you really have to take into account TAM, SAM, and SOM. Let’s break those down. Part 1/n.
TAM gets measured by calculating the total number of theoretical customers and multiplying by average contract value (price). So your product sells to the global 3000 at an acv of $10,000. Your TAM would be 3000x$10,000=$30m. (This is much too small! Dream bigger!)
If we want to increase our TAM, we have two choices. We can increase the number of possible customers, or we can raise our average price. Since it’s harder to add total customers, businesses usually opt for raising the price.
Read 22 tweets
Nov 19, 2023
Here is part three of my thread on the FSL. Part two is linked here, with part one linked from there. This thread is about how FOSS can impact the business dynamics that create the free rider problem.
So if scarcity causes the free rider problem, and we need to create scarcity to feed ourselves, how do we build a company that both creates massive wealth over time *and* avoids the free rider problem?
To understand this, you have to understand the business value of open source. It is largely at the stage we call the "top of the funnel" - essentially it's in creating a massive user base as quickly as possible. These folks then eventually are turned into $ somehow.
Read 21 tweets
Nov 19, 2023
Here begins part two of my thread talking about the FSL. First part is here: . So, while the software is infinite and its use doesn't cause the resource to degrade, the only way we know how to make money is from scarcity.
And without money, we can't have the other things we want in our life - like food, or shelter, or coffee (blessed, sainted coffee.) This is where the "your" part of the FSL comes back into play. The software exists to generate wealth for the creators.
How do we turn software into wealth? Well, we build *products* out of it. We make it more accessible. We make it easier to consume. We make it safer, faster, more secure. We do a shitload of things, most of which *aren't software related*. They're the same things Starbucks does.
Read 12 tweets
Nov 19, 2023
Here is what I like about the FSL: that it clearly says what it's for: - it values developers "using and learning" from "your software" without "harmful free-riding". This is the clearest version of the source available movement. /cc @sogrady /part1fsl.software
To fully understand what I don't like about these licenses, and what I don't like about the FSL, you have to pull apart the three things in quotes - "your software", "using and learning", and "harmful free-riding". We usually conflate all 3 when we talk about it.
First up - "your software". This phrase sets the stage for everything else - it looks at software as a thing that belongs to the author in the way that a chair belongs to me if I built it myself. This is how we look at essentially everything, because resources are scarce.
Read 25 tweets

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