For years Gitlab had a better offer then Github, and yet github was always more popular due to the network effect.
It’s pretty hard to claim a technical moat when most of what you sell can be replicated with a repo fork.
Without signing a contract or even having the board or upper management discuss it, the organization is now entrenched with this piece of software. Comes along a new regulation for your industry; GPDR, SOX, HIPAA, etc. It doesn't matter. What do you do? Fortunately, the provider of your "open source" (or rather: open core) solution offers features supporting your use case. You just have to upgrade from the MIT-licensed core, community edition to the enterprise edition, for $xx,xxx per year.
When arguing why it’s better than alternatives, the talking point is that “it’s open-source!” But when it’s (rightfully) pointed out that this doesn’t leave much of a defensive moat, the open-source philosophy gets thrown under the bus.
Yes, yes...it’s “open core”. That just means that it’s 10% more difficult to clone and replicate the business. Mark my words: someday, Gitlab will do something to piss off the “community”, and this will quickly happen.
It doesn't matter if you can clone it exactly tomorrow. Go ahead and do so. It won't give you the same valuation and it won't hurt theirs because that's not how it works.
Gitlab as a company is about a precarious as Docker as a company. Most of its users are using it for free, and the few that are paying would happily pay anyone else who provided support for the same software. It’s a commodity.
But yes, many people also pay Gitlab for enterprise features (which are not open-source), hosting, support, and more. If they would pay anyone else then why aren't they using Github? If they just wanted git itself then why aren't they using the numerous lightweight alternatives?
Business isn't as simple as replicating a product, it's about selling value, and Gitlab has a unique solution that covers the entire software lifecycle. I'm sure you know all this but yet you've made numerous posts disparaging this company. Why, exactly?
True, you could start a burger chain for a lot less than $10m...
You are greatly overestimating your abilities.
source: https://lists.sr.ht/~sircmpwn/sr.ht-discuss/<BVRVZEWYB30Q.3H...