Can they build enough features to make fly.io a serious option for companies? I just can't see myself using it or pushing for it at any of the companies I've worked for unless it's a <5 person team with no need to scale in sight.
We have good unit economics. The riskiest, most terrifying thing we've done is start with our own hardware.
For dev focused infrastructure, what we need to do is attract a lot of devs, get them to take us to work, and then help their employers build better stuff over a long period of time. This takes _forever_ because companies-with-procurement-processes are designed to not buy critical infrastructure from startups.
It's working for us so far, even if it's not for you yet.
Those things are so slow (for reasons which escape my small brain).
> there's a market price for this stuff and we don't have pricing power.
> We couldn't raise prices for VMs even if we wanted to
> the profitability path for us is reasonably simple: have good unit margins
How do these square up? How can you reliably maintain good margins if your competitors set your prices? And your competitors have the scale to, for instance, design and manufacture their own hardware rather than buying off-the-shelf chips.
I would think the key would be not to accept being a commodity whose prices can be directly compared with other hosters.
I have no doubt that fly.io is a market leader right now just judging just by optics, but I think it is hard to maintain that lead in this segment just as I think it may be difficult to go upmarket with this type of product.