> What I want to do is build software that vertically integrates with our open source tools, and sell that software to companies that are already using Ruff, uv, etc. Alternatives to things that companies already pay for today.
> An example of what this might look like (we may not do this, but it's helpful to have a concrete example of the strategy) would be something like an enterprise-focused private package registry. A lot of big companies use uv. We spend time talking to them. They all spend money on private package registries, and have issues with them. We could build a private registry that integrates well with uv, and sell it to those companies. [...]
i have a similar concern for the Pydantic folks commercializing via observability platform; how big is the market for python-only observability?
i think both cos will either look for money elsewhere, or find themselves having to deal with at least a few other language ecosystems. Even python+typescript would 10x the TAM or more
Essentially, VC's know very that what they're funding is risky and may go completely caput. However the VC model explicitly aims to fund companies that have the potential of becoming huge and becoming very profitable.
Both the founders and VC's behind Astral are not stupid, they know that it could fail or only have moderate success... However, if they succeed in building the next generation go-to ecosystem for python development (which is arguably the world's most popular programming language), we could imagine a future where they spin off some product and it does incredibly well!
I don't know the solution, and I really think these tools look about as great as tools can look, so I'm very keen to use them. I would just like some way to know that they'll be supported for 10 years at least.
They only try to create enough value that the VC can one day sell their stake for more than they paid for it. The key is convincing the VC not that that is particularly likely, but that if it happens there's a chance it'll be a lot more than they paid for it.
[0] occasionally a company gives money back to investors when it fails