SaaS and Moving Downmarket - MongoDB’s Transformation

Blogging has been an exciting experience so far. After writing about a simple framework for building Open Core businesses, I wanted to explore why Open Core is the better model (compared to Red Hat’s “Stable Release” approach). I didn’t do it, because I ended up writing about market…

Open Core - Monetize Through First Principles

Open core has a “built-in conflict” between the open source project, the community, and the commercial vendor. Managing this conflict properly is crucial for the success of your company. It will help tremendously if you derive what goes into open source vs. what’s proprietary from first principles.…

Elastic - An Open Source Powerhouse

Elastic is growing faster than its peers, on top of higher absolute numbers. Particularly the last 2–3 quarters before the S-1 filings are outstanding. That’s both promising, as well as setting high expectations for the post-IPO results.…