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0 pointscapableweb3y ago0 comments

Not to break your rose-tinted glasses, I think fly.io is pretty cool too. But it's a for-profit company with outside investment, coming from investors who expect a return on their investment, one way or another, and they likely have some influence on how the company will act.

Same has been said for every company who taken outside investment ever. "But no, Heroku/Figma/GitHub/X are different, they really do care about their users and would never sell/go public/Y", and then a couple of years later we end up in the same position.

It might not even be up to the "bunch of talented people" in the end, what they have to do to survive or to grow. But grow they have to, unless investors are fine with getting their ROI over 10-50 years rather than 1-10 years. A growing usually comes with some pain.

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mrkurt3y ago

This is a 10-50 year company. You're not wrong, though, we are either building something big or we're building something that will fail. Our bet is that a developer first public cloud is important and needs to exist.

Which means, there will be one of three outcomes:

1. We are correct, and manage to build the right thing. We'll get to work on this forever.

2. We are correct, but not the right group to build it. We fail.

3. We are incorrect, and the world doesn't need a public cloud for devs. We fail, and I become a carpenter.

We have the same incentives as our investors. That doesn't mean it'll work. It does mean that we all believe that we're building a product for developers.

We're pretty good at surviving, so far. And there are early signs that we're good at growing. There's reason to be hopeful. :)

morelisp3y ago

I adore fly.io and hope for 1), but

> We have the same incentives as our investors.

this is wrong, even if today it looks right because the different incentives result in the same concrete things.

You have a company; your goal is to make the company succeed. Investors have a portfolio; their goal is to make the portfolio succeed. Your company succeeding is only one aspect of their portfolio succeeding, and one whose importance and externalities can change drastically for reasons outside your control.

mrkurt3y ago

This is all true. But my goal is to make the portfolio succeed.

KrishnaShripad3y ago

Only issue stopping me from using Fly: bandwidth costs. I am spoiled by DigitalOcean's 1TB tier per droplet created (along with bandwidth pooling if you have more droplets).

gsanderson3y ago

That's true but Fly's PaaS is perhaps more comparable to DigitalOcean's App Platform (its PaaS). For that, DO include 100GB for free while Fly include 160GB. Beyond that, DO charge $0.10/GB while Fly charge $0.02-$0.12/GB. Cheaper bandwidth for Fly's Machines (more comparable to droplets, as far as I can see) would be neat though.

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capablewebOP3y ago

> 1. We are correct, and manage to build the right thing. We'll get to work on this forever.

Maybe I'm too pessimistic, I apologize if that's the case. But I fail to see how the company could ever work on "the right thing" "forever" since there is outside investment in the company. Do these investor not want a return on their investment at one point? If it's in 1 year or 10, eventually they are gonna want you to either go public, or get bought by another company, both of which makes the mission goal change from "the right thing" to "the profitable thing" at that moment.

But again, maybe I'm just overly pessimistic based on bad experiences with VC funded companies.

mrkurt3y ago

Oh when I say "the right thing", it includes actually making money. We're not just building a dev focused cloud because it's fun (it is fun!). We think it's a good business with a very large market. An IPO would be fine!

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sangnoir3y ago

I've modified the first option

1.We are correct, and manage to build the right thing [developer first cloud]. We'll get to work on this *until we exhaust that market and are forced to grow beyond it"

mrkurt3y ago

That's a pretty big market. Heroku got to ~$500mm of revenue while they funneled their most valuable customers to AWS. Keeping those customers around (by, say, giving them lower level primitives) would have 10x'ed that, I bet.

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mrkurt3y ago

Which means, there will be one of three outcomes:

1. We are correct, and manage to build the right thing. We'll get to work on this forever.

2. We are correct, but not the right group to build it. We fail.

3. We are incorrect, and the world doesn't need a public cloud for devs. We fail, and I become a carpenter.

We have the same incentives as our investors. That doesn't mean it'll work. It does mean that we all believe that we're building a product for developers.

We're pretty good at surviving, so far. And there are early signs that we're good at growing. There's reason to be hopeful. :)

morelisp3y ago

I adore fly.io and hope for 1), but

> We have the same incentives as our investors.

this is wrong, even if today it looks right because the different incentives result in the same concrete things.

mrkurt3y ago

This is all true. But my goal is to make the portfolio succeed.

KrishnaShripad3y ago

Only issue stopping me from using Fly: bandwidth costs. I am spoiled by DigitalOcean's 1TB tier per droplet created (along with bandwidth pooling if you have more droplets).

gsanderson3y ago

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capablewebOP3y ago

> 1. We are correct, and manage to build the right thing. We'll get to work on this forever.

But again, maybe I'm just overly pessimistic based on bad experiences with VC funded companies.

mrkurt3y ago

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sangnoir3y ago

I've modified the first option

1.We are correct, and manage to build the right thing [developer first cloud]. We'll get to work on this *until we exhaust that market and are forced to grow beyond it"

mrkurt3y ago

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