Disclaimer:

Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Sunday, May 8, 2022

GitLab Against the Giants Amazon AWS, Microsoft Azure And Google Cloud. A Short Analysis.


GitLab, the Infrastructure as a Service, IaaS cloud computing code repository service based on open source software is vying to win market share in IaaS cloud against Amazon AWS, Microsoft Azure and Google Cloud offerings.

The time proven way to fight against a stronger, at least optically, opponent is to outsmart the stronger competitor.

GitLab is employing the already classic startup strategy of targeting a niche - code repository which later could turn out to be the bedrock of cloud software production and thus take the cloud computing market by storm. A page rip out from the now classic startup bestseller "The Lean Startup" by Eric Ries.

The niche, develop, adapt as you go strategy was first most successfully deployed by Toyota Motor Company and also touched upon in "The Innovator's Dilemma" book by Clayton Christensen.

History, of course is full of examples where the "lean startup" strategy has not worked. But successful examples like Alphabet, Google owner, Amazon, Meta, Facebook producer, Snap, Snapchat's owner, even Netflix, which is now worth a huge 80 billion USD, even after falling 70 % from its recent peak make for legends and sprout many new startups started by ambitious young men and women.


I personally think GitLab's main advantage is the open source approach. Open source approach  increases to several degrees  the potential adaptability and agility of the company employing the open source software technology. 

The success of a startup challenger like GitLab often hinges on attracting brilliant employees, arguably most importantly brilliant coders. And it is an open secret that some of the most talented programmers are open source fanatics.

In short, as far as I am concerned, GitLab has many ingredients of a successful challenger of the establishment, even be it in a still briskly growing market like cloud computing.

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