This is great. It's hard to believe this is part 1. You will finish with a book to publish.
I have been waiting for years for digital ocean to take off. I see their sga and R&D expenses seemed to have leveled out. The amount hasn't increased with increased sales. I was looking to understand if the TAM for their niche can ever bring in enough revenue to grow this company much bigger than it is. I have some doubts here.
This is great. It's hard to believe this is part 1. You will finish with a book to publish.
I have been waiting for years for digital ocean to take off. I see their sga and R&D expenses seemed to have leveled out. The amount hasn't increased with increased sales. I was looking to understand if the TAM for their niche can ever bring in enough revenue to grow this company much bigger than it is. I have some doubts here.
There's just a lot to cover. Fascinating business for sure. We'll get to valuation soon - this is where it gets tricky.
Great read, Sir!
Awesome write up, looking forward to the next piece. Have you or are you going to look into the specific of AWS Light Sail (their SMB product)?