based on public information, our revenue is less than ❄️ but that is because they capture customer infra cost in their revenue. we don't do that yet but are starting to. as that is adopted more, our revenue will start to match theirs but margins will go down (to match ❄️). we have similar customer count and slightly slower growth rate. our product scope is a lot larger which would increase TAM and give us more room to grow long-term. it's unclear if ❄️ will successfully grow it's product scope, it will be difficult given their architecture designs and the product stack most of their customers rely on. I would say we are better positioned in case there is a recession.
I pin our valuation at just under ❄️ because any actual math would be bullshit and it isn't really worth thinking about. spend time building, not fretting over valuation. |
匿名用户-RNM2F
2022-11-23 12:05:38
匿名用户-XZVEI
2022-11-23 12:51:20
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