10 Matching Annotations
  1. May 2026
  2. Apr 2026
    1. Broadcom moved VMware toward a simplified subscription model, cut the product stack down aggressively, and guided fiscal 2024 adjusted EBITDA to 61% of revenue. It is a harsh model. It is not a cultural blueprint for every founder.

      令人惊讶的是:Broadcom将VMware的调整后EBITDA引导至收入的61%,这种激进的成本削减和产品简化策略展示了软件行业盈利能力的极限可能性,这对大多数公司来说是难以想象的。

    2. Broadcom moved VMware toward a simplified subscription model, cut the product stack down aggressively, and guided fiscal 2024 adjusted EBITDA to 61% of revenue. It is a harsh model. It is not a cultural blueprint for every founder. But it is a reminder that radical cost discipline, product simplification, and price realization are possible.

      令人惊讶的是:文章提到Broadcom将VMware的调整后EBITDA提升至收入的61%,这一利润率远超大多数软件公司的预期。这一案例表明,通过激进的产品简化、成本纪律和价格实现,软件公司可以达到惊人的盈利水平。这挑战了软件行业增长优先的传统观念,展示了高利润模式的可行性。

    1. Raising prices will for sure decrease demand and that risks killing the growth story. And even if revenue keeps growing, it doesn’t matter if there are no margins

      这直击AI初创企业的商业困境:在“增长叙事”和“盈利现实”之间进退维谷。提价会破坏高增长的投资者叙事,导致估值受损;不提价则没有利润,烧钱速度更快,尤其是在面对可以将AI作为亏本搭售的云计算巨头时。这揭示了缺乏护城河的纯模型公司商业模式的脆弱性。

  3. Apr 2020
  4. Feb 2020
    1. To never block or remove features from k6 in order to make them exclusive to Load Impact’s SaaS productStrive not to delay introduction of new features in the k6 OSS tool, if the feature was planned to appear both there and in Load Impact’s SaaS productTo never introduce into the k6 OSS tool any artificial limits designed to promote conversion to Load Impact’s SaaS productTo work with the community, participating in and prioritize building the functionality the k6 community wants, making it the prefered tool for load testing
    2. With k6, our goal has always been to create the best load testing tool for the modern working developer and that we do this in collaboration with the k6 community. Our revenue will not come from k6 directly, but from premium value creating offers based on k6. These offers will be made available at https://loadimpact.com. Load Impact premium offers will have focus on providing further simplicity, productivity and ease to use functionality.
  5. Jan 2020