OpenAI in particular [has raised over $290 billion dollars of investment](https://www.owler.com/company/openai/funding), and has not yet turned a profit.
这个数据点强调了OpenAI巨大的资金投入与盈利能力之间的脱节,引发了对LLM公司未来可持续性的担忧。
OpenAI in particular [has raised over $290 billion dollars of investment](https://www.owler.com/company/openai/funding), and has not yet turned a profit.
这个数据点强调了OpenAI巨大的资金投入与盈利能力之间的脱节,引发了对LLM公司未来可持续性的担忧。
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。
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。
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。
But there is still somewhat of a tension between serving those requirements and making sure the business can make a profit, and also ensuring that the expense of complying is adequately funded but not too expensive.
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
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.
We believe the key to Load Impact’s long-term success as a Company is to foster an active community of users around k6 as an open source project. To achieve this long-term goal, it is vital that we do not withhold new features from k6 based on whether or not they compete with our SaaS offering.
Load Impact is a for profit organization, and recognizes that there is a need to balance this requirement with the needs of the k6 open source project. In the longer run, we strongly believe that those two needs will rarely be in conflict.
a jewel that couldn't quite find a home or a way to make a profit.