[coward8675309]

Docker, Inc. has the opportunity to be the NPM, Inc. for container images. How much did NPM sell to GitHub for?

Less concretely, is there a business model for a low-level piece of infrastructure like Docker? Is there a business model for ncurses or readline or df or ls?

"Real world" infrastructure is typically high capex, low margin. How many VC-funded startups build bridges or tunnels? SpaceX is pivoting to Starlink to find good margins and escape the fate of being a trucking company to space.

[ghufran_syed]

I don’t think there is anything wrong with their margins - their costs are way below anyone else’s. I think the rationale behind Starlink is to soak up their excess capacity while the market demand for space access grows in response to their increasingly low prices.

But I agree that in general, “real world” infrastructure is low margin, I think that’s because it’s completely undifferentiated and has become a commodity

[alisonkisk]

The business model for infra software is to get (aqui)hired by a company with a service business model.

[sp332]

How much did NPM sell to GitHub for?

Was this number released?

[DonHopkins]

I'd buy an lscon t-shirt!