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by throwoutway 1577 days ago
Splunk’s addressable market is every business right? How is Temporal larger than that? Consumers too?
1 comments

well theres several ways to answer that. first off characterizing TAM as "every business" is way too broad; up to you how to scope it down but lets say "data analysis for every business". There's not infinite spend for data analysis software.

and on the Temporal side, not B2C directly, but serving large B2C. We now can cite Snap as a public customer - every Snapchat story runs through us (and yeah, theres not infinite spend for orchestration either so make of that what you will). and we have bigger users than Snap.