How is Tailscale going to achieve at least $1B in annual revenue? That’s the kind of promise that would have to be made to investors in order to raise funding of this magnitude.
$1B annual revenue is ~4m business users. This is considerably smaller than e.g. Zscaler or Okta. It's a big goal, but achieving it does not require them to sign a majority of businesses or build a monopoly.
Become the provider of choice for enterprise IT networks or get bought by Azure?
> get bought by Azure
Please no.
We’re like trading cards to these people
My prediction is that they'll be bought by Cisco.
it would fit in very well with Cisco eco system
I imagine this was, at least in part, part of the pitch deck.
Easily, tailscale solves on of the hardest problems in software
Naming things?
Do they? What does it do that nothing else does?
One would hope they’d create something like Google drive except you own your stuff that people would pay for.
So you want a file system data store that distributes the data over the nodes you own in a sort of dynamic P2P way?
Sounds like Pied Piper to me.
you should see what happened to the rodents in the lab