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Tailscale raises $100M

(tailscale.com)
854 points gmemstr | 4 comments | | HN request time: 0.636s | source
1. api ◴[] No.31260465[source]
As the founder of what some say is a competitor (ZeroTier) I'd like to congratulate the Tailscale team. We don't really see Tailscale as the competition. We see the competition as:

(1) The old school castle and moat IT model that dominates at 99% of companies. If we can disrupt this then TS, ZT, and four other upstarts could all become billion dollar companies. Right now 1-2% of this market has been disrupted at most.

(2) The put everything in the cloud and everyone gets a thin client model. If that wins then all of us lose because there is no market for endpoint connectivity. We also lose all privacy, all data ownership, and all ability to experiment or innovate without paying for it by the instance-hour with TOS-enforcement bots looking over our shoulder.

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2. ryanar ◴[] No.31260794[source]
I am guessing two of the other startups are strongDM and Teleport. Wonder what others are in this space and have gone to Series B+
3. hwpky ◴[] No.31261029[source]
Agree with this Adam.

Avery and the team at Tailscale are building a fantastic product and totally deserve the round and recognition, huge congratulations - we're super happy for them.

In many ways they're also an ice-breaker for the zero trust overlay network architecture, which means they've got the most work to do. As the current top comment on this thread correctly notes, with huge investment comes the obligation to eventually pay it back.

The market hasn't even come close yet to crossing the chasm and seeped into mainstream conscience to become the accepted norm - yet.

That said, we believe fiercely that networks should be simple to reason about, easy to use and safe to operate. That private connectivity should “just work”, and just work in exactly the same way, everywhere too. Flexible to change, simple to automate and only available to the right things at the right times.

When you think about it, building private networks is actually pretty complex right now and can be pretty insecure too. It's some unholy combination of spell casting meets a yak shaving contest to wrangle firewalls, VPNs, MTUs, and manage IPs, subnets, ACLs, NSGs, VPCs, NAT, routing, VLANs, certificates & secret keys, then hoping a zero-day doesn't show up that drops someone straight into the network via the VPN server, who then starts poking around the squishy centre.

Once you've used products like Enclave, Tailscale or ZeroTier and seen how simple private networks really can be - at a certain point you almost stop and ask the question, why would you not do it like this.

There will always be nay-sayers and people for whom this approach just isn't a fit, and that's fine - but I personally find it hard to imagine that this genie can be put back in the bottle.

- Founder @ https://enclave.io

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4. api ◴[] No.31261430[source]
What will happen over time is that as we disrupt old-school IT and re-introduce the idea that you can own your own compute (disrupting the everything-cloud model) the various participants in this new area will find niches in which their specific strengths and features shine the most. This always happens. Look at databases. There are like 10 decent sized database vendors for a reason, not to mention several paradigms: SQL, NoSQL, NewSQL, GraphQL, etc.

But if we don't succeed in disrupting the actual competition everyone fails.

At least that's how I look at this market.

Of course I'm also a mostly-follower of the "ignore your market peers, focus on the customer" philosophy. Your greatest competition is always your own shortcomings.