I see they are staying away from a16z ;)
> We don't want to put revenue ahead of quality, because our stats say quality is where all our growth comes from.
Dr. Deming shining through here [0], but really, even this 1986 article paints a neat little picture of how I presume tailscale's operating at the moment: https://hbr.org/1986/01/the-new-new-product-development-game
> How, Avery, on earth, are you all planning to spend one hundred million dollars?
Wireguard platinum sponsorship in 3, 2, 1...?
> Now I just tell people: We're here to fix the Internet. If we don't, who will?
I called this a year ago, as it was pretty evident to me even then (downvotes notwithstanding), but I'd not be surprised if tailscale became a ISP someday, given their holistic approach to product development: https://news.ycombinator.com/item?id=26249199 But hey, there are many more people working to fix the internet... including tailscale clones and other over-funded/under-funded developers, which brings me to...
> I mean, imagine. What if the Internet just worked like it was supposed to? [and goes on to list e2ee + Mobile IP + SSO + DDNS + NAT Traversal]
If you squint just enough, it reads like the MASQUE protocol (built atop QUIC) that Google, Apple, Cloudflare are working to standardize: https://ietf-wg-masque.github.io/
That said, in time, I see tailscale not only compete with Zscaler, but also with Tanium, Cloudflare, CrowdStrike, F5, Palo Alto Networks and the likes. Once they are embed in an enterprise' network, there's very little their product couldn't expand into to make other SaaS / solutions obsolete.
[0] Systems thinking and Deming, https://archive.is/tXJhw