Comment by verdverm
11 hours ago
https://blog.tangled.org/seed/
Similar groups to Bluesky (bain capital crypto) and some notable CEOs
GitHub's moat is not code hosting, they will need to build out the equivalent of Actions and figure out what private repos look like. Unclear how they intend to IAP with corporate identity systems, I have a hard time seeing ATProto break into that category.
Oh they raised a pretty large seed. But they don’t seem to have a business model, or at least I cannot find details on how they plan to make an actual business
I'm not sure what's been published but as someone who plays with tangled as a hobby the immediate monetisation paths I could see are:
- Charging to bypass the (admittedly very reasonable) rate limits on the main appview
- Providing paid hosting tiers for private git knots, high traffic git knots, git LOP knots, CI runners/spindles, web page hosting (via their github pages equivalent), etc
- Introducing a paid-for and permissioned nix binary cache platform since their CI spindle system is already nix-first.
- providing paid PDS hosting for corporate/business customers with SSO integration etc.
- SLAs and support contracts
There's enough options here that they have a pretty flexible path towards profitability.
There are always options, I’m interested to know what their actual plan is. Given that seed investment and who the investors are I would be worried they would try to extract value from people code by training on it
> GitHub's moat is not code hosting
Of course not, it’s the number of people who are already signed up.
Instagram’s moat also most certainly isn’t a scrollable photo timeline.
There's more to it than the number of people.
Actions, GitHub apps/external integrations, identity/permission management
The most significant, near-term, non-moaty gap is still private repos, which isn't all that big of a feature on the surface, but will have major work under the surface because of how bluesky is designing private spaces.
I also think being primarily nix/jj focussed turns a lot of people away. Those techs are not my cup of tea, so I don't see myself using tangled.
I'd be curious to hear tangled's thoughts on the path to financial sustainability. Without something that sounds plausible, I'm unwilling to migrate my code forge, for risk of going away / obsolescence.
I see it attracting more people than it dissuades. You can use jj as just a prefix for Git commands like jj git init. Yet you get supercharged repo navigation abilities. If obscelecene is your concern, jujutsu is VCS agnostic and doesn't have to use Git in the future.
Nix is as simple as it gets, even better than docker. Just 'nix run' whatever flake file someone gives you and everything works magically.
This codeforge going away can't happen for me because I self-host it.