GitLab Inc. develops great open source software to enable people to collaborate
in this way. GitLab is a single application
convention over configuration
that everyone should be able to afford and adapt. With GitLab, everyone can
Our Vision is on a 10 year cadence. Our Mission is on a 30 year cadence.
We'll also need to adapt with a changing market so that we meet customer needs. Netflix is a great example of this. Everyone knew that video on demand was the future. Netflix, however, started shipping DVDs over mail. They knew that it would get them a database of content that people would want to watch on demand. Timing is everything.
Additionally, we need to ensure that our Platform is open. If a new, better version control technology enters the market, we will need to integrate it into our platform, as it is one component in an integrated DevOps product.
Entering new markets
GitLab has taken existing, fragmented software tooling markets, and by offering a consolidated offering instead, have created a new blue ocean.
We would like to find more markets where we can repeat the same model.
The desirable characteristics of such markets fall into two stages: category consolidation and creation. They are:
A set of customer needs that are currently served by multiple, independent software tools
Those tools may already integrate with each other or have the possibility of integration
Those tools operate in categories that are typically considered discreetly (e.g. with GitLab, SCM was one market, CI another)
There is no current 'winner' at consolidating this market, even if there are some attempts to combine some of the tool categories within said market
The users of the product would also be able to contribute to it e.g. with GitLab, the users are software developers, who can directly contribute code back to the product itself
When initially combined the categories form a consistent and desirable user flow which solves an overriding customer requirement
We can offer a consolidated toolchain more cost effectively for customers, than needing to purchase, run and integrate each tool separately
We can do so profitably for the company
By combining these categories together, a new overriding category, or market, gets created - the consolidated toolchain;
Further adjacent categories and/or markets can be added to deliver additional user value. For example with GitLab, you could argue that the Protect Category (as of October 2019) is an adjacent category/market to be added;
The sum of the categories combined should have desirable CAGR such that entering the markets will mean entering those on a growth curve;
Not all of the individual categories need to be on the upward curve of the technology adoption lifecycle (TAL) - it is however necessary that there are enough future categories with high CAGR and early on in their adoption lifecycle - see example (very rough) diagram outlining this below:
(insert overlapping TALs);
The ideal overlap of the TALs is that the peaks of the curves are as close to each other as possible, so that when one TAL moves to Late Majority, the next TAL is still curving upwards. This allows it to provide an organic growth opportunity for the company in the markets it is entering.
Our goal is to develop this model to be more quantifiable and formulaic, so that we can quickly and easily assess new opportunities.
We acknowledge the risks to achieving our goals. We document them in our biggest risks page.
Git is a trademark of Software Freedom Conservancy and our use of 'GitLab' is under license