Netmaker

2023年6月16日

三件事爱Netmaker是分享大量信息只在少数的幻灯片什么可以被认为是一个相当复杂的技术空间。保持事情的公司做了一个令人难以置信的工作访问。牵引为王(图8)大牵引宽恕所有其他罪,这图是指出正确的方向。图学分:Netmaker拥有强大的牵引力是伟大的任何启动,快速增长意味着公司已经发现一些重要的市场,可以吸引新顾客。说,这些数据似乎虚荣指标给我。例如,为什么它是重要的有5500颗恒星在GitHub上?转化为客户吗?1000年社区成员数量为什么重要?Netmaker可能试图连接这些点:为什么这些指标重要的公司和他们如何显示快速增长?我发现自己的主张的绊脚石”妈妈增长50%为6个月。” It’s hard to overstate how impressive that is, and as an investor, I’m finding myself itching to learn what the growth engine is here. How much did the company have to spend to acquire those customers? How can it continue along this trajectory? How it works [Slide 7] How it works. Image Credits: Netmaker When your target audience is people who design, implement and maintain network infrastructure, you can bet that most investors you’re speaking to will not be fully au fait with the intricacies of the market. I do know VCs who have deep domain knowledge, but even the ones who are experienced may have pretty out of date information. The landscape in this space, like in so many others, changes nearly every day. This “How it works” slide may be a little too simple, to be honest. I’d have loved to see screenshots of the actual provisioning/set-up screens to understand how hard it is to configure a network or add machines. Having said that, this is a great base-level introduction to explain the “Here’s what we do and why it matters” part of the story. A clear vision of the future I love how Netmaker pulls no punches in its vision for the future of its industry. This vision may prove to be inaccurate, but the company is not confused. It’s refreshing to see such clarity and the company’s ability to hook into its vision: [Slide 3] Clarity of its vision of the future. This is one of my favorite slides in this deck. Image Credits: Netmaker The company does something very right here: It paints a clear, bold and differentiated view of the future. Now, you could argue whether this is correct. Will nobody at all own their own networking hardware? Will there be no need to configure complex networks? I’m not a network architect, but that sounds like a bit of a stretch. At the very least, the internet itself and the underpinning technologies that support Netmaker will presumably need some amount of hardware. Nonetheless, I think the company does something right here: It paints a clear, bold and differentiated view of the future and backs that up with the steps it must take to put itself at the forefront of this movement. In the rest of this teardown, we’ll take a look at three things Netmaker could have improved or done differently — along with its full pitch deck!