Cloudflare 遞出 S-1

Cloudflare 遞出 Form S-1:「S-1」。TechCrunch 有些整理:「Cloudflare files for initial public offering」。

一樣是燒錢狀態上市,不過相較於其他家燒的速度算是慢的,但成長速度很驚人:

As far as money goes, Cloudflare is — like other early-stage technology companies — losing money. But it’s not losing that much money, and its growth is impressive.

預定在 NYSE 上使用代碼「NET」:

The company will trade on the New York Stock Exchange under the ticker symbol “NET.”

不知道為什麼有種泡沫感...

Amazon 需要對賣出去的產品造成的傷害負責

前幾天還蠻引人注目的案件,Amazon 被判決要對平台商家透過 Amazon 平台賣出去的產品負責:「Federal appeals court says Amazon is liable for third-party sellers' products」。

這個案例裡面是消費者透過 Amazon 的平台,向上架的商家購買 hoverboard (懸浮滑板?),結果把消費者家給搞爆了:

Last year, a judge in Tennessee ruled the company was not liable for damages caused by a defective hoverboard that exploded, burning down a family's house.

目前最新的判決中指出,Amazon 在合約裡面簽訂消費者必須透過 Amazon 的平台跟賣家溝通,使得賣家與消費者之間沒有直接的管道可以處理爭議,所以 Amazon 不能免責:

"Amazon fails to account for the fact that under the Agreement, third-party vendors can communicate with the customers only through Amazon," the ruling states. "This enables third-party vendors to conceal themselves from the customer, leaving customers injured by defective products with no direct recourse to the third-party vendor."

這個判決看起來會影響蠻大的,因為這些條款就是希望維持平台業者可以從中獲利,現在反過來殺傷自身... 看起來上訴是跑不掉的?等幾個月後再回來看...

Salesforce 打算買 Tableau

Saleforce 打算要買下 Tableau...

兩邊簽了協議並且都發了新聞稿出來,分別是 Salesforce 的:「Salesforce Signs Definitive Agreement to Acquire Tableau」,以及 Tableau 的:「Salesforce Signs Definitive Agreement to Acquire Tableau」。

這兩家都是掛在 NYSE 的公司,而這次的併購會直接以股票交易 (Tableau 的 1 股換 Salesforce 的 1.103 股,看起來是基於這三天股價計算):

SAN FRANCISCO, Calif. and SEATTLE, Wash. — June 10, 2019 -- Salesforce (NYSE:CRM), the global leader in CRM, and Tableau Software (NYSE: DATA), the leading analytics platform, have entered into a definitive agreement under which Salesforce will acquire Tableau in an all-stock transaction, pursuant to which each share of Tableau Class A and Class B common stock will be exchanged for 1.103 shares of Salesforce common stock, representing an enterprise value of $15.7 billion (net of cash), based on the trailing 3-day volume weighted average price of Salesforce's shares as of June 7, 2019.

Salesforce 想要買 Tableau 是個蠻意外的新聞...

GitHub 推出了 GitHub Sponsors

GitHub 推出了 GitHub Sponsors,贊助或是資助的機制,重點都不在首頁上,而是在 FAQ 頁上...

從「Sponsoring a developer」這頁可以看到有月費機制:

有人提到 Twitch,不過我覺得更像 Patreon,本來用 Patreon 的人應該會很有興趣?不過也有人覺得還是不太一樣:「The Twitch argument for GitHub Sponsors」。

等 General Availability 後看看吧?

Slack 丟出 S-1 要 IPO...

最近一波 IPO 潮,現在輪到了 Slack

Form S-! 的資料可以在「slacks-1.htm」這邊抓到,裡面有些數字可以看看,懶的看的話可以看 TechCrunch 的整理:「Slack files to go public, reports $138.9M in losses on revenue of $400.6M」。

算是相當快的,2013 年八月到現在還不到六年...

Zoom 也要 IPO 了...

最近的資訊網路圈子 IPO 案子好多,其中一個比較值得注意的是 Zoom:「Zoom, a profitable unicorn, files to go public」。

這家公司不像 PagerDutyPinterest,這兩家是沒賺過錢就丟單子出來了,而 Zoom 是有賺錢還打算出來 IPO:

Zoom, which raised a total of $145 million to date, posted $330 million in revenue in the year ending January 31, 2019, a remarkable 2x increase year-over-year, with a gross profit of $269.5 million. The company similarly more than doubled revenues from 2017 to 2018, wrapping fiscal year 2017 with $60.8 million in revenue and 2018 with $151.5 million.

啊不過 Zoom 真的蠻好用的,一群人在不同地方要討論事情時,用電子白板或是分享畫面都還不錯... 這幾天跟不是資訊圈子的人在用也都有很正面的 feedback。

PagerDuty 向 SEC 遞出 S-1 了 (IPO)

在「pagerdutys-1.htm」這邊可以看到 PagerDuty 遞出 Form S-1 了,翻了一下 TechCrunch 也有報導:「PagerDuty just filed its S-1」。

PagerDuty 主要的服務是監控服務回報狀況後的後續流程,在組織大一點的公司會拿來用,不過不怎麼便宜... 印象中服務品質沒有拉開差距,而同質性的服務低他不少價錢。

有幾個數字可以看,先是估值:

PagerDuty was valued at $1.3 billion last fall when it closed on $90 million in Series D funding led by T. Rowe Price Associates and Wellington Management. Earlier backers Accel, Andreessen Horowitz and Bessemer Venture Partners also joined the round, which brought the company’s total funding to $173 million.

然後 VC 持股 55%:

According to the S-1, venture investors currently own about 55 percent of the company. Andreessen Horowitz owns the biggest stake, with 18.4 percent of its shares sailing into the IPO. Accel meanwhile owns 12.3 recent, Bessemer owns 12.2 percent, Baseline Ventures owns 6.7 percent, and Harrison Metal owns 5.3 percent.

以及獲利問題:

PagerDuty, which employed 500 employees as of last fall, has never been profitable according to its filing, which says it generated a net loss of $38.1 million for the fiscal year ended January 31, 2018. (It saw revenue of $79.6 million during the same period.)

S-1 文件裡有張圖裡也有相關的營運數字:

西班牙透過新法規限制 Uber 營業

包括 UberCabify 都受到新規範影響:「Ride-hailing companies suspend Barcelona services after new regulations」。

新規範限制乘客必須在上車前十五分鐘叫車:

The Catalan government ruled that ride-hailing services could only pick up passengers after a 15-minute delay from the time they were booked.

不是直接說你違法,而是用這個方式壓制隨叫隨到的服務... 這個方式應該會擴散到其他地區。

JPMorgan Chase 的 WePay 用的 MySQL 架構

看到「Highly Available MySQL Clusters at WePay」這篇講 WePayMySQL 的設計,本來以為是 WeChat 的服務,仔細看查了之後發現原來是 JPMorgan Chase 的服務...

架構在 GCP 上面,本來的 MySQL 是使用 MHA + HAProxy (patch 過的版本,允許動態改變 pool),然後用 Routes 處理 HAProxy 的 failover。

他們遇到的問題是 crash failover 需要至少 30 分鐘的切換時間,另外就是在 GCP 上面跨區時會有的 network partition 問題...

後續架構變得更複雜,讓人懷疑真的有解決問題嗎 XDDD

改用 GitHub 推出的 Orchestrator 架構,然後用兩層 HAProxy 導流 (一層放在 client side,另外一層是原來架構裡面的 load balancer),在加上用 Consul 更新 HAProxy 的資訊?

思考為什麼會有這樣設計 (考慮到金融體系的背景),其實還蠻有趣的...

Mastercard 對實體物品提供免費試用後的訂閱條款

Mastercard 規定在免費試用後 (實體物品),需要另外再讓使用者再同意一次才能開始收訂閱費用:「Free Trials Without The Hassle」。

The rule change will require merchants to gain cardholder approval at the conclusion of the trial before they start billing. To help cardholders with that decision, merchants will be required to send the cardholder – either by email or text – the transaction amount, payment date, merchant name along with explicit instructions on how to cancel a trial.

新聞一開始出來時其實讓蠻多人關注的,因為一堆網路服務都是靠這招... 所以 Mastercard 在文章後更新說明,目前只有實體物品套用這個規則:

*This blog was updated on January 17, 2019 to clarify that the rule change is applicable to physical products such as skincare, healthcare items etc.