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For me as a casual observer of the space, the 2.5bn valuation seems mind-boggling. How?


Don't know specific growth numbers, but vercel is winning a lot of mindshare in frontend land

see nextjs repo: https://github.com/vercel/next.js/

and for frontend infra, vercel is a pretty great developer experience. Just hookup your github repo and on commit its deployed, behind CDN, preview branch URLs, etc


Netlify is also at 2bn [1]

I think it makes complete sense. There's a lot of room to grow in this space. There's a lot of money going into tech salaries, and even then it's hard to find people. Anything that saves developer time and saves companies from having teams to build and manage cloud infrastructure is honestly very promising.

[1] https://pitchbook.com/newsletter/netlify-captures-2b-valuati...


I am most intrigued by Calendly valuation and their game plan.




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