top | item 40149095

IBM to buy HashiCorp in $6.4B deal

558 points| amateurhuman | 1 year ago |reuters.com

374 comments

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Some comments were deferred for faster rendering.

calgoo|1 year ago

Well, it was nice while it lasted! HashiCorp always felt like a company made by actual engineers, not "bean counters". Now it will just be another cog in the IBM machine, slowly grinding it down, removing everything attractive, just like RedHat and CentOS.

Hopefully this will create a new wave off innovation, and someone will create something to replace the monopoly on IaC that IBM now owns.

jbm|1 year ago

A lot of the people I respected from Heroku went there, glad they got a chance to use their skills to build something useful and profitable; glader still that they got their payout.

Sadly I echo your sentiment about the future, as someone who has heard second-hand about the quality of work at modern Redhat.

I am wondering how many more rounds of consolidation are left until there is no more space to innovate and we only have ossified rent-seeking entities in the IT space.

rank0|1 year ago

I don’t understand people’s beef with IBM. They have been responsible for incredible R&D within computing. I even LIKE redhat/fedora!

HashiCorp had already been sold out since waaaay before this acquisition and I also don’t understand why their engineers are seen as “special”…

renegade-otter|1 year ago

Hashi code, such as Terraform, was (is) an amazing example of a good reference Go codebase. It was very hard for me to get into Go because, outside of the language trivia and hype, it was hard to learn about the patterns and best practices needed for building even a mid-sized application.

jnsaff2|1 year ago

> HashiCorp always felt like a company made by actual engineers.

IDK about this, in 2018 I was in a position to pay for their services. They asked for stupid amount of money and got none because they asked so much.

Can't remember what the exact numbers were but but it felt like ElasticSearch or Oracle.

tithe|1 year ago

The timing of this acquisition, and the FTC's ban on non-compete agreements is perfect.

cedws|1 year ago

I see this as an opportunity. Not to replace HashiCorp's products - OpenTofu and OpenBao are snapping up most of the mindshare for now - but to build another OSS-first developer darling company.

mootpt|1 year ago

i can only speak to the early days (joined around 11 folks), but the engineers then were top tier and hungry to build cool shit. A few years later (as an outsider) seemed innovation had slowed substantially. i still know there are great folks there, but has felt like HashiCorp’s focus lately has been packaging up all their tools into a cohesive all-in-one solution (this was actually Atlas in the early days) and figuring out their story around service lifecycle with experiments like Waypoint (Otto in the early days). IBM acquisition is likely best outcome.

andrewstuart2|1 year ago

Honestly, Mitchell should still be very proud of what he built and the legacy of Hashicorp. Sure, the corp has taken a different direction lately but thanks to the licenses of the Hashicorp family of software, it's almost entirely available for forking and re-homing by the community that helped build it up to this point. E.g. opentofu and openbao. I'm sure other projects may follow and the legacy will endure, minus (or maybe not, you never know) contributions from the company they built to try to monetize and support that vision.

sureglymop|1 year ago

Regarding Red Hat, I dearly hope someone will replace the slow complicated mess that is ansible. It's crazy that this seems to be the best there is...

cjk2|1 year ago

My personal opinion is it was a company for crack monkeys. Consul, Vault and Packer have been nothing but pain and misery for me over the last few years. The application of these technologies has been nothing but a loss of ROI and sanity on a promise.

And don't get me started on Terraform, which is a promise but rarely delivers. It's bad enough that a whole ecosystem appeared around it (like terragrunt) to patch up the holes in it.

skywhopper|1 year ago

It was this, but hasn’t been for a couple of years at least. The culture really shifted once it was clear the pivot to becoming a SaaS-forward company wasn’t taking off. As soon as the IPO happened and even a little bit before, it felt like the place was being groomed down from somewhere unique and innovative to a standardized widget that would be attractive to enterprise-scale buyers like VMware or IBM.

pjmlp|1 year ago

What we are seeing with VC driven "innovation", is only going to get worse when the Linux/BSD founders generation is gone.

neom|1 year ago

I think it's ok to tell this story now. Long long time ago when I was still at DO, I tried to buy HashiCorp. Well, I use "tried to buy" very loosely. It was when we were both pretty small startups, Joonas our Dir. Eng at the time was really into their tooling, thought it was very good plus Armon and Mitch are fantastic engineers. So I flew out from NYC to SF to meet with them "to talk". Well, I had no idea how to go about trying to buy a company and they didn't really seem that interested in joining us, so we stood around a grocery store parking lot shuffling our feet talking about how great Mitch and Armon are at building stuff and then I flew home. I think that's about as loosely as it gets when it comes to buying a company. Probably would have been a cool combo tho, who knows. Either way, they're great guys, super proud of them. <3

berniedurfee|1 year ago

I was in a similar position in a company that _might_ have been able to make a good enough offer, but never could convince the brass how amazing a company it is and I never got any traction.

Disappointing to hear about this, Hashicorp was an amazing company. C’est la vie…

ClassAndBurn|1 year ago

Hashi never sold me on the integration of their products, which was my primary issue with not selecting them. Each is independently useful, and there is no nudge to combine them for a 1+1=3 feature set.

Kubernetes was the chasm. Owning the computing platform is the core of utilizing Vault and integrating it.

The primary issue was that there was never a "One Click" way to create an environment using Vagarent, Packer, Nomad, Vault, Waypoint, and Boundry for a local developer-to-prod setup. Because of this, everyone built bespoke, and each component was independently debated and selected. They could have standardized a pipeline and allowed new companies to get off the ground quickly. Existing companies could still pick and choose their pieces. On both, you sell support contracts.

I hope they do well at IBM. Their cloud services' strategy is creating a holistic platform. So, there is still a chance Hashi products will get the integration they deserve.

candiddevmike|1 year ago

FWIW, "HashiStack" was a much discussed, much promised, but never delivered thing. I think the way HashiCorp siloed their products into mini-fiefdoms (see interactions between the Vault and Terraform teams over the Terraform Vault provider) prevented a lot of cross-product integration, which is ironic for how "anti-silo" their go to market is.

There's probably an alternate reality where something like HashiStack became this generation's vSphere, and HashiCorp stayed independent and profitable.

JohnMakin|1 year ago

I was an extremely early user and owner of a very large-scale Vault deployment on Kubernetes. Worked with a few of their sales engineers closely on it - was always told early on that although they supported vault on kubernetes via a helm chart, they did not recommend using it on anything but EC2 instances (because of "security" which never really made sense their reasoning). During every meeting and conference I'd ask about Kubernetes support, gave many suggestions, feedback, showed the problems we encountered - don't know if the rep was blowing smoke up my ass but a few times he told me that we were doing things they hadn't thought of yet.

Fast forward several years, I saw a little while ago that they don't recommend the only method of vault running on EC2, fully support kubernetes, and I saw several of my ideas/feedback listed almost verbatim in the documentation I saw (note, I am not accusing them of plagiarism - these were very obvious complaints that I'm sure I wasn't the only one raising after a while).

It always surprised me how these conversations went. "Well we don't really recommend kubernetes so we won't support (feature)."

Me: "Well the majority of your customers will want to use it this way, so....."

Just was a very frustrating process, and a frustrating product - I love what it does, but there are an unbelievable amount of footguns laden in the enterprise version, not to mention it has a way of worming itself irrevocably into your infrastructure, and due to extremely weird/obfuscated pricing models I'm fairly certain people are waking up to surprise bills nowadays. They also rug pulled some OSS features, particularly MFA login, which kind of pissed me off. The product (in my view) is pretty much worthless to a company without that.

downrightmike|1 year ago

We really need a 2.0 version that actually delivers the promise these tools never reached because legacy decisions

orf|1 year ago

Back in 2015 I discovered a security issue with some Dell software[1]. I remember vividly getting an email about a job opportunity based entirely on this from a company with a strange name, that after some googling made a thing called Vagrant. They seemed super nice but I was far too young and immature to properly evaluate the opportunity, so after a few emails I ghosted them out of fear of the unknown. In 2015 they had 50 employees and had just raised a 10 million series A[2].

Regardless of various things that have happened, or things that could have been, the company has pushed the envelope with some absolute bangers and we are all better for it, directly or indirectly.

Regardless of what the general opinion is of Hashicorp’s future post-IBM, they made an impact and that should be celebrated, not decried or sorrowed over for lack of a perceived picture perfect ending.

Such is life.

1. https://tomforb.es/blog/dell-system-detect-rce-vulnerability...

2. https://www.hashicorp.com/about/origin-story

neurostimulant|1 year ago

I guess you're not active in hacker news around 2013 because vagrant was absolutely popular here a long time ago. Mitchell Hashimoto showed up a lot too when we're talking about vagrant back then. If only you had procrastinated more you might ended up as employee #51 :)

foxandmouse|1 year ago

I expected this when the terraform license changed. Not IBM specifically but it was obvious they weren't interested/ able to continue with their founding vision.

paxys|1 year ago

Hashicorp had a $14 billion IPO in Dec 2021 and was trading at ~$4.7 billion right before the acquisition announcement. At that point it doesn't matter what the company or its founders want or what their long term vision is. Shareholders are in charge and heads are going to roll if the price doesn't get back up quick by any means necessary.

vdfs|1 year ago

My fear of missing out by not using any HashiCorp product is officially over

nkotov|1 year ago

Certainly an interesting turn of events. I really enjoy using Terraform (and Terraform cloud) for work but the license changes made me cautious to integrate anymore.

hbogert|1 year ago

> By joining IBM, HashiCorp products can be made available to a much larger audience, enabling us to serve many more users and customers.

I'm really wondering who is kidding who here. Is it IBM or Hashi?

empressplay|1 year ago

IBM has its mitts into finance, defence, aerospace -- and these industries generally stick to IBM / IBM sanctioned products. So with IBM selling Vault / Boundary (in particular) they will get better adoption.

JojoFatsani|1 year ago

Dude some 28 year old marketing rep wrote that copy, don’t take it seriously

ilrwbwrkhv|1 year ago

It's a shame that HashiCorp gave up. The govt bans foreign competition like Tiktok and in house competition don't have the stamina. Doesn't bode well for capitalism.

geodel|1 year ago

Well folks are already migrating from Terraform to OpenTofu. I am sure similar open source projects for other HashiCorp's products unencumbered with IBM business model will be out pretty soon.

So all in all I think another big win for open source even if little indirectly.

lma21|1 year ago

> IBM will pay $35 per share for HashiCorp, a 42.6% premium to Monday's closing price

Is that an insane premium or what?

NewJazz|1 year ago

I think typical premium is about 20% for acquisitions.

The amount may have been negotiated prior to this month's downturn, which Hashicorp was hit pretty hard by (they had about a 10% fall based on what I'm seeing).

rwmj|1 year ago

It was a 63% premium when IBM bought Red Hat. Sadly I'd sold my RSUs about 2 days before :-(

jedberg|1 year ago

Yeah, congrats to the people who held the stock yesterday!

mkovach|1 year ago

So, will they now add JCL extensions to HCL? Will they be pulling TCL into the fold be the next plan?

phlakaton|1 year ago

They'll do what they should have done years ago: give up on all this fuddy duddy syntax and just go with XML. ;-)

liveoneggs|1 year ago

Although I think they have very different use cases this means IBM own both Ansible and Terraform, both claiming to be IaC

aodin|1 year ago

Although there is significant overlap between the two, I prefer Terraform for resource provisioning and Ansible for resource configuration.

cdchn|1 year ago

Soon to be built into Ansible Automation Platform. Should only cost $100 per managed resource.

matthewtse|1 year ago

It's really sad to me that Hashicorp never found a monetization model that worked.

100% of the companies I worked for over the last 6 years all used Terraform, there really wasn't anything else out there, and though there were complaints, it generally worked.

It really provided a lot of value to us, and we definitely would have been willing to pay.

Though every time we asked, we wanted commitment to update the AWS/GCP providers in a timely fashion for new features, and they would never commit and tried to shove some hosted terraform service down our throats, which we would never agree to anyway due to IP/security concerns.

matthewtse|1 year ago

Perhaps an open source fork of Terraform, where the cloud providers themselves maintain the provider repos, is the correct end-state. AWS started doing that in the last few years, assigning engineering resources to the open source TF provider repos.

That way, the profit beneficiaries bear the brunt of the development/maintenance costs.

teeray|1 year ago

Thereby really putting the Corp into HashiCorp.

candiddevmike|1 year ago

I wonder how this will work with Red Hat. Traditionally, Red Hat and HashiCorp competed more directly than other IBM portfolio products, fighting over the same customer dollars.

throwup238|1 year ago

Number one rule of megacorp M&A: Juice quarterly numbers first, ask capital allocation efficiency questions never.

mathverse|1 year ago

IBM will gut everything to the bone and send most of the jobs to India.

There will be nothing worth of using pretty soon as we will all move to the next big foss thing.

op00to|1 year ago

There is plenty of money to milk from existing customers using Vault. For everyone else, yes - time to move on.

geekodour|1 year ago

I've spent last 3 days learning nomad for my homelab setup, hope things stay more or less the same for it :)

wmf|1 year ago

Nomad will indeed stay the same if all future development ceases.

chucky_z|1 year ago

Nomad has a remarkably strong community for it's size. I'm almost positive it will continue to live in some format, even if completely hard-forked.

I know if nobody else does anything I will do something myself, personally.

I love Kubernetes, however I feel like things like Nomad and Mesos have a space to exist in as well. Nomad especially holds a special place in my tech-heart. :)

dzonga|1 year ago

funny how these things are sometimes.

technically, couldn't have IBM have hired Mitch when he was still doing vagrant ?

and put him in a closet somewhere. Given how Mitch, cranks out products -- could technically been cheaper than 6.4bn but then again IBM ain't hurting for cash.

dbalatero|1 year ago

> technically, couldn't have IBM have hired Mitch when he was still doing vagrant ?

That sort of vision/foresight seems fairly rare, I'd think particularly rare at an IBM type place.

primax|1 year ago

Simply put, IBM doesn't have the kind of foresight and restraint to do something like that and not fuck it up

heipei|1 year ago

Here's hoping they don't run great tools like Consul and Nomad into the ground somehow. If I'm ever forced to ditch Nomad and work with a pile of strung-together components like k8s I might just quit tech altogether.

devhead|1 year ago

I wonder if this may mean we will see the Terraform dogmatic approach to declining to implement much requested functionality in the name of "it doesn't fit our ideals" go by the wayside. I hope so, otherwise, OpenTofu here I come; or well, I'm sure someone's got a ML infra tool in the works by now.

I always have mixed feelings when a software company like this grabs their bag and leaves the community that helped build them, high and dry; good for them but still bad for everyone else nine out of ten times.

0xbadcafebee|1 year ago

So long, and thanks for all the time we spend maintaining and fixing our Terraform code rather than just deploying an instance manually once. (It's been great for my job security!)

bloopernova|1 year ago

If this accelerates migration away from Terraform towards a standard, open, IaC platform, then it's a good thing. Something like the JSON version of Terraform that can be generated by different tools, but an open standard instead.

Be "interesting" to see what happens to the recently-renamed Terraform Cloud (now Hashicorp Cloud Platform Terraform :eyeroll:)

Edited to add: I'm guessing the feature I want added to the terraform language server is never going to happen now. Terraform's language server doesn't support registries inside Terraform Cloud, it doesn't know how to read the token in your terraformrc. bleh.

vundercind|1 year ago

> Something like the JSON version of Terraform that can be generated by different tools, but an open standard instead.

God, please no. The worst thing about all these tools is the terrible formats they keep choosing.

Given the directions we’ve (“cutting edge” programmers and server ops folks) chosen to go instead, leaving XML behind was a big mistake.

I’d prefer something better, but yaml and json are so terrible that going back to xml would be an improvement.

0xbadcafebee|1 year ago

So basically you want OpenTofu. It's open source, you can make it do whatever you want, and there's a >0% chance your PRs will get accepted (compared to with HashiCorp)

jakozaur|1 year ago

Should we migrate to OpenTofu?

wmf|1 year ago

Since IBM loves the Linux Foundation it's not impossible that Terraform and OpenTofu will merge like GCC and EGCS back in the day.

justinsaccount|1 year ago

Not unexpected, I saw a comment a ways back when they started with the BSL stuff that it had nothing to do with terraform, but was a response to IBM selling Vault.

bayindirh|1 year ago

Good for them.

Also, it's probably the time to archive my Vagrant Machines repository. I guess all HashiCorp tools will be rolling downhill for personal use.

DLA|1 year ago

Sad. Here comes HashiWatson. IBM will totally trash Hashi’s awesome products is a sea of “enterprise” trash.

declan_roberts|1 year ago

Congrats to Mitchell and all others involved.

Not a bad place to end up after automating class sign-up at UW!

helloericsf|1 year ago

Why IBM, not Kyndryl? It's interesting to see how it fits into the overall IBM org.

jll29|1 year ago

IBM is trying to increase its "AI revenue" through acquisitions, a standard MBA playbook move (although analysts see through this and often ask specifically for "organic" revenue instead to tease that apart from revenue via acquisitions).

In the past, IBM was a technology leader, and probably still has substantial talent excellent inhouse, but from what I'm hearing it has become less appreciative of its researchers and engineers: for instance, my IBM friends lost any patenting activity related bonuses already several years ago.

Also, the Watson debacle (trying to monetize the Watson brand and the (impressive) Watson Jeopardy challenge results by quickly acquiring a bunch of stuff, only to then sell it as "our Watson AI technology") didn't help bolster its reputation, but rather harmed it further.

Companies like IBM and HP should go back to the roots, value science and engineering, take on bold blue-sky projects (don't leave those only to Musk!), and lead by example. Perhaps this could happen, but only with an engineer-scientist at the top instead of professional managers or bean counters (I'm not attacking the perormance of any individual here as I have not been following recent leadership activities of either company recently).

It is unlikely, IMHO, that an acquired company can change the culture of the acquirer. The only time I've seen this happening was Nokia benefitting Microsoft's culture, but that's because they made Nokia's CEO Microsoft's CEO, which is not going to happen with any likelihood in IBM's case.

dade_|1 year ago

IBM is a finance company with a tech brand. Business units are black (profitable) or red. They buy them, juice their profits, eventually they extract too much, they turn red. They bundle a few husks together, sell them off eg. Lenovo, or IPO them eg. Kyndryl.

ergonaught|1 year ago

Sad.

Next up, Canonical, though they’ve been tilting sideways without an acquisition to push them.

pjmlp|1 year ago

I am betting on them being acquired by Microsoft, although nowadays Microsoft has their own Linux distributions, so maybe not.

bzmrgonz|1 year ago

Let's hope they don't try the Broadcom shenanigans on terraform!!

CSMastermind|1 year ago

Well I will immediately be pivoting my company off of their products.

rzr999|1 year ago

What happens to shares? Are people getting IBM stock or cash?

KingOfCoders|1 year ago

As predicted here by several people on the license change.

_akhe|1 year ago

Question: Is the tldr of companies like these that they sell enterprise server software? And often own the hardware too (data centers)? And then sell a bunch of consulting services on top of that to Fortune 500s and governments? It's tempting to think "How are these guys even relevant anymore?" but IBM's making $60B+ a year with over $10B cash on hand, apparently from mostly "consulting services".

For a lot of developers including me, I never think about IBM or HashiCorp (or Oracle, SAP, etc.) and it's hard to imagine why someone would want to use their software compared to something newer, friendlier, cheaper, and probably faster. Is it just relationships?

Just curious how customers are actually getting value from an IBM or a HashiCorp or an Oracle.

kevindamm|1 year ago

Terraform does help with managing medium-large fleets, and a lot of special sauce is the structured types corresponding to cloud platforms (dubbed "providers") and the different services they offer. You could write your own configuration language and launcher but Terraform has been tested against many setups and can manage rolling restarts and other deployment methods. It's modular so you can define the configuration of a single server and then say "bring up 20 of these, use this docker image, name them thus," etc.

Vault for securely storing keys is also a convenient system component.

Both can be spun up in production without having to go through Hashicorp directly, but they also offer a service for managing the current state of the deployment (some aspects of the system are not queried at runtime and must be kept in a lock file of sorts, and coordinated with others doing any production changes). Some teams will coordinate using an S3 folder or some other ACL'd shared storage instead of relying on Hashicorp Cloud.

I find it's the closest thing to a public version of the service management tools I grew used to within Google, and it has been a driving force for the DevOps movement. I think something else could come along and do it better but it does seem like a lot of upkeep to retain parity with all the cloud services' products. I hope OpenTofu is successful, competition helps.

arcticgeek|1 year ago

I guess this shows us how overvalued HCP IPO was.

roschdal|1 year ago

Overpriced, haha.

beastman82|1 year ago

Agree, this number seems enormous. Maybe there is a big stream of hosted services revenue that I'm just not participating.

praveenweb|1 year ago

12x multiple for a Cloud SaaS company is not overpriced typically. I was surprised at this low multiple. Could be due to the current economic situation. And also the licensing changes, lack of product moat contributing in the wrong time.

kickofline|1 year ago

Will we see Red Hat / IBM Terraform?

op00to|1 year ago

Never. Red Hat is focused on Ansible.

Khaine|1 year ago

Fuck. IBM is where companies go to die

hacknews20|1 year ago

Oh dear! Any buyer but them!

ceocoder|1 year ago

Once again, thank you 'mitchellh for Vagrant, I'm sure you have heard this many times before but it really changed the way we worked for the better in every way.

spxneo|1 year ago

so what are the alternatives now? preferably MIT licensed on github

op00to|1 year ago

I’m going back to CFengine!

EMCymatics|1 year ago

How is Red Hat doing?

op00to|1 year ago

I left Red Hat a bit after the IBM acquisition, and in my experience the management bullshittery was encroaching about a year after the deal closed. I hear their sales team are all frustrated and leaving due to IBM’s interference in Red Hat deals.

dralley|1 year ago

Contrary to the HN narrative, pretty OK. Not perfect, I have complaints, but most of them aren't related to IBM specifically.

IBM doesn't assert their will upon Red Hat anywhere near as strongly as HN seems to think they do and in particular the whole story about IBM killing CentOS is BS.

the_real_cher|1 year ago

Is OpenTofu better?

devjab|1 year ago

Hashicorp does so much more than terraform, but I don’t think OpenTofu is better than terraform. I’m not sure that was ever really an interesting issue, however, I think the main competition to terraform was/is things like Bicep.

I know the decision makers in our shop spent quite a lot of time deciding between the two. Finally decided on bicep after a number of what has probably been the most boring workshops I’ve ever attended. I’m fairly certain they are very happy with that decision now though. Not so much because big blue is evil, but because now we’re only beholden to one evil (Microsoft) and not two.

I don’t actually think Microsoft or IBM are evil. They are just not ideal from an European enterprise perspective because they are subject to an increasing amount of anti-non-eu legalisation and national/internal security issues.

krooj|1 year ago

[deleted]

ilrwbwrkhv|1 year ago

Terrible news. New startups should be buying IBM. Not the other way around.

dralley|1 year ago

IBM has ~280,000 employees. There's no sensible way for a company like IBM to be acquired by a startup.

soraminazuki|1 year ago

Like how Google bought Doubleclick and definitely not the other way around?

rank0|1 year ago

Lmao. Which startup has ~$200B to buy out IBM? Folks are loopy in startup land!

racl101|1 year ago

A startup like Microsoft? lol. IBM is pretty fucking huge still.

cqqxo4zV46cp|1 year ago

Huh? HashiCorp is a large, post IPO company. They aren’t a ‘new startup’. You just think that they’re flashy.

solardev|1 year ago

I didn't know IBM still had money to throw around like that. What do they even do these days? Who are their customers?

belter|1 year ago

This type of comment appears here every time the name IBM shows up, but it is more symptomatic, of the bubble a part of HN lives on.

Think every core IT infra of most of the developed world countries, most of the ebanking and core messaging infra of your large banks and insurance companies, plus billions per year in consulting services revenue.

https://www.ibm.com/products

https://en.wikipedia.org/wiki/List_of_IBM_products

onlyrealcuzzo|1 year ago

IBM had ~$14B cash to start the year.

Additionally, you don't need the full purchase price in cash to buy the company. You can do leveraged buyouts, etc.

frognumber|1 year ago

As far as I can tell, the vast majority of the universe is completely incompetent with IT, but needs a lot of boring things done.

If you're a shipyard, an oil company, a bank, an automaker, etc. you still need software to manage things like inventory, employees, logistics, and similar, and you have zero expertise to do it in-house. They also have zero expertise to find a qualified vendor.

IBM is a safe bet.

That's a huge market.

op00to|1 year ago

IBM is essentially a large bank with a side business of tech. IBM is known for financially complex deals that are highly lucrative. They make their money by taking advantage of inefficiencies in the largest enterprises purchasing and technology teams.

playingalong|1 year ago

Just guessing - large corporate bespoke software / integrations projects?

arp242|1 year ago

IBM did ~$62 billion in revenue last year, with a ~$7.5 billion net income. They employ ~280,000 people.

I think they can find a few billions lying around, without having to turn the sofa cushions.

listenallyall|1 year ago

Other than a period around 2012-13, IBM's market cap is higher than it's ever been.

hnthrow289570|1 year ago

That's alright. HashiCorp stuff was 2nd tier compared to any offerings from the cloud providers themselves just because those providers' own solutions would get preference (obviously!). And cloud is the environment for 95% of app development these days.

If HashiCorp stuff is destined to die, something else will eventually rise to fill its niche if it's still valuable.

You can always count on technology to churn for no good reason.

To avoid sounding completely pessimestic: don't discount an IBM comeback either, for the same churning reasons.