The Great Devops Bundling


2 mins


There are only two ways I know of to make money: bundling and unbundling.
- Jim Barksdale

Anyone paying attention to the hosted source control market1 has surely noticed that Gitlab has been steadily & with increasing success bundling all the previously disparate pieces of the software development life cycle (SDLC).

There’s no better current example of this today than Gitlab, though Hashicorp is close. The loosely-coupled nature of Hashicorp’s tools makes what they’re doing a less than 100% true bundling, but every tool is meant to work seamlessly with the rest of the suite… so it’s pretty close.

Back to Gitlab

What we see is a methodical integration into the core source control application every aspect of the entire software development value chain:

  • Management & Audit
  • Issue Tracking
  • Time Tracking
  • Source Code Management
  • Code Review
  • Continuous Integration
  • ChatOps
  • Serverless
  • Kubernetes Configuration
  • Service Desk
  • Metrics
  • Logging

…and a couple dozen others

This list of real features - with real value-add in a single pane to the enterprises that use Gitlab - should scare the shit out of every CEO in the software development tools space. Gitlab is bundling up your previously standalone business and deploying it as a new feature in their next monthly release… on the 22nd, so you can mark your calendar.

Gitlab is obviating the need for a bunch of different vendors that have no incentive to play well with each other by treating each of those niche functions as a feature in what they’re (Gitlab) calling the complete DevOps platform.

The market is rewarding them well for this. Pay attention.

See also:

https://jbminn.com/posts/open-source-competitive-moats/

- jbminn

1 I created the first hosted source control system, Freepository, in MAY ‘99