Discover and read the best of Twitter Threads about #confluent

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Looks #Snowflake #Jfrog #SumoLogic #Asana have all built their startups around betting on an easily replicable idea.

These are the startups that have filed S-1s recently on path to an IPO.

But the problem is pretty clear isn't it? - Easily Repicable idea

(1/n)
No wonder they list the tech giants as their threats. For eg Asana will be in the same boat as #Slack in a year from now just as it is facing heat from Microsoft.

Even a new startup can easily replicate the same idea and business model of say #confluent or #Jfrog (2/n)
As I have said before to ward the threat they should be diversifying and build products in adjacent market.

Take the fight to the tech gaints themselves. For eg #Jfrog should release a competitor to upcoming Windows package manager.

#Asana should go against #SharePoint (3/N)
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