GitLab’s S-1 points to an integrated devops future

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GitHub tends to get the press, but GitLab is getting the IPO. The company filed its S-1 September 17, touting a $233 million run rate, more than 2,600 contributors to its open source platform, and a 100% remote, 1,350-strong workforce. Impressive all around.

What’s perhaps most interesting is how GitLab has carved out a market for itself in GitHub’s long shadow. GitHub expects 100 million developers to be using its platform by 2025 (never mind the fuzzy math used to get there) and is the default place for developers to push their open source code. GitHub is also a primary place for corporations to enable their development teams to work together.

But GitHub isn’t the only place. As GitLab’s numbers demonstrate, corporate collaboration around code is happening in a big way on GitLab. This could make GitLab an obvious acquisition target for a cloud vendor that wants to outflank Microsoft, which acquired GitHub in 2018. Regardless of what GitLab…


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