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The Changelog: Software Development, Open Source

The Moneyball approach (Interview)

Thu, 10 Oct 2024

Description

John Nunemaker joins us to share his new thesis for acquiring Rails based SaaS apps. He's early days on his next big thing called Very Good Software and recently acquired Fireside, a podcast hosting service started by Dan Benjamin. This comes after many years since John's acquisition of a lifetime of Speakerdeck to GitHub, which laid the foundation for these moves.

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Transcription

Full Episode

12.297 - 27.457 Kyle Carberry

What's up, nerds? Welcome back. This is The Change Log. We feature the hackers, the leaders, and those who are moving software forward. On today's show, we're joined by John Nunemaker. He's sharing his new thesis for acquiring Rails-based SaaS applications. His early days were...

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27.617 - 44.005 Kyle Carberry

on his next big thing called Very Good Software and recently acquired Fireside, a podcast hosting service started by Dan Benjamin. This comes after many years since John's acquisition of a lifetime of Speaker Deck to GitHub, which laid the foundation for these moves.

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44.465 - 68.252 Kyle Carberry

We discuss the importance of cash flow, customer retention, the challenges of SaaS, valuation of software companies, the risks and rewards of acquisition, his long-term vision for Fireside, and the other ventures. We go deep, and I know you're going to love it. A massive thank you to our friends and our partners over at Fly.io. Yes, that's the home of changelog.com.

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68.812 - 94.986 Kyle Carberry

Fly is a public cloud built for developers who want to be productive, want to ship, and that's us. Over 3 million apps, including us, have launched on Fly, and you should too. Learn more at fly.io. Okay, let's do this. What's up, friends? I'm here with Dave Rosenthal, CTO of Sentry.

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95.346 - 118.606 Kyle Carberry

So Dave, when I look at Sentry, I see you driving towards full application health, error monitoring where things began, session replay, being able to replay a view of the interface a user had going on when they experienced an issue with full tracing, full data, the advancements you're making with tracing and profiling, cron monitoring, co-coverage, user feedback. and just tons of integrations.

118.986 - 122.669 Kyle Carberry

Give me a glimpse into the inevitable future. What are you driving towards?

123.109 - 138.502 Dave Rosenthal

Yeah, one of the things that we're seeing is that in the past, people had separate systems where they had like logs on servers, written files. They were maybe sending some metrics to Datadog or something like that or some other system. They were monitoring for errors with some product, maybe it was Sentry.

138.802 - 156.632 Dave Rosenthal

But more and more what we see is people want all of these sources of telemetry logically tied together somehow. And that's really what we're pursuing at Sentry now. We have this concept of a trace ID, which is kind of a key that ties together all of the pieces of data that are associated with the user action.

156.992 - 173.721 Dave Rosenthal

So if a user loads a web page, we want to tie together all the server requests that happened, any errors that happened, any metrics that were collected. And what that allows on the back end You don't just have to look at like three different graphs and sort of line them up in time and try to draw your own conclusions.

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