COSS Weekly, Issue #5: 💥November 15th, 2020

Welcome to the fifth issue of the COSS Weekly, the global Commercial Open-Source ecosystem newsletter brought to you every Sunday by Joseph Jacks and team at COSS Media, OSS Capital and the organizers of Open Core Summit.

Each week, we neatly summarize the latest happenings in COSS, often including objective commentary across primarily the following four areas: Funding, Content, Liquidity, Data.


💰 COSS Funding

Tailscale, makers of an improved corporate VPN, raises $12M Series A led by Accel. Link

Cilium, provider of eBPF-based Networking, Observability, and Security, raises $29M Series A led by a16z, Google, and Cisco. Link

Fishtown Analytics, makers of dbt open-source data engineering tool, raises $29.5M Series B led by Sequoia Capital. Link

Ambassador Labs, optimizing DevOps workflows across Kubernetes environments, announces $18M Series B led by Insight Partners. Link


📚 COSS Content

Registration for Open Core Summit 2020 Digital is now live on Hopin! Link

Gitlab CEO Sid Sijbrandij speaks with Forbes about building a remote-based software unicorn. No office, no problem. Link

Guido Van Rossum, author of Python, set to join Developer Division at Microsoft. Role could include improvements to Python and open-source focus. Link

How Developer Marketing Parallels Consumer Marketing by Tomasz Tunguz (VC at Redpoint) Link

The impact individual funding can make on open source maintenance. Link

Analyzing the top 10K projects on GitHub to understand what factors underpin the best projects of the decade (Bessemer). Link

Joseph Jacks: "Enterprise open source" is a subset of "commercial open source."  All enterprise open-source companies are COSS, but not all COSS companies are enterprise-focused. Link

Rise of the Open Source IPO: Announcing open-source dataset to track/analyze every COSS company that has gone public since the 1990s. Link

MakAir: First mass-producible, open-source COVID 19 ARDS ventilator — tested with success on human patients. Link

Key benefits of "self-hosted-first" startups — those that begin by offering their product as self-hosted, for customers to run themselves — from Quinn Slack of Sourcegraph. Link

Would you rather pay for support from a fully open-source company, or pay to unlock additional functionality from an open core company? Link


📈 COSS Data

  • 🌐 YC COSS: For the first time ever in 2020, 15~ COSS startups have gone through YC in a single year representing 30%+ of the total (50~ since 2006). Our YC COSS dataset tracks and provides granular data on the growing but still small COSS YC alumni.
  • 🏦 COSS Funding 2020: This dataset tracks the latest funding events for all stages of COSS companies, mostly in private markets. For 2020+.
  • 📊 COSS Index: The well-known COSSI sheet for the exclusive $100M+ revenue club of COSS companies. New data points and growth happening weekly.
  • 🌩️ AWS COSS: List of COSS services on AWS. Continuously evolving. We plan to offer similar datasets for Azure, GCP, and other major clouds.
  • 🤑 COSS VC: Eary-Stage VCs with > 5 COSS investements as a filter to identify and highlight the "most experienced" COSS investors. Fast growing list.
  • 📈 COSS IPO: Analysis of every COSS IPO since 1999.

As usual, we end with this graphic depicting what we think the next Multi-Trillion-Dollar category in business will be:


COSS Weekly is brought to you via COSS Media, produced by OSS Capital (the first and only COSS-dedicated early-stage investor and platform for COSS founders.


Don't forget to sign-up for the second-annual FREE Open Core Summit 2020 Digital to meet with and learn from the leaders in COSS (enterprises, founders, investors, executives and more) on December 16-18th, 2020:
1 mission. 3 days. 10 tracks. 150+ speakers. 10,000+ attendees.