But does it really Scale?
Lets be honest, Scale has existed by catering to the S in SMB. 25k offerings meant for cheap throw away kit or cheapo companies who dont want to bother with an engineered solution, typical Trevor customers :)
That said, its a good solid platform, it just wont ever compete or be a vialbe long term player. Not enough differentiation and going after KVM at the small potatoes end of the sales cycle isnt a money maker. Now if they wanted to really make money they could pivot higher, but I dont think their solution actually Scales to support it. Hey if you're profitable and can make a go of it without borrowing money then more power too you. At some point, you have to decide what you want to be when you grow up. HCI space is certainly here for a bit longer, so make some money while if you can. There are no more exits in this space to be had.
Biting the hand that feeds IT
