I don't think your sign up process is GDPR compliant - you need to say why you are collecting the information you are asking for, what you are going to do with that information, how long you are going to retain it for and how one can request for it to be deleted.
How old are you now? Mid fifties here. And 'vibe coding' in what exactly - it is not of interest from a programming perspective, but from a 'what does the AI know best perspective'? I've followed a similar, but not identical trajectory and now vibe in python/htmx/flask without needing to review the code in depth (NB internal apps, not public facing ones), with claude code max. Vibe coding in the last 6-8 weeks now also seems to make a decent fist of embedded coding - esp32/arduino/esp-32, also claude code.
35–44. Same thing, sometimes it makes planning errors, or misses context that should be obvious based on the files, but overall a huge booster. No need to review in depth, just set it against tests and let it iterate. So much potential, so exciting.
My feeling is the current suite of LLMs are "not smarter than US" they simply have far greater knowledge, unlimited focus, and unconstrained energy (modulo plan/credits/quotas of course!). I can't wait for the AIs that are actually smarter than us. Exciting to see what they'll do.
I had a Naida, now have a Marvel. The difference is night and day. The Marvel is hands-down the best hearing setup I have ever had (I am mid 50's, have worn aids of one type or another since I was 3 yo). Bluetooth is a game changer. The Roger On is fabulous in meetings and with computers (it appears as a USB sound device, it's far more reliable than BT for that). Battery life is fantastic, it lasts more than a day, and there's a fall back to disposable cells if required. Mobile app is a bit 'meh', but the rest is so good I can't complain!
Quite sure the complexity of AWS is forcing the SME types out - even the most basic operations require reference to chatGPT to find the details buried in the UI. It's gone from being 'good enough' - I mean the UI 15 years ago was basic, but adequate to labyrinthine. We don't have complex needs, they're met by AWS, but the combo of premium pricing and a diabolical UI will force our migration eventually.
Mailmate on macos solves this very nicely. As a bonus my html mails have never looked better and i get the bonus of writing in text using markdown . Currently evaluating it.
Lister diesel generators are much the same - half a dozen cranks, restore compression and off they go. The hand cranking can easily break your arm if you get it wrong though.
This is patently wrong - as an experiment, I've vibe coded* four apps in the last 10 days. I did not write one line of code myself. Two are crud style, one is DNS related and one is for an embedded device. They were non-trivial use cases, built using claude desktop with various MCP tools. I was blown away by just how good it was.
*the original definition of vibe coding involved using voice to dictate the prompts to AI, I prefer to type.
The only time my home directory gets cleaned up (it is littered with random binaries) is when I get a new machine... It feels very wrong, but also quite cathartic at the same time!
When they raised the 100M three years ago, I'm pretty sure they said they didn't need it and were saving it for a rainy day (or words to that effect), always seemed very odd at the time. Two q's for anyone who cares to speculate: have they burnt the original investment already? And if not, why would they need more funding? AFAICS there's no real competition in the market place for their product today, the only thing I can conceive is that they have a secret 'tailscale 2' project in the wings which is massively developer or capital intensive. Let's hope it is nothing related to AI band wagoning :-)
Thank you. I’ve lost count of how many times I’ve had to write “we don’t need the money but are saving for a rainy day” CEO talking points and press releases for companies that were < 90 days from not being able to make payroll.
That depends entirely on how you raise the funds. Yes, you can say "Here's the growth rate we'd get without your money - based on that, this investment gets you an ROI of x%."
With x% high enough, sure, you can get VC money without too many strings. (Also, reading the Series B post, they were planning to invest - just in organic growth instead of the usual growth hacking)
And if you read the Series C post, you'd know what they're spending on - GPU (and general) cloud interconnectivity.
There's really not much need to guess, Tailscale's financing announcements are about as open as you can get.
What is tailscale going to do with GPUs? It's about as far removed from NL interaction as you can get, I really don't see any sane AI fit. Maybe they are using them for AI driven dev work? Probably need to think more laterally.
The fine article seems to say lots of companies are using Tailscale to connect to servers with GPUs -- nothing in that implies that Tailscale would own the GPUs.
Not necessarily. You hear plenty of stories of companies who raised money they never ended up needing to touch.
What matters is why. Is it because growth is so bonkers that your burn stays minimal/zero despite increasing costs? Or is it because you don't spend anything and thus can get by with stable revenue. VCs are very happy with the first, less so with the second.
VCs would always prefer you get to megascale with less money - the less you raise, the less they get diluted.
Hm OK well thinking out loud, $100M / 3 is $33M / year?
I don't know much about Tailscale, nor about how much it costs to run a company, but I thought it was mostly a software company?
I would imagine that salaries are the main cost, and revenue could cover salaries? (seems like they have a solid model - https://tailscale.com/pricing)
I'm sure they have some cloud fees, but I thought it was mostly "control plane" and not data plane, so it should be cheap?
I could be massively misunderstanding what Tailscale is ...
You're not wrong to think Tailscale is primarily a software company, and yes, salaries are a big part of any software company's costs. But it's definitely more complex than just payroll.
A few other things:
1. Go-to-market costs
Even with Tailscale's amazing product-led growth, you eventually hit a ceiling. Scaling into enterprise means real sales and marketing spend—think field sales, events, paid acquisition, content, partnerships, etc. These aren't trivial line items.
2. Enterprise sales motion
Selling to large orgs is a different beast. Longer cycles, custom security reviews, procurement bureaucracy... it all requires dedicated teams. Those teams cost money and take time to ramp.
3. Product and infra
Though Tailscale uses a control-plane-only model (which helps with infra cost), there's still significant R&D investment. As the product footprint grows (ACLs, policy routing, audit logging, device management), you need more engineers, PMs, designers, QA, support. Growth adds complexity.
4. Strategic bets
Companies at this stage often use capital to fund moonshots (like rethinking what secure networking looks like when identity is the core primitive instead of IP addresses). I don't know how they're thinking about it, but it may mean building new standards on top of the duct-taped 1980s-era networking stack the modern Internet still runs on. It's not just product evolution, it's protocol-level reinvention. That kind of standardization and stewardship takes a lot of time and a lot of dollars.
$160M is a big number. But scaling a category-defining infrastructure company isn't cheap and it's about more than just paying engineers.
> but it may mean building new standards on top of the duct-taped 1980s-era networking stack the modern Internet still runs on.
That’s a path directly into a money burning machine that goes nowhere. This has been tried so many times by far larger companies, academics, and research labs but it never works (see all proposals for things like content address networking, etc). You either get zero adoption or you just run it on IPv4/6 anyway and you give up most of the problems.
IPv6 is still struggling to kill IPv4 20 years after support existing in operating systems and routers. That’s a protocol with a clear upside, somewhat socket compatible, and was backed by the IETF and hundreds of networking companies.
But even today it’s struggling and no company got rich on IPv6.
IPv6 has struggled in adoption not because it’s bad, but because it requires a full-stack cutover, from edge devices all the way to ISP infra. That’s a non-starter unless you’re doing greenfield deployments.
Tailscale, on the other hand, doesn’t need to wait for the Internet to upgrade. Their model sits on top of the existing stack, works through NATs, and focuses on "identity-first networking". They could evolve at the transport or app layer rather than rip and replacing at the network layer. That gives them way more flexibility to innovate without requiring global consensus.
Again, I don’t know what their specific plans are, but if they’re chasing something at that layer, it’s not crazy to think of it more like building a new abstraction on top of TCP/IP vs. trying to replace it.
Generally package is around half of what company spends per extra engineer. And $500k average for a tech heavy product company doesn't sound too far off.
When people say they get 500k they mean they get paid 200k in salary and got 300k in RSUs, with the details mixed around the edges. ICs aren't getting 500k salary except in a few rare cases.
The rule of thumb that employees actually cost a business roughly twice their salary is based on two things:
1. Retention. Hiring costs are “huge”, and so if you have a higher or lower average retention, may make up a disproportionate cost compared to salary. Ramp up time and institutional knowledge loss is no joke either.
2. A spread of average wages. 500k is not average, and a huge number of the costs are relatively fixed. $1,000 a month worth of software licensing isn’t an uncommon number and is fully 1/3 of the salary of a $3k a month or $36k/year junior clerk. It’s peanuts when you look at it next to a $500k/year salary. It may be that the clerk is, all in, costing the company 3x their salary after indemnity insurance and so on. The dev will never reach 10%.
It's really not at scale. It's on the order of 500$ a month per dev for "gold" level care for a company of 50 people. I'm sure it's less the larger you get.
It might depend on the state and the age pool but I have to pay a percentage and based on that it's more like $10k/year. So you are almost 2x undercounting
... But maybe if the average employee of a company is 25 they could get a better deal
There might be other things going on in the US that you could maybe possibly have heard about, and investors are looking for different places other than the US stock market to invest their money, and Tailscale is looking to have a war chest because of the exceedingly possible case that we're headed into a global recession.
> AFAICS there's no real competition in the market place for their product today
What does this mean? They are competing with regular legacy VPNs for sure. Despite tailscale existing for the last 4 years, none of the large corporate clients even got closed to it. They were all on junk from Cisco, Palo Alto, to connect employees to corp net. A “cutting edge” one might use cloudflare warp.
You might be right that there isn’t much competition for pure distributed, but it turns out the market for that is actually quite small and it’s for people who can’t afford dedicated IPs or cloud instances.
Raising money here is a bad sign IMO unless it’s for a completely new product that requires servers at exchanges to eat CDNs like cloudflare’s lunch.
Their is tons of competition depending on how you want to attack the problem. Tailscale's problem imho is that their product does not scale well as required by large enterprises. One could argue nor do traditional VPNs, but they are already in place and workking so that product config already works, no need for change. The market is massive, but you need to be at a high abstration layer in my opinion, so that you can replace far more than just the VPN.
There is tons of competition for Tailscale. Its 'just' an easier to use VPN with a great GTM exceution. I think they need more money as they need to fundamentally re-architect their solution to sell into enterprise use cases they their valuation requires.
