档案库 · 开发与企业工具 · 财务决策 · 2013–2016
Mesosphere的7350万美元融资支持其在Mesos数据中心操作系统上的赌注
HPE领投Mesosphere 7350万美元C轮融资,发生于2016-03-24,旨在将其基于Apache Mesos的数据中心操作系统扩展到CI/CD领域,微软参与投资。
Mesosphere
做的是什么生意
Mesosphere sells a commercial data-center operating system built on Apache Mesos: an enterprise edition, with a free community version, that runs, schedules and monitors containers plus Hadoop, Spark and databases across all of a company's servers and public clouds.
启动资金:A $36 million round announced the previous December (per VentureBeat's April 2015 report), then the $73.5 million Series C announced 2016-03-24, led by Hewlett Packard Enterprise with Microsoft participating.
起因
Mesosphere was founded in 2013 in San Francisco on a premise it first talked about publicly months later: an operating system for every server in a data center, or across the servers a company uses in a public cloud. Its stack was built on Apache Mesos, the open-source cluster manager. In April 2015 the company began accepting applications for early access to its data center operating system, pairing a free community edition with a premium enterprise edition, and announced that Google's Kubernetes was fully integrated with the platform, with Google an ally since the prior year.
经过
Growth capital preceded the 2016 wave: VentureBeat's April 2015 report noted a $36 million round announced the previous December. On 2016-03-24 Mesosphere announced a $73.5 million Series C led by Hewlett Packard Enterprise with Microsoft participating; A Capital, Andreessen Horowitz, Fuel Capital, Khosla Ventures and Triangle Peak Partners also joined. The same day it released Marathon 1.0, the open-source software for managing containers on top of Mesos, and launched Velocity, a continuous-integration and continuous-delivery product built on Marathon that integrates with the open-source Jenkins CI tool. Marathon was already part of Microsoft's recently launched Azure Container Service for deploying container-based applications on Azure. Mesosphere said eBay and other major companies already ran massive CI/CD environments built on Mesos, Jenkins, Docker and related tools, and positioned Velocity as bringing those capabilities to every type of company; a spokesperson put its customer count at more than three dozen.
结果
As of the 2016-03-24 announcement Mesosphere was scaling: it had closed the $73.5M Series C, shipped Marathon 1.0, launched Velocity and counted more than three dozen customers, with the sources recording no later milestone.
背景
Mesosphere是一家旧金山初创公司,创立于2013年,销售基于Apache Mesos的“数据中心操作系统”。其创立理念是软件不应止步于单台机器:一个操作系统层将覆盖数据中心或公有云中的每台服务器,同时运行容器和大数据工作负载。它采用Cloudera式的商业化——Apache Mesos和Marathon保持开源在下,免费社区版和付费企业版在上——并在2015年4月开放了数据中心操作系统的早期访问计划,谷歌的Kubernetes已完全集成。
2016-03-24,Mesosphere宣布获得由惠普企业领投、微软参投的7350万美元C轮融资,发布了Marathon 1.0——基于Mesos的开源容器管理器——并推出了Velocity,一个构建于Marathon并集成Jenkins的CI/CD工具。Marathon已进入微软Azure容器服务,Mesosphere以eBay规模的Mesos/Jenkins/Docker环境为例,认为每家公司都需要这个平台;一位发言人表示客户超过36家。
该公告的HN帖子在2016-03-24获得136分和13条评论,讨论立即转向商业模式:一位评论者引用“36家客户”的说法,质疑他们是否支付足够费用,使开放核心模式的数字成立,而一位来自Valassis Digital的用户表示他的公司已在生产环境使用Mesosphere Enterprise DC/OS,并认为该类别是基础设施的未来,将其与Hadoop早期相比,有Cloudera支持作为安全网。
这件事要成立,得有什么
- Mesosphere押注的是整个层面,而不是某个工具:为数据中心里每台服务器提供一个操作系统,这对2013年的初创公司来说是一个异常广泛的声称。
- 开源滋养了业务:Mesos和Marathon保持免费,公司则销售社区版、企业版和支持服务——这是Cloudera模式在集群基础设施上的应用。
- C轮融资是一个分销信号:微软将Marathon内置到Azure容器服务,HPE领投,这给了Mesosphere任何点工具都无法匹敌的支柱。
- 发布帖子立刻考验了该模式,质疑“超过36家”客户能否支付足够费用——这是决定任何开放核心平台的问题。
可借鉴之处
最广泛的赌注——“数据中心操作系统”——仍然依赖于分销:Azure和HPE验证了Marathon,而开放核心的经济性(是否有足够多的客户付费?)仍是决定性问题。
后续进展
截至2016-03-24,Mesosphere正在扩展:它完成了7350万美元的C轮融资,发布了开源Marathon 1.0,推出了Velocity CI/CD产品,客户超过36家,并可以引用eBay规模的Mesos/Jenkins/Docker环境作为模式的证明。该材料仅覆盖公告窗口,因此这些记录没有后续里程碑。
资料来源
- Mesosphere raises $73.5 million with Microsoft participating, launches Velocity tool
- Mesosphere launches early-access program for its data center operating system
- Mesosphere raises $73.5M with Microsoft participating
发现哪里写错了?告诉我们。
轮到你了
你刚读完一家。说说你在做什么,看看谁在赌同一件事。
免费账号 · 3 次免费提问 · 不用绑卡