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I strongly suspect a big chunk of their revenue was enterprise where it was probably used as a CRUD app / Access replacement with proper controls. That's low h
by cm277 2mo ago
I strongly suspect a big chunk of their revenue was enterprise where it was probably used as a CRUD app / Access replacement with proper controls. That's low hanging fruit for Claude and friends, so their renewals/ARR must have started dropping off and they sold while the selling was good.
- Macha 1mo agoI suspect most enterprises aren’t Claude-ing up in house replacements for tools like this, for the same reason most enterprises are using cloud providers rather than managing their own data centers. A big part of what they’re paying for is to make it “Somebody Else’s Problem” for something they don’t consider a core competetency.
- anaisconce 1mo agoThat's a really interesting theory! Thanks for surfacing it. By the way, Grist is Airtable-like and has RBAC down to every row and cell, enforced live. And you can self-host it. Check it out: https://www.getgrist.com/airtable-alternative-self-hosted/ https://www.getgrist.com/airtable-alternative-self-hosted/ (FYI, I work at Grist.)
- throw03172019 1mo agoYou could say the same about Retool but their enterprise customers appreciate the SSO among other security forward features.