GitLab

13F：这么多specialist买了GTLB… 它居然还能跌这么多…

今天GitLab的市值差不多是2018年微软收购GitHub的价格，觉得有点巧合就找了一些数字来看看。
GitLab，3000万用户，9亿收入，75亿市值
Github 2018， 2800万用户，2亿收入，75亿被微软收购
Github今日，1亿+用户，20亿++收入
Cursor，5亿++收入，100亿市值
Windsurf，1亿+收入...

逃过了gtlb的回撤，但是把自己送进了figma的坑。感觉这货如果全年guidance多报10M，就可以完成任务了。高增长，多产品矩阵，AI叙事，还没有竞争，这样的票其实也不多了。

回复@tiger-in-motion: 这家企业有点类似gitlab//@tiger-in-motion:回复@Jerrodly:FIG的目标市场更多是企业客户， 因为强项在于交互设计 而且订阅友好度也比 ADOBE好很多

这两天的经历，像被命运按在地上来回摩擦，又像被塞了一张速成运维结业证。
故事从一台外网 GitLab 开始。公司内外网物理隔离，出差的同事总得有个地方提交代码，我便在外网搭了一台轻量级 GitLab——Docker 版，省事。用的人不多，备份服务器的申请流程就被我无限期搁置。事实证明，最薄弱的...

$GitLab(GTLB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001628280-25-035461  Size: 4 KB 网页链接

$GitLab(GTLB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001628280-25-035210  Size: 12 KB 网页链接

$GitLab(GTLB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001628280-25-035213  Size: 4 KB 网页链接

$GitLab(GTLB)$ 144 Report of proposed sale of securities Accession Number: 0001950047-25-005033  Act: 33  Size: 7 KB 网页链接

$GitLab(GTLB)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0001653482-25-000010  Act: 34  Size: 9 MB 网页链接

$GitLab(GTLB)$ 8-K Current report, items 2.02, 5.02, 7.01, and 9.01 Accession Number: 0001653482-25-000008  Act: 34  Size: 586 KB 网页链接

$GitLab(GTLB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001653482-25-000028  Size: 12 KB 网页链接

$GitLab(GTLB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001653482-25-000029  Size: 7 KB 网页链接

$GitLab(GTLB)$ 财报后的损失都收回了

$GitLab(GTLB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001653482-25-000025  Size: 5 KB 网页链接

$GitLab(GTLB)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001653482-25-000044  Size: 401 KB 网页链接

$GitLab(GTLB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001653482-25-000048  Size: 4 KB 网页链接

$GitLab(GTLB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001653482-25-000024  Size: 5 KB 网页链接

$GitLab(GTLB)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001653482-25-000043  Size: 402 KB 网页链接

$GitLab(GTLB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-217946  Size: 17 KB 网页链接