投身中國開源開放熱潮，極狐公司來了

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"3 月 18 日，極狐公司正式在中國成立，首輪獲得數億元人民幣投資。極狐公司全稱“極狐信息技術（湖北）有限公司”，它是由 GitLab公司與獨家領投方紅杉寬帶跨境數字產業基金（下文簡稱“紅杉寬帶”），以及高成資本共同成立的中國合資公司。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"開源軟件投資第一單：極狐公司"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"從 1991 年 Linux 開源到現在，開源軟件正在吞噬世界。開源軟件行業的蓬勃發展也吸引了紅杉寬帶的注意力。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"兩年前，他們開始看這個行業。紅杉寬帶投資合夥人徐全利對 InfoQ 記者說：“我們就找既適合中國市場，也是全球領先的開源軟件公司。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.geekbang.org\/infoq\/d6\/d61936575634b6b23755ad09423f8482.jpeg","alt":null,"title":null,"style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":null,"fromPaste":true,"pastePass":true}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":"center","origin":null},"content":[{"type":"text","text":"紅杉寬帶跨境數字產業基金投資合夥人徐全利"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2019 年 8 月，紅杉寬帶與 GitLab首次接觸，這是極狐公司誕生的起點。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據瞭解，紅杉寬帶是 2016 年成立的人民幣跨境私募股權基金，專注於海外科技公司在中國落地、擴張，以及中外科技公司合作的結構性投資機會。其一期基金規模是 30 億人民幣。而 GitLab 是一家全球性的開源軟件公司，不僅提供代碼託管，而且是一個 DevOps 平臺。它不僅在全球範圍內擁有超過 3000 萬的註冊用戶和 10 萬以上的企業客戶，而且在中國也有數百萬用戶。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在徐全利看來，“DevOps 工具現有 100 多種，中國用戶需要購買不同品牌的產品再集合起來，這非常麻煩”。而 GitLab 則是一個完整的 DevOps 生命週期工具，提供一站式 DevOps 產品和服務。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“我們在國內進行調研，發現 GitLab 不僅知名度很高，而且有衆多用戶，甚至包括諸多付費用戶。這給了我們很好的信心。”他說。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"紅杉寬帶專注於 To B（企業服務）領域的投資機會。"},{"type":"text","marks":[{"type":"strong"}],"text":"而中國市場最大的挑戰是怎麼用可規模化的產品和服務模式去解決用戶定製化的需求"},{"type":"text","text":"。徐全利表示，“在我們投資前，GitLab 在中國只有 1 個售前工程師，（靠這一個人）支撐了幾百萬用戶，包括許多是付費用戶的大型互聯網公司。GitLab 產品做得好，技術領先，再加上它有很高的品牌知名度。我們認爲它在中國有很好的市場。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在首次接觸後，雙方合作事宜快速推進：2個月簽約，3個月合資公司註冊成立，核心團隊到位。2021 年 2 月 2 日，極狐公司在武漢註冊成立。這標誌着極狐公司正式誕生。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"“泡在開源圈”的 CEO"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"除了紅杉寬帶投資合夥人徐全利，極狐公司成立的另一個關鍵角色是陳冉，他現任極狐公司創始人兼 CEO。此前，陳冉曾在 IBM、HP 等公司任職，上一份工作是擔任 D2iQ 亞太區總裁。“在整個職業生涯，從大外企到小外企，再到硅谷公司，最終來到一家有硅谷基因的中國公司（極狐）”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.geekbang.org\/infoq\/60\/6070c805faa5dc14167c288d1205aba5.jpeg","alt":null,"title":null,"style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":null,"fromPaste":true,"pastePass":true}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":"center","origin":null},"content":[{"type":"text","text":"極狐公司創始人兼CEO陳冉"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"之所以從 D2iQ 到極狐公司，他認爲這是機緣巧合。據瞭解，D2iQ 是一家做容器的公司，幾年前在容器領域可謂風光一時，但是隨着容器技術的風向標發生轉變（從 Mesos 到 Docker 再到 K8s），公司原有業務受到一定影響。與此同時，開源在國內蓬勃發展。作爲 DC\/OS 中國社區創始人、Linux 基金會佈道師以及 Docker、Mesos、OpenStack 的中國社區組織者、技術專家，他可是一名資深的開源人。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在陳冉看來，隨着大生態的發展，大家都傾向於做開源方向的事情。在國內，Linux 基金會、CNCF 基金會等開源組織的活躍，推動了雲原生的蓬勃發展。“我發現這個過程中，開源不斷壯大，不單單是企業想做開源，包括技術人員、客戶、終端用戶，只要是參與其中的人都想參與到開源的大生態”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"他指出：GitLab 是一個蓬勃向上，很有朝氣的技術平臺，並且有數百萬的中國研發人員參與這個社區。最關鍵的一點是在大環境下，硅谷技術不斷被國內市場吸納，並且在這裏“生根發芽”，正好響應“十四五”中的打造數字經濟新優勢（指支持數字技術開源社區等創新聯合體發展，完善開源知識產權和法律體系，鼓勵企業開放軟件源代碼、硬件設計和應用服務）。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"作爲公司創始人兼 CEO，陳冉向 InfoQ 記者透露自己當前主要的工作重心："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"bulletedlist","content":[{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"第一，找人，搭建好團隊。謀事在人，沒有團隊，任何事無從談起，“我們會在國內一些行業或領域招募頂尖人才”。"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"第二，作爲社區參與者，積極貢獻代碼，爲中國用戶提供更好的產品。"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"第三，向一家完全自主可控的中國公司發展。“我們會在這個領域不斷深耕，從節奏和方向上以本土化的方式去把握公司整個發展的路線圖”。"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"第四，發展社區。參與社區的構建和發展，不斷把社區做大做強。"}]}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"這些事情中，人員招聘是亟待解決的首要問題。據 InfoQ 記者瞭解到，極狐公司現有 40 名員工，其中三分之二爲研發技術團隊，還有三分之一是 Go-to-market（市場、銷售、服務等職能） 團隊。公司在今年會加大研發投入，包括對服務團隊和支持團隊的投入。“因爲 GitLab 以前沒有完全進入中國，所以在客戶支持體系方面還是有欠缺的”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據陳冉透露，預計到今年，極狐公司員工將從 40 人快速增加到100人左右。三到五年，極狐公司“有可能達到上千人技術團隊的規模”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“我們會根據客戶需求、市場需求和社區需求不斷調優，最終目標是爲上市做準備。”"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"落地SaaS模式，補足市場短板"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在 3 月 18 日極狐公司正式成立的當天，中文網站也同步上線。據陳冉向InfoQ記者透露，極狐後續還會推出本土化的內容、針對本土開發者的交流平臺以及培訓。產品上，極狐不僅將發佈對應GitLab EE(企業版)的“極狐 GitLab JH ”自助管理產品，而且還會推出 SaaS 產品。據悉，截至發稿，“極狐 GitLab JH ”自助管理產品已在發佈會的一週內正式上線。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"很顯然，如果要落地 SaaS 產品，那麼一定需要依託雲廠商。據陳冉介紹，它們對雲廠商的選擇有四個標準："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"bulletedlist","content":[{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"一、有共同目標的雲廠商。所謂共同目標，即對 DevOps、GitOps 相關領域有發展共識的公司；"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"二、對雲原生基礎架構支持最好的頭部雲廠商。“因爲這跟搭積木一樣，我們需要考量基礎牢不牢靠，支持夠不夠，服務好不好”；"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"三、與極狐公司有共同文化的企業——支持開源共享、開放合作；"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"四、深度合作，共創共贏。“我們不希望只是作爲公有云基礎設施的使用者，我們希望和國內的雲廠商開展深度合作，發展生態，互惠互通，共創共贏”。"}]}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"紅杉寬帶投資合夥人徐全利補充道：“另外一個考慮因素是代碼的安全性。”根據其調查，大部分客戶對代碼安全性有所顧慮，尤其是將核心代碼放在雲上。“團隊要讓客戶相信代碼是安全的。雲廠商的可信度，對代碼和數據的保護應該是一個非常重要的考慮因素”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"除了選擇可信的雲廠商，極狐公司還會通過專有技術予以保障。據悉，這項技術叫 CI Runner。它是做 CI\/CD（持續集成\/持續交付）流水線的一種引擎技術。CI Runner 有三個特點：一是通用性。它既支持 DevOps 全鏈條業務，包括DevSecOps所涉及的工具集成，也支持全系開發語言，比如 C++、Java、Golang、Python 等；二是易用性。GitLab Runner 與 GitLab 產品緊密結合，可以開箱即用。除了腳本語言的配置，還可以通過圖形化方式管理流水線；三是運維的便利性。部署簡單，支持物理機、虛擬機、Docker、Kubernetes 等主流部署方式。故而，可以藉助雲原生技術的優勢，實現DevOps流水線資源利用率的全面提升。此外，詳細的日誌、監控信息的收集，讓用戶可以實時瞭解 CI\/CD 流水線的構建情況。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"此前，由於安全性考慮，GitLab 在中國市場的短板是國企和企事業單位。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"極狐公司的出現，某種程度上解決了客戶對信息安全、數據安全和產品安全問題的擔憂。第一，代碼的服務器放在國內；第二，企業級產品是源碼開放的；第三，整個研發團隊和生態在國內。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"陳冉表示，“對國企或企事業單位而言，極狐就是最後一道防線。如果一個運營商或大銀行使用上千個節點，萬一出了問題，國外廠商無法保證在第一時間提供支持服務，然而極狐的研發、技術、服務所有團隊都在國內，可以保證高效的響應速度。”"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"開源：衆人拾柴火焰高"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在國外，開源已經發展成一個成熟的商業模式，不僅分工明確，比如有貢獻者、治理者等，而且湧現出一些知名基金會，比如 Linux 基金會、Apache 軟件基金會。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"陳冉表示，國內已經意識到開源是一種創新的基礎。“有句話叫‘衆人拾柴火焰高’。如果大家都來做一件事，那會做得非常好。如果衆人在拾柴過程中，有人去搞分叉，另起爐竈。這樣，效率就很低。”他說。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"雖然開源看上去很美好，但是一個成熟的商業模式卻是開源成功的關鍵。因爲缺少成功的商業模式，開源軟件是無法靠情懷支撐下去的。陳冉表示，“開源這種商業模式，它有生產者、消費者，一旦有了生產者和消費者，這個商業模式就形成可持續發展的輸入和輸出的雙向循環”。雖然很多人把開源等同於免費，但是“技術怎麼應用好，怎麼高效運維，這纔是決定商業變現的關鍵”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"雖然小型互聯網公司對開源產品的要求不高，但是中大型企業和國企對 SLA（服務等級協議）的要求非常高，“不允許宕機，不允許出故障。即使出故障，也要實時解決。它們有這樣的訴求。在這個過程中，服務就是幫助客戶實現價值的方式”。另一種變現方式是交付企業版產品，用戶不需要打太多補丁，可以直接在生產環境使用。第三種方式是面向用戶提供開源產品或服務的培訓、認證。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“開源商業模式的變現方式沒有傳統的變現快。它的前期投入時間長，但是增長速度比傳統企業快得多。傳統企業可能是兩倍、三倍，但是開源有可能是五倍、十倍，甚至幾十倍的增長速度。它的投入產出比和時間節點都不一樣。“陳冉說。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"如果說成功的商業模式是開源的核心，那麼社區則是一切的基礎。沒有蓬勃發展的社區，那麼開源項目沒有“明天”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"如何構建和發展開源社區？這是陳冉以及極狐公司需要直面的問題。陳冉是這麼看的，“誰來組織開源，這個組織是多元化的，大家都可以參與的，並且人人都有發言權”。之後，有人來發起這個開源項目，有人來交付它，還有人去運維，“這是一個圍繞組織的生態”。具體到極狐，在中國信通院的指導下，該公司籌劃與合作伙伴發起“開源 GitOps 產業聯盟”（OGA），讓更多人蔘與進來。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"以前，很多開源社區的現狀是“使用”多於“貢獻”。陳冉表示，隨着頭部廠商的參與，大家發現參與開源貢獻，獲利更多。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“像 CNCF 這樣的國際開源基金會，如果出現一個華人，所有人都會爲之鼓掌，這代表中國對待開源的思路和風向已經開始轉變，中國科技正在崛起。參與社區、貢獻社區，這是個人自身價值的體現。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"對極狐公司來說，一開始以開放的姿態投身中國開源，也爲自己定下了三個目標："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"bulletedlist","content":[{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"短期：引進來，本地化，獨立運營，自主創新。用陳冉的話說，“把最先進的技術核心引入國內，學以致用，提供能滿足衆多國內客戶訴求和需求的產品”。"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"中期：隨着時間的發展，從資本層面完全成爲一家中國本土公司，更好地爲本地用戶服務。"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"長期：三到五年上市，引入更多國內資本參與開源建設，做大開源生態。"}]}]}]}]}