Thomas Dohmke closes the largest dev tools seed round in history with Microsoft M12 leading. The detail nobody mentions: Microsoft already has a product that does the same thing in GitHub. We analyze the strategic conflict and why this smells like a defensive acquisition.
LocalStack 4.0 eliminates unregistered access on March 31, 2026. With 500M Docker pulls but only 100K active users, the 5000:1 ratio exposes the reality: 99.98% of usage is automated CI/CD consuming infrastructure without paying. The 25K API call/month limit forces teams to Pro tier ($75/dev/month) or urgent migration to Moto, AWS SAM, or real AWS dev accounts.
OpenTelemetry became the de facto observability standard in 2026, with 89% of enterprises mandating compliance. But when you run the full TCO math, the promised 50-80% savings vs commercial APM vendors evaporates: LGTM self-hosted costs $167K/year vs $150K for Datadog.
Oxide Computer closed a $200M Series C led by Silver Lake, reaching $378M total funding. The pitch: on-prem cloud racks that eliminate AWS lock-in. The reality: only 3 public customers, and 147 global job postings for Rust SREs vs 12,400 for Kubernetes—an 84x talent shortage.
IBM closed the HashiCorp deal in December 2024. 41 days later, CDKTF dies. 6 weeks after that, Pulumi ships native HCL and offers free credits. The timeline no vendor wants you to connect.
CVE-2026-1731 enables pre-auth RCE on BeyondTrust Remote Support. 8,500 exposed instances per Shodan. Patching costs $47K in downtime; ignoring it risks $6.01M avg breach cost.
