Congrats to the Chartio team!
This is an interesting one for me (aside from my personal affinity for the folks there) because of the ongoing evolution in the BI space. Products of the 2010-2016 vintage that have been acquired: Looker (Google), Redash (Databricks), Periscope (Sisense), Chartio (Atlassian). Products that have not been acquired: Mode, Superset, Metabase.
Products in other layers of the stack have generally reached larger scale and escape velocity than have those in the BI layer. I don’t know exactly what to make of this–is there still a Snowflake / Databricks-of-BI yet to come? Or does the platform layer inherently have a larger addressable market? One of my core beliefs is that “there is no one right way to analyze data” and I wonder if that’s limiting the overall TAMs here and leading to acquisitions instead of IPOs.