The Next Vertical
IOPS Right-Sizing.
The Third Axis.
The Unclaimed Cost Vector
We own Capacity and Tiering. Performance is the final frontier.
Capacity
Covered by AutoScaler
Performance
Unclaimed 70% Waste
Why IOPS? Deepening the Moat.
Horizontal expansions dilute focus. IOPS relies on our core IP: zero-downtime online shrink.
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SLA Fear drives waste.
Enterprises over-provision IOPS out of fear, and never tune down.
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Inherent Data Advantage.
Our agent already observes actual p95 telemetry natively.
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Zero GTM Friction.
We sell to the exact same FinOps champion as AutoScaler.
The Economics.
Revenue SAM
$87M
Targeting F2000 footprints
Installed Base (Zero CAC)
$3.4M
Hidden in existing accounts
The "Zero-Build" Playbook
We prove this without writing a line of production code.
- Extract telemetry data.
- Generate a Waste Report.
- Present risk-free savings.
- Run non-prod pilots.
- Automate right-sizing.
Kill-Gates. Risk Management.
Day 10
Kill if we cannot extract reliable p95 IOPS for >50 accounts.
Day 20
Kill if median recoverable savings is under $30K per account.
Day 30
Kill if fewer than 2 champions commit to a paid pilot.
Proof,
not persuasion.
The MVP Waste Report Simulator is fully functional.