The CLI was just bait.
The real play? Cloud version = recurring revenue machine.
Once devs stop fighting with terminals and start paying for compute, you're not selling software anymore. You're selling infrastructure they can't leave.
That's where margins live.
That's where lock-in starts.
Same playbook as AWS, Vercel, Alchemy. Get them hooked on the free tier, then make the paid version the only scalable path.
Web3 infra plays are the new SaaS. Recurring rev > one-time sales.
The real play? Cloud version = recurring revenue machine.
Once devs stop fighting with terminals and start paying for compute, you're not selling software anymore. You're selling infrastructure they can't leave.
That's where margins live.
That's where lock-in starts.
Same playbook as AWS, Vercel, Alchemy. Get them hooked on the free tier, then make the paid version the only scalable path.
Web3 infra plays are the new SaaS. Recurring rev > one-time sales.