Supabase just raised 200 million. What’s with all these Postgres hosting services being worth so much now? Someone at AWS probably thought about this, easy to provision serverless Postgres, and they just didn’t build it. I’m still looking for something that can generate types and spit it out in a solid sdk. It’s amazing this isn’t a solved problem. A long long time ago, I was apart of a team trying to sort this out.…
Databricks in talks to acquire startup Neon for about $1B
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Re: Databricks in talks to acquire startup Neon for about $1B
#42Re: Databricks in talks to acquire startup Neon for about $1B
#43Supabase just raised 200 million. What’s with all these Postgres hosting services being worth so much now? Someone at AWS probably thought about this, easy to provision serverless Postgres, and they just didn’t build it. I’m still looking for something that can generate types and spit it out in a solid sdk. It’s amazing this isn’t a solved problem. A long long time ago, I was apart of a team trying to sort this out.…
"Easy to provision" is mostly a strategic feature for acquiring new users/customers. The more difficult parts of building a database platform are reliability and performance, and it can take a long time to establish a reputation for having these qualities. There's a reason why most large enterprises stick to the hyperscalers for their mission-critical workloads.
Re: Databricks in talks to acquire startup Neon for about $1B
#44Earlier quoted context omitted.
"Easy to provision" is mostly a strategic feature for acquiring new users/customers. The more difficult parts of building a database platform are reliability and performance, and it can take a long time to establish a reputation for having these qualities. There's a reason why most large enterprises stick to the hyperscalers for their mission-critical workloads.
That reason also includes SOC2, FedRAMP, data at rest jurisdiction, availability zones etc. And if large enough you can negotiate the standard pricing.
Re: Databricks in talks to acquire startup Neon for about $1B
#45I am fairly new to all this data pipeline services (Databricks, Snowflakes etc). Say right now I have an e-commerce site with 20K MAU. All metrics are going to Amplitude and we can use that to see DAU, retention, and purchase volume. At what point in my startup lifecycle do we need to enlist the services?
Re: Databricks in talks to acquire startup Neon for about $1B
#46Supabase just raised 200 million. What’s with all these Postgres hosting services being worth so much now? Someone at AWS probably thought about this, easy to provision serverless Postgres, and they just didn’t build it. I’m still looking for something that can generate types and spit it out in a solid sdk. It’s amazing this isn’t a solved problem. A long long time ago, I was apart of a team trying to sort this out.…
Building backends is easy. It is sort of weird. In 2003 no one would bat an eyelid at building an entire app and chucking it on a server. I guess front-end complexity had made that a specialism so with all that dev energy drained they have no time for the backend. The backend is substantial easier though! These high value startups timed well to capture the vibe coding (was known as builidng an MVP before), front end…
You have to understand a separate set of concerns. Spin something up on ec2, hook it into a db, configure https , figure out why it went down, etc.
You’re right though, once I build a complex front end I want someone else to do the backend.
Re: Databricks in talks to acquire startup Neon for about $1B
#47Looks like the acquihire of Bit.io in 2023 wasn't enough to be able to deliver their own OLTP offering https://blog.bit.io/whats-next-for-bit-io-joining-databricks... https://www.databricks.com/blog/welcoming-bit-io-databricks-... Or it's just a business decision to corner the market, as someone else said
Given how lax antitrust enforcement is, probably this
Re: Databricks in talks to acquire startup Neon for about $1B
#48Earlier quoted context omitted.
Why would this give you pause? You just don't want the data to be where Databricks is? Either way, there are plenty of other serverless Postgres options out there, Supabase being one of the most popular.
Can’t speak for anyone but myself and my experience anecdotally, having used Databricks: I consider them to be the Oracle of the modern era. Under no circumstances would I let them get their hooks into any company I have the power from preventing it.
Re: Databricks in talks to acquire startup Neon for about $1B
#49Looks like the acquihire of Bit.io in 2023 wasn't enough to be able to deliver their own OLTP offering https://blog.bit.io/whats-next-for-bit-io-joining-databricks... https://www.databricks.com/blog/welcoming-bit-io-databricks-... Or it's just a business decision to corner the market, as someone else said
Re: Databricks in talks to acquire startup Neon for about $1B
#50What is the lowdown on Databricks? Their bread and butter were hosted Spark and notebooks. As tasks done in Spark over a data lake began to be delegated wholesale to columnar store ELT, they tried to pivot to "lake houses", then I sort of lost track of them after I got out of Spark myself. Did Delta Lake ever catch on? Where are they going now?
Enterprise view: delegate AI environment to Databricks unless you’re a real player. Market is too chaotic, so rely on them to keep your innovation pipeline fed. Focus on building your own core data and AI within their environment. Nobody got fired for choosing Databricks.