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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

#51
post #20
post #19

Earlier quoted context omitted.

Supabase, while a great product, does not offer serverless Postgress.

What would you say they offer then if not serverless Postgres? You set up a database, you connect to it, they take care of the rest. It even scales to $0 if you don't use it. Is that not serverless Postgres?

That's postgre on their server.

Re: Databricks in talks to acquire startup Neon for about $1B

#52
post #51
post #20

Earlier quoted context omitted.

What would you say they offer then if not serverless Postgres? You set up a database, you connect to it, they take care of the rest. It even scales to $0 if you don't use it. Is that not serverless Postgres?

That's postgre on their server.

Yes, serverless doesn’t mean no servers.

How is what Supabase offers different from what Neon offers from a user perspective?

Re: Databricks in talks to acquire startup Neon for about $1B

#54
post #13

Ok, can we just. How is Databricks an AI unicorn exactly?

Enterprises have lots of data. They store it somewhere, and there are multiple vendors that provide such "credible" infrastructure for this type of storage. Think of it like, your dad says he's willing to get a dog, but only trusts these-five-animal-shelters and nothing else. That doesn't mean that's correct (that those are the only places to get a dog), it just means that's what he trusts. Databricks is most likely…

So, I'm not sure if this is less cynical or more cynical, but.. have you ever talked to the decision-makers who buy something like databricks?

They can't build it themselves, and it's highly dubious that they'd be able to hire and supervise someone to build it. Databricks may be selling "nothing special", but it's needed, and the buyers can't build it themselves.

Re: Databricks in talks to acquire startup Neon for about $1B

#55
post #13

Ok, can we just. How is Databricks an AI unicorn exactly?

Enterprises have lots of data. They store it somewhere, and there are multiple vendors that provide such "credible" infrastructure for this type of storage. Think of it like, your dad says he's willing to get a dog, but only trusts these-five-animal-shelters and nothing else. That doesn't mean that's correct (that those are the only places to get a dog), it just means that's what he trusts. Databricks is most likely…

My mental model is that there are few big money printing industries, and the major players and it will pay just about anything for a slight advantage. It's really about additive revenue, it's about protecting market share.

Re: Databricks in talks to acquire startup Neon for about $1B

#57
Congrats to the Neon team - they make an awesome product. That’s about all the good I can say here. I don’t blame them for selling out. It’s always felt like a “when” not an “if”. I would be surprised if you can make money selling cloud databases - especially when funded by VCs.

Re: Databricks in talks to acquire startup Neon for about $1B

#58
post #20
post #19

Earlier quoted context omitted.

Supabase, while a great product, does not offer serverless Postgress.

What would you say they offer then if not serverless Postgres? You set up a database, you connect to it, they take care of the rest. It even scales to $0 if you don't use it. Is that not serverless Postgres?

Serverless in the context of Postgres means to decouple storage and compute, so you could scale compute "infinitely" without setting up replica servers. This is what Neon offers, where you can just keep hitting their endpoints with your pg client and it should just take whatever load (in principle) and bill you per request.

Supabase gives you a server that runs classic Postgres in a process. Scaling in this scenario means you increase your server's capacity, with a potential downtime while the upgrade is happening.

You are confusing _managed_ Postgres for _serverless_.

Others in the serverless Postgres space:

- https://www.orioledb.com/ (pg extension)

- https://www.thenile.dev/ (pg "distribution")

- https://www.yugabyte.com/ (not emphasizing serverless but their architecture would allow for it)

Re: Databricks in talks to acquire startup Neon for about $1B

#59
post #6

I've been seriously considering neon for a new application. This definitely gives me pause... maybe plain ol' Postgres is going to be the winner for me again.

Lucky you, you still can as it's Apache 2 https://github.com/neondatabase/neon/blob/release-8516/LICEN...

I haven't studied the CLA situation in order to know if a rug pull is on the table but Tofu and Valkey have shown that where there's a will there's a way

Re: Databricks in talks to acquire startup Neon for about $1B

#60

What 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?

Capture enterprise AI enthusiasm by providing a 1-stop shop for data and AI, optionally hosted on your own cloud tenant. Keep deploying functionality so clients never need another supplier. Partner with SAP, OpenAI, anyone who holds market share. Buy anyone that either helps growth or might help a competitor grow. Enterprise view: delegate AI environment to Databricks unless you’re a real player. Market is too chaoti…

Can someone translate this to non-CEO speak?
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