AWS is not a dumb pipe
matt-rickard.com
AWS is not a dumb pipe
1–10 of 90 posts
Re: AWS is not a dumb pipe
#2AWS is the next Oracle
Re: AWS is not a dumb pipe
#3"won many others. Kinesis vs. Kafka, DocumentDB vs. MongoDB, MemoryDB vs. Redis, OpenSearch vs. ElasticSearch."
Lol. Wrong on all of those.
Re: AWS is not a dumb pipe
#4"won many others. Kinesis vs. Kafka, DocumentDB vs. MongoDB, MemoryDB vs. Redis, OpenSearch vs. ElasticSearch." Lol. Wrong on all of those.
Yeah, I'm not sure the point they are trying to make here. Each of these AWS services is clearly and demonstrably less popular than the alternative it's compared against. Mongo and DocumentDB for example aren't even close: https://db-engines.com/en/ranking_trend/system/Amazon+Docume...
Re: AWS is not a dumb pipe
#5"won many others. Kinesis vs. Kafka, DocumentDB vs. MongoDB, MemoryDB vs. Redis, OpenSearch vs. ElasticSearch." Lol. Wrong on all of those.
Yeah, I'm not sure the point they are trying to make here. Each of these AWS services is clearly and demonstrably less popular than the alternative it's compared against. Mongo and DocumentDB for example aren't even close: https://db-engines.com/en/ranking_trend/system/Amazon+Docume...
OpenSearch is a massively inferior offering compared to Elasticsearch too. It became outdated the moment it was forked, the documentation is lacking, and since you'll end up looking up ES docs and forgetting to switch to version 7.10, you'll get a nice reminder of everything new that has been added that you can't actually use.
Re: AWS is not a dumb pipe
#6"won many others. Kinesis vs. Kafka, DocumentDB vs. MongoDB, MemoryDB vs. Redis, OpenSearch vs. ElasticSearch." Lol. Wrong on all of those.
Yeah, I'm not sure the point they are trying to make here. Each of these AWS services is clearly and demonstrably less popular than the alternative it's compared against. Mongo and DocumentDB for example aren't even close: https://db-engines.com/en/ranking_trend/system/Amazon+Docume...
For big cloud markets, being #2 or #3 is a win:
- #2, #3, even maybe #4/#5 are big revenue. Cloud is unusually big and still growing insanely.
- crazy margins when they don't have to invent the core concept, go through core product/market fit R&D, nor fight for a distribution channel to market+sell it, nor fight middlemen for competitive pricing
- cross-selling & ecosystem lock-in means even revenue/profit don't have to be high or even positive
Re: AWS is not a dumb pipe
#7"won many others. Kinesis vs. Kafka, DocumentDB vs. MongoDB, MemoryDB vs. Redis, OpenSearch vs. ElasticSearch." Lol. Wrong on all of those.
Yeah, I'm not sure the point they are trying to make here. Each of these AWS services is clearly and demonstrably less popular than the alternative it's compared against. Mongo and DocumentDB for example aren't even close: https://db-engines.com/en/ranking_trend/system/Amazon+Docume...
OpenSearch is a massively inferior offering compared to Elasticsearch too. It became outdated the moment it was forked, the documentation is lacking, and since you'll end up looking up ES docs and forgetting to switch to version 7.10, you'll get a nice reminder of everything new that has been added that you can't actually use.
The only thing it has going for it is that it's managed and you're already on AWS, so you don't need to spend months working up a contract with a new vendor and doing the security audit dance.
Re: AWS is not a dumb pipe
#8"won many others. Kinesis vs. Kafka, DocumentDB vs. MongoDB, MemoryDB vs. Redis, OpenSearch vs. ElasticSearch." Lol. Wrong on all of those.
I was just about to add a comment about this too.
Also saying they “missed the Snowflake opportunity” doesn’t make sense either: they have Redshift? They don’t need to acquire Snowflake, they’re already the incumbent in the field.
Re: AWS is not a dumb pipe
#9"won many others. Kinesis vs. Kafka, DocumentDB vs. MongoDB, MemoryDB vs. Redis, OpenSearch vs. ElasticSearch." Lol. Wrong on all of those.
I was just about to add a comment about this too. Also saying they “missed the Snowflake opportunity” doesn’t make sense either: they have Redshift? They don’t need to acquire Snowflake, they’re already the incumbent in the field.
Author here. They missed the Snowflake opportunity by having the wrong architecture for Redshift (decoupled storage and compute). They shifted to the Snowflake model in 2019, but the damage might already be done. For other the other services I listed, the main differentiators are mainly plugins/extensibility and developer experience.
Re: AWS is not a dumb pipe
#10Earlier quoted context omitted.
Yeah, I'm not sure the point they are trying to make here. Each of these AWS services is clearly and demonstrably less popular than the alternative it's compared against. Mongo and DocumentDB for example aren't even close: https://db-engines.com/en/ranking_trend/system/Amazon+Docume...
OpenSearch is a massively inferior offering compared to Elasticsearch too. It became outdated the moment it was forked, the documentation is lacking, and since you'll end up looking up ES docs and forgetting to switch to version 7.10, you'll get a nice reminder of everything new that has been added that you can't actually use. The only thing it has going for it is that it's managed and you're already on AWS, so you d…
> so you don't need to spend months working up a contract with a new vendor and doing the security audit dance.
That's a very big moat. Many decision makers are risk-averse w.r.t to infrastructure vendors and don't mind paying (or making someone else pay) a premium for that.
The only thing that changed in the saying "no one was fire for choosing IBM" is the name.