|
| _009 wrote:
| AWS is the next Oracle
| echelon wrote:
| Big, expensive, boondoggly, stranglehold on legacy workloads,
| friends with your C-suite, and engineers and ICs hate it?
|
| What is the opposite?
| vm2196 wrote:
| "won many others. Kinesis vs. Kafka, DocumentDB vs. MongoDB,
| MemoryDB vs. Redis, OpenSearch vs. ElasticSearch."
|
| Lol. Wrong on all of those.
| FridgeSeal wrote:
| 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.
| rckrd wrote:
| 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.
| tstrimple wrote:
| 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...
| ljm wrote:
| 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 It became outdated the moment it was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.
| lmeyerov wrote:
| 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
| ljm wrote:
| 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 It became outdated the moment it was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.
| noogle wrote:
| > 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.
| karmakaze wrote:
| False dichotomy -- AWS is not _only_ a dumb pipe
|
| The value I see in AWS isn't that anything is done particularly
| well. It's that there's enough of it that I can get most all of
| what I need in one place.
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