How does the commercial viability of this company look? It's one thing to bet on an open source project, and another thing to bet on a cloud database for a stan

How does the commercial viability of this company look? It's one thing to bet on an open source project, and another thing to bet on a cloud database for a standard database where in a pinch you can always run that same cloud database somewhere else or even on your own servers. But for a fully managed proprietary cloud offering that is not a standard database software technology that you can't run anywhere and not backed by one of the big clouds... it seems like a huge risk to bet on this offering.