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(just want to say i am extremely impressed by your answers in this thread - very precise and clear) > there is a lot more opportunity for Neon in serverless, d
by swyx 4y ago
(just want to say i am extremely impressed by your answers in this thread - very precise and clear)
> there is a lot more opportunity for Neon in serverless, devtools, and edge
serverless i get, but am not sure about the other two. i guess my conception of database business is that it is a volume biz, ie mainly the terabyte-petabyte scale workloads are the valuable enterprise business. high value mixed workloads are a subset of that but i’d imagine “postgres++” would be a good value proposition as well (easy migration with no replatforming).
my impression is that devtools/edge would be relatively low volume. perhaps high margin but not enough to make up for low volume. do i have a misconception here?
- nikita 4y agoSo the market looks like this: - Tier1: Unique large scale workload: think about moving money around. This is ~$10-20Bln market mostly dominated by Oracle, Microsoft and IBM. All next gen scale systems kind of forced to play in this market. Deals are large by sales cycles are long. - Fleets of tier2 apps. Each enterprise now has a fleet of every major database offering to power lots of apps. To win this market you need to be a top 3 database in the enterprise. Most money is made by SQL Server, but Postgres has a real shot here. This market is driven by developers and SQL Server takes most $$ closely followed by AWS. This is Neon’s bet. That after getting a wedge in a low $$ SMB/hobbyist market Neon takes mid market and then moves to enterprise. The size of this market is also $10-20 Bln. - OEMs. This is another $5-10 Bln. Neon only cares about dbaas but happily embed in everything cloud. Everything else is cats and dogs.
- swyx 4y agogreat market insight. thank you!