So the market looks like this: - Tier1: Unique large scale workload: think about moving money around. This is ~$10-20Bln market mostly dominated by Oracle, Mic

So 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.