[HN Gopher] AWS is not a dumb pipe
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       AWS is not a dumb pipe
        
       Author : antigizmo
       Score  : 39 points
       Date   : 2022-01-21 21:34 UTC (1 hours ago)
        
 (HTM) web link (matt-rickard.com)
 (TXT) w3m dump (matt-rickard.com)
        
       | _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 It became outdated the moment it was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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       (page generated 2022-01-21 23:00 UTC)