[HN Gopher] Retrospection and Learnings from Dgraph Labs
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       Retrospection and Learnings from Dgraph Labs
        
       Author : mrjn
       Score  : 80 points
       Date   : 2022-09-16 15:39 UTC (7 hours ago)
        
 (HTM) web link (manishrjain.com)
 (TXT) w3m dump (manishrjain.com)
        
       | kk58 wrote:
       | To be honest, the customer service and as super poor and the CEO
       | was not interested in having conversations with a potential
       | customer also they missed out the graph analytics train which was
       | very surprising
        
       | throwabro1301 wrote:
       | > The problem was that it's hard to convince a DevOps person to
       | add a relatively unpopular database to the tech stack. However,
       | the same person won't bat an eyelid (slight exaggeration), adding
       | a new cloud service to the stack.
       | 
       | Actually I hate the guts of cloud services. I hate adding another
       | API key, account to my 1password, credit card, etc. I just want a
       | Helm chart and be done with it. If anything, Kubernetes & GitOps
       | is a way more ergonomic way for the vendor to get into your stack
       | than stupid accounts are.
        
       | tommiegannert wrote:
       | Thanks for the perspective.
       | 
       | Sustainable, open, software development feels like a problem
       | that's still not solved. How do cloud offerings, consulting,
       | extra features ("open core") and donations compare in terms of
       | keeping development move forward? Have there been studies around
       | that?
        
       | mardifoufs wrote:
       | >Dgraph took a hit suddenly due to a critically wrong hire --
       | which made us go from a "things are looking great" to "sorry,
       | you're out" within a week.
       | 
       | I don't understand what this could mean? How can a single hire be
       | so impactful and so quickly? I guess the team was small but even
       | then I'd be very interested to know how that could happen!
        
         | justtoni wrote:
         | Maybe they hired a CFO who said on his first day: "I am sorry,
         | but you are fucked".
        
         | threeseed wrote:
         | Manish allowed a new CEO, Gary Hagmueller, to take over on
         | advice from his investors at Redpoint.
         | 
         | The two didn't get along and Manish was largely sidelined.
         | 
         | And then depending on who you talk to the company failed
         | because of Gary (poor fundraising, strategy etc) or Manish
         | (poor product, management).
         | 
         | The investors Dgraph had e.g. Redpoint, Airtree, Grok have an
         | excellent reputation so there is definitely more going on then
         | has been let on.
        
       | zinclozenge wrote:
       | The cloud service is probably the biggest one. But it's not just
       | that. JAMstack is getting more and more popular, so you'll need
       | to support "serverless" as well as a way to query via HTTP. Which
       | means you'll need some kind of "Data Gateway" proxy on top of
       | robust authentication and authorization. There are more and more
       | "scenes a faire" to be competitive in the DBaaS market and I
       | don't think dbaas startup founders are aware of it.
        
         | chrisweekly wrote:
         | > "scenes a faire"
         | 
         | I was unfamiliar w this French phrase; here's a definition:
         | 
         | obligatory scene : a plot element that is standard for a
         | particular genre
        
       | the_duke wrote:
       | I tried Dgraph a year or two before it went bust.
       | 
       | I can confirm the query language mistake. The Graphql-alike was
       | different enough to be unfamiliar, and still felt somewhat
       | awkward to use. The other query languagewas pretty badly
       | documented and also wasn't great. Cypher isn't perfect, but it's
       | pretty decent.
       | 
       | I also ran into a trivial bug around a comparison in a query not
       | returning correct results and pretty much immediately gave up.
       | (It don't remember the specifics, it might as well have been API
       | misuse).
       | 
       | But the biggest issue with all these graph databases for
       | traditional application development is schema. Most of them are
       | schemaless or have some half-assed, basic schema support. Nebula
       | is the only one I can think of with proper schemas.
       | 
       | This is not what you want for your primary data store! Even more
       | so if logic is driven by JavaScript, or even Typescript since
       | there are still plenty opportunities to mess up.
       | 
       | I wish there was a proper multi-modal DB that combines the best
       | of both the relationalnand the property -graph models. The
       | recently announced SurrealDb might fit the bill.
       | 
       | Graph stores are plenty popular for secondary workloads with
       | special requirements, which is not dissimilar to Elastic search
       | for the search domain.
       | 
       | I don't see that changing anytime soon.
        
         | andrewcl wrote:
         | Is Dgraph out of business? I still see their product website
         | up?
        
           | threeseed wrote:
           | They have a new CEO, Akon Dey:
           | https://www.linkedin.com/in/akon-dey-34a757/
           | 
           | So still in business although he seems lacking in senior
           | management experience.
        
           | thrway3344444 wrote:
           | They seem to have hired a number of people over the last few
           | months. Could be a recapitalization + new leadership.
        
         | 1st1 wrote:
         | Check out EdgeDB.
        
       | lmeyerov wrote:
       | Good reading, I've been curious!
       | 
       | Some observations as a team active here.
       | 
       | We're adjacent / complementary because we make graph db's (and
       | regular SQL/databricks/etc.) more actionable via rich & scaled
       | graph viz workflows (analyst-facing) + graph automl (automation-
       | facing), so sometimes end up working alongside graph db co's at
       | enterprise/gov/tech customers so not just a silo'd db. I think we
       | only saw ~1 production user of dgraph though, so entirely based
       | on their competitors:
       | 
       | * Graph DB TAM: Neo4j revenue is probably around $200M/yr now,
       | and probably another $100-200M across the other graph db vendors.
       | (Market analysts say the graph db market today is $1B+ but seems
       | rosy.) Importantly, because of analyst + AI use case growth in
       | areas like recommendations, anti-fraud, cyber, etc., and
       | streamlining of infra via cloud/docker/etc, everyone good is
       | growing quite well, and I expect good YoY growth for everyone for
       | at least 3 more years. The AI market likely a much bigger leap
       | for graph, tho less clear for these graph _db_ and especially
       | _cpu_ ones.
       | 
       | * GraphQL TAM: Agreed. But may be a bigger culture shock for a
       | pivot. Not ready for Series B levels of expections. leading to...
       | 
       | * Revenue: Super risky, lacking big & growing revenue, to assume
       | a Series A, and then a Series B (!), unless you have a special
       | trick like having ties to the chinese government or being a
       | successful serial founder people just trust.
       | 
       | * ... Tip for people looking at jobs: ask revenue / spending
       | ratio + how many years in the bank when not profitable. If a b2b
       | team can't make revenue work after $xM raised, they're on the
       | path for stressful grinding, dilutive bridges & shutdown. VC
       | treadmill grows expectations, so coming in from behind is asking
       | for PE to take over or an acquihire where only the founders win.
        
         | jandrewrogers wrote:
         | An important aspect of graph database TAM is that the current
         | market size is somewhat defined by the poor scalability and
         | performance of existing graph databases. Many interesting
         | applications simply don't fit within the limitations of current
         | graph database platforms, and those limitations haven't changed
         | much in the last decade.
         | 
         | I would agree that the "database" part is not that important.
         | It is the notion of scalable graph analysis that sells a
         | platform. However, for sufficiently large graphs (most of the
         | interesting apps are in this class), GPUs often don't help much
         | versus CPUs in my experience.
        
       | stack_framer wrote:
       | I used Dgraph as the primary data store in a production app for
       | over a year. I really enjoyed thinking of our model in terms of a
       | graph, and finding creative ways to query what we needed.
       | 
       | The biggest pain point for me was the query language
       | schizophrenia: Incomplete support for GraphQL, or their custom
       | Dgraph Query Language (DQL). As Manish said, they missed the
       | GraphQL train. They really should have gone all in on GraphQL,
       | and _only_ GraphQL.
        
         | jhoechtl wrote:
         | GraphQL is lacking lots of expressivenes. Does it even have
         | group by having? DQL is more powerful.
        
       | bawolff wrote:
       | GraphQL kind of has the reputation of not supporting super deep
       | expressive queries. It is meant as a frontend query language
       | after all.
       | 
       | If i saw a graph db with that as its primary language i would
       | probably assume that its targeting a very different segment of
       | the market than most graph dbs, and doesnt support deep recursive
       | queries, and probably move on without a second look. I wonder if
       | this sort of attitude hurt dgraph.
        
       | taubek wrote:
       | Really nice read, and great insight into the startup world.
        
       | harikb wrote:
       | > We took the product from 0 to 1M ARR, proving a strong signal
       | of the product-market fit.
       | 
       | There may have been a slow-&-steady path to get to a mature
       | state. But given the expectations of tech & vc scene these days,
       | I can't blame the path you took. Good luck with the next venture.
       | 
       | I am glad that DBs like Postgres/MySQL, Sqllite etc got their
       | freedom to evolve and slowly mature before the madness of fast-
       | growing companies caught up to them.
        
       | onebot wrote:
       | I may be in the minority opinion here, but I think the biggest
       | issue was the product constantly changed and tried to be too many
       | things. The product-market fit seemed to be on be "The GraphQL"
       | db. But they really just did all this other complex stuff and by
       | the time they were going in that direction ran out of steam. I
       | don't know Manish personally, but there seems to be a lot of
       | negative sentiment about his management style. He has been quoted
       | as say (to the effect) that his engineers were not as good as him
       | and he would have to go in and "fix" stuff. That seems wrong to
       | me. Either he is a the best programmer in the world or didn't
       | hire well. Not really sure tbh. But I wanted to love the product
       | but it had too many poorly working features and could have de-
       | scoped a bit and made them good.
       | 
       | FWIW I am really excited by surrealdb. I think it is the sweet
       | spot that dGraph should have been.
        
         | staticassertion wrote:
         | I believe what he said was that he can move a lot faster on
         | things than his engineers. As the founder of a company I'm
         | sympathetic. No one _could_ ever understand the product as well
         | as me, at this point, because I built almost all of the
         | critical code (this is less and less the case, thankfully, and
         | I 'm very happy to say that there are now solid chunks of code
         | where I am NOT the authority on code). That's not "they're
         | worse engineers", they definitely aren't lol. But if you've
         | spent _years_ of your time on a codebase it 's going to take
         | years for anyone to be as quick to fix a bug.
         | 
         | I think this is sort of obvious. Imagine fixing a bug in your
         | own personal project, compare that to fixing a bug in someone
         | else's project. You can probably see the error and _guess_ what
         | the bug is, accurately, if it 's your project. With someone
         | else's code you're going to have to reverse engineer the system
         | first.
        
         | dpkirchner wrote:
         | > He has been quoted as say (to the effect) that his engineers
         | were not as good as him and he would have to go in and "fix"
         | stuff.
         | 
         | I wonder if this sentence has similar basis:
         | 
         | From the blog post: "Dgraph took a hit suddenly due to a
         | critically wrong hire -- which made us go from a "things are
         | looking great" to "sorry, you're out" within a week."
        
       | [deleted]
        
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