The #2+ cloud vendors are hungry for marketshare, so they're showing signs of multi-cloud already (and already global). A bit reductive, but CRDB is now in an arbitrage game: will Google/MS/IBM/Oracle/Baidu/... pay $200M-$1B to buy them ($50M is a lot on the cap table), or they somehow pull off a rev share similar to "Azure Databricks" that they can bail before it goes to zero / find something more differentiating long-term.
Once every top infra team at MS & Google realized they can be a saas/paaas revenue center, not just saving 1% in internal costs, that made the whole "Google for everyone else" VC funding wave feel like musical chairs.
It does feel like a good ("least bad") move given the environment. We have taken an "embrace" approach to using/contributing to OSS and assuming commoditization of database+compute tech (Apache Arrow, Nvidia RAPIDS, ...). We've wanted to further open most of our code, not just those libs, so we're not the only ones writing funny distributed GPU webapp+etl stuff... but couldn't find a way that made sense so far. So, I've been watching with great interest, and good luck to the teams involved!
Once every top infra team at MS & Google realized they can be a saas/paaas revenue center, not just saving 1% in internal costs, that made the whole "Google for everyone else" VC funding wave feel like musical chairs.
It does feel like a good ("least bad") move given the environment. We have taken an "embrace" approach to using/contributing to OSS and assuming commoditization of database+compute tech (Apache Arrow, Nvidia RAPIDS, ...). We've wanted to further open most of our code, not just those libs, so we're not the only ones writing funny distributed GPU webapp+etl stuff... but couldn't find a way that made sense so far. So, I've been watching with great interest, and good luck to the teams involved!