This analysis ignores the reality that most teams do not want to spend time optimizing each component in their stacks. As a CTO/CIO, you have to pick your battles, and the "more future vendors" box in the stack made my hair stand on end. Nobody wants their vendor stack to keep growing!
I need a managed PostgreSQL database; my needs would have to be relatively exotic for e.g. RDS to not be a good solve. AWS has deployment options for the big stacks. Tools like Vercel do not yet address the solid majority of Web developers who primarily write code for .NET or Java, and thus are not even in the conversation at most organizations (and nobody really wants 2+ PaaS vendors).
This is not to say the point solution vendors will not be able to build solid businesses. MongoDB is doing well alongside platform solutions like DynamoDB. But the gravity is clearly with the platforms, and nothing Mongo can do (short of becoming a hyperscaler cloud provider with lots of offerings) will change that.
Snowflake is a special snowflake; it's entirely possible that the lessons of Snowflake apply only to Snowflake.
I need a managed PostgreSQL database; my needs would have to be relatively exotic for e.g. RDS to not be a good solve. AWS has deployment options for the big stacks. Tools like Vercel do not yet address the solid majority of Web developers who primarily write code for .NET or Java, and thus are not even in the conversation at most organizations (and nobody really wants 2+ PaaS vendors).
This is not to say the point solution vendors will not be able to build solid businesses. MongoDB is doing well alongside platform solutions like DynamoDB. But the gravity is clearly with the platforms, and nothing Mongo can do (short of becoming a hyperscaler cloud provider with lots of offerings) will change that.
Snowflake is a special snowflake; it's entirely possible that the lessons of Snowflake apply only to Snowflake.