IMO Confluent is trying to rush this IPO. I'd be trying to push for an IPO aggressively with everything that has happened related to Elasticsearch.
It showed a lot in the industry that Elastic didn't have nearly that much to offer than what everyone thought once Amazon stepped into the ring and the same is apparent with Confluent.
The same similar situation seems to be emerging with their managed Kafka service. Once you're on AWS there will be incentive to move to their Firehose platforms.
Very few customers actually should be running a Kafka cluster at all and the bulk of those would be better off running Pulsar to reduce their pipeline storage costs significantly.
Isn’t Kinesis the real competition from AWS? It’s been around for a long time and Amazon pushes it pretty hard. The downside being linear cost scaling, meaning that your sweet spot for pricing is when your volumes are too low to support having your own operations team.
It showed a lot in the industry that Elastic didn't have nearly that much to offer than what everyone thought once Amazon stepped into the ring and the same is apparent with Confluent.
The same similar situation seems to be emerging with their managed Kafka service. Once you're on AWS there will be incentive to move to their Firehose platforms.
Very few customers actually should be running a Kafka cluster at all and the bulk of those would be better off running Pulsar to reduce their pipeline storage costs significantly.