Agreed. Kubernetes is eating the cloud and those big cloud providers should be scared. The future of these cloud platform providers is as a utility for virtualised hardware, storage and networking, firewall - and that’s about it. The software layer belongs in the kube.
Is it? Seems like it's eating the sunset of services that allow you to scale containers. But I don't see it eating any of the big services that cloud providers like aws care about. Like managed databases, queuing services (sqs), messaging services (ses), etc.
It is. Those can deployed quite easily on k8s these days. Persistence is not trivial, but can be done. Admittedly, at this point I wouldn’t put my databases in k8s, but keep an eye on this space as it’s becoming easier.
If your db is already replicated (cockroachdb, tidb, foundation,etc) running it in k8s is a breeze and can be considerably cheaper and more reliable than managed stuff
They don’t have to be scared, there are tons of corporations that can’t manage any kind of infrastructure effectively and are begging to get to the public cloud.
I anticipate many “we have to get off the cloud” projects in the future for sure, but I think it’s clear that the demand for “public cloud” has not been met by a long shot. There is much more room for the market cap of public cloud to grow.
