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by mywittyname 1943 days ago
Plus you have to provide most, or maybe all, of the support for software. Not just making compilers and related dev tools, but also building and testing of pre-compiled binaries for popular OSS.

That's fine for a few major pieces of OSS, and for internal, cloud-only software (Redshift, BigQuery), but I don't think that concept scales well, or is particularly quick to adapt to market shifts.

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Also, to pile on, for any company that runs a real sales process, Redshift and BigQuery are losing to Snowflake. So the argument for custom chips doesn't seem that compelling.