[letmeinhere]

I remember being astonished at the time of Netlify's rise that someone had the audacity to compete with (a slice of) Amazon S3, and heartened to see what looked like success (usage). Alas, it seems it was a zero interest mirage, and the situation is as it always was, that only the bigs have sustainable business models in web services, especially the more open, generic ones.

edit: what's with the downvotes, did I offend someone?

[abtinf]

Attributing things to the interest rate environment is cliche and uninteresting.

[yodon]

Vercel, mentioned in the article, seems to be doing quite well.

[letmeinhere]

I wish them well, but the success indicators I've seen from them have been similar; funding rounds and users. They are certainly better positioned, since running hot nodejs servers is a higher revenue proposition than white-labeling blob storage. Question is, does control of the Next.js project constitute a big enough of a moat to keep profitable customers from shifting their hosting to big clouds. The decline of Heroku, for example, does not make me confident.