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by throwawayian
544 days ago
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I look at the egress costs to internet and it doesn’t check out. It’s a premium product dependent on DX, marketed to funded startups. But if I care about ingress and egress costs, which many stream heavy infrastructure providers do.. This doesn’t add up. I wish them luck, but I feel they would have had a much better chance from the start by getting some funding and having a loss leader start, then organising and passing on wholesale rates from cloud providers once they’d reached critical mass. Instead they’re going in at retail which is very spicy. I feel like someone will clone the tech and let you self host, before big players copy it natively. It’s a commodity space and they’re starting with a moat of a very busy 2 weeks from some Staff engineers at AWS. |
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