[jmull]

Wow, $1B.

I've been bullish on neon for a while -- the idea hits exactly the right spot, IMO, and their execution looks good in my limited experience.

But I mean that from a technical perspective. I never have any real idea about the business -- do they have an edge that makes people want to start paying them money and keep paying them money? Heck if I know.

I guess that's going to be Databricks problem now (maybe).

[xyst]

Actual revenue is irrelevant. This is a business decision to corner the market.

[blitzar]

No, no no no, no revenue. Why would you go after revenue?

Pre-revenue pure play.

https://www.youtube.com/watch?v=BzAdXyPYKQo

[brap]

I'm sorry but what is "the idea"? Managed postgres?

It seems like execution >>> idea in this case

[joshstrange]

Neon goes further than just "managed postgres". I would say one of their big features is just how fast and easy you can spin up new db/clusters. It's completely possible (encouraged) to spin up 1 DB per tennant and potentially spin u and tear down 1000's of databases.

It opens up some interesting ideas/concepts when creating an isolated DB is just as easy as creating a new db table.

[jmull]

More specifically, the idea is "serverless" posgres.

But as I mentioned, I mean from a tech standpoint... If you're interested, they've posted various things about how the tech works.

> It seems like execution >>> idea in this case

I don't know what >>> means here, so possibly I complete agree or perhaps completely disagree.

[__s]

>>> means "way better than"

[jordan1212k]

Execution is more valuable than any individual technology. And the moats of the largest companies are only in part technical.