[mbreese]

All of that can be true. What I wonder is — if that all is true — how much of a moat is there around that? It seems like the secret sauce in that company isn’t some custom technology, it’s execution. Execution can be replicated by another competent team. Or is there some other secret sauce that I can’t see?

[vladich]

It's the team, they have a few Postgres committers and major contributors, and there are not that many of them. But that's a bit precarious, the team may leave after the acquisition for many reasons.

[datadrivenangel]

Execution is some of the hardest secret sauce of all

[mbreese]

I completely agree... in my comment, the word "competent" was doing a lot of heavy lifting.

And it begs comparisons to comments about Dropbox/rsync, etc...

But, I personally think the Neon concept of branching databases with CoW storage is quite interesting. That, combined with cost-management with autoscaling does seem like at least a serviceable moat.