First, the fact that there EXISTS a âTechnical levelâ section in this blog is fundamental.
(and yes, I am a fan of Kelloggâs blogs, too, even if I donât agree with him always).
First, at that time, technical considerations STILL EXISTED.
E.g. could one of you tell me the technical detail implementations between CouchDB and MongoDB !?
Huh !? They are both just quickly put together hacks, without any architectureâŠ.and no-one, including their own engineers and their
own customers CARES or even KNOWS about the technical details. Tons of my database friends went to work for Mongo and then left in 2-3 months
screaming âŠ.
(I wonder if you ask the average MongoDb âdatabaseâ developer what a page locking is if you even get an answerâŠ:-)
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Second, yes, sure business wars always existed and will always exist. And itâs a good thing.
Trust me, working at Oracle for 8 years, Iâve seen my share of âbusiness warsâ and related strategiesâŠ...
But when Kellogg cites Geoffrey Mooreâs âtornadoâ.
"The tornado refers to Geoffrey Mooreâs <http://www.tcg-advisors.com/who/moore.htm> metaphor for the hypergrowth phase of a high-tech, infrastructure market.â
I agree that during such a âtornadoâ⊠the best is to acquire as many customers as possible.
But Moore refers to a REAL customer growth tornado, not an current ARTIFICIAL growth that is 100% due to the pressure from VCs
â they need to reimburse the money back to the pension funds they took it from in a fixed interval of X years.
I am 100% convinced that this âdatabase bubbleâ is artificially inflated by VCs billions poured in. More and more articles by Forbes show that â
enterprises play with the new solutions, but few actually deploy those solutions.
This is not only, as it was in the 80 and 90, only a matter of who has the best sales team, and gets the EXISTING projects. (and yes, Oracle did..)
This artificial bubble pushes vendors to become idiot zombies: create âcustomers" out thin air, bullshiting the few who are open to buy new things into
believing in aliens, and completely treat them like idiots by ignoring the state of the art.
This is not a case of Mooreâs tornado.
One more day passed⊠one more day closer to the death of this database bubble⊠:-)
Have a great day,
Dana
Post by Ihe OnwukaRemember Ingres. Here is the story of what Oracle did to them.
http://kellblog.com/2006/04/08/ingres-can-you-ever-go-back/ <http://kellblog.com/2006/04/08/ingres-can-you-ever-go-back/>
Undoubtedly you can parse the engineering considerations better than I (see At a product level) but pay attention to what is said in "At the business level" and in particular the reference to failing to understand the tornado.
Michael,
believe it or not, I think it got worse since the days of Larry Ellison (as bas and aggressive as it was⊠:-)
The first generation of databases grew organically, with their customer base ⊠they were busy fighting SPLITTING an exiting market
which was naturally growing. Those databases were DB2(IBM), Oracle, SQL Sever. None of them had a VC behind itâŠ.
The new generation of databases (Cloudera, DataStax, Mongo. CouchDB. MarkLogicâŠetc) are NOT growing organically.
They are all financed by Venture Capitalists. They all took between 100M and 200M, sometimes more, investment money from VCs.
(And I can tell you, lending money from VCs is worse then lending money from the mafiaâŠ.. if you donât give it back⊠theyâll find you âŠ.)
A VC naturally wants his investment returned 50X (or whatever X they want) in a fixed amount of time (2-5 years, or whatever). This is how VC world works.
SoâŠ. this new generation of databases, being financed by VCs, CANNOT grow naturally and organically with the marketâŠ..
Their growth speed is imposed by the VCs, and not by the market growth.
They have to pull customers out of their a..s. They have to create artificial customers.
They have to go to each otherâs throat for the meager number of customers.
Hence the general hysteria.
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Hence all the horrible things that happens right now in the âdatabaseâ industry, marketing screams all over the place, idiotic marketing messages
(scale to the level of the âuniverseâ..), bogus benchmarks, query languages that donât NEED a specification, proprietary syntaxes to cover an existing standard
â because a standard would reduce the value of the companyâ bullying every single blogger in the industry to say what you want, physically
abusing people who dare to say something else, bribing of officials of all kindsâŠ..
Gold rush, here we come again.
Science ( temporarely I hope ), left this field.
How good a product is irrelevant right now. You can see that by watching the amount of money spent by this generation of databases in marketing and sales vs. engineering.
Usually itâs 10X. This was not true for Oracle, even if they did spend a large amount on sales.
My hope is that when the database bubble will crash, soon, VCs will finally get disappointed, and finally move away to another field, like locusts, so
we can come back and bring some scientific interest into this field.
But, yeah, Iâve never seen ANYTHING like whatâs going on right now with the database companies in Sillicon ValleyâŠ..
Best
Dana