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And yet many companies are competing just fine. Elastic's biggest growth comes from cloud services, which matches every other database vendor from MongoDB to Redis. [1].

AWS just proved that the market wants to buy solutions, not software. There are tons of customers and environments where a dedicated vendor can offer something far better than the lowest-common-denominator that AWS provides.

If you want another success story, just look at how Snowflake built a better Redshift on AWS (quite literally).

1. Start at page 23 of their earnings report: https://s2.q4cdn.com/265747582/files/doc_financials/2021/q2/...



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