With time, I thought I’d look to source material from AMZN on why they even felt the need to invest their resources here.
Keeping in mind how customer focused this company is, I thought I’d find the cracks that they were seeking to fill.
Self-managing MongoDB databases is difficult, time-consuming, and expensive. With Amazon DocumentDB, you can set up, secure, and scale MongoDB-compatible databases in the cloud without worrying about manually setting up and securing database clusters, running cluster management software, configuring backups, and monitoring production workloads.
Okay. So they were hearing about the challenges of managing these databases…implying that companies did not like having to staff up the internal expertise. Trend: O&M reduction at companies and outsourcing of services. We get this, this is SaaS in a nutshell.
Ok - but which customers
Shopping sites, online publications, digital archives, point-of-sale terminals, and self-service kiosks rely on content and catalog management systems to serve their customers. These systems need fast and reliable access to user reviews, images, ratings, product information, comments, etc. With Amazon DocumentDB’s flexible document model, data types, and indexing, you can store and query content (e.g., user reviews and demo videos for shopping sites) and catalogs (e.g., inventory lists for point-of-sale terminals and financial trades for trading platforms) quickly and intuitively.
Looks to me like e-commerce and small merchants. I also thought “sounds like all of Square and Shopify’s target customers”
Then I thought, “well Mongo knew of this issue because Atlas is doing the exact same thing”
So I conclude that the metric to watch is Atlas versus Amazon
DocumentDB as DBaaS
Finally, how hard it is to jump off Mongo DB and onto DocumentDB?
Amazon says it will migrate existing MongoDB in “minutes” and offer “6 months free trial”.
Amazon appears to have locked itself into a near term sales battle of converting exiting self managed MongoDB into a DBaaS solution while MDB will be trying to convert those accounts into Atlas solution.
In the long term, I suspect that the codes will diverge as MDB license kicks into future evolutions
Needham will be very interesting to hear the response.
Just a Fool
Long MDB, but lightened position