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I really appreciate the time and effort to share such an analysis. I disagree with the perspective that users think the product is in the open source tools market. Open source tools market is where the company ends up as a consequence of the product not being compelling enough for a commercial use case.

5-6 years ago I thought wow this is a really complicated product (a better database?) and I hope they pull it off as a startup.

IMO the biggest issues are (a) a database is a complicated product and (b) there are many options that are good enough and stable. You have to do 10x better than the status quo and that is very hard to do in a space where products are complicated.



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