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>>>Yes, tech savy bay area companies can setup their own stack using [insert open source tool here] etc but rest of the world is not like that.

It sounds like a ton of these cloud infra companies have this product strategy (datadog, snowflake, elastic, hashicorp, etc)



When you look at cloud infra companies like that, their competitive advantage is in quickly being able to ingest data and make it accessible, so an off-the-shelf solution likely doesn't exist for their particular use-case. Also, since that operation is your competitive advantage, you should look to in-source it rather than reach for a COTS solution.




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