I wonder how much of the ascension of these kinds of companies was a function of market timing too. Bigger budgets from ~2016-2022 meant a higher tolerance for dealing with OSS that required you to throw serious headcount at it, and once you were in that hole, buying the managed service made a lot of sense
Yes, that's part of it. That's why we have put so much effort into making sure WarpStream's implementation of the Kafka protocol is as close as possible to Apache Kafka. We don't want you to have to make application changes in order to migrate from Kafka to WarpStream.
