Summary by TwinMind · 34m 17s
Summary by TwinMind · 34m 17s
Everyone's Racing To Replace Redis - Who Will Win?
Everyone's Racing To Replace Redis - Who Will Win?
Theo - t3․gg
Theo - t3․gg
Redis License Change Background
- Redis Inc changed from open source BSD license to non-free source available license March 21st
- Goal: prevent companies like Amazon from reselling Redis without paying back
- Impact went far beyond intended scope - affected Linux distributions and broader ecosystem
- Code still available but not open source compatible with other licenses
Linux Foundation's Valkey Project Launch
- Linux Foundation announced Valkey - open source alternative to Redis
- Forked from Redis 7.2.4 (last version with old BSD license)
- Named as pun on "key-val"
- Linux cannot support non-permissive dependencies due to license compatibility
- Historical precedent: Linux Foundation forks often kill original projects (example: Git vs Mercurial/SVN)
- Supports Linux, macOS, OpenBSD, NetBSD, FreeBSD (notably missing Windows)
Major Industry Support for Valkey
- Corporate backers: AWS, Google Cloud, Oracle, Ericsson, Snap Inc
- Key personnel: Madelyn Olson (former Redis maintainer, AWS principal engineer) co-created Valkey
- Ping Xie (former Redis contributor, Google software engineer) supporting
- Multiple former Redis core team members now working on Valkey
- Open governance model, community-driven development
- Technical leadership committee assembled from former Redis contributors
Redis Company's Broken Promises
- 2020: Redis Inc promised to never change license, committed to BSD licensing
- Established governance model with community core team for major decisions
- Governance page now hidden from website (available on Internet Archive)
- Original creator Salvatore Sanfilippo (antirez) left company in 2020 after making license promise
- Company dropped "Labs" from name in 2021, became just "Redis Inc"
Alternative Redis Forks Overview
- KeyDB: Multi-threaded fork by Snapchat (2019), fully open source since Snap acquisition (2022)
- Missing Redis 7 features, limited maintenance resources
- John Sully discussing adding maintainers to catch up
- Redict: Drew DeVault's fork using LGPL v3 license
- Hosted on Codeberg (not SourceHut)
- Deliberate copyleft choice for easier compliance
- Microsoft Garnet: .NET-based Redis alternative (MIT license)
- In development since 2021 by Microsoft Research
- Redis protocol compatible, some commands missing (e.g., FLUSHALL)
Linux Distribution Response
- Fedora: Initially considered KeyDB, now moving to Valkey
- Jonathan Wright packaging Valkey once tagged release available
- OpenSUSE: Similar trajectory - KeyDB consideration, likely Valkey adoption
- Debian: Leaning toward KeyDB packaging with potential transition to Valkey
- All distributions must remove Redis due to license incompatibility
- OpenSUSE project services (including Pagure code host) need Redis replacements
MongoDB Comparison and Business Model Analysis
- MongoDB changed to similar restricted license, now generates $1.68 billion revenue
- 48,000 paying customers (excludes free tier)
- ~2,000 customers (5%) paying over $100K annually
- Spending $782 million annually on sales/marketing (nearly $1.5B total on sales/marketing/admin)
- Stock price: $33 to $350+ per share
- Business model: charge existing customers more vs acquiring new customers
- Redis Inc lacks resources for similar marketing spend approach
Technical Community Impact
- Redis ranked 6th most used database in 2023 Stack Overflow survey
- Major contributors to Redis: Tencent (largest), Redis Inc (second), plus many cloud providers
- Claim that cloud providers don't contribute is false - significant code contributions documented
- Redis Inc took $350+ million in VC funding since 2011
- Decision likely calculated based on MongoDB's apparent success
Developer Decision-Making Shift
- Historical context: Technical decisions made by non-technical management/sales
- Modern trend: Developers increasingly control technical selection
- Open source accessibility provides "enormous market advantage" even over technically superior proprietary alternatives
- "Book a call" sales gates major barrier for developer adoption
- Developers prefer instant download/trial over sales conversations
Future Predictions and Impact
- Redis Inc likely to lose significant market share
- Valky backed by much larger companies with better funding
- Redis Inc lost ability to acquire new customers through open source adoption
- Can only grow revenue from existing customer base
- Author predicts Redis Inc may not survive 2-3 years
- Decision represents "actual death of Redis" - loaded gun handed to competitors who pulled trigger
