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