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Personally think that supabase and vercel are giving AWS a run for their money, and will start to eat into their market share. The developer experience is far superior to AWS, in a way that cannot be argued away by AWS handling "more complexity and scale". Supabase/Vercerl products are superior to large cloud providers, and while they target a narrower aspect of the tech stack, and to smaller customers, they will expand into more enterprise as their users grow.

AWS needs to get their act together and start prioritizing developer experience

Also, supabase is looking like the go to database for ai created apps. Which will be a major tailwind



I think large companies/gov contractors will still prioritize compliance and control systems over DX.

And I believe both Supabase and Vercel run all their services on AWS anyways, so AWS gets paid no matter what.


Both use AWS under the hood


point still stands


How are they giving AWS a run for their money when they use AWS for their own service? AWS profits from Supabase growth.


AWS is unusable in alot of cases.


But it doesn't matter because they are transitively being used by virtue of Vercel/Supabase being on them. They could definitely charge more, that's for sure, but it's not like they don't get a pretty penny from others building atop them


Right but they run on AWS. So AWS is making money every time someone uses Vercel or Supabase




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