Redis and the Cost of Ambition
74 points by coleifer
74 points by coleifer
I'm probably one of the few people around here -- at least publicly posting -- that has sat on the side of building open source to some large-ish scale, starting a company, growing that company to hundreds of millions in revenue, IPO, and then a multi-billion dollar sale. All the while including a license change away from OSS, too!
So I'm going to use that experience to do some devil's advocacy here, or at best, just explain things from "the other side." I'm not trying to defend anyone or anything, but I think there's a lot of one side present and not a lot of the other and I'm in a position to speak on it with some authority. I can also speak with integrity because I have zero financial ties or motivations any longer to be anything but truthful.
I was amazed when I pulled up Redis' landing page today and read that their positioning in 2026 is The Real-Time Context Engine for AI Apps.
This is correct positioning, at least directionally.
You're probably not the target for the landing page.
For software solutions, there are two main groups: practitioners and technical decision makers (TDMs). Practitioners are the main users of a piece of software (and in the case of OSS, adopters, though not the case always). TDMs are the higher level management with budgetary discretion that are making broad stroke technical decisions.
The Redis landing page to me looks like a TDM-oriented site. And the "real-time context engine for AI" and AI focus feels correct for that target user.
You know the phrase "no one ever got fired for choosing IBM?" The thing about 90% of TDMs is that they're motivated primarily by NOT GETTING FIRED. These aren't people who browser Lobsters or push to GH on the weekend. These are people that work 9 to 5, get paid, go home, and NEVER THINK ABOUT WORK AGAIN. So to achieve all that, they follow secular trends supported by analysts and broad public sentiment. Oh, Gartner said that "AI strategy" is most important? McKinsey said "context" needs to be managed? Well, "Context Engine for AI Apps" is going to be defensible. Buy it.
At HashiCorp, we tried to navigate this by keeping our product pages on separate domains. We always said things like terraform.io would be practioner-focused and things like hashicorp.com would be a TDM property. It worked to some extent and failed in others.
For a developer-driven OSS company, its tough.
Additionally notable are the "Try Redis for Free" and "Get a Demo" buttons in this screenshot. I'm not sure which is more surprising - "for Free" or the enterprise sales-coded "demo" CTA.
Look at it through the lens of the TDM orientation and this isn't surprising at all. Its a feature, actually. TDMs absolutely do NOT want to be liable for technical decisions, they actually WANT to pay for software. So, you try to downplay the free part as a trial with an easy call out to human connection.
My takeaway from the above two points is that Redis (Inc) leadership has concluded that appealing to TDMs is more important than appealing to practitioners (developers/operators). That is arguable and its hard to say right/wrong without internal data and a crystal ball. But, its the strategy they've taken. And its surely not done without thought.
What happened to dear old Redis, I wondered. And the more I thought about it, a satisfying explanation started to coalesce which explains all the above phenomena. To me, the picture that emerges is that of a solution that lost its identity through ambition.
Eh... yes and no. Let's continue.
But mostly, there seems to be a desire to make Redis be everything for everyone. The addition of these features closely tracks the "latest cool thing" developers are talking about on HN over the last decade:
The cost (cognitive, time, risk, money, etc.) of adopting a new thing is significantly higher than expanding an old thing.
You see this even without any commercial interests. For example, one I've spoken publicly on is how many programming languages became a least-common-denominator of everything features rather than hold strong to a core identity. And many/most of these have no commercial motive, its just laziness.
Commercial interests of course definitely push this though. At a certain points its all about horizontal expansion. Or, in more businessy terms: "land and expand." You have the P&P (pricing/packaging) for land deals that explicitly aim to get someone to use your software, usually lead by a flagship functionality that your product is truly probably best in class or nearly at.
Then once the deal is landed, you have a cadre of add-on functionality that you're probably just average at at best, but its easier for procurement (the department that handles software purchasing in a business) to upgrade an existing closed deal than to engage in a new one. So you can sell mediocre stuff.
As a disclaimer: I haven't used Redis outside of the old core in a long time, so the above isn't a judgement on the additional features they've built. I have no idea. I'm just speaking generally.
Second, it ignores the fact that anyone who is serious about integrating full-text search / event stream processing / strong-consistency kv / time-series / vector storage is going to want the real thing, not some half-baked Redis module that inherits all of Redis' restrictions.
Very, very, very arguable. Data that is publicly available with publicly traded software companies tends to contradict this at scale. Customers choose shittier options all the time for non-technical reasons.
Valkey's existence and adoption is the wider market's final verdict on this dynamic.
Maybe, maybe not. Valkey is doing far better than the average fork, that's for sure (https://redmonk.com/sogrady/2026/04/06/valkey-at-two/). But Redis (the company) seems to be doing fine externally as well. Its hard to tell in their case since they're still private.
You can look at public company data (e.g. ElasticSearch, MongoDB) and come to different conclusions. These are all companies that did license switches, have/had forks, and weren't negatively impacted at all at least from a public market perception (certainly from a dev bubble perception but with revenue being the ultimately trailing indicator, one can philosophically ask: did it matter?)
I want to once again say that I'm not trying to defend the commercial interest side. I'm just sharing my POV/learning from that side, since I think it comes from a fundamentally different place. Like, truly, its like the way someone in a grocery store looks at produce to how a farmer looks at produce. Same product, completely different interests/questions/concerns/goals.
Thank you for the thoughtful reply, I'm grateful you took the time to write it and share it. I think it's valuable to have the commercial way of thinking presented alongside to give this post the additional context - that Redis doesn't exist in a "pure software" vacuum, that OSS gremlins like me aren't their target audience, and that decision-makers often have different criteria than a systems eng might have. I feel like your comment answers the business perspective "why" (while the post is mostly describing consequences of this).
One thing I will mention, and perhaps this is exactly your intention, but the comment and argument sorta pre-supposes that money is everyone's goal in this. This is, to me, rather a specific ambition -- the ambition to make a shitload of money off of Redis in this case. I don't know that antirez ever cared about it, based on his writing I don't read him as someone who cared about money much.
Perhaps the finest example of this mentality is the SQLite project. They're not going to talk about millions in revenue or billion-dollar-sales. They are focused on delivering something quietly, which is well-defined. SQLite did not lose sight of why it became the most popular embedded database. Nor did Postgres, for that matter (on the "big" database side). That is just as valid a universe to draw counter-examples from as the money/commercial-interests side.
For Redis the "we already have AWS/GCP, let's just use whatever their version of it is called" is a valid extension of your horizontal expansion point. The more "IBM" path seems to me to pick the cloud provider and use their Redis - which happens to be Valkey these days.
That people choose shittier options is, I agree, not debatable - it's just a fact. Redis' expansion into that kind of "mode" is an instance of precisely the ambition/drift that I wanted to highlight.
Thank you for the thoughtful reply, I'm grateful you took the time to write it and share it.
No problem, and thanks for writing something worth reading. :) Too much slop out there these days.
One thing I will mention, and perhaps this is exactly your intention, but the comment and argument sorta pre-supposes that money is everyone's goal in this. This is, to me, rather a specific ambition -- the ambition to make a shitload of money off of Redis in this case.
This can be a side effect, and with all things the "good vs bad" is non-binary.
I don't know antirez personally either, but I share your assessment: I don't think he cares much and he isn't a greedy capitalist using Redis as a vehicle to line his pockets and scorch earth along the way.
I personally did not have any intention of making "a shitload of money" off of my open source (but I did). I've been pretty public about the fact that the reason I went the VC route was because it was the only path I saw to be able to build the software projects I wanted to build. There was just no other financially viable path to build my "vision" (not trying to be high and mighty, just... a word to describe what I wanted to build).
So, I raised VC. And thanks to VC we were able to fund full time true FOSS development for 11 years. We paid hundreds of developers competitive salaries. We gave away a ton of stuff [subsidized initially by VC, cash flow later].
I think this is the part of the "rug pull" people tend to ignore: prior to that there was over a decade of literally tens of millions of dollars and thousands of hours of totally unencumbered intellectual property and R&D given away to the world. I'm not saying it justifies the rug pull, only that there are glass half full views to it (and those who know me know I'm always the optimist).
I totally agree there are massive negatives to watch out for. I think the line can be walked well. I think it requires a really strong headed founder to keep to it. I personally failed at that, but I learned a lot from that experience and think I would do better in a hypothetical next time. But, there are always massive positives (accelerated/subsidized public good R&D).
Perhaps the finest example of this mentality is the SQLite project. They're not going to talk about millions in revenue or billion-dollar-sales. That is just as valid a universe to draw counter-examples from as the money/commercial-interests side.
It is, but I think it requires very specific market conditions to work and I'm not sure it can be generalized to the extent that VC-funded software can be (negatives and all). My argument there would be: why aren't there more SQLites? There are more than enough talented, visionary engineers. Why are so many failing to build similar businesses?
My answer to that is very long, and I'm too lazy to type it out. So I just post that as an argument.
I think VC is unfortunately (for the cons) the best tool we have as an industry right now to produce the highest amount of accelerated, public good R&D right now. I think the optimist view of that is that if VC-funded companies drop significant IP as FOSS -- even temporarily -- then that is awesome and we should as a FOSS community capitalize on that. From that point on, pure FOSS will eventually catch up and produce something comparable to keep the closed options honest.
For example, PostgreSQL vs. Oracle. There did exist a window where Oracle (and other commercial DBs) were leagues ahead of FOSS offerings. Postgres and others took literally decades to catch up, but now they have. The same can be said for many other categories such as hypervisors (virtualization), consumer operating systems, etc. Even stuff like Docker was thanks to VC subsidy (and, years later, we have some really good alternatives too).
As I said before, I'm VERY MUCH an optimist. I view things as glass half full. I'm also very much a pragmatist. You pair these together and you get these kinds of views where I absolutely love FOSS (I think my overarching actions over the past 20 years have shown this), but I'm also not a philosophical zealot in either way. That makes enemies, but it is how I am.
I've worked at Redis Labs, so you could say I was almost literally the devil's (developer) advocate.
I can also speak with integrity because I have zero financial ties or motivations any longer to be anything but truthful.
When I left RL I decided to not exercise the options I vested, so not only I have no financial ties, but also this should give a hint of what I think of RL's future. Also I have the luck of living somewhere far away from the silicon valley, so I can speak my mind without fear of burning one bridge too many.
The Redis landing page to me looks like a TDM-oriented site. And the "real-time context engine for AI" and AI focus feels correct for that target user.
One reason why people are annoyed at this is because redis.com used to be the TDM site, while redis.io was for developers. After RL got its hands on redis.io (used to be owned by antirez), they tainted it to the point that you couldn't even find a link to download Redis anymore, and now both URLs send you to the TDM site (and you still can't easily find a link to download Redis, I challenge people to try).
My take is that the core problem is that RL has always hired chumps for marketing leadership. Chump CMOs and chump VPs that would come, burn as much goodwill they could in the shortest amount of time, and then leave 6 months later for 'the next adventure'. I never understood how the company could fail so reliably at hiring marketing leadership. In the case of the website I can promise you that somebody in marketing noticed that redis.io was getting a lot more traffic than redis.com, and so they did the thing that any chump would do: ruin redis.io in the hopes of getting that one extra click through (om nom nom all those delicious clicks on 'try free' from people that can't find the download link). Just another example of burning goodwill for minimal, meaningless, short term gains.
Then once the deal is landed, you have a cadre of add-on functionality that you're probably just average at at best, but its easier for procurement (the department that handles software purchasing in a business) to upgrade an existing closed deal than to engage in a new one. So you can sell mediocre stuff.
Definitely. It also helps sometimes to differentiate yourself from your competitors (at least checkbox-wise), especially when it's impossible for you to compete on price. AWS had the ability to offer ElastiCache packages that included (heavy, some would say anti-competitive) cloud discounts, and then there was the worst competitor of them all: open source Redis. Can't compete on price if the other offering is free :^)
Maybe, maybe not. Valkey is doing far better than the average fork, that's for sure
Valkey also has orders of magnitude more money being spent on it that most forks (RL's old Head of DevRel now works at AWS on Valkey, just as an example). And in fact this is the part of the original post that I find the most disappointing.
Valkey's existence and adoption is the wider market's final verdict on this dynamic. Rather than chase features and bullet points, Valkey has invested in the un-glamorous work of improving multi-threaded performance, memory efficiency, cluster reliability and throughput. Valkey's performance benchmarks are impressive and aimed squarely at the 80% of Redis users who just want the same features Redis shipped with back in 2011. There's no need for a new array type in Valkey's world.
First of all: Redis already has been multithreaded for a long time. Still single-thread control plane, but MT for I/O. Valkey's work in that sense is not all that novel as the author thinks it is.
Second: Valkey is blatantly an operation to make sure that AWS (&co) can continue selling Redis without having to pay a dime to anybody. That's the one and only goal, every other argument is just a tool that marketing will wield to convince you to let them keep doing what they want. And I promise you that if they decide that it's commercially advantageous to break compatibility with Redis, they will do so. I would actually be willing to place a moderate bet on the fact that they already have done so (on both sides), I just haven't paid close enough attention to know for sure.
If you want the real Redis fork that does un-glamorous work and that just wants to keep things simple, that's redict.
That being said, in my opinion the time of Redis is coming to an end. This new weird commercial landscape around it makes each fork stunted one way or another. Even redict, which is the most virtuous of the forks, has the problem that there is no genuine interest in pushing Redis forward the same way that it was for the original upstream project back when antirez was working on it as dictator. Not to say that it's bad for software to be "done", but personally I think that there are still some undiscovered cool things that Redis could be made do, and I doubt that the commercial forks will provide the right ecosystem for that to happen, but I might be underestimating the value of Arrays and their applications wrt AI, I'll try to keep an ear out and an open mind about it.
Thinking about it all, it's incredible how badly RL fumbled it all, good thing it's been long enough that I don't get angry about it anymore :^)
Second: Valkey is blatantly an operation to make sure that AWS (&co) can continue selling Redis without having to pay a dime to anybody
My understanding is that Amazon at least used to have a Redis core dev (as in, of the Redis open-source project, not of Redis Labs the company which now owns Redis the project) on their paid staff.
'core dev' for Redis doesn't mean what it usually means for open source projects. the whole 'core team' idea was born in 2020 as a way for RL to reinforce socially their leadership of the project after antirez stepped down as dictator.
See the announcement here, and notice how RL keeps control over everything, while giving a smidge of authority to two people coming from AWS and Alibaba: https://web.archive.org/web/20200718212240/https://redis.io/topics/governance/
I'm pretty sure something like that must have happened all the time in medieval times.
Usually 'core dev' means somebody with a longer tenure and higher level of ownership. Not to say anything bad about the two non-RL ex-core team members who I believe are both more than competent developers and who have been long time (normal) contributors to Redis.
It's funny how this whole thing was a ploy from RL and now it's being used to provide additional legitimacy to Valkey.
Regardless, I think that even if AWS had antirez's first born lead Valkey development, the main point would still stand. redict has no claim of this kind whatsoever and IMO is a more legitimate fork than all the others combined :^)
My point mostly has to do with the fact that hiring a prominent contributor, or paying someone already on staff to contribute, is traditionally one of the accepted ways for a company to "give back" to an open-source project, and companies which did so have historically not been considered to be freeloading.
now both URLs send you to the TDM site (and you still can't easily find a link to download Redis, I challenge people to try).
This piqued my interest, so I gave it a shot. There were more clicks then I personally prefer, but the path seemed pretty obvious at each step.
Starting at https://redis.io/ (redirected from .com) I mouse-over'd the "Products" menu at the top. There were two links there of interest:
https://redis.io/open-source/ has a prominent "Download now" button, which links to https://redis.io/downloads/
https://redis.io/downloads/ has a version selection dropdown and a "More Links" dropdown. If a version is selected then the "Download" button enables, which sends me to https://redis.io/docs/latest/operate/oss_and_stack/install/install-stack/ -- it has instructions on how to install binary builds via various toolings (Docker, APT, RPM, Snap, etc).
The "More Links -> Build from source" link sends me to https://redis.io/docs/latest/operate/oss_and_stack/install/build-stack/ , which is a link to build instructions for various Linux distributions and also macOS.
Clicking the link for Debian 12 sends me to https://redis.io/docs/latest/operate/oss_and_stack/install/build-stack/debian-bookworm/ , which links to the GitHub release archives at https://github.com/redis/redis/releases and for some reason a second GitHub repository that just has checksums(?) at https://github.com/redis/redis-hashes .
I think I would have preferred it if the open-source version lifted the source archive a bit higher in the page stack, but I'm unusual in that I prefer to build things from source rather than download binaries. Maybe for the audience Redis is targeting the Docker/RPM/APT instructions are more relevant -- I can't really ding them for that.
they actually WANT to pay for software
Don't businesses want to take as much as they can without paying for it? Isn't that why Redis, MongoDB, and yes, Hashicorp ended up changing their licenses?
No. I can't speak to the other licenses but if you look at HashiCorp's BSL clause, it was extremely focused on service providers (people wrapping the products to resell for a very specific purpose). HashiCorp put a very specific legally binding side letter alongside the license that explained the extremely narrow scope it targeted. Outside of that scope, it acted with zero restrictions and there was no change for people.
So, if a company wanted to use as much as they could without paying, the BSL changed nothing. It only impacted people who wanted to take as much as they could without paying AND resell it, which was a narrow slice of the overall user base.
The issue with this group is that HashiCorp invested a LOT into the maintenance of pure open source. And while prior to the license change, the service providers were doing nothing legally wrong, it was very annoying. There were some untrue statements going around around HashiCorp only employing like 5 people to work on Terraform which was totally untrue. The core core group was like less than 10 but that ignores all the people working on providers (within HC), documentation, and much more. We spent tens of millions a year on total FOSS.
At $WORK we're currently in "build a fairer job queueing system with lua scripts" mode and I gotta say Redis feels so weird to me. The mental model for me has always been "simple straightforward key value store" but then I'm learning about all these other features (the "you can build in lua scripts and that runs in a global lock" stuff is interesting!). But all the documentation is on this very glossy website that doesn't make anything clear to me. Config values that are only explained in the config sample.
I'm sure Redis works quite well, and everyone says it works quite well. The experience of learning about any Redis feature just makes me feel very uncomfortable though. It kinda feels like someone wrote a very very good program and then forgot to write the very good docs that most very good programs include.
It's a weird complaint. Redis seems to work extremely well. I like Postgres docs explaining "everything" to me.
Redis used to have all kinds of docs, thankfully the wayback machine can undo the damage that Redis Labs has done, see if you find what you're looking for in here: https://web.archive.org/web/20190725152042/https://redis.io/documentation
EDIT: redict also seems to have good docs https://redict.io/docs/scripting/
I'd be curious to know if a less TDM product has documentation that you find is easier to understand? https://valkey.io/topics/programmability/
I am acutely aware that a lot of open source projects also suffer in the documentation department so I guess there's not only the pointy-haired boss variable in this experiment
Additional datatype is a simple horizontal feature. If you don't need it ... don't use it? What's the cost? 10KB in the binary?
The article is contradictory.
First he says no one wanted to use disque because it was "another thing".
Then it complaints when Redis adds features directly, such that people don't have to install another thing.
But sure, I agree that the AI hype is annoying. Even in antirez personal blog it is incredibly annoying. Keep it to yourself.