Redis and the Cost of Ambition

74 points by coleifer


mitchellh

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.