Lots to chew on in Instacart S-1, but was curious what people make of this. Their Snowflake bill was $13M, $28M, $51M in 2020/21/22. 2023 bill will be $15M. Is that just "optimization"? Did they migrate? Is that indicative of the magnitude of optimizations? What's the read here?
In fact the BYOC model has some tension and perverse incentives. Most of their billing models are priced as the number of nodes under management. Their way to increase revenue is to add more nodes to your cluster! An optimization that shrinks node count will drop revenue. The SaaS provider has the opposite incentive - it optimizes its stack at ever... See more