Cloud computing is transforming the technology landscape, with database systems at the forefront of this change. A striking example is an online bookstore that has grown to dominate the database market. The appeal of cloud computing for IT users lies in several key factors: a reduced total cost of ownership through economies of scale and advanced services that minimize the burden of "undifferentiated heavy lifting". More broadly, cloud computing reflects a civilizational trend toward increased technological and economic specialization.
However, the current state of cloud computing often falls short of these promises. Hyperscalers are evolving into vertically integrated oligopolies, controlling everything from basic server rentals to high-level services. This trend is only accelerating, potentially leading to a future where hyperscalers establish software standards and design their own hardware, making it impossible to compete. Moreover, despite differences in branding, the major cloud providers are fundamentally similar, lacking interoperability and fostering vendor lock-in. As a result, we risk returning to the monopolistic conditions of the IBM and Wintel eras and ultimately technological stagnation due to limited competition.
Yet there is cause for optimism. Great technology can still succeed, as the multi-cloud data warehouse Snowflake has shown. The rise of data lakes and open standards, such as Parquet and Iceberg, further underscores the potential for interoperability and innovation. Additionally, there are orders-of-magnitude gaps between the price of existing cloud services and what is theoretically achievable, creating opportunities for disruption. These price gaps persist because cloud services are inherently complex to build, requiring redundant efforts and leading to high barriers to entry. For example, a DBMS might need a highly available control plane, a write-ahead log service, and distributed storage servers. None of these abstractions is available as a read-to-use service, which makes it difficult to enter the cloud database market. The current cloud landscape is more a result of historical circumstances than optimal design, leaving ample room for disruption.
In this talk, I will outline a blueprint for reinventing the cloud by focusing on three key areas: First, we need a unified multi-cloud abstraction over virtualized hardware. Second, we should establish new open standards for existing low-level cloud services. Third, we need abstractions that simplify the creation of new cloud services, such as reusable control planes and foundational components like log services and page servers. Together, this will make it significantly easier to build, deploy, and monetize new cloud services. Increased competition would commoditize foundational services and spur technological innovation.