Andy Pavlo’s year in review has only the smallest mention of Singlestore:
https://www.cs.cmu.edu/~pavlo/blog/2025/01/2024-databases-retrospective.html
Another funding round and not an IPO for the MemSQL company?
Has the partnership with Singlestore brought in new customers? Has integration of their product done anything to enhance Viya sales? I understood the performance benefits, over existing I/O and DBMS connectivity, were clear and would be beneficial. Will it be the savior of Viya?
+1 for REO Speedwagon quote!
Heard it from a friend who
+1 for REO Speedwagon quote!
There’s more backstory as to why CAS actions don’t run in process with S2 and interact directly with its internal environment, but the Principals who understand this must remain anonymous.
A creative mind might draw some loose parallels from:
https://youtu.be/GSw9sjqYK_I?si=9LpUb9ZQB70HyukF
Stones should not be cast at BH. His are intact on this matter.
“ if BH had any cojones at all, he would have pressed to host the cas actions as native extensions inside the S2 runtime.”
Has nothing to do with cojones. Maybe he actually thought about it and chose different path.
If you had any cojones you wouldn’t post anonymously. Much more appropriate use of the phrase…
the partnership is simply way too “kiss your sister”. if BH had any cojones at all, he would have pressed to host the cas actions as native extensions inside the S2 runtime. that would have required some revisiting of how a cas action was written/implemented. AFAIK they never even prototyped this to make a better assessment of what it would take. There is no R in BHs R&D - change my mind!
IMO, the only way the SAS/S2 partnership will likely result in significant, sustained revenue for either company is with a deeper level of integration and rethinking of Viya as:
A mainstream data, analytics, and AI platform where traditional database transactions,, high scaleability and performance are requirements. Such could be an ideal platform for SAS to build out solutions as well as selling the platform to customers who want to build on it.
The problem is the same question that keeps getting asked here about SAS generally. That is, is it too little too late?
AWS, Microsoft and Google already offer a plethora of highly scalable data management platform solutions with analytics already integrated and cutting edge AI being added by the day. So how does SAS compete against that?
Application portability between on-premise and various cloud vendors are areas where tight Viya/S2 integration could succeed. However, such would years to achieve and, given management and engineering dynamics, likely require SAS outright acquiring, or taking a very large stake in SingleStore — one that would satisfy their board and allow SingleStore VC investors to capture ROI that they are not getting as long as S2 remains pre-IPO.
At this juncture in time, it is doubtful SAS founders and execs have the will to make this happen, which likely parallels the reasons why SingleStore would prefer to extend their technical vision and business growth using other strategies.
Sadly, gross revenue has not grown. That is the bottom line.