AWS has a lot of closed source components behind the scene that makes Elasticsearch scale and run reliably in their cloud environment.
Elastic can develop similar closed source components to make things scale – in non-aws environments – in private clouds – in on-prem deployments.
Why does this matter?
There are a lot of those customers – banks etc – who will stay on-prem and medium size cloud customer for whom public cloud is more expensive than private cloud. These are the ideal customers for Elastic.
Among them, there will also be some who will do hybrid – onprem + AWS. Elastic can price their product to compete with AWS's and use their service in both on-prem and in aws seamlessly.
AWS has a lot of closed source components behind the scene that makes Elasticsearch scale and run reliably in their cloud environment.
Elastic can develop similar closed source components to make things scale – in non-aws environments – in private clouds – in on-prem deployments.
Why does this matter?
There are a lot of those customers – banks etc – who will stay on-prem and medium size cloud customer for whom public cloud is more expensive than private cloud. These are the ideal customers for Elastic.
Among them, there will also be some who will do hybrid – onprem + AWS. Elastic can price their product to compete with AWS's and use their service in both on-prem and in aws seamlessly.