I led the engineering team of a large adtech company (TripleLift - order of hundreds of billions of events/day) and we evolved from self hosting Kafka, to paying a vendor (Instacluster), to migrating to RedPanda.

RedPanda was a huge win for us. Confluent never made sense to us since we were always so cost conscious but the complexity/risk of managing a critical part of our infra was always something I worried about. RedPanda was able to handle both for us - cheaper than Kafka hosting vendors with significantly better performance. We were pretty early customers but was a huge win for us.