It will be interesting if you do comparison with aws:redshift and its ecosystem, gcp:BQ and its ecosystem and azure: one lake and its ecosystem., Issue for these two companies is not against each other but the cloud vendors.
Thanks Mallik for reading and the feedback. Agreed, the broader set of comps would include the hyperscalers. Zooming out, the "big 5" data/cloud players are now Snowflake, Databricks, AWS, Azure, and GCP. There will be a lot of competition and cooperation between all of them.
Great analysis. We've been all over these two unicorns since their founding. We've profiled both of them many times in our free SiliconANGLE theCUBE Breaking Analysis research.
Thanks John! Yes you've been on top of these giants for a while. Incredible to see how far both have come and how much running room they have going forward in AI.
It will be interesting if you do comparison with aws:redshift and its ecosystem, gcp:BQ and its ecosystem and azure: one lake and its ecosystem., Issue for these two companies is not against each other but the cloud vendors.
Thanks Mallik for reading and the feedback. Agreed, the broader set of comps would include the hyperscalers. Zooming out, the "big 5" data/cloud players are now Snowflake, Databricks, AWS, Azure, and GCP. There will be a lot of competition and cooperation between all of them.
Great analysis. We've been all over these two unicorns since their founding. We've profiled both of them many times in our free SiliconANGLE theCUBE Breaking Analysis research.
https://siliconangle.com/tag/breaking-analysis/
Thanks John! Yes you've been on top of these giants for a while. Incredible to see how far both have come and how much running room they have going forward in AI.