Data warehousing is quickly becoming a commodity through open-source.
I know a company who had 2PBs+ of data in Cloudera. But instead of moving to the cloud (and Databricks), they saved 5X costs by building their own analytics platform with Iceberg, Trino and Superset. The k8s operators are enterprise quality now. On-premises S3 is good, too. You can have great hardware (servers with 128 cpus and 1 TB) and networking.
It's not just Trino. StarRocks and Clickhouse have enterprise grade k8s helm charts/operators. That 60bn valuation is an albtross on Databrick's neck - their pricing will have to justify it, and their core business is commoditizing.
Neon filled their product gap of not having an operational (row-oriented) DB.
Neon filled their product gap of not having an operational (row-oriented) DB.