Companies would benefit a lot by creating better onboarding flows that migrate users from other applications. It should either bring in the rules 1:1 or have an llm agent transform them into a format that works better for the agent.
If I am guessing right, Motherduck will likely be acquired by GCP because most of the founding team was ex-BQ. Snowflake purchased Modin and polars is still quite immature to be acquisition ready. So, what does this leave us with. There is also EDB who is competing in enterprise Postgres space.
Folks I know in the industry are not very happy with databricks. Databricks themselves was hinting people that that they would be potentially acquired by Azure as Azure tries to compete in the data warehouse space. But everyone become an AI company which left Databricks in an awkward space. Their bdev team is not bestest from my limited interactions with them (lots of starbucks drinkers and let me get back to you after a 3 month PTO), so they do not know who or how to lead them to an AI pivot. With cash to burn from overinvestment and the snowflake/databricks conf coming up fast they needed a big announcement and this is that big announcement.
Should have sobered up before writing this though. But who cares.