Cloud SaaS: How AWS Graviton moves money from Snowflake customers' wallets to shareholders' pockets ...a 76% product gross margin - up from 70% just over a year earlier. Furthermore, they announced approval for a $2bn stock buyback programme. Much of the savings from Graviton isn't resulting in lower prices for Snowflake customers and instead is going to stock buybacks
Data Warehouse Being outcompeted by suppliers It's long-term trouble to be running a business where your competitors control the cost of your product. This didn't end well at my previous employer, and won't end well at some cloud data warehouse companies either.
Snowflake Comparing to Big Dog Snowflake It's impossible not to be impressed by the stunning success of Big Dog Snowflake, but it sucks to be compared to them all the time. However there are recent signs that Big Dog is starting to lose its bark, and there's some howling.
Yellowbrick Opinionated musings on data lakes, lake houses, warehouses, SQL Engines SQL engines aren't data warehouses. SQL tech is a fashion. In-memory analytics makes no sense. Data lakehouses aren't data warehouses. Neither was Hadoop.
