Summary * If you have any questions not answered in this report, please contact us at service@convequity.com. * We discuss Snowflake's surprising move to support Iceberg and consider the possible impact to its moat. * We use the iPhone vs. Android analogy to better understand the pros and cons of both closed ended and open philosophies as it relates to Snowflake and Databricks. * We deliberate as to how Snowflake's new open approach is going to impact their data sharing marketplace. * We a