Notes: Snowflake - Open Storage Competition (Pt.1)
Summary
* Fully embracing Iceberg will likely be a net positive for Snowflake, but with a number of caveats.
* The Tabular acquisition highlights the weaknesses and past missteps of Databricks. Integration will be a big challenge.
* The future of Iceberg remains uncertain, but with broad ecosystem adoption it is unlikely that Databricks will repeat the same, largely unsuccessful, strategy it adopted for Delta Lake.
* The data catalog is a big missing piece for open storage format adoption.