Breaking Analysis with Dave Vellante
Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next
Aug 26, 2023
Discussion on the effects of cloud optimization on cloud companies, Snowflake's renewal with Microsoft, Google's focus on building its own data cloud stack, and a deceleration in spend momentum for Snowflake. The chapter also explores Snowflake's spending momentum and data consolidation challenges, the evolution of cloud apps and the data stack, Snowflake's opportunity on Google Cloud and the role of DevOps, Google's efforts to extend application services and control plane beyond Google Cloud, and differentiating Google Cloud by emphasizing solutions.
36:26
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Quick takeaways
- Snowflake's contract renewal with Microsoft will improve its traction with Azure, competing against Databricks.
- Google's focus on building its own data cloud stack may hinder support for Snowflake's aspirations.
Deep dives
Effects of cloud optimization on cloud companies
Recent earnings and survey data indicate that the negative impact of cloud optimization on cloud companies is reaching its peak. Snowflake's recent contract renewal with Microsoft is expected to improve its traction with Microsoft Azure, which has favored Databricks in the past. Google, however, is focused on building its own data cloud stack rather than supporting Snowflake.
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