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by grantlmiller
2608 days ago
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"If you’re analyzing data that comes from cloud data sources anyway, there’s really no sense in “deploying”." - This is only true if the security controls that your team, application, infrastructure has in place is matches the major cloud providers (i.e. Salesforce, Google, AWS, Microsoft). Even then, spreading your data around to 1,000 different SaaS vendors increases the surface area for attack/loss by 1000x. "Trying to build a vertical analytics offering on top of OSS increases the level of difficulty by 100x" - 100x is hyperbole, it significantly harder before OSS was focused on operations, but now there is an HA Helm chart, or even an K8s operator for most of the popular OSS components. It might still be slightly harder today, but organizations that want to pull insights from THEIR data often value the proprietary nature of that data. |
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If you look at his comment history, you'll notice he mentions Snowflake at every single opportunity. Snowflake raised $450M last October (~$1B valuation), so they have a nice warchest for strategic acquisitions.
[1] https://techcrunch.com/2019/02/19/google-acquires-cloud-migr...
[2] https://technical.ly/philly/2018/11/07/stitch-acquired-by-ta...