[twoodfin]

Microsoft is right now making a huge bet on Delta by way of their “Microsoft Fabric” initiative (as always with Microsoft: Is it a product? Is it a branding scheme? Yes.)

They seem to be the only vendor crazy enough to try to fast-follow Databricks, who is clearly driving the increasingly elaborate and sophisticated Delta ecosystem (check the GitHub traffic…)

But Microsoft + Databricks is a lot of momentum for Delta.

On the merits of open & simple, I agree, better for everyone if Iceberg wins out—as Iceberg and not as some Frankenstandard mashed together with Delta by the force of 1,000 Databricks engineers.

[datadrivenangel]

The only reason Microsoft is using Delta is to emphasize to CTOs and investors that fabric is as good as databricks, even when that is obviously false to anyone who has smelled the evaporative scent of vaporware before.

[twoodfin]

Very different business, of course, but Databricks v. Fabric reminds me a lot of Slack v. Teams.

Regardless of the relative merits now, I think everyone agrees that a few years ago Slack was clearly superior. Microsoft could have certainly bought Slack instead of pumping probably billions into development, marketing, discounts to destroy them.

I think Microsoft could and would consider buying Databricks—$80–100B is a lot, but not record-shattering.

If I were them, though, I’d spend a few billion competing as an experiment, first.

[foobiekr]

Anti-trust is the reason a lot of the kinds of deals you’re talking about don’t happen.

[twoodfin]

I agree. If the anti-trust regime had been different Microsoft would have bought Databricks years ago. Satya Nadella has surely been tapping his foot watching their valuation grow and grow.

The Trump folks have given mixed messages on the Biden-era FTC; I'd put the odds that with the right tap dancing (sigh) Microsoft could make a blockbuster like this in the B2B space work.

[esafak]

Microsoft's gonna Microsoft.