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To be fair, I've been equating Databricks for a month or so. Databricks is coming after Snowflake. Snowflake doesn't care. Snowflake has a pretty solid moat with:

EASY SQL, data sharing (they have a marketplace), simple scaling

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You'll need to revisit this again. In the last two years Databricks has built a lead and a bigger moat. They're essentially nice chaps with a huge community backing them. And we all love their open source tools which essentially powers not only their big data platforms, but everyone else's too (AWS, GCP).

Databricks introduced an open source data sharing feature earlier this year. I don't know Databricks well enough to comment on the other two.

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