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I think you're right and I probably came over a bit strong in how likely I made out companies would be to use that level of scale. The point I was trying to make was more that because using something like RDBMS (maybe + VMs or something for data science) has a hard ceiling in terms of scale, even if companies are really unlikely to hit that ceiling, there is a weird incentive structure.

The costs of databricks or snowflake are really high, but probably not enough to bankrupt a company or division. If you're a small to midsize company and you realise you can't compute on your data, that could cause much more serious issues. Even if those issues are only feasible 1/100 times, it's a pretty scary risk to expect a CTO to ignore.



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