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Tabular, for example, seemed to do OK finding a non-strategic buyer.


Databricks' acqusition of Tabular was absolutely strategic.

Both Databricks and Snowflake are in the process of integrating Iceberg capabilities into their own lakehouses, because the industry is consolidating towards Iceberg, especially after Clickhouse and Dremio integrated Iceberg support in 2022.

This is why Snowflake preemptively announced the Polaris Catalog right before the acqusition by Databricks was announced.

Databricks, Snowflake, Dremio, and Clickhouse are all competing for the same piece of the pie, and much like Cybersecurity in the late 2010s to early 2020s, there is a drive to "everything" platforms, and RFPs can absolutely get sank due to lack of capabilties in comparison to a vendor.


Right, my point is there are a few more strategic buyers outside the trillionaires club.


Ah ok! Crossed wires!




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