Snowflake vs Databricks, the birth of…

[Vickram Pradhan]

Great overview

[Nick E.]

Fantastic research and writing!

[Gab]

Do you know why they guide lower gross margin next year?

[Isaac B.]

Thanks for sharing! Nice read. One question reg. the last graphs, does it mean that at some point the multiple needs to catch up with sales? Or what does it shows? Thanks