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
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).
