Dune references aside, this is a great write-up. I'm a long-time Snowflake customer (~5 years) and even spoke at their conference last year. However, I still h

Dune references aside, this is a great write-up. I'm a long-time Snowflake customer (~5 years) and even spoke at their conference last year. However, I still have had some question marks about their current valuation. I think this makes a good argument that they have a fairly large market to grow into and that they can continue to take market share, especially from Redshift. That said, Google seems to be getting more serious with BigQuery and with their acquisition of Looker seems to be more serious about data analysis in general. In general though, Google usually has trouble getting their products to work well cohesively together and they are certainly not known for their customer service whereas Snowflake has had excellent customer service in my experience and that will likely be a key decision point for many customers.