Someone deeper into the Databricks world correct me if this sounds like nonsense, but after thinking about this more my theory is that this is a defensive move

Someone deeper into the Databricks world correct me if this sounds like nonsense, but after thinking about this more my theory is that this is a defensive move for Databricks. Smaller companies don't usually need Databricks until they grow and become larger with more complex needs, and enough data that queries start to take a long time to run. As bare metal gets so much faster the point where you hit scaling issues with a DB becomes further and further away. As this trend continues more companies might decide they don't need Databricks they just need a few Postgres replicas and nothing else. Neon is kind of like an insurance policy against this outcome.