Very personal feeling, but without a datalake organized the way Foundry is organized, I don’t see how you can manage [cold] data at scale in a company [both in term of size, flexibility, semantics or R&D]. Given the fact that IT services in big companies WILL fail to build and maintain such a horribly complex stack, the walled garden nature of the Foundry stack is not so stupid.

But all that is the technical part of things. Markets do not bless products. They bless revenues. And from that perspective, I have NO CLUE.