I was doing the same and agree with waiting for facts. Being in Tech myself, we hear things in the market. One interesting bit was from a Googler friend of mine. Google big-data/big-query go-to-market includes a “Snowflake Compete Team”. Kind of self-explanatory, but compete teams in the industry are created with knowledgeable individuals about the players in the market to fight competitors that are real long-term threats.
It’s anecdotal, but it’s validating that Snowflake seems to be on the right path. On that same token, Google is a tough fight to take on.
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