Jason Lemkin

And in AI, the number of those queries has gone to infinity.

Because if you have that information in AI, you can use it to predict things.

Jason's exactly right.

You have this optimized special tool for very clear use case that's kind of different enough from Snowflake and from Databricks that you have the separate category.

It's become important because AI eats that shit up.

So you have this explosive growth.

So then the only question is, can the OLAP

market support a $30, $40 billion outcome.

You know, you squint and you look at Snowflake at 80 for transactional database, you look at Databricks at 110, maybe it can.

I mean, it's typically, if you look back in the prior generation, the data warehouse category was smaller

significantly smaller than the relational database, than the transaction processing part of the marketplace.

Because concrete example, you're running your airline reservation system.

That's a transaction processing system.

That can't go down for a single minute because you lose billions of dollars.

The analysis at the back of that, American Airlines wants to run an analysis of how many premium customers flew last week and thing.

That could be a little less performant and therefore not as big a market.

So these markets have existed before.

It's typically a, not a multiple of the Snowflake type marketplace, but a, what's the word for below one?

A fraction of it, but a pretty appreciable fraction.

So if Databricks and Snowflake are worth 100 to 200, maybe you get a 30 to $40 billion outcome here.