Slide 2 / Context
Why Snowflake, why now
Three forces converging on the Data Cloud buying cycle.
01

AI workloads on warehouse data

Cortex agents and Native Apps are pulling AI workloads inside the governance boundary. Buyers now evaluate the platform on RAG and semantic search, not just SQL throughput.

02

AWS Marketplace expansion

Committed-spend procurement collapses three weeks of legal review into a click. Marketplace transactions on Snowflake are growing faster than direct, changing where deals close.

03

Three-way platform fight

Databricks, BigQuery, and Microsoft Fabric are all pricing aggressively into Snowflake's mid-market. Every new logo is now a head-to-head shortlist, not a single-vendor evaluation.