CoWork sells. Then Microsoft answers for free.
You sold CoWork and Cortex Agents on top of the warehouse, billed in AI Credits. Consumption grows, provided the tables stay in Snowflake.
The CFO: AI credits are 14% of consumption! CoWork is in 9,000 accounts! I had the chart printed as a poster!
Ignite, on the wall screen: Fabric mirrors Snowflake tables into OneLake overnight. Copilot answers from the copy, in Teams and Excel. Included.
The CFO: It's only a copy! The real tables are still ours! A copy doesn't burn credits, though. Does it?
OMNI: HOLD IT! Your users never open CoWork. They live in Teams. So does Copilot, and it reads copies for free.
- A. Make CoWork free with every warehouse. Outrun Copilot. Defend consumption.
- B. Stop fighting copies. Iceberg everything, any engine. Late, with no storage lock.
- C. Late or not, CoWork prices per answer. Copilot has a year's head start.