Omni Agent War: Snowflake

CoWork is right. Copilot was a year earlier.

You made CoWork the business's agent, priced per answer, a year after Copilot started answering from your tables for free.

CoWork, priced per answer, is good. Customers say so. The stock is down 48% from its 2026 peak.

The CFO: Customers still owe us $9 billion in commitments! They have to burn it, right? They signed! Right?

OMNI: NOT SO FAST! They'll burn it. On your cheapest queries. Then they won't sign again.

  1. A. Bring the board the per-answer cohort numbers. The whole case on one chart.
  2. B. Let a lab buy CoWork. We keep the tables. A premium today. Their queries land on us.