The agents brought their own engine.
You made open Iceberg tables the default, in customers' own buckets, readable by any engine or agent. You earn only when Snowflake runs the query.
A year later, 61% of new tables live in customers' own buckets. On the wall, a line falls: credits burned per question answered.
OMNI: I run the small queries myself now, in my own sandbox. You get the hard ones. You're welcome.
The CFO: Storage is down, credits per question are down, and queries are up 6x! Which of these do I frame?
Chief Product Officer: Look again. 41% of tables are now read by another company's agent. Suppliers, lenders, retailers, all meeting in our shares.
Chief Product Officer: Anyone can run a query. Who gets to join two companies' data? That's still us. So what do we sell?
- A. We sell the room where companies' data meets. Clean rooms and licenses. Any engine.
- B. We see every query. Teach CoWork with them. Learn from 2 billion questions a day.
- C. Charge agents per row they read. Any engine. Agents pay to touch the data.