The agents brought their own engine.
You made open Iceberg tables the default, a year after Microsoft started copying yours. Any engine can read them now, no copy needed.
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.