What an amazing set of articles, one thing that I think he's missed is the clear multi year trends.

Over the past 5 years there's been significant changes and several clear winners. Databricks and Snowflake have really demonstrated ability to stay resilient despite strong competition from cloud providers themselves, often through the privatization of what previously was open source. This is especially relevant given also the articles mentioning of how cloudera and hortonworks failed to make it.

I also think the quiet execution of databases like clickhouse have shown to be extremely impressive and have filled a niche that wasn't previously filled by an obvious solution.