> Consumers have voted over and over and over and they are very clear: The vast majority will choose cheap vs good

Snowflake customers have definitely not made this choice, as Snowflake is good but very, very expensive. They're basically the Oracle of cloud.

Isn’t Oracle the oracle of cloud?

And this still fits, if snowflake is feeling pressure from lower cost entrants or demand from investors for more profit then it would track

I don’t necessarily disagree that it’s a risk but people assume that companies optimize for product stickiness but in fact they don’t, most companies optimize for investor relationships