I'm wondering how Yahoo spinoff is planning to compete.
Well if I were the Yahoo spinoff, I'd do exactly what Cloudera is doing, then look for ways to improve on it. It's still a new field, a huge potential industry/problem domain that companies of every size and geography will probably have some demand for, either now or in the foreseeable future. There's plenty of room for multiple competitors, and it's still relatively early.
It's been pointed out on HN before that a reliable way to make money is not to do something new and groundbreaking that people may or may not want, but to look at what's already in demand and making money and find ways to do that competitively or better. Nothing wrong with what Yahoo is doing here in that respect, more power to em.
I think the term is 'fast follower' and they exist in every industry. Remember all those local yogurt shops that popped up when Pinkberry became popular? Or when Red Bull became popular Monster and Rock Star came shortly after. I would also consider Samsung, Hyundai, Huaweii, LG, and a few others fast followers.