Their moat was to be able to spin up spark clusters for you. This was very useful when companies just starting in that space and don’t have the skills. But with K8s and clusters becoming more common for normal workload, it’s not hard to manage your own spark clusters anymore. There goes their moat. Their other offerings just aren’t that amazing. People now don’t just want to buy hand tools anymore, they want power tools. AI/ML and its cousins are in the power tool space.
Databrick cost is stupid high, like snowflake. Any companies looking to chop budget would put those contracts up first.