In fact, you can replace Treasure Data with anything that is:
1. Schemaless storage
2. Allows you to output results easily and reliably to MPP databases.
What I noticed is that a lot of people tout various MPP engines, cloud or on-premises, as the only storage layer with any queryable interface that they need, and we think that's a bad approach.
Some folks are starting to realize this. For example, here is an article by Martin Fowler: http://martinfowler.com/bliki/DataLake.html that talks about the concept of "data lake". The problem is, most data lakes are utterly inaccessible to the data scientist/analyst camps.
EDIT: some grammatical clarifications