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Snowflake has a pretty good story in this space: "Your data is already in our cloud, so governance and use is a solved problem. Now use our AI (and burn credits)". This is a huge pain-point if you're thinking about ML with your (probably private) data. It's less clear if this entices companies to move INTO Snowflake IMO

And streamlit, if you're as old as me, looks an awful lot like a MS-Access application for today. Again, it lives in the database, runs on a Snowflake warehouse and consumes credits, which is their revenue engine.



Snowflake could have the same story by hosting Llama 3 which is probably more efficient/better.





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