The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Borgman: Tabular acquisition gives Databricks marketing win, not open-source control
“I think probably the biggest thing that they get out of the acquisition is the ability to tell the market, That they can do iceberg two and not look like they had made a mistake with Dell with Delta. You know, that, that they can, they get sort of a marketing …”
Ramaswamy: Snowflake will gain more revenue from Iceberg than lose in storage
“I expect us, me and the team, To drive way more revenue in new things we can do with Iceberg, then we are going to lose, potentially, by some of our storage revenue going out to cloud storage”
Ramaswamy: Open formats like Apache Iceberg lack governance and access controls
“This is also where Iceberg or just a data lake strategy or a lake house strategy is not an immediate answer because formats like Iceberg do not understand governance rules, do not understand role-level access control, they don't understand users, they don't un…”
Justin Borgman: Apache Iceberg won the open table format war in 2024
“I feel like the summer of twenty-twenty-four, the world said, okay, it is Iceberg. And that was like VHS, Betamax, You know, decision made.”
Borgman: Databricks will not control or kill Apache Iceberg
“Iceberg has, you know, is, is bigger than Databricks, honestly. And it will continue to be, I think, the ubiquitous format. You know, so if they had hopes of, like, killing it, I don't think that worked. If they had hopes of controlling it, I don't really thin…”
Rogojan: Apache Iceberg is becoming the de facto open table format standard
“Iceberg as the de facto, like if we're going to use an open, open table format, that's going to be likely the one people will, I assume, pick since everyone's now supporting it, right?”
Turck: Cost pressures accelerate architectures using S3, Iceberg, and DuckDB
“And then there's the acceleration of like alternative architectures, you know, storage. Why don't you just dump everything in S three, which is very cheap. And then, you know, you could use iceberg on top to add some structure to it. You can, we talked about D…”
Kaplan: Apache Iceberg is becoming the standard base table format
“And now it seems like Iceberg is certainly with Databricks buying Tabular. That'll be interesting, but Iceberg feels like the base format, although DeltaShare is also relevant.”
Ramaswamy: Snowflake initially viewed supporting Iceberg as a defensive move
“And Snowflake initially approached this as mostly a defensive move.”
Ghodsi: Four major technical breakthroughs enabled the Lakehouse around 2016-2017
“Yeah, actually, the four technological breakthroughs that kind of happened at the same time, 2016, 17, at the same time, the one we contributed was Delta Lake, there was Hootie, there was Hive acid, and there was icebergs.”