Databricks, Snowflake.
Snowflake and Databricks will increasingly battle for dominance of big data, analysts say.
The two Silicon Valley companies take different approaches to both data and business strategy.
Snowflake has a 'frenemy' relationship with Amazon Web Services, while Databricks builds careful alliances.
Snowflake and Databricks, two brawny young companies with very different approaches, are quickly defining the booming industry of big data – and analysts say they are "on a collision course" that could see them establish what might just be the next great rivalry in tech.
Snowflake helps companies move their data into structured virtual warehouses, where they can run granular business analytics on it. Led by brash CEO Frank Slootman, Snowflake barreled to a software industry record $33 billion initial public offering in September. Its stock has been on a roller coaster ride of ups and downs – recently, mostly downs – ever since.