What is dbt Labs' strategy to unlock additional upside after its recent funding - category expansion or launching new data products?
Julia Schottenstein
Product Manager at dbt Labs
The cloud warehouse market is enormous. The combined market cap of the cloud warehouse players is probably close to $200 billion today, and we believe, transformation and the semantic layer can easily be at least 15% of warehouse spend. We're vendor-agnostic, so that's a $30 billion opportunity right there. And that's just with our core competency, today.
We don't have plans to build a warehouse. We don't have plans to build an EL product either. Those are extremely hard to do. I have a lot of respect for people who build those products, but for us, there's tremendous value being Switzerland and working with these vendors as partners. We're excited to be executing right where we are.
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