The "datalake" is becoming a bit of a commodity. It's getting pretty easy to spin one up yourself[0] using completely open source components.

Databricks and Microsoft (thru Fabric) are trying to build a complete data platform, i.e. ELT + datalake + BI

My bet with Definite (https://www.definite.app/) has been this is too hairy for a large company to do well and we can do it better.

0 - https://www.definite.app/blog/cloud-iceberg-duckdb-aws