Economics

Snowflake & Databricks Lost the Plot

A Critical Look at Platform Economics

Boyan Balev
Boyan Balev Software Engineer
12 min
Snowflake & Databricks Lost the Plot

Bleeding millions of dollars? These data platforms claim 70%+ net profit margins. That money comes from your budget.

Part One: Let’s Talk Numbers

This analysis uses real procurement data, engineering blog posts, and conference talks where teams actually shared what they spend. Not vendor marketing, actual invoices.

Cost Comparison: Mid-Size Company

Enterprise Platform Approach:

CategoryAnnual Cost
Compute credits$3.2M
Storage tier$1.4M
Enterprise add-ons$1.4M
Total$6M

Pragmatic Alternative (Same Workloads):

CategoryAnnual Cost
Cloud compute (direct)$950K
Object storage$350K
Engineering time$500K
Total$1.8M

Five-Year Total Cost Analysis

$30M Enterprise Platform
$9M Open Source + Cloud
70% Potential Reduction

Vendor claims about “governance, security, and operational simplicity” justify premiums, but warrant scrutiny when pricing is 3x higher.

Part Two: Where Does the Money Go?

Architecture Comparison

LayerVendor PlatformOpen Source Alternative
Control Plane Proprietary orchestration (non-transparent) Kubernetes, Airflow, managed K8s
Compute Cloud VMs marked up 3-5x Direct pricing with spot/reserved options
Storage Proprietary format + egress fees Open formats (Parquet, Iceberg, Delta)

Compute Pricing Breakdown

OptionHourly Cost
AWS EC2 on-demand (r5.4xlarge)$1.00/hr
Same via platform credits$3.20/hr
EC2 with 1-year reserved$0.64/hr
EC2 spot instance (average)$0.35/hr
Effective markup vs. spot9.1x

The Lock-in Mechanism

Proprietary storage formats and query engines create switching costs that compound annually as data accumulates, making migration progressively more expensive.

What Are “Enterprise Features” Really?

  • SSO: Cloud-provider native (free)
  • Audit logging: Buildable in one day
  • Governance: Open tools like DataHub
  • Support: Often just documentation access

Part Three: The Open-Source Alternative

Mature Tech Stack

Open Source Data Stack (Apache 2.0)

Query Trino / DuckDB Netflix, Airbnb, Meta
Format Apache Iceberg Netflix, Apple, Adobe
Orchestration Airflow / Dagster Widespread adoption
Streaming Kafka / Redpanda LinkedIn, Uber, Stripe
Catalog DataHub LinkedIn, Lyft
Transform dbt Thousands of companies

All tools are Apache 2.0 licensed: no vendor lock-in, no licensing surprises.

Real-World Case Studies

Case A: E-Commerce Company

MetricValue
IndustryRetail
Team size~500 people
Data volume45 TB
MigrationFrom Snowflake to Trino + Iceberg on S3
Timeline4 months
ResourcesTwo senior engineers
Annual savings$1.2M

Case B: FinTech Startup

MetricValue
IndustryFinancial services
Team size~200 people
Data volume12 TB
ApproachGCS with Spark + Iceberg from inception
ComplianceMet via open-source governance
Annual savings$480K

Case C: SaaS Analytics Platform

MetricValue
IndustryB2B Tech
Team size~80 people
Data volume8 TB
TransitionFrom Databricks to DuckDB + Postgres (80% of queries), Spark for complex
Annual savings$180K

Benefits of Open Architecture

  • Portability: Data remains in open formats; component swapping requires no complete rewrite
  • Cost Control: Direct cloud provider pricing; flexibility with spot/reserved capacity
  • Skill Transferability: Industry-standard tools; no proprietary certification requirements

When Managed Platforms Make Sense

Small Teams with Simple Requirements

For deployments under 5TB with basic analytics and small teams, managed services may justify premium costs by reducing operational overhead. Priority should be product-market fit over infrastructure optimization.

Mid-Scale Operations (The Crossover Point)

At 10-50TB with 20+ data users, cost differentials become material. Hiring one or two dedicated data engineers often recoups platform savings within a year.

Hyperscale Challenges

At petabyte scale with thousands of concurrent users and complex ML pipelines requiring dynamic resource allocation, platform vendors have invested billions solving these problems, potentially justifying costs.

Three Questions Before Renewal

1. Exit Strategy

Can data be exported tomorrow? In what format? What is actual migration cost?

2. Feature Utilization

What percentage of available enterprise features does your organization actively use?

3. Five-Year Projection

How do costs compound with data growth? What could equivalent investment in internal capability achieve?

The Migration Playbook

If you’re considering a migration, here’s the approach:

Phase 1: Assessment (2 weeks)

  • Inventory all workloads and data assets
  • Identify proprietary feature dependencies
  • Calculate true total cost of ownership

Phase 2: Proof of Concept (4 weeks)

  • Pick your highest-cost, lowest-complexity workload
  • Implement on open-source stack
  • Validate performance and correctness

Phase 3: Parallel Run (8 weeks)

  • Run both systems in parallel
  • Compare results, latency, and costs
  • Build confidence in the new stack

Phase 4: Migration (12+ weeks)

  • Migrate workloads in dependency order
  • Keep fallback capability during transition
  • Decommission legacy system

The Bottom Line

Enterprise data platforms aren’t bad. They’re overpriced for what most companies need. The question isn’t “Snowflake vs. open source” but rather:

At your scale and with your team, does the convenience premium justify the cost?

For companies spending over $500K/year on data infrastructure, the answer increasingly is “no.”

Closing Perspective

This analysis is pro-informed-decision-making rather than anti-managed-platform. The critique targets unexamined adoption and treating vendor complexity as inevitable rather than a problem warranting evaluation.

The data platform market has consolidated around vendors who captured the early cloud wave. But the open-source ecosystem has matured significantly:

  • Iceberg provides the table format without lock-in
  • Trino delivers Snowflake-class query performance
  • Flink handles streaming better than most proprietary alternatives
  • dbt has become the standard for transformations

The tools exist. The economics favor migration for many organizations. The only question is whether you have the engineering capacity to make the switch.


Based on aggregated data from public procurement records, engineering blog posts, conference presentations, and industry benchmarks. Your mileage will vary based on your requirements, team, and context.