I think databricks is not that well positioned. Every Cloud vendor has cloned it already and when going from exploring data to deploying code it is not that appealing. We had big vendors locking Enterprise in the past, I am not so sure we want big vendors blocking things again especially when most of the final product is just code.
One of our guiding principles, even though it is a SaaS has been to do as much on the client's side: using your own Kubernetes clusters for compute jobs, training, and even interactive notebooks.
Using integrations with external data sources. We're moving many things to the client's infra and automating it. This simplifies many things, including billing given you won't need to budget for yet another SaaS, but also security policies given you control your own clusters (granted, they could be on a public cloud provider, but all we need is an endpoint, a certificate authority and voilà).
Couldn't disagree more; developer experience, integration, and performance all still matter, not super impressed with the major cloud offerings thus far.