Jonathan DeVito

Snapchat: jdevito4 W&J '20

[Jonathan DeVito @jpdevito4]

Most disrespectful cross of 2018

[Ali Ghodsi @alighodsi]

Databricks just signed a Series K term sheet at >$100B valuation to scale two flagship products:

🔥 Lakebase — serverless Postgres with true compute/storage separation
🧠 Agent Bricks — agentic framework with built-in reasoning guardrails for enterprise data

https://t.co/rgM5vMggwe

[Steven Balik @laurenbalik]

Yeah, a Snowflake $SNOW competitor (Databricks? Microsoft?) definitely acquired or is acquiring Tabular (managed Iceberg; run by team that built Iceberg).

You can see this in the language of this post and in the PR. "The Iceberg community" this, and "the Iceberg community" that...

It shoots at the people running Iceberg/Tabular.

This is classic PR spin.

-Rush an offering to market ahead of a competitor.

-Offering pretty clearly competes with Databricks' Unity, which has been in market and adopted for some time now.

-Make the PR about "community" rather the people running the project/product...Silicon Valley always over flatters founders so any departure from that means there's a rift.

-Altimeter led the last round in Tabular ~1 yr. ago. They've historically been involved in a lot of Snowflake $SNOW M&A and with Brad Gerstner decreasing his position in Snowflake earlier this year, I get the sense Altimeter can no longer call the shots and use Snowflake's balance sheet as a bank to get liquidity for Altimeter's private company investments...so Tabular may have had to go shop around.

-All in all, these table formats/lakehouse products will effectively drive down ARPUs for Snowflake customers if they are indeed widely adopted. It may keep Snowflake stickier for a time in its existing customer base, but the adoption of Iceberg et al. at existing customers will kill ARPUs/NRR and, most importantly, shift workloads at Snowflake customers to lower margin storage away from higher margin compute, in many cases. Remember: Snowflake's high gross margins are centered on compute.

[Buffalo Bills @BuffaloBills]

Bills Mafia is with you, @HamlinIsland. ❤️💙

[Zion O. @DukeNBA]

Greatest ever. #CoachK https://t.co/WX0mnzF67l

[Jonathan DeVito @jpdevito4]

😂😂

[Adam Alexander @aalexander524]

@SvenBM @NickC1818 Cam attempting this irl

[Adam Alexander @aalexander524]

@SvenBM @NickC1818 Cam attempting this irl

[Jonathan DeVito @jpdevito4]

That new profile pic suits you well coach

[Ethan Stewart-Smith @CoachEStew]

Our journey came to an end last night. I am incredibly proud to coach this group. We’ve got a locker room that cares deeply about each other’s success.

We’re so grateful for the support from all teams on campus & the W&J community as a whole. It’s been an amazing ride.

[Washington & Jefferson Athletics @wjathletics]

Stewart-Smith voted Coach of the Year, Bigley tabbed Newcomer of the Year as All-PAC teams and award winners are released

@wjhoops #PrezPride #d3hoops https://t.co/9TukLIdg7X

[Jina DeRubbo @CoachDerubbo]

What a day! I am beyond proud of this group and their commitment to each other and our goals. This is a special team and I simply loved coaching them, they made it easy. The fan support has been AMAZING, we appreciate it! ⁦⁦@wjathletics⁩

[Ethan Stewart-Smith @CoachEStew]

What an incredible day for our program. We’ve been through some dark days and it took 6 years of lessons to get to this point. This one was for those guys that helped get us here. We are so thankful for the support. I love this team.

[W&J Men's Basketball @wjhoops]

OUR LEADER

[W&J Men's Basketball @wjhoops]

Bath time!

[Washington & Jefferson Athletics @wjathletics]

W&J rallies late to top Chatham, earn first PAC Men's Basktball title since 1994-95
#PrezPride #d3hoops @wj_wbb https://t.co/N7tnI7pruJ

[Washington & Jefferson Athletics @wjathletics]

Turnaround complete! Ethan Stewart-Smith and @wjhoops have climbed the ladder back to the top of the PAC! #PrezPride 🔴⚫️🏀

[Jonathan DeVito @jpdevito4]

Let’s go. Started from the bottom now we here 🏆

[Washington & Jefferson Athletics @wjathletics]

Make that a sweep of the @PAC_Athletics title games for W&J!

@wjhoops is going dancing!

#PrezPride #d3hoops

[Washington & Jefferson Athletics @wjathletics]

For the seventh time, Coach DeRubbo cuts down the nets as a @PAC_Athletics Champion!

#PrezPride 🔴⚫️🏀 @WJ_WBB #d3hoops

[Nick Campalong @NickC1818]

@aalexander524