The blowback continues tied to the massive outage from CrowdStrike Holdings Inc., having hit an estimated 8.5 million computers running Windows.

Providing an CrowdStrike outage impact analysis was a main focus for theCUBE Research industry analysts John Furrier (pictured, left) and Dave Vellante (right) to dive into on the latest episode of the CUBE podcast, as was providing a data platformization analysis and an update on the upcoming Supercloud 7.

“Blowback, as we predicted, was going to fall back on Microsoft. It did. They took a lot of heat,” Furrier said. “CrowdStrike continues to get under pressure. I mean, Delta got hit the worst in terms of the airlines, but really it was the human impact.”

CrowdStrike CEO George Kurtz said Thursday that 97% of its Windows sensors are back online. After the outage, Enterprise Technology Research conducted a flash survey and asked if the incident caused companies to reconsider the position tied to CrowdStrike.

“There was a lot of emotional bias, but when it got down to how hard it is to move off of CrowdStrike, it’s not trivial,” Vellante said. “But we’ll see. We’ll be tracking.”

The spending data will provide great clarity when it comes to providing a CrowdStrike outage impact analysis. But how the company has handled the situation so far works in their favor, according to Vellante.

“I think they are doing everything that a company needs to do in this situation, in terms of being transparent with its communications,” Vellante said.

Flash survey of Snowflake and Databricks customers

Anticipation is high for Supercloud 7: Get Ready for the Next Data Platform, kicking off July 30 with coverage from Furrier, Vellante and a full team of analysts at theCUBE Research. As a part of that event, Enterprise Technology Research has partnered with theCUBE to do a flash survey of customers of Snowflake Inc. and Databricks Inc.

“The intent was to look at the two leaders in the market, Snowflake and Databricks, who have defined the modern data platform, and try to get an understanding of, first of all, get joint customers,” Vellante said. “That was really important. We wanted customers of both.”

That’s important to try to understand what their thinking is in terms of machine learning and generative AI in particular, as well as governance models, according to Vellante. There were also other questions to focus on.

“Given the open sourcing of Polaris, the open sourcing of Unity, the acquisition by Databricks of Tabular, which Ryan Blue and his co-founders invented, created Iceberg, which is the hot open table format, what other databases are in play?” Vellante said. “What the attitudes are towards each of these companies, and what the governance strategies are?”

The data has come through, and the team at theCUBE is parsing through it and analyzing it. But it certainly confirms that the wheelhouse of Snowflake is data warehousing, according to Vellante.

“But I was surprised at how strong Databricks is in that space. That’s because they did the whole lakehouse thing,” Vellante said. “At the same time, it shows that Databricks’ wheelhouse of machine learning, they have a big advantage there, and Snowflake’s got some work to do.”

Providing a data platformization analysis

Customers are actively deploying new data layer models to support their new applications that are coming, according to Furrier. With that in mind, the latest episode of theCUBE podcast also included a data platformization analysis.

Providing a data platformization analysis is all the more crucial as the market moves more and more quickly. Data engineering is rising to the top of the most important skills needed in an enterprise, Furrier explained.

“As the infrastructure players come out with more capability, you’re going to see a lot more data action,” he said.

There’s a big trend right now tied to a shift in a point of control, according to Vellante. It’s what some people call the new moat.

“From the DBMS to the governance catalog, but the value is leapfrogging that,” he said. “That value, as we’ve talked about, is now, how do I take all these tool chains, all these machine learning and AI tool chains, and orchestrate them?”

That’s the new value layer to drive new levels of automation and productivity in organizations, according to Vellante. It’s the big battle at play, but it’s wide open.

“I guarantee the hyperscalers are going to be there. They’re sitting back and saying, ‘Great. We love this. We love all this explosion of innovation. We’re going to take advantage of it,’” Vellante said. “‘It’s just more choice for our customers if we’re going to sell infrastructure and software along with it.’ And I just love it. I’m really optimistic about the future of data.”

Watch the full podcast below to find out why these industry pros were mentioned:

Kamala Harris, 49th U.S. vice president
Donald Trump, 45th U.S. president
George Kurtz, CEO of CrowdStrike
Joe Biden, 46th U.S. president
JD Vance, U.S. senator
Lina Khan, chair of the Federal Trade Commission
Barry Diller, chairman and senior executive at IAC
Andrew Ross Sorkin, American journalist and author
Marc Andreessen, general partner at Andreessen Horowitz
Ben Horowitz, general partner at Andreessen Horowitz
Paul Graham, co-founder of seed capital firm Y Combinator
Bernie Sanders, U.S. senator
Merritt Baer, CISO of Reco AI
Yinon Costica, co-founder and VP of product at Wiz
Bill Bruno, CEO of Celebrus
Doszhan (Dos) Zhussupov, CEO of CerebraAI
Charlie Giancarlo, CEO of Pure Storage
John Taylor, SVP and CMO of AMD
Raj Yavatkar, CTO of Juniper Networks
Hao Zhong, co-founder and CEO of ScaleFlux
Chirantan “CJ” Desai, president and COO of ServiceNow
Jerry Chen, general partner at Greylock Partners
Benoit Dageville, president of product and co-founder at Snowflake
Ali Ghodsi, co-founder and CEO of Databricks
Frank Slootman, chairman of the board of directors at Snowflake
Erik Bradley, chief strategist and research director at ETR
Ryan Blue, co-founder and CEO of Tabular Technologies
Lynn Martin, president NYSE Group

Don’t miss out on the latest episodes of “theCUBE Pod.” Join us by subscribing to our RSS feed. You can also listen to us on Apple Podcasts or on Spotify. And for those who prefer to watch, check out our YouTube playlist. Tune in now, and be part of the ongoing conversation.

Photo: SiliconANGLE