I would say that TPC-DS and TPC-H are really table stakes benchmarks for data warehouses at this point in time (maybe they weren't 10 years ago). How to build a database that does well on them is well documented in the literature now[1][2][3][4] (maybe a few other papers). Its not easy to build such a database, but its "just" hard work and many companies have the $$ necessary to do that work. There isn't any magic or technical moat in the results for databricks (or snowflake, or redshift, etc.).
I think Databricks is overly enthusiastic about their results as they have been trying to be competitive with cloud DWs on these benchmarks for a number of years now. They have finally caught up (by building deltalake and their photon query engine which implement a number of standard DW features).
I agree with everything above. The main advantage the newer data warehouses have over the legacy on-prem incumbents is that they had the chance to build from scratch having learned from all of the challenges that the original players encountered.
The public pissing contest is entertaining while also being silly and slightly cringe, but I think it's a nice story for Databricks nonetheless. They now have a performant SQL-based analytics engine that can credibly compete with the best DWs in the market today, and it's just one part of their overall platform.
The sense I get is that Snowflake wants the conversation to be "no matter what you do, you need a data warehouse, and we're the best in the business at that." Databricks' Lakehouse approach is a fundamental challenge to that, and if they're getting this kind of performance from their analytics engine against the market-leading data warehouses today, that's a big momentum shift in their favour.
I think Databricks is overly enthusiastic about their results as they have been trying to be competitive with cloud DWs on these benchmarks for a number of years now. They have finally caught up (by building deltalake and their photon query engine which implement a number of standard DW features).