My understanding was that MotherDuck was focusing on providing the "multiplayer mode" for DuckDB. It's interesting to see DuckDB Labs supporting data lakes natively. I guess MotherDuck is potentially moving to the UI layer by providing the notebook interface for DuckDB.
Good point! Anticipating official announcements I can confirm that MotherDuck is indeed intending to both: host DuckLake catalogs, and facilitate querying DuckLakes using DuckDB via its cloud-based DuckDB service.