I am a huge fan of what they are doing, particularly putting local compute front and center. However for “BigCorp”, it’s going to be an uphill battle. The incumbents are entrenched and many decision makers will make decisions based on non technical reasons (I.e did my sales exec get me to the F1 Grand Prix).
Nothing new to see here really, pretty sure the same narrative was seen about Hive/Spark against Teradata/Exadata back in the 201X.
Wouldn't be surprised if 5 years down the line we see DuckDBaaS execs offering fully paid trips to DuckDBForce or smth like that.