The data layer is the key battleground over the next 3 to 5 years. Oracle is the dinosaur generating $40B in revenue, however, they continue to adapt to the environment. Here comes Snowflake with a talented team and a product that is loved by its users. Today we brought in Expedia's Head of Data Visualization David Pires, to get his personal view around the data layer and business intelligence tools such as Tableau. *** This is not a recommendation to buy or sell any securities.