Databricks used summit week to put a number on the fight it's been picking with Snowflake: its SQL warehouse business has more than doubled in the last year, now at a $1.5 billion annual run rate. The figure landed in a Bloomberg report on June 16, the same day the keynote opened, and it's the kind of disclosure a company times deliberately. Take the precise number with the usual grain of salt that comes with self-reported run rates ahead of a fundraise or IPO chatter — but the trend line is the point, and it says the warehouse-versus-lakehouse line is blurrier than it was a year ago.