Stop repeated data copies - zero copy access for developer workflows

Stop repeated data copies - zero copy access for developer workflows targets a $8.4B = 700k developer/analytics teams x $12k ACV. Rationale: target is teams that manage daily ingestion or copies; estimate 700k mid-market and enterprise teams globally that would pay for an integrated zero-copy infrastructure. total addressable market with medium saturation and a year-over-year growth rate of 18% estimated growth for data integration and virtualization spending.

Key trends driving demand: CDC and streaming adoption -- more sources emit change streams making live, low-latency access possible without full copies.; Open table formats and object storage maturity -- Delta and Iceberg enable referencing and layering, reducing need for physical ETL copies.; Cloud cost scrutiny -- companies want to reduce storage and egress costs caused by repeated data replication.; Compliance and data governance enforcement -- regulators and auditors push teams to reduce uncontrolled copies and prove lineage..