Competing with Amazon/Google/Microsoft on their own cloud is...ehm...good luck with that indeed. I believe they should have partnered with them early on (real partnership, like a premier offering, not the rubber stamp / marketplace partnership).
Good products, but don't discount their go-to-market strategy.
IIRC MS/Azure is an early Databricks investor and their sales folks were heavily incentivised to sell it. They also pushed Snowflake in the early days until they had a competing product and their relationship status was upgraded to 'it's complicated'.
