I'm skeptical of this. The cost of maintaining the "disaggregated data stack" can be immense at scale. A database that can handle replication from a row-based transactional store to, for example, a columnar one that can support aggregations could really reduce the load on engineering teams.

My work involves a "disaggregated data stack" and a ton of work goes into orchestrating all the streaming, handling drift, etc between the transactional stores (hbase) and the various indexes like ES. For low-latency OLAP queries, the data lakes can't always meet the need either. I haven't gotten the chance to see an HTAP database in action at scale, but it sounds very promising.