The 2nd last line is the summary - "The HTAP challenge of our time comes down to making the lakehouse real-time ready."

We are building this platform as well. There are 2 aspects to it - the "enterprise way" and the "greenfield way". The greenfield way will win out in 10-15 years, but unless you have capital to last that long, as a startup we need to go the Enterprise way first until we are big enough to go the unified HTAP-style way. The Lakehouse - open columnar data - is here to stay. It needs a better connection to OLTP than Kafka, but it will take time between A and B.