Watch what happened this month.
Databricks moved Genie to pay-as-you-go. Every user gets a small free allowance, then the meter runs. And notice what shipped the same day: budgets, alerts, per-user spending limits. Not a follow-up release. Not "coming in Q4." The governance shipped with the meter.
That detail is the whole story, and it took the industry ten years of cloud pain to learn it. Let me show you the pattern — and then let's compute the numbers your CFO is going to ask you for, before they ask.
The three acts (every computing wave repeats them)
I teach my MBA students that every computing wave walks through the same three acts.






