Thoughts:
1. You've got most major ads sources that I care about, but it seems that there is a higher bar to implementation. Segment lets me just plug in Google & FB ads and dump the entire shebang right into my data warehouse. A lot of marketing teams are going to have less time/resources to deal with implementation so smoothing this out is key.
2. Functions are an underrated and highly powerful feature of Segment. The ability to operate on data in transit, create custom connectors that "just run" (akin to CF Workers) and the like is a big selling point for more technically advanced marketing teams. It doesn't seem present here and that would hold a customer such as myself back on bigger scope projects.
3. I'd love to see a "compare us to your segment usage" where I select my data sources and destinations to see what you cover vs. Segment in a specific use case (and possibly pricing advantages on a self-hosted vs. non). This would make it much easier to sell through procurement and devops for new customers that are switching.
4. There are going to be a lot of people like me that are soon to start fresh in terms of marketing stack, so going after people before they select Segment might also be a play.
Looking forward to seeing where you all take this. Good luck!