The "Short Story" section definitely matches my experience at most companies, startups and bigger non-tech companies alike: They already have more data than they're aware of and know what to do with, and understanding what they have is the starting point before most analysis can be done.
Glad I read the post as I hadn't heard of Malloy before. Excuse me if I missed the answer to this, but: How much do you as Findly/Conversion Pattern implement the Semantic Layer on behalf of your users (and if so, I assume you have some process for auto-generating the Malloy models), or do your users have to do something to input the semantics themselves?