Snowflake
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement May 24, 2025 by Guido Appenzeller · said 7 times in 6 episodes since 2025 · across every show →
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brought up most by Scott Wu (2), Michael Truell (1), Matt Bornstein (1), Guido Appenzeller (1), Gavin Baker (1), Burkay Gur (1)
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2026 1 mention in 1 episode
2025 6 mentions in 5 episodes 1 per episode
- Tech Executives: AI Has Changed SaaS Forever (Don't Fall Behind)
- Michael Truell: How Cursor Builds at the Speed of AI
- The Future of AI Video: How Fal.ai is Making AI Video Faster & Easier
- The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
- Sovereign AI: Why Nations Are Building Their Own Models
- every mention in 2025, scene by scene →
Everything said about Snowflake, oldest first
May 24, 2025 neutral
Appenzeller: Enterprises Prefer Kubernetes Abstractions Over Full Cloud Stacks for AI
“We're seeing more and more enterprises that are actually comfortable with just building on top of a simple Kubernetes abstraction or something. And basically, you know, cherry pick a couple of snowflake or database type services on the side that help them comp…”
Jul 18, 2025
Wu: Usage-based software companies must meter out performance optimizations to protect revenue
“Add a company that's a user-based company, take like a snowflake. That engineer is not allowed to ship that optimization. Why? Because basically if you decrease the cost of computation by 50% overnight, suddenly your revenue on your like one of two, you know, …”