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Snowflake

6 statements across 3 episodes · 4 bullish · 1 bearish · 3 people on the record · first statement Mar 15, 2022 by Brad Gerstner · said 34 times in 11 episodes since 2022 · across every show →

Mentions by year

brought up most by Ben Gilbert (10), David Rosenthal (8), Shu Nyatta (6), Mario Gabriele (5), Brad Gerstner (4), Hamilton Helmer (1)

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00428420222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 6 mentions in 4 episodes 2 per episode
2024 1 mention in 1 episode
2023 4 mentions in 2 episodes 2 per episode
2022 22 mentions in 3 episodes 7 per episode

every mention, scene by scene, with the transcript →

Everything said about Snowflake, oldest first

Mar 15, 2022 bullish
Prediction Open · timeframe Mar 2029
Gerstner (in 2022): Snowflake can reach a $500B valuation by 2029
“I think this company can be worth over five hundred billion dollars over the course of the next five to seven years.”
Brad Gerstner Mar 15, 2022 ▶ 1:05:35 Altimeter (with Brad Gerstner) · Acquired
Mar 15, 2022 bullish
Disclosure
Gerstner: Altimeter tested beta Snowflake on its own data before investing
“Over Christmas I'll replace our data warehouse with this, you know, with Snowflake, which was non-GA at the time, right? It was in beta with a couple companies. Wow. And so we did that, and he's like, this is gonna win. Like, this is the winning arc.”
Brad Gerstner Mar 15, 2022 ▶ 1:02:51 Altimeter (with Brad Gerstner) · Acquired
Mar 15, 2022
Assertion Supported
Gerstner: Altimeter led Snowflake's round at a ~$175M enterprise value
“I don't remember what the exact share price was. I think the enterprise value at the time was somewhere around a hundred and seventy five million dollars.”
Brad Gerstner Mar 15, 2022 ▶ 51:39 Altimeter (with Brad Gerstner) · Acquired
May 12, 2022 bullish
Assertion Supported
Gabriele: Snowflake grew revenue 105% with 178% net retention
“Revenue's up about a 105% net retention is one 78. It was one 68 the year before.”
Mario Gabriele May 12, 2022 ▶ 11:18 Arena Show Part I: Idea Dinner + YC Continuity · Acquired
May 12, 2022 bullish
Prediction Not checkable as stated
Gabriele: Snowflake stock will perform extremely well over next three years
“I think over a three plus year time horizon, it can do extremely well. It is a play that summarizes the growth of data in the technology industry, which feels like a safe bet.”
Mario Gabriele May 12, 2022 ▶ 12:02 Arena Show Part I: Idea Dinner + YC Continuity · Acquired
Sep 6, 2022 negative
Opinion
Gilbert: Missing the data warehouse market to Snowflake is AWS's biggest failure
“It's probably AWS's biggest failure.”
Ben Gilbert Sep 6, 2022 ▶ 2:02:48 Amazon Web Services · Acquired
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