Snowflake, every mention

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Verbatim, from the transcripts: the passages where Snowflake comes up

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▶ 41:17 Ben Gilbert Yeah, which is why the fastest growing companies in the world like Cursor and Snowflake and Replit and Linear and Ramp and Writer use Vanta to build trust with their customers and spend 82% less time on audits.

▶ 1:32:27 Ben Gilbert And if you already have your own product data, Statsig is warehouse native, so they can plug directly into your existing data in Snowflake or BigQuery, whatever.

▶ 54:14 Ben Gilbert Statsig is also warehouse native, so it can plug directly into your existing data in Snowflake, BigQuery, whatever you're using.

▶ 2:06:56 Ben Gilbert Went on to be CEO of Snowflake.
▶ 2:06:57 David Rosenthal Snowflake, yeah.
▶ 2:09:20 David Rosenthal Snowflake uses Claude to answer key business questions with just English instead of writing SQL.

▶ 3:47:14 David Rosenthal Bob would later go on to be the CEO of Snowflake before Frank Slootman came in, so he did fine.

▶ 2:03:10 David Rosenthal What's really cool is that the company that this data scientist is from, Black Crow, which is an AI startup, is running Statsig natively in their snowflake data warehouse.
▶ 2:03:24 David Rosenthal Bringing compute into data warehouses like Snowflake, and this is a great example of that happening here with Statsig.

▶ 17:15 Ben Gilbert Common Room captures what is happening across your broader community and marries it with customer data from a HubSpot or a Salesforce and product data in your data warehouse, like Snowflake, so you can see it all in one place.
▶ 18:44 David Rosenthal They have developer-led companies like Snowflake, Databricks, Statsig, Replit, GitLab.

▶ 9:44 Mario Gabriele Well, since Shu is really my audience, I think I'll just, um, all right, gentlemen, my pick is Snowflake.
▶ 10:03 Mario Gabriele Snowflake is a managed data warehouse, and their sort of initial genius was that they separated storage and compute.
▶ 10:20 Mario Gabriele That initial idea was quite brilliant and, you know, has formed the company into the sophisticated, elegant product that it is today.
▶ 11:00 Mario Gabriele Um, but when you look under the hood at what, you know, the company has been doing, certainly some of, you know, the multiple compression is merited, but
▶ 12:42 Mario Gabriele And so my pick is Snowflake.
▶ 13:12 David Rosenthal Uh, any, any thoughts from the peanut gallery on Snowflake?
▶ 37:09 Shu Nyatta Snowflake may be the most novel, and there's no science to novelty.
▶ 38:45 Shu Nyatta And then, Snowflake.
▶ 38:54 Shu Nyatta So just like the French elections, this is going to go to a runoff.
▶ 39:13 Shu Nyatta One of these two, Snowflake or Coinbase.
▶ 39:17 Shu Nyatta Snowflake.
▶ 39:36 Shu Nyatta My, my pick was Snowflake for, for the record.

▶ 2:13 Ben Gilbert On the investing side, he led the series C in Snowflake and still owns a massive stake of the company.
▶ 51:35 Ben Gilbert When you led the snowflake round, do you remember what the share price was?
▶ 51:50 Brad Gerstner I, well, the fund was 2000, vintage, 2012, 2013, I think, I'm not sure when that first round of snowflake.
▶ 56:38 Ben Gilbert But then there's this, like, second, I don't know if it's still an emerging thesis since you did Snowflake in the sort of mid-two thousand teens.
▶ 1:02:25 Brad Gerstner You know, the partner said to me, like, I wouldn't do it, and here's why.
▶ 1:02:51 Brad Gerstner And we punted, you know, Kevin, who's my partner, and was, you know, kind of a young analyst at the time, computer scientist out of MIT, said, how about if over Christmas I'll replace our data warehouse with this, you know, with Snowflake,…
▶ 1:04:09 Ben Gilbert I think Snowflake is still over half, or as at the end of last quarter was still over half of Altimeter's public position.
▶ 1:05:35 Brad Gerstner I think this company can be worth over five hundred billion dollars over the course of the next five to seven years.
▶ 1:12:29 David Rosenthal They, that Snowflake round, that Mongo round, those firms weren't leading those rounds.

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