Snowflake, every mention
22 scenes (2022) · ← back to Snowflake
tap a year for its mentions
every year 2022 anyone Ben Gilbert 10David Rosenthal 8Shu Nyatta 6Mario Gabriele 5Brad Gerstner 4Hamilton Helmer 1
Verbatim, from the transcripts: the passages where Snowflake comes up
Arena Show Part I: Idea Dinner + YC Continuity · Acquired
- ▶ 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.
Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
- ▶ 25:29 Hamilton Helmer Think of Snowflake or something, right?
Altimeter (with Brad Gerstner) · Acquired
- ▶ 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.