Snowflake, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 5David Friedberg 4Jason Calacanis 3Chamath Palihapitiya 3David Sacks 1
Verbatim, from the transcripts: the passages where Snowflake comes up
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 1:02:57 Brad Gerstner Snowflake's up 88% in the last six months. 3 times in the scene
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 30:00 Brad Gerstner Then the annual revenue of Databricks and Snowflake that are two of the greatest software companies of all time after 12 years, right?
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 59:39 Chamath Palihapitiya Last generation of the internet, you'd run on AWS, but then you'd bid it against GCP, you'd bring in Azure, you'd say who is cheaper, because ultimately, you're running a database, you know, you're running, I don't know, pick your service,…
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
- ▶ 31:54 Chamath Palihapitiya You can just pipe that stuff directly from Stripe into Snowflake, and you can just transform it and do what you will with it and then report it.
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 16:50 Chamath Palihapitiya Snowflake has a model.
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
- ▶ 54:17 David Sacks And the way that you get there is that if you look at like the, um, the multiples for like the best public SAS companies that are like, say a 40% grower, like a snowflake, they're at
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 34:19 Brad Gerstner He came into, he came into Snowflake when it was growing over 300%.
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- ▶ 29:04 David Friedberg He incubated, started, and was the original head of Snowflake, which was a massive. 4 times in the scene
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
- ▶ 1:22:38 Jason Calacanis The founder of Snowflake said in a CNBC episode, essentially, we care about diversity. 3 times in the scene