Snowflake
includes Snowflake Cortex
3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 25, 2024 by Brad Gerstner · said 9 times in 4 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Brad Gerstner (6), Jensen Huang (2), Aaron Levie (1)
tap a year for its mentions
2024 9 mentions in 4 episodes 2 per episode
- Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Snowflake, oldest first
Jan 25, 2024 bullish
Jun 10, 2024 neutral
Gerstner: UiPath growth slowed to 6% and Salesforce to 7%
“UiPath came out and said their growth slowed down to six percent. Salesforce came out and said their growth slowed down to seven percent. And I think for a company like Snowflake, it came in at 26% and Databricks is rumored to still be growing well in excess o…”
Sep 26, 2025 neutral
Huang: Data processing at Snowflake and Databricks runs mostly on CPUs
“Data processing represents the vast majority of the world's CPUs today. It still completely runs on CPUs. You know, if you go to Databricks, it's mostly CPUs. If you go to Snowflakes, mostly CPUs. SQL processing at Oracle, mostly CPUs. Everybody's using CPUs t…”