Snowflake, every mention

6 scenes, the whole family · ← back to Snowflake

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every year anyone Brad Gerstner 6Jensen Huang 2Aaron Levie 1

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

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Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jun 10, 2024 · 3 mentions

  • ▶ 28:46 Brad Gerstner I mean, Databricks does this an incredibly, Ali is, is, is amazing against, against Snowflake.
  • ▶ 50:39 Jensen Huang So that Snowflake is no longer just a data company, but they're also a computing company running Cortex AI. 2 times in the scene

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 2 mentions

  • ▶ 31:16 Brad Gerstner And so they're looking at leveraging, you know, I happen to know because, because they were a Snowflake customer and they were using some Snowflake, uh, AI, you know, to improve these use cases. 2 times in the scene

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod Feb 8, 2024 · 3 mentions

  • ▶ 19:15 Brad Gerstner For a public market investor, when I look at Snowflake, or I look at Palo Alto Networks, or I look at Azure, I'm looking at what their free cash flow is going to be in 2025. 2 times in the scene
  • ▶ 38:50 Aaron Levie Like you would imagine that as this goes up, the snowflakes and confluence and, and whatnot also, also see some benefit because there's lots of data services that you need around that.

BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod Jan 25, 2024 · 1 mention

  • ▶ 30:02 Brad Gerstner Um, and Amazon, you know, Snowflake, they'll all accelerate their growth rates this year, right?
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