The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Ramaswamy: Snowflake tests and learns from Chinese open-source AI models
“So we test them. We use them. We try to we try to learn from them. We also partner with US companies that are trying to create open source models. There's actually a company that's based in in, in Brooklyn and San Francisco that is that, that, that we work wit…”
Ramaswamy: Niche SaaS companies risk becoming dumb backends to major AI models
“What this current moment is pointing out is that that's a very dangerous place to be, and a lot of these players risk becoming dumb backends to the models, which is why Snowflake is so leaning forward on agentic AI and living by what we speak, because that's t…”
Ramaswamy: Snowflake internal AI agents cut complex support debug times by 10x
“We are seeing 10 X, not 10%, 10 X reductions in the amount of time that it takes to debug complex cases that come in.”
Ramaswamy: Letting other platforms mediate Snowflake access is a dangerous strategic position
“I honestly do not want to be in a situation where access to Snowflake is always mediated through someone else. That's always a very dangerous place to be, especially in a moment like this.”
Sharp: Cribl's Largest Customers Move Petabytes of Telemetry Data Daily
“Our largest customers move petabytes of information daily, whereas like a data warehouse, as an example, like that might be, ah, a petabyte data warehouse is a huge data warehouse. Like that's for like a Snowflake or a Databricks, like that's a big data wareho…”
Ramaswamy: Snowflake employees are forbidden from running OpenClaw on work laptops
“I will flip out if I find out that anyone's running OpenClaw on a Snowflake laptop. Please don't do that. That's not safe. We will help you get like a free Ubuntu machine on AWS if you want.”
Ramaswamy: None of the 20 Davos executives he met deployed AI agents
“I probably met 20 odd CEOs, CIOs, lots of partners. And my sort of SOPs, standard operating procedure for each of these meetings would be, I would ask our sales agent for information about the customer. What's the state of our relationship with? Take your pick…”
Ramaswamy: Snowflake bets generative AI will 10x users and 100x queries
“Our bet is that we can 10 X the number of users that can use the platform, hundred X the number of queries that are going to be done on the platform.”
Ramaswamy: Snowflake Intelligence reached 2,000 customers within three months of release
“We've created an agentic platform called Snowflake Intelligence that's been quite transformative for 2000 customers. Fastest growing product over 2000 customers are using it pretty much you know, three months after we released the product to GA.”