Snowflake

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 20, 2026 by Gavin Baker · said 16 times in 16 episodes since 2025 · across every show →

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brought up most by Patrick O'Shaughnessy (15), Jesse Zhang (1)

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Everything said about Snowflake, oldest first

May 20, 2026 bullish
Assertion Supported
Baker: Anthropic Added $11 Billion ARR in One Month
“And what I just mean by that is in Anthropik, they added eleven billion dollars of AR. And what is astonishing to me about this is that The SaaS and cloud revolution it created, we'll call it between five and 10 trillion dollars of value. And I would say argua…”
Gavin Baker May 20, 2026 ▶ 2:17 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
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