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Sigma Computing

also referred to as: sigma

10 statements across 1 episodes · 3 bullish · 3 bearish · 1 people on the record · first statement May 1, 2025 by Mike Palmer · said 43 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Mike Palmer (20), Matt Turck (18), Sridhar Ramaswamy (4), Tomasz Tunguz (1)

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2025 42 mentions in 2 episodes 21 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Sigma Computing, oldest first

May 1, 2025 positive
Assertion Not checkable as stated
Sigma Computing grew from $2M to $100M ARR in 3.5 years
“We went from a couple of million dollars in June of 21 to a hundred million dollars three and a half years later”
Mike Palmer May 1, 2025 ▶ 15:49 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
May 1, 2025
Assertion Not checkable as stated
Palmer: Sigma's query transaction overhead is under one second
“Our customers have up to trillions of records. And our overhead on that transaction is less than one second.”
Mike Palmer May 1, 2025 ▶ 17:30 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
May 1, 2025
Disclosure
Sigma had under $800K ARR and 50 customers at year seven
“So I joined, you know, almost seven years into the company. They had less, you know, about 800,000 dollars in ARR, 50 customers and about 50 employees.”
Mike Palmer May 1, 2025 ▶ 13:36 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
May 1, 2025 negative
Disclosure
Mike Palmer requires all Sigma Computing employees to work in-office
“Even in face masks, I required everybody to come back to the office and I still require that today. Which is its own conversation, but I'm not a believer in remote work”
Mike Palmer May 1, 2025 ▶ 15:26 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
May 1, 2025
Disclosure
Sigma CEO: Sigma does not cache data, running all queries live
“We do not do any caching. So everything you do in Sigma is live query on the warehouse.”
Mike Palmer May 1, 2025 ▶ 17:25 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
May 1, 2025
Assertion Not checkable as stated
Internal study: Enterprise clients touch only 0.1% of warehouse data tables
“So we looked at all of our enterprise customers Table utilization over a 60 day period, and .1% of the tables in their warehouses were ever touched.”
Mike Palmer May 1, 2025 ▶ 26:51 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
May 1, 2025 positive
Assertion Not checkable as stated
JPMorgan built a six-billion-row pivot table using Sigma Computing
“But the fun part is like a reference JP Morgan Who uses our product, and when they connected the first time, the guys, I think, is sort of like, I can swear in here. Holy , holy , I just built a six billion row pivot table, right?”
Mike Palmer May 1, 2025 ▶ 22:45 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
May 1, 2025 negative
Opinion
Mike Palmer: Forcing SQL concepts into natural language is engineering hubris
“So the idea that I'm supposed to adopt a SQL semantic concept into my natural language is the ultimate hubris of engineering.”
Mike Palmer May 1, 2025 ▶ 36:34 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
May 1, 2025 positive
Opinion
Sutter Hill's Mike Spicer funds companies despite overwhelming failure evidence
“Which is, by the way, a testament to Mike Spicer at Sutter Hill because he is, he has so much conviction in his companies that despite overwhelming evidence that the company is a total failure, he keeps investing in it.”
Mike Palmer May 1, 2025 ▶ 13:47 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
May 1, 2025 bearish
Prediction Not checkable as stated
Sigma CEO Mike Palmer says text-to-SQL AI products are a joke
“So I think these products are a joke. I don't think that they're going to succeed and we don't care about them.”
Mike Palmer May 1, 2025 ▶ 36:56 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
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