The Ledger
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why aren't all 63 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 says he is happy to spend 5 to 10 years at Snowflake
“That's part of what made me decide that I'd be happy spending five or 10 years at this place.”
Ramaswamy: Snowflake operates hosted model gardens across all cloud deployments
“We run a model garden inside each of these deployments, and we offer a set of products on top of it.”
Looker originally brought Snowflake into sales deals before momentum inverted
“When Looker went to market, we initially partnered with Snowflake, and we were bringing Snowflake into deals, and that worked really well, and then Snowflake started to grow really fast, and Snowflake was bringing Looker into deals, and so so why is this?”
Alex Dean: Strava generates four billion events per day using Snowplow
“Strava's been a Snowplow customer for some time, and they generate four billion events per day with Snowplow, and that drives into Snowflake, and then they build all sorts of cool data apps on the other side of it, including a lot of the Strava UI and a lot of…”
Moses cites 2022 revenues for BigQuery, Snowflake, and Databricks
“So you're seeing companies like BigQuery with 1.5 billion dollars in revenue, Snowflake with a billion dollars in revenue Databricks with eight hundred million in accelerating.”
Netflix uses S3, Spark, Presto, and Snowflake for data querying
“We use SG as so like the storage layer for our data warehouse, and we use Spark, Presto, Snowflake as our query engines.”
Snowflake and Google BigQuery support exporting query results to Apache Arrow
“Snowflake exports supports exporting query results to arrow format. So it is big query.”
DoorDash runs Databricks on AWS S3 and ingests data from Snowflake
“We run a Databricks on S-III, but we pull data into Databricks from Snowflake, so we have a connection between the two.”
Snowflake runs all of its internal operational data on Snowflake
“All of the data about Snowflake is in Snowflake.”
Muglia: Nearly all large Snowflake customers use multiple accounts for data sharing
“And that organization can be another division within a company, and we have, you know, if you look at all of our large customers, they're pretty much all using multiple accounts, snowflake accounts, and doing data sharing between them as a way to allow the dat…”
Muglia: Snowflake was named after Northstar California resort's logo
“Our founders liked skiing, and they were up at North Star. No, this is true. This is all true, right? Everybody's like, oh, it must be the Snowflake Ski Moe, or whatever. I mean, and there's a million different stories, but the actual story was there were skie…”
Muglia: Snowflake had no customers and early alpha product in 2014
“At that point in time, the product was just in early alpha, and there were really no customers on it, and it had not been demonstrated at any level of scale.”
Snowflake bills per second and scales customers to thousands of nodes
“We now bill at a per second level of granularity, and we have customers, we have one customer that every Friday afternoon goes from a really, relatively modest amount of continuous usage of Snowflake to literally thousands of nodes running simultaneously, and …”
Muglia: Snowflake enables SQL joins between structured and semi-structured data
“In fact, we allow full relational operations against that semi-structured data. You can do a join between a column in a standard relation, in a standard structure table, and data that is hierarchically stored in a semi-structured format.”