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.

clear all ✕

why aren't all 13 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

Assertion Contradicted
Elsamadisi: Redshift, Snowflake, and BigQuery perform identically on long tables
“The speed improvement on Redshift and versus Snowflake versus BigQuery becomes interchangeable. Because what they handle is for those edge cases, we have like a bunch of, like Snowflake is really good at a bunch of small tables everywhere trying to load a memo…”
Ahmed Elsamadisi Nov 13, 2019 ▶ 18:26 How to Answer Data Questions Without Being Miserable // Ahmed Elsamadisi, Narrator (Data Driven NYC)
Assertion Supported
Muglia: Dynamic compute scaling is impossible with Amazon Redshift
“In fact, it's possible to change the size dynamically on the fly based on the kinds of queries you're running. And none of that is possible with a traditional data warehouse running on premises or even a traditional data warehouse like Redshift running within,…”
Bob Muglia Apr 20, 2015 ▶ 7:04 Bob Muglia, Snowflake // Navigating The Cloud (Hosted by FirstMark Capital)
Assertion Supported
Marking up storage accounts for roughly 11% of Snowflake's revenue
“It's about 11% of Snowflake's revenue is marking up storage.”
Tomasz Tunguz May 16, 2024 ▶ 34:25 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Assertion Contradicted
Muglia: Snowflake delivers better price performance than Amazon Redshift
“We were even actually found ourselves to be more price performance Than other cloud solutions like Redshift.”
Bob Muglia Apr 20, 2015 ▶ 16:32 Bob Muglia, Snowflake // Navigating The Cloud (Hosted by FirstMark Capital)
Assertion Partly supported
Borgman: Databricks and Snowflake operate strictly as cloud-only data platforms
“Databricks and Snowflake are cloud only, so if you happen to have data on-prem we're pretty much your only bet, and you know, it just so happens that that turns out to be most of the Fortune 500 almost the entirety of the financial Social services sector in pa…”
Justin Borgman Jan 30, 2025 ▶ 20:14 Trino, Iceberg and the Battle for the Lakehouse | Justin Borgman, CEO, Starburst
Assertion Partly supported
Ethereum's market cap was 7.6 times Snowflake's in Q1 2024
“The total market cap of Ethereum is 7.6 times snowflakes market cap.”
Tomasz Tunguz May 16, 2024 ▶ 4:56 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Assertion Supported
Snowflake S-1 filing entirely omitted the word developer
“If you read Snowflake's S-One, they never mentioned the word developer. That's all about the business analysts, The data scientists, et cetera, to help them kind of get, you know, insight into the data.”
Dev Ittycheria Apr 27, 2021 ▶ 17:34 Fireside Chat: Dev Ittycheria (President & CEO, MongoDB) with Matt Turck (Partner, FirstMark)
Assertion Supported
Snowflake hosted full version of DeepSeek model on platform
“We actually hosted the full version of DeepSeek, not their small model.”
Sridhar Ramaswamy Apr 10, 2025 ▶ 1:20:24 Snowflake CEO on Winning the AI Arms Race
Assertion Partly supported
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.”
Barr Moses Apr 12, 2022 ▶ 4:42 Unlocking Data Observability with Monte Carlo's Barr Moses
Assertion Supported
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.”
Wes McKinney Feb 1, 2021 ▶ 15:54 Fireside Chat: Wes McKinney (Founder & CEO, Ursa Computing) with Matt Turck (Partner, FirstMark)
Assertion Partly supported
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…”
Bob Muglia Apr 9, 2018 ▶ 14:27 Fireside Chat with Bob Muglia, CEO at Snowflake (FirstMark's Data Driven)
Assertion Supported
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.”
Bob Muglia Apr 20, 2015 ▶ 9:04 Bob Muglia, Snowflake // Navigating The Cloud (Hosted by FirstMark Capital)
Assertion Supported
Muglia: Snowflake permanently stores customer data solely in Amazon S3
“So what we do is the data is permanently stored in blob storage in S-three. It's the only permanent store of the data.”
Bob Muglia Apr 20, 2015 ▶ 22:49 Bob Muglia, Snowflake // Navigating The Cloud (Hosted by FirstMark Capital)
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