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 7 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 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 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 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 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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