Observe

5 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2025 by Jeremy Burton · said 17 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Jason Lemkin (14), Jeremy Burton (2), Sridhar Ramaswamy (1)

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Everything said about Observe, oldest first

Jun 18, 2025 bullish
Disclosure
Burton: Observe is built entirely on Snowflake infrastructure
“How much of Observe is? Jeremy Burton: 100%.”
Jeremy Burton Jun 18, 2025 ▶ 12:08 Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
Jun 18, 2025
Assertion Not checkable as stated
Burton: Observe ingests 1PB of data and runs 190M Snowflake queries daily
“We do a hundred and ninety million Snowflake queries a day, and we ingest a petabyte of data.”
Jeremy Burton Jun 18, 2025 ▶ 24:15 Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
Jun 18, 2025 positive
Assertion Supported
Burton: Enterprises can burn down Snowflake commits by purchasing Observe
“Where it does play out in the larger accounts, obviously through, let's say the Snowflake marketplace, an enterprise customer may have a big commit with Snowflake. Well, they can actually burn down that commit by buying Observe.”
Jeremy Burton Jun 18, 2025 ▶ 16:53 Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
Jun 18, 2025
Insight
Burton: Poorly documented past root causes are the major troubleshooting bottleneck
“The biggest problem we have right now is You see a problem. You think it's something you've never seen before. Actually you have, you just never root caused it. You never documented it properly. And by the way, when you need to search it, you can't find it.”
Jeremy Burton Jun 18, 2025 ▶ 36:16 Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
Jun 18, 2025 positive
Assertion Not checkable as stated
Burton: Observe has tens of millions in revenue with 60% gross margins
“And look, as we said today, amount of gross margins were, you know, tens of millions of revenue, and the gross margins are already up around 60%.”
Jeremy Burton Jun 18, 2025 ▶ 14:21 Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
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