“We do a hundred and ninety million Snowflake queries a day, and we ingest a petabyte of data.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Jeremy Burton
Insight
Burton: Sub-100ms query latency is not required for enterprise SaaS apps
“There was a bunch of folks who had a theory that every query had to return in a hundred milliseconds, which I would like that as well, but that's just not required in an enterprise SaaS application, and so they wanted to build their own database.”
Jeremy BurtonJun 18, 2025▶ 12:54Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
Insight
Burton: Building on Snowflake hurts initial gross margins before optimization
“Because in the short term, your gross margins are going to be worse than comparative companies, because obviously you've got to pay the Snowflake bill. But if you're committed, you'll figure out a way how to exploit the unique features of the platform. You'll …”
Jeremy BurtonJun 18, 2025▶ 14:02Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
AssertionNot 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 BurtonJun 18, 2025▶ 14:21Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
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 BurtonJun 18, 2025▶ 36:16Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
Disclosure
Burton: Observe is built entirely on Snowflake infrastructure
“How much of Observe is?
Jeremy Burton: 100%.”
Jeremy BurtonJun 18, 2025▶ 12:08Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
AssertionSupported
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 BurtonJun 18, 2025▶ 16:53Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
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