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.
why aren't all 11 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: Snowflake processes approximately 5 billion queries per day
“Out of like five billion-ish queries a day.”
Degnan: Snowflake locks down and blocks unauthorized LLMs in enterprise accounts
“Snowflake enables any large language model that the customer wants to use to get access to the data, but the customer has to approve those large language models. And so, you know, if an end user, you know, within a large enterprises decides to bring in a non-c…”
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.”
Snowflake Expanded to a Data Platform Market at $500M Revenue
“When they got to 500,000,700 million, they actually changed the market. They picked a different market. They used to be in the data warehouse market. Uh-uh, that's not a big enough market, and they deliberately shifted their market To more, to a more broad dat…”
Snowflake raised $1B+ to fight Amazon and Google on price
“There was a similar company called Snowflake Computing. So they took a route of two by raising one billion dollar plus.”
Snowflake set the SaaS benchmark with a 168% NRR at IPO
“Snowflake, I mean, really setting the bar for all of us, I don't, I'm, I don't know. I feel like this bar is incredibly high, but, you know, very aspirational at a 168%.”
Nixon: Snowflake's net dollar retention rate is 169%
“I guess, you know, Snowflake has a 169% right now.”