Snowflake

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 31, 2024 by Jordi Hays · said 11 times in 4 episodes since 2024 · across every show →

Mentions by year

brought up most by Jordi Hays (4), Brad Gerstner (4), John Coogan (2), Everett Randle (1)

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2026 6 mentions in 2 episodes 3 per episode
2025 1 mention in 1 episode
2024 4 mentions in 1 episode

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Everything said about Snowflake, oldest first

Dec 31, 2024 neutral
Assertion Supported
Hayes: Snowflake market cap plummeted after Frank Slootman retirement announcement
“When he announced he was retiring from Snowflake they lost 20% of their market cap in a day. They'd been previously been a seventy six billion dollar Company and a month roughly a month after the announcement, they were a fifty billion dollar company.”
Jordi Hays Dec 31, 2024 ▶ 35:41 Year of Tech in Review (ep25)
Apr 17, 2025 positive
Insight
Randle: Databricks can make pre-revenue acquisitions that would crush Snowflake's stock
“The main one, or one of the main ones is that you can be a lot more aggressive on M&A. You know, Databricks, for example, you know, bought this company, Tabular. I think the reported valuation was two billion, and it was also reported that they were either pre…”
Everett Randle Apr 17, 2025 ▶ 8:35 You Shouldn't IPO - Here's Why | Everett Randle on TBPN April 10th
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