Snowflake

includes Snowflake Ventures

9 statements across 6 episodes · 7 bullish · 1 bearish · 6 people on the record · first statement Jun 14, 2020 by Bob Moore · said 61 times in 27 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Nathan Latka (23), Matt Kilmartin (10), Nick Mehta (5), Pavel Dolezal (3), Godard Abel (3), Sam Jacobs (2), Ry Walker (2), Ray Rike (2)

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2025 3 mentions in 2 episodes 2 per episode
2024 3 mentions in 3 episodes 1 per episode
2023 9 mentions in 7 episodes 1 per episode
2022 24 mentions in 6 episodes 4 per episode
2021 21 mentions in 8 episodes 3 per episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Snowflake, oldest first

Jun 14, 2020 negative
Insight
Moore: Cloud warehouses broke RJMetrics' full-stack model by unbundling data storage
“Redshift and later Google BigQuery and companies like Snowflake innovated on this model, and basically, if you think about that data warehouse as being, like, in the middle of the stack of what RJ Metrics was, it broke our stack right in half, because No one w…”
Bob Moore Jun 14, 2020 ▶ 4:41 RJMetrics Founder $4m+ ARR Explains How They Lost To Looker
Sep 6, 2021 positive
Insight
Developer platform technology companies must use utility-based pricing
“But if you're in the developer ecosystem, selling platform technology, right? You have to be some kind of utility-based pricing, right? Whether you're Twilio, Snowflake, et cetera, right?”
Nick Mehta Sep 6, 2021 ▶ 11:01 Was Selling Majority to Vista The Right Move? Gainsight Customer Success Platform Hits $100m ARR, 1,000 Customers
Sep 6, 2021 positive
Opinion
Vista Equity operates between traditional PE and classic VC
“Vista is kind of showed up in this new category where they're not really private equity anymore and they're not your classic VC. They're investing in companies that are trying to be these like long-term growers, not, you know, Gainsight's never since the early…”
Nick Mehta Sep 6, 2021 ▶ 12:07 Was Selling Majority to Vista The Right Move? Gainsight Customer Success Platform Hits $100m ARR, 1,000 Customers
Nov 1, 2021 bullish
Prediction Open · timeframe Nov 2026
Assaraf: Salesforce, Confluent, and Snowflake will enter observability
“I actually mentioned that Salesforce, I think, will get in our space some way, somehow, and I think I'm fluent. We'll also step into the observability space. I think also Snowflake will get there because it's just that makes no sense for companies that control…”
Ariel Assaraf Nov 1, 2021 ▶ 25:28 Coralogix Breaks $24m ARR, 2k Customers After Turning Down $40m Acquisition Offer in 2019
Sep 20, 2022 neutral
Assertion Supported
Major cloud data warehouses now offer native data clean room capabilities
“What's interesting is, is a lot of the cloud data warehouses do this, are doing this now. So AWS, GCP Microsoft are trying to do this, and that's where data sharing now happens at the cloud data layer. And then Snowflake and Databricks have capabilities around…”
Matt Kilmartin Sep 20, 2022 ▶ 1:45 Venture Studio Spinout Hits $250m Valuation for Clean Data Room SaaS
Sep 20, 2022 positive
Disclosure
Habu Closes Series B Funding with Snowflake Investment
“We actually just closed our series B snowflake invested in us actually as well.”
Matt Kilmartin Sep 20, 2022 ▶ 13:58 Venture Studio Spinout Hits $250m Valuation for Clean Data Room SaaS
Sep 20, 2022 positive
Assertion Not checkable as stated
Strategic investor Snowflake does not restrict Habu's addressable market
“But at the end of the day, like Snowflake's not looking to restrict our TAM and, you know, we have to be agnostic.”
Matt Kilmartin Sep 20, 2022 ▶ 26:14 Venture Studio Spinout Hits $250m Valuation for Clean Data Room SaaS
Jun 20, 2023 bullish
Assertion Not checkable as stated
Kalyanaraman: Code Mantra achieved nearly 200% NRR around 2020
“Our NRR, you know, three years back, approached Snowflake's NRR. We were close to 200% in NRR, okay?”
Sanjeev Kalyanaraman Jun 20, 2023 ▶ 11:28 Transform your business from a EBITA multiple of 4 to a revenue multiple of 5+
Oct 18, 2023 bullish
Assertion Supported
Poyar: Top PLG SaaS companies grow twice as fast as traditional SaaS
“What my team did is we studied the world's top PLG companies, companies like Datadog, Snowflake, Twilio, and HubSpot, to find out what makes them different. Now, these were companies that are growing very quickly in its scale, so twice as fast as traditional S…”
Kyle Poyar Oct 18, 2023 ▶ 2:54 How to Grow Faster with $0 CAC
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