Sep 2, 2026 3w 3 weeks ago AI continues to compound our advantages, creating a flywheel effect across the business. Sep 2, 2026 3w 3 weeks ago · Filing Filing Snowflake Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1) Source May 27, 2026 4mo 4 months ago With Cortex Code and Snowflake Intelligence, we are extending from the trusted foundation for enterprise data and context to become the control plane for the Agentic Enterprise. May 27, 2026 4mo 4 months ago · Filing Filing Snowflake Q1 FY27 earnings release (SEC Form 8-K, Exhibit 99.1) Source Feb 25, 2026 7mo 7 months ago This past year has been transformative for every business, as the promise of AI became real, and Snowflake sits at the center of the enterprise AI revolution. Feb 25, 2026 7mo 7 months ago · Filing Filing Snowflake Q4 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Source Dec 3, 2025 9mo 9 months ago Anthropic joins a very select group of partners where we have nine-figure alignment, co-innovation at the product level, and a proven track record of executing together for customers worldwide. Dec 3, 2025 9mo 9 months ago · Press Press Snowflake and Anthropic $200 million partnership announcement Source Dec 3, 2025 9mo 9 months ago Snowflake Intelligence, our enterprise AI agent, saw the fastest adoption ramp in Snowflake history and is transforming how businesses interact with their data, delivering real-time, actionable intelligence. Dec 3, 2025 9mo 9 months ago · Filing Filing Snowflake Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Source Aug 27, 2025 1y 1 year ago Snowflake delivered yet another strong quarter, with product revenue of $1.09 billion, up a strong 32% year-over-year... Aug 27, 2025 1y 1 year ago · Filing Filing Snowflake second quarter fiscal 2026 results (press release filed with the SEC) Source Mar 27, 2025 1y 1 year ago And my take for example is that at the end of the day, a BI tool is a 2D structure that is trying to represent a very complex multidimensional world and if you can imagine a dataset with just like 10 or 12 dimensions, trust me, there’s no simple dashboard that can represent that. Mar 27, 2025 1y 1 year ago · Interview Interview Stratechery interview with Ben Thompson Source Mar 27, 2025 1y 1 year ago But business models also have shelf lives, and sometimes it’s very hard to disrupt yourself with a model that might not make any money when you’re making $200 billion on that model. Mar 27, 2025 1y 1 year ago · Interview Interview Stratechery interview with Ben Thompson, on Google Source Mar 27, 2025 1y 1 year ago I love the hyperscalers that we work with but I tell people that they’re really 300 GMs that are all competing to have their product line succeed. Mar 27, 2025 1y 1 year ago · Interview Interview Stratechery interview with Ben Thompson, on competing with the clouds Source Mar 27, 2025 1y 1 year ago I tell them any inefficient computation that a customer is running is a ticking time bomb, because they’re going to inevitably find out and be really upset about it. Mar 27, 2025 1y 1 year ago · Interview Interview Stratechery interview with Ben Thompson, on consumption pricing Source Mar 27, 2025 1y 1 year ago You know what I think, I think it was a mistake to think of storage as a revenue stream. Mar 27, 2025 1y 1 year ago · Interview Interview Stratechery interview with Ben Thompson, on open formats Source Mar 27, 2025 1y 1 year ago I think we are redefining the line between product and services thanks to AI and thanks to agentic capabilities. Mar 27, 2025 1y 1 year ago · Interview Interview Stratechery interview with Ben Thompson Source Mar 27, 2025 1y 1 year ago We absolutely were taking on the right problem probably two to three years too early. Mar 27, 2025 1y 1 year ago · Interview Interview Stratechery interview with Ben Thompson, on Neeva Source Mar 27, 2025 1y 1 year ago So I would say Search is under siege from both sides, from both the common things that you want simple answers to, and the complex things where you can apply very different techniques from what you have done before. Mar 27, 2025 1y 1 year ago · Interview Interview Stratechery interview with Ben Thompson Source Mar 27, 2025 1y 1 year ago When people give me choices about speed or quality, my answer is, “Yes”. Mar 27, 2025 1y 1 year ago · Interview Interview Stratechery interview with Ben Thompson Source Feb 26, 2025 1y 1 year ago Today, Snowflake is the most consequential data and AI company in the world. Feb 26, 2025 1y 1 year ago · Filing Filing Snowflake Q4 FY25 earnings release (SEC Form 8-K, Exhibit 99.1) Source Nov 20, 2024 1y 1 year ago Our obsessive drive to produce product cohesion and ease of use has built Snowflake into the easiest and most cost effective enterprise data platform. Nov 20, 2024 1y 1 year ago · Filing Filing Snowflake Q3 FY25 earnings release (SEC Form 8-K, Exhibit 99.1) Source Oct 8, 2024 1y 1 year ago And if you, like, take the best model on the planet and let it loose on an arbitrary schema, the likelihood that it’s actually going to understand the nuance of what’s in there, close to zero. Oct 8, 2024 1y 1 year ago · Podcast Podcast Training Data podcast (Sequoia Capital), on talk-to-your-data accuracy Source Oct 8, 2024 1y 1 year ago Consumer choice is fiction in a whole bunch of things that we do. We eat what’s put in front of us and we will search with the default search engine that came in our browsers. Oct 8, 2024 1y 1 year ago · Podcast Podcast Training Data podcast (Sequoia Capital), on the business of search Source Oct 8, 2024 1y 1 year ago We were terrified, and we put a pile of money into it and nothing came off it. And it didn’t matter. Why? Because the cost of a disruption is way higher than the amount of investment that you have to make. Oct 8, 2024 1y 1 year ago · Podcast Podcast Training Data podcast (Sequoia Capital), on Google's home assistant bet Source Oct 8, 2024 1y 1 year ago And these models react pretty violently to the addition of a period in a prompt. And so I think there needs to be this idea that you need good old fashioned software engineering, and you need to measure the performance of these things. Oct 8, 2024 1y 1 year ago · Podcast Podcast Training Data podcast (Sequoia Capital), on testing AI applications Source Oct 8, 2024 1y 1 year ago So for example, I tell people you have no business believing the raw output of a language model for anything. You can’t actually do any business with that because it’s ungrounded. Oct 8, 2024 1y 1 year ago · Podcast Podcast Training Data podcast (Sequoia Capital) with Pat Grady and Sonya Huang Source Oct 8, 2024 1y 1 year ago I tell them, “Hey, listen, this is the world of AI. Stuff changes every week, and you need to build with that speed.” Oct 8, 2024 1y 1 year ago · Podcast Podcast Training Data podcast (Sequoia Capital), on product velocity Source Oct 8, 2024 1y 1 year ago At Neeva, which converged onto a view of what search should be that was very similar to Perplexity, we were just two, three years early. And timing ends up being everything. Oct 8, 2024 1y 1 year ago · Podcast Podcast Training Data podcast (Sequoia Capital), on Perplexity and Neeva Source Oct 8, 2024 1y 1 year ago And my firm belief all through my life is that virtuosity trumps strategy all day long. Oct 8, 2024 1y 1 year ago · Podcast Podcast Training Data podcast (Sequoia Capital), on product velocity Source Jun 13, 2022 4y 4 years ago All of us are eminently manipulatable. The brands you're going to remember are the ones that showed you ads, whether you cared for them or not. Jun 13, 2022 4y 4 years ago · Podcast Podcast EconTalk with Russ Roberts, on the ads economy Source Jun 13, 2022 4y 4 years ago My take is that much of the benefits of scale in technology that could have come to larger society have gone to individual companies because of the ads model. Jun 13, 2022 4y 4 years ago · Podcast Podcast EconTalk with Russ Roberts, on the ads model Source Jun 13, 2022 4y 4 years ago And, this is where I will say again, competition is not a click away. That's, like, a myth that is perpetuated by incumbents. Jun 13, 2022 4y 4 years ago · Podcast Podcast EconTalk with Russ Roberts, on competing with Google Source Jun 13, 2022 4y 4 years ago The blunt truth of the matter is that search costs maybe a billion dollars to run. Jun 13, 2022 4y 4 years ago · Podcast Podcast EconTalk with Russ Roberts, on the hidden cost of the ads economy Source Jun 13, 2022 4y 4 years ago The dominant search engine in this role has become much more about serving itself, serving advertisers. Jun 13, 2022 4y 4 years ago · Podcast Podcast EconTalk with Russ Roberts, as founder and CEO of Neeva Source Jun 13, 2022 4y 4 years ago But, another way to think about search is that it is the ultimate expression of human curiosity. Jun 13, 2022 4y 4 years ago · Podcast Podcast EconTalk with Russ Roberts, as founder and CEO of Neeva Source Jun 13, 2022 4y 4 years ago The magic of AdWords, the magic of online advertising, is that the core concept in it is a click. Jun 13, 2022 4y 4 years ago · Podcast Podcast EconTalk with Russ Roberts, on how AdWords works Source