FilingSnowflake Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1)Sep 2, 2026
AI continues to compound our advantages, creating a flywheel effect across the business.FilingSnowflake Q4 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)Feb 25, 2026
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.PressSnowflake and Anthropic $200 million partnership announcementDec 3, 2025
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.FilingSnowflake Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)Dec 3, 2025
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.FilingSnowflake second quarter fiscal 2026 results (press release filed with the SEC)Aug 27, 2025
Snowflake delivered yet another strong quarter, with product revenue of $1.09 billion, up a strong 32% year-over-year...InterviewStratechery interview with Ben ThompsonMar 27, 2025
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.InterviewStratechery interview with Ben Thompson, on GoogleMar 27, 2025
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.InterviewStratechery interview with Ben Thompson, on competing with the cloudsMar 27, 2025
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.InterviewStratechery interview with Ben Thompson, on consumption pricingMar 27, 2025
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.InterviewStratechery interview with Ben Thompson, on open formatsMar 27, 2025
You know what I think, I think it was a mistake to think of storage as a revenue stream.InterviewStratechery interview with Ben Thompson, on AI reliabilityMar 27, 2025
Because roughly speaking, if you put a chat bot in front of a person, one of the first questions they’re going to ask is, “What will my revenue be 15 years from now?”, which no model has any business answering.InterviewStratechery interview with Ben ThompsonMar 27, 2025
I think we are redefining the line between product and services thanks to AI and thanks to agentic capabilities.InterviewStratechery interview with Ben Thompson, on NeevaMar 27, 2025
We absolutely were taking on the right problem probably two to three years too early.InterviewStratechery interview with Ben ThompsonMar 27, 2025
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.InterviewStratechery interview with Ben ThompsonMar 27, 2025
When people give me choices about speed or quality, my answer is, “Yes”.FilingSnowflake Q4 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)Feb 26, 2025
Today, Snowflake is the most consequential data and AI company in the world.FilingSnowflake Q3 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)Nov 20, 2024
Our obsessive drive to produce product cohesion and ease of use has built Snowflake into the easiest and most cost effective enterprise data platform.PodcastTraining Data podcast (Sequoia Capital), on talk-to-your-data accuracyOct 8, 2024
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.PodcastTraining Data podcast (Sequoia Capital), on the business of searchOct 8, 2024
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.PodcastTraining Data podcast (Sequoia Capital), on Google's home assistant betOct 8, 2024
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.PodcastTraining Data podcast (Sequoia Capital), on testing AI applicationsOct 8, 2024
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.PodcastTraining Data podcast (Sequoia Capital) with Pat Grady and Sonya HuangOct 8, 2024
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.PodcastTraining Data podcast (Sequoia Capital), on product velocityOct 8, 2024
I tell them, “Hey, listen, this is the world of AI. Stuff changes every week, and you need to build with that speed.”PodcastTraining Data podcast (Sequoia Capital), on Perplexity and NeevaOct 8, 2024
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.PodcastTraining Data podcast (Sequoia Capital), on product velocityOct 8, 2024
And my firm belief all through my life is that virtuosity trumps strategy all day long.PodcastEconTalk with Russ Roberts, on the ads economyJun 13, 2022
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.PodcastEconTalk with Russ Roberts, on the ads modelJun 13, 2022
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.PodcastEconTalk with Russ Roberts, on competing with GoogleJun 13, 2022
And, this is where I will say again, competition is not a click away. That's, like, a myth that is perpetuated by incumbents.PodcastEconTalk with Russ Roberts, on the hidden cost of the ads economyJun 13, 2022
The blunt truth of the matter is that search costs maybe a billion dollars to run.PodcastEconTalk with Russ Roberts, as founder and CEO of NeevaJun 13, 2022
The dominant search engine in this role has become much more about serving itself, serving advertisers.PodcastEconTalk with Russ Roberts, as founder and CEO of NeevaJun 13, 2022
But, another way to think about search is that it is the ultimate expression of human curiosity.PodcastEconTalk with Russ Roberts, on how AdWords worksJun 13, 2022
The magic of AdWords, the magic of online advertising, is that the core concept in it is a click.
Quotesby Glyph