| Sep 2, 20263w3 weeks ago | AI continues to compound our advantages, creating a flywheel effect across the business.Sep 2, 2026 3w3 weeks ago· Filing | FilingSnowflake Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1) | Source |
| May 27, 20264mo4 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 4mo4 months ago· Filing | FilingSnowflake Q1 FY27 earnings release (SEC Form 8-K, Exhibit 99.1) | Source |
| Feb 25, 20267mo7 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 7mo7 months ago· Filing | FilingSnowflake Q4 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) | Source |
| Dec 3, 20259mo9 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 9mo9 months ago· Press | PressSnowflake and Anthropic $200 million partnership announcement | Source |
| Dec 3, 20259mo9 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 9mo9 months ago· Filing | FilingSnowflake Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) | Source |
| Aug 27, 20251y1 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 1y1 year ago· Filing | FilingSnowflake second quarter fiscal 2026 results (press release filed with the SEC) | Source |
| Mar 27, 20251y1 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 1y1 year ago· Interview | InterviewStratechery interview with Ben Thompson | Source |
| Mar 27, 20251y1 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 1y1 year ago· Interview | InterviewStratechery interview with Ben Thompson, on Google | Source |
| Mar 27, 20251y1 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 1y1 year ago· Interview | InterviewStratechery interview with Ben Thompson, on competing with the clouds | Source |
| Mar 27, 20251y1 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 1y1 year ago· Interview | InterviewStratechery interview with Ben Thompson, on consumption pricing | Source |
| Mar 27, 20251y1 year ago | You know what I think, I think it was a mistake to think of storage as a revenue stream.Mar 27, 2025 1y1 year ago· Interview | InterviewStratechery interview with Ben Thompson, on open formats | Source |
| Mar 27, 20251y1 year ago | 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.Mar 27, 2025 1y1 year ago· Interview | InterviewStratechery interview with Ben Thompson, on AI reliability | Source |
| Mar 27, 20251y1 year ago | I think we are redefining the line between product and services thanks to AI and thanks to agentic capabilities.Mar 27, 2025 1y1 year ago· Interview | InterviewStratechery interview with Ben Thompson | Source |
| Mar 27, 20251y1 year ago | We absolutely were taking on the right problem probably two to three years too early.Mar 27, 2025 1y1 year ago· Interview | InterviewStratechery interview with Ben Thompson, on Neeva | Source |
| Mar 27, 20251y1 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 1y1 year ago· Interview | InterviewStratechery interview with Ben Thompson | Source |
| Mar 27, 20251y1 year ago | When people give me choices about speed or quality, my answer is, “Yes”.Mar 27, 2025 1y1 year ago· Interview | InterviewStratechery interview with Ben Thompson | Source |
| Feb 26, 20251y1 year ago | Today, Snowflake is the most consequential data and AI company in the world.Feb 26, 2025 1y1 year ago· Filing | FilingSnowflake Q4 FY25 earnings release (SEC Form 8-K, Exhibit 99.1) | Source |
| Nov 20, 20241y1 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 1y1 year ago· Filing | FilingSnowflake Q3 FY25 earnings release (SEC Form 8-K, Exhibit 99.1) | Source |
| Oct 8, 20241y1 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 1y1 year ago· Podcast | PodcastTraining Data podcast (Sequoia Capital), on talk-to-your-data accuracy | Source |
| Oct 8, 20241y1 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 1y1 year ago· Podcast | PodcastTraining Data podcast (Sequoia Capital), on the business of search | Source |
| Oct 8, 20241y1 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 1y1 year ago· Podcast | PodcastTraining Data podcast (Sequoia Capital), on Google's home assistant bet | Source |
| Oct 8, 20241y1 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 1y1 year ago· Podcast | PodcastTraining Data podcast (Sequoia Capital), on testing AI applications | Source |
| Oct 8, 20241y1 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 1y1 year ago· Podcast | PodcastTraining Data podcast (Sequoia Capital) with Pat Grady and Sonya Huang | Source |
| Oct 8, 20241y1 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 1y1 year ago· Podcast | PodcastTraining Data podcast (Sequoia Capital), on product velocity | Source |
| Oct 8, 20241y1 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 1y1 year ago· Podcast | PodcastTraining Data podcast (Sequoia Capital), on Perplexity and Neeva | Source |
| Oct 8, 20241y1 year ago | And my firm belief all through my life is that virtuosity trumps strategy all day long.Oct 8, 2024 1y1 year ago· Podcast | PodcastTraining Data podcast (Sequoia Capital), on product velocity | Source |
| Jun 13, 20224y4 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 4y4 years ago· Podcast | PodcastEconTalk with Russ Roberts, on the ads economy | Source |
| Jun 13, 20224y4 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 4y4 years ago· Podcast | PodcastEconTalk with Russ Roberts, on the ads model | Source |
| Jun 13, 20224y4 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 4y4 years ago· Podcast | PodcastEconTalk with Russ Roberts, on competing with Google | Source |
| Jun 13, 20224y4 years ago | The blunt truth of the matter is that search costs maybe a billion dollars to run.Jun 13, 2022 4y4 years ago· Podcast | PodcastEconTalk with Russ Roberts, on the hidden cost of the ads economy | Source |
| Jun 13, 20224y4 years ago | The dominant search engine in this role has become much more about serving itself, serving advertisers.Jun 13, 2022 4y4 years ago· Podcast | PodcastEconTalk with Russ Roberts, as founder and CEO of Neeva | Source |
| Jun 13, 20224y4 years ago | The magic of AdWords, the magic of online advertising, is that the core concept in it is a click.Jun 13, 2022 4y4 years ago· Podcast | PodcastEconTalk with Russ Roberts, on how AdWords works | Source |
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