Snowflake

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In Podcast

A data warehousing companyshowing re-acceleration, benefiting from AI.

Legendary Investor Bill Gurley on Investing Rules, Insights from Jeff Bezos, Must-Read Books, & More

Tim Ferriss

Data warehousing company whose product performance is considered a strong competitive advantage.

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

All-In Podcast

Mentioned as an example of a best public SaaS company with a 40% growth rate, trading at 8x multiples.

Best of 2024: Open Models [LS LIVE! at NeurIPS 2024]

Latent Space

One of the platforms where Mistral AI models can be accessed.

Production AI Engineering starts with Evals

Latent Space

A cloud-based data warehousing company, praised for its best-in-class implementation of semi-structured data with its 'variant type' but criticized for its expensive packaging and high minimum query time.

The Death of Data Gatekeeping: AI Makes Everyone An Analyst | Hex Cofounder

a16z Deep Dives

E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health

All-In Podcast

Data warehousing company, whose Summit hosted 600 startups building applications on ChatGPT using Snowflake data.

E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more

All-In Podcast

Competitor to Databricks, which also made an AI-related acquisition (Neva), suggesting a trend in the data infrastructure industry.

E83: Market slide continues, and how to address Uvalde

All-In Podcast

A company with a major stake by one of the besties, reported Q1 earnings with 85% year-over-year revenue growth but stock is down 67% from its peak.

Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal

Latent Space

A cloud data warehousing company mentioned as an example of a successful second-layer cloud provider.

NVIDIA CEO Jensen Huang GTC 2026 Full Keynote

Yahoo Finance

A cloud-based data warehousing company, one of the platforms processing data frames.

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

All-In Podcast

A cloud-based data warehousing company, used as a benchmark for revenue growth comparison with AI companies.

E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

All-In Podcast

Cited as an example of a company whose financial metrics, like free cash flow and multiple expansion, are critical for evaluation.

Quadratic: The AI Spreadsheet

Latent Space

A cloud-based data warehousing company whose platform can be connected to by Quadratic.

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

All-In Podcast

Highlighted as a poster child for high-priced SaaS businesses that can grow through multiple compressions due to exceptional free cash flow growth.

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

All-In Podcast

A cloud-based data warehousing company whose stock performance is contrasted with more defensive sectors during the economic downturn.

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

All-In Podcast

Cloud data warehousing company, cited as an incredible company that was invested in coming out of the 2008-2009 period.

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

All-In Podcast

A cloud data warehousing company that can ingest data directly from sources like Stripe, offering an alternative to traditional systems of record.

Thomas Laffont | All-In Summit 2024

All-In Podcast

A public enterprise data company, discussed in comparison to Databricks, with noted market volatility.

E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

All-In Podcast

Described as an incredible business that is still growing significantly, but whose market multiple has been significantly re-rated.

Chamath Palihapitiya: Money, Success, Startups, Energy, Poker & Happiness | Lex Fridman Podcast #338

Lex Fridman

Cited as a recent massive iteration in database design, in contrast to earlier developments like PostgreSQL.

E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

All-In Podcast

Company led by Frank Slootman, praised for its incredible growth and becoming a $100 billion company.

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more

All-In Podcast

An enterprise software company started by Mike Speiser, which went public with a valuation of $82 billion.

E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more

All-In Podcast

Cloud data warehousing company, whose CEO's comments on diversity and meritocracy sparked debate and subsequent apology.