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SNO

SNOW

8 tracked calls · 5 long · 3 short · last 90d: 3L/2S
first called by Dwarkesh Podcast 8mo ago
SNOSNOWSHORT1mo ago
“"Analytical SaaS is over."”
Chamath Palihapitiya

Analytical SaaS is structurally over as AI models replace the query and analytics layer, destroying the profit pool.

SNOSNOWSHORT@ $235.65
$294.67-25.04%
since call Jun 23
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SNOSNOWSHORT1mo ago
“$SNOW's biggest threat is not Amazon. It's Anthropic.”
podcastalpha

AI coding agents are destroying the engineer-scarcity moat that justifies Snowflake's premium valuation

SNOSNOWSHORT@ $230.55
$294.67-27.81%
since call Jun 18
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SNOSNOWLONG1mo ago
“It's going from 12 down to 1 or 2.”
TBPN

AI compresses Snowflake migrations 12mo to 1-2 and lifts win rates 75%, accelerating ARR and re-rating shares.

SNOSNOWLONG@ $246.59
$294.67+19.50%
since call Jun 10
peak +23.9%
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SNOSNOWLONG1mo ago
“Stuff that gives you databases, you collect data into it... Databricks, Snowflake, MongoDB, Oracle, all these things.”
All-In Podcast

Infrastructure software undervalued: enterprises will store 10x the data in 3 years to defend and run AI.

SNOSNOWLONG@ $240.63
$294.67+22.46%
since call Jun 8
peak +25.7%
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SNOSNOWLONGPOSITION2mo ago
“as you consume more tokens, the amount of your database queries goes up … they've proven they're in the token flow, so they're starting to get some love from an AI multiple perspective”
TBPN

Snowflake is in the AI token flow; more tokens means more database queries and a new AI multiple

SNOSNOWLONG@ $252.26
$294.67+16.81%
since call May 29
peak +17.2%
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SNOSNOWSHORT3mo ago
“It's not like they're going to another vendor. They're just like, I need to free up money to set on GPUs, set GPUs on fire. Sure. And I'll pay anybody to move…”
TBPN

Enterprises rip out Snowflake to fund GPUs, migrating to cheap Postgres-on-cloud; consumption growth stalls.

SNOSNOWSHORT@ $152.77
$294.67-92.88%
since call Apr 20
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SNOSNOWLONG5mo ago
“Snowflake reaccelerating, Clickhouse reaccelerating. There are beneficiaries in the software space. Absolutely. Because it's all these AI tools rely on data…”
All-In Podcast

The counter-leg to Gerstner's app-layer short: data-platform companies reaccelerate because every agentic tool depends on the data and transformation that lives in their platforms, not in a thin layer on a CRUD database. Snowflake is the cleanest public name he stakes.

SNOSNOWLONG@ $165.95
$294.67+77.56%
since call Feb 7
peak +77.8%
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SNOSNOWLONG8mo ago
“databases in fact will be a big thing that'll grow. In fact, if I think about all of the office artifacts being structured better data, the ability to do the…”
Dwarkesh Podcast

Agents turning Office artifacts into queryable backends grows the database layer faster than raw compute.

SNOSNOWLONG@ $275.70
$294.67+6.88%
since call Nov 12
peak +11.0%
Trade on Robinhood →