Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.2)
Summary
* In Part 2 we dive into SNOW's products, both
Snowflake
Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)
Notes - SNOW New CEO & Strategy Review
Summary
* Frank Slootman's leadership has long been viewed as critical
Themes: Modern Data Stack
This is a free post that has also been shared on Substack.
Snowflake: Apple Of MDS (Part 3) & 1Q24 Update
Snowflake - Apple Of MDS - Part 2
Summary
* SNOW's lead on the computer engine side is still