Snowflake
Notes - SNOW New CEO & Strategy Review
Summary
* Frank Slootman's leadership has long been viewed as critical to SNOW's success, driving unparalleled execution and positioning the company alongside tech leaders like Apple and Microsoft.
* The transition to CEO Sridhar Ramaswamy presents both the potential for great GenAI innovation and execution, but also raises
Themes: Modern Data Stack
This is a free post that has also been shared on Substack. It is a high-level overview of the Modern Data Stack. For more detailed insights please search for our reports related to Snowflake.
Summary
We discuss the journey toward the Modern Data Stack, what it consists of, key
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 there, but not guaranteed as others are catching up fairly quickly.
* SNOW's proprietary storage format plus native support for Iceberg is a strong strategy against Databricks and many other players.
* SNOW's moat and business