Скачать или смотреть Snowflake CEO's Swagger: 'The Most Consequential Data + AI Company on the Planet' | Q4 Earnings Call

What does a CEO say to kickoff their Q4 earnings call to get your undivided attention? How about this from Snowflake CEO Sridhar Ramaswamy…

“Right now, Snowflake is the most consequential data and AI company on the planet, as I said on our third quarter call, our North Star is to deliver the world's best end-to-end data platform, powered by AI, and we are making great progress every day to deliver on this vision.”

I’ll leave the financials and numbers to the real Wall Street analysts. I’ll stick to the technology that is powering a whole lot of enthusiasm in the enterprise AI ecosystem…

1: The “iPhone of infrastructure" is keeping it simple and clean. A winning Enterprise AI formula.

“We are continuing to win in the market because Snowflake is easy to use…We continue to hear how we are making it simpler to develop, build and innovate on our platform.”

2: The enterprise AI adoption train, at scale, is leaving the station…

“We have seen broad adoption of AI and we expect that to turn into real revenue over the coming quarters.”

“But the point that I want to make is that, you know, all of these fit together seamlessly…the more data that is sitting in are accessible to snowflake, the more value you can get out”

“We call ourselves the AI Data Cloud for a good reason. This is because most customers see us as the best place to get value from data, especially analytic and predictive value from data at snowflake itself.”

3: Compound AI Systems, Intelligent Applications and AI Agents with “instructions in English, which was unthinkable a couple of years ago…”

“I think what is unique in the world of agentic AI is the time to value from data.”

“Previously, if you know you had data sets and wanted to stitch them together or build an application, you had to painfully engineer semantics, figure out how to do it, build an application and then figure out how to write, for example, how to use an API to write back data.”

“What, for example, (data) cloud does incredibly well is it can produce pretty professional grade UI with instructions in English, which was just unthinkable a couple of years ago.”

“I think we are rapidly approaching a world in which data is even more central than before.”

“I think it is that centrality of data that plays into how we think about agent flows.”


Snowflake is bringing it aka “There is no AI Strategy without a Data Strategy.”