// OVERVIEW
Cloud data warehousing platform.
Discussed in
- 20VC_ The AI Bubble Is Wrong _ AI Margins Need to Improve _ Revenue Concentration Should be a Concern _ Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz,
- 🔥Record Investments, Slowing Economy - Here's the State of the Market in August 2026
- Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
- Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
- AI's hot new target
- AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI
- AI Agents and the Fight for Customer Data
// RECENT MENTIONS
// SIGNALS
30 SIGNALS
01
mention·Training Data·SEPTEMBER 15, 2026
Source→02
mention·20VC·AUGUST 31, 2026
“I just thought it was going to be a lot easier to follow the Datadog playbook than the Snowflake playbook.”
Source→03
mention·Data Driven VC·AUGUST 16, 2026
“Snowflake rose to 15.0x from 13.7x.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.