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Tomasz Tunguz x.com
How large is Snowflake's AI revenue? Management lowered product gross margin guidance from 76% → 74% due to "fast-growing AI workloads." If GPU inference runs at ~25%–35% gross margins, that 200 bps compression implies ~$60M–$75M/quarter (~$240M–$300M ARR) in direct AI token consumption.
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AI models can start to decay. The output (gross) starts to flatten. Sentences sound more repetitive. Boring.
28 November 2025
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Wooden Bath MatTheir words
Despite her McPersnickety ways, I had to admit that the wooden bath mat was magical. It dried within minutes and felt a lot less gross on my feet than a glorified carpet collecting everybody's foot germs.
4 July 2025
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