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especially with AI now I'd say anyone can try, and non-technical people with the best ideas, creativity/taste and understanding of whatever cultural zeitgeist we're in can win
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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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The one thing we absolutely cannot say, from a trial designed this way, is that any single component, on its own, lowered blood pressure.
11 May
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