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Snowflake
A cloud-based data warehouse platform that enables data storage, processing, and analytics.
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"It can write Python code, it can run it, it can make a look up to Snowflake, it can search the web, it can come back, it can fix it."
From:
Guillermo Rauch: Vercel CEO on how v0 hit 3,200 PRs merged per day (and lets anyone ship)
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▶ 37:50
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Feb 2026
Attribution: Guillermo mentions Snowflake as a data source that their AI agent d0 can query for analysis
"I think we were the only private investor that was invested in Snowflake and Databricks when they were both private"
Attribution: Lucas mentions Snowflake as an example of platform companies that started in different areas but grew to compete
"Snowflake reaccelerating. ClickHouse reaccelerating. There are beneficiaries in the software space."
From:
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
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▶ 29:15
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Feb 2026
Attribution: Brad mentions companies that are benefiting from AI trends