Sourcery

Snowflake vs Databricks: The AI Data War | CEO of $SNOW


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Snowflake CEO Sridhar Ramaswamy joins Sourcery to discuss Snowflake’s long-term path toward iconic scale, drawing on his firsthand experience scaling Google Ads from ~$1.6B to ~$100B+ in revenue — including the moment Eric Schmidt challenged his team to write a $100B revenue plan as a thought experiment in compounding growth.

Rather than declaring a Snowflake revenue target, Sridhar explains how sustained ~30–35% compound growth, discipline, and execution can transform a company over time — and how Snowflake (NYSE: SNOW) is positioning itself in the AI data platform arms race to build toward that level of impact.

We cover:

  • Snowflake’s role in the AI supercycle

  • Competing with Databricks, hyperscalers, and frontier AI platforms

  • Scaling ambitions inspired by Eric Schmidt

  • Lessons from Frank Slootman’s leadership and Sutter Hill’s influence

  • The strategic logic behind the Observe acquisition

  • IPO lessons from one of the largest software debuts in history

  • And Sridhar’s personal “monk mode” operating style — optimizing for focus, discipline, and long-term execution

This episode is about compounding growth, enterprise AI, and what it takes to build a truly iconic company over decades.


Sridhar Ramaswamy: https://x.com/RamaswmySridhar 

Molly O’Shea: https://x.com/MollySOShea 

Sourcery:https://x.com/sourceryy 


𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YT: https://youtu.be/1ahhYmSFShQ

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

DeelDeel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

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Disclosure

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