Equity

Snowflake’s transition from storing data to shipping with it


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Snowflake is betting that the future of AI isn’t just analyzing data, it’s acting on it. That means a shift away from chatbots and toward autonomous agents that can actually get work done. And Snowflake is reorganizing fast to keep up, from shipping hundreds of AI features to restructuring teams along the way.
On this episode of TechCrunch’s Equity podcast, Rebecca Bellan sits down with Snowflake CEO Sridhar Ramaswamy to unpack the company’s transformation and what it signals about where AI is headed next.

Listen to the full episode to hear:

  • Why Ramaswamy believes the chatbot era is ending and the agentic era is beginning.
  • How Snowflake is evolving from a data warehouse into an AI and applications platform.
  • What “shipping with your data” actually looks like in practice.
  • Why the company is making big internal changes to support its AI push.
  • Subscribe to Equity on ⁠YouTube⁠,⁠ Apple Podcasts⁠,⁠ Overcast⁠,⁠ Spotify⁠ and all the casts. You also can follow Equity on⁠ X⁠ and⁠ Threads⁠, at @EquityPod. 


    Chapters:

    00:00 Intro
    00:17 Snowflake’s AI shift and agentic future
    01:45 Why 2026 marks the end of chatbots
    04:09 Cortex Code, Snowflake Intelligence, and new products
    06:09 Who benefits: non-technical users & enterprises
    07:35 Adoption challenges and why AI pilots fail
    12:11 How AI is reshaping jobs and skills
    14:39 Layoffs, automation, and the future of documentation
    18:37 Snowflake’s evolution into an AI platform
    21:04 Competition: Databricks, hyperscalers, and AI giants
    25:01 Outro

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    EquityBy TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Sean O'Kane, Theresa Loconsolo

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