Podcasts about snowflakes

  • 3,487PODCASTS
  • 8,418EPISODES
  • 35mAVG DURATION
  • 2DAILY NEW EPISODES
  • Sep 12, 2025LATEST
snowflakes

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about snowflakes

Show all podcasts related to snowflakes

Latest podcast episodes about snowflakes

Three Cartoon Avatars
EP 150: Bret Taylor (CEO, Sierra): A New Class of Software Winners

Three Cartoon Avatars

Play Episode Listen Later Sep 12, 2025


Bret Taylor is the CEO of Sierra and Chairman of the Board of OpenAI. He previously served as co-CEO of Salesforce. I sat down with Bret to explore how the AI revolution compares to previous platform shifts and what it means for both startups and incumbents navigating this transition. (00:00) Introduction and Recent Milestone (00:38) AI Market and Historical Comparisons (02:30) Competitive Landscape and Business Models (06:02) Outcome-Based Pricing and Value Creation (13:52) Technological Shifts and Business Transitions (26:32) Adoption Challenges and Forward Deployed Engineering (37:21) Early Investment in Snowflake and Cloud Strategy (38:02) Enterprise Software Market Dynamics (38:38) AI Agents and Implementation Costs (41:06) Democratization of Software Development (43:35) The Future of Software Companies and AI Agents (49:36) Consumer Behavior and AI Agents (58:56) The Role of AI in Customer Experience (01:01:25) Career Advice in the Age of AI Executive Producer: Rashad Assir Mixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

SaaS Metrics School
Oracle Stock Jumps Over 30% Based On This One Metric

SaaS Metrics School

Play Episode Listen Later Sep 11, 2025 3:53


Oracle's stock recently jumped 37% — and the driver wasn't just revenue growth or earnings per share. The market reacted to one SaaS metric: RPO (Remaining Performance Obligations), which surged 359% year-over-year. In episode #312, Ben Murray explains the RPO metric, how it's calculated, and why investors are paying close attention to it. From Oracle's $455B backlog to Snowflake's disclosure practices, you'll learn why this metric is becoming more important for both public and private SaaS companies. If you want to improve your investor metrics and maximize your company valuation, RPO should be on your radar. What You'll Learn What RPO is (Remaining Performance Obligations) and how it's calculated. Why RPO is a leading indicator of future revenue and business model stickiness. How Oracle's massive RPO growth drove its stock surge. How public companies like Snowflake define and disclose RPO. Why private SaaS companies should start tracking RPO alongside ARR, MRR, and retention. How RPO supports investor confidence in fundraising and exit conversations. Why It Matters for SaaS Operators & Investors Investor metrics such as RPO create visibility into future revenue streams. RPO growth signals stronger customer commitment and drives higher valuations. Private SaaS companies can use RPO as a complement to retention metrics when preparing for fundraising. Resources Mentioned

The Modern Fairy Sightings Podcast
Ep 112: 'Rabbit Trap' Dir. Bryn Chainey

The Modern Fairy Sightings Podcast

Play Episode Listen Later Sep 10, 2025 52:03


I spoke to Bryn Chainey, Director of 'Rabbit Trap', Bryn's first feature film. The story centres around a couple in (no later than) 1976 who have moved into the Welsh countryside on a creative retreat. Daphne (Rosy McEwen) an avant garde vocalist and her husband Darcy (Dev Patel) an experimental sound recordist, use the new found space to explore their art and their relationship. In doing so, they stumble across unusual sounds, enter the depths of nature and experience something Otherworldly...at which point a stranger enters their lives.It was great to chat with Bryn and learn what had inspired him. Turns out that, like many of us, he's been familiar with these worlds since childhood. And, (as these magical kinds of projects tend to do) against all odds, the film found it's way into the insightful hands of SpectreVision - yet another nudge that there's definitely something driving this opening of hearts and minds towards the Otherworld, into the mainstream. It's a brilliant film, sensitive to these themes, incredible cinematography due to the fact that it's all shot on 35mm, giving a soothing sense of spaciousness to the natural world backdrop that runs throughout the story. The soundscape is masterful and an experience all by itself. I loved it!! Go and see it if you can. The film releases Friday 12th September in cinemas all across the US. We are hoping it will come to Europe too. In the meantime, check out Bryn's previous short film Moritz and the Woodwose (2013) - I think the portrayal of the being is really inspired. Thanks for watching

The Analytics Engineering Podcast
Agentic coding in analytics engineering (w/ Mikkel Dengsøe)

The Analytics Engineering Podcast

Play Episode Listen Later Sep 7, 2025 44:20


Tristan talks with Mikkel Dengsøe, co-founder at SYNQ, to break down what agentic coding looks like in analytics engineering. Mikkel walks through a hands-on project using Cursor, the dbt MCP server, Omni's AI assistant, and Snowflake. They cover where agents shine (staging, unit tests, lineage-aware checks), where they're risky (BI chat for non-experts), and how observability is shifting from dashboards to root-cause explanations. For full show notes and to read 6+ years of back issues of the podcast's companion newsletter, head to https://roundup.getdbt.com. The Analytics Engineering Podcast is sponsored by dbt Labs.

Run The Numbers
Do PE Companies Trade Innovation for Margins?

Run The Numbers

Play Episode Listen Later Sep 6, 2025 8:51


Do PE Companies Trade Innovation for Margins?Private equity firms love to talk about operational excellence… but when “efficiency” comes at the cost of innovation, are they mortgaging tomorrow for today's margins?In this episode I break down why 25% operating margins became the magic number in software, how PE-backed businesses chase the Rule of 50, and what happens when cutting R&D tips companies into the “Innovation Death Spiral.”Today's podcast is brought to you by Campfire.You may know that we use Campfire as our ERP, and it's been a game changer for our finance workflow. The interface is intuitive, migration was quick and painless, and it's freed us up to focus on strategic work instead of manual processes. In case you don't know, Campfire is an AI-first ERP powering next-gen finance & accounting teams. Helps you close fast, unlock insights and scale smarter.If you're curious about where finance tech is heading, and would like to hear more of my thoughts on the topic, don't miss Campfire's Finance Forward AI Summit - the upcoming summit bringing together the sharpest minds in finance and operations.You'll hear directly from industry leaders on how they're using AI to shape the future of finance, and how your team can get ahead of the curve. I'll be speaking on panels with finance leaders from Anthropic, Snowflake, Mercury and more. The summit is October 28th in San Francisco; I hope to see you there.Sign up for the summit at campfiresummit.ai or learn more about Campfire at www.campfire.ai. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Sep 4, 2025 74:22


Agenda: 04:00 – Anthropic Raises $13BN: The Analysis? 19:00 – Is Zuck's $14BN Scale bet the biggest blunder in AI? 27:00 – Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness? 36:00 – Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead? 48:00 – Is Jensen Huang right there will be $4TRN in AI gains? 57:00 – Will AI wipe out SaaS margins with 10% GPU taxes? Or is Notion the exception? Items Mentioned in Today's Episode: Try NEXOS.AI for yourself with a 14-day free trial: https://nexos.ai/20vc    

Customer Obsessed
Rethinking What AI Needs with Brian Gannuscio

Customer Obsessed

Play Episode Listen Later Sep 4, 2025 48:01


Most companies experimenting with AI run into the same roadblocks: messy data, stalled pilots, and unclear next steps. Brian Gannuscio has spent over a decade helping organizations move past those barriers by focusing on the architecture that makes AI possible. In this episode, he explains why waiting for perfect data is a mistake, how tools like Snowflake and Salesforce Data Cloud work together, and what it really takes to modernize without driving up costs. You'll also hear concrete stories—from uncovering $50M in new sales to cutting approval queues by 70%—that show how smarter use of data translates into results.Episode Highlights(06:00) Why “perfect” data isn't required to start using AI(08:15) How one project uncovered $50M in new sales opportunities(13:00) What a modern data architecture actually looks like in practice(15:40) Using zero-copy connectors to simplify access for business users(19:00) Turning a 25-page Word doc into an AI tool that cut approval queues by 70%(22:30) Natural language as the next interface for data(25:30) How AI shifts focus from manual “junk work” to higher-value priorities(29:00) Why content quality matters just as much as data quality in AI projects(37:00) Why so many AI pilots stall — and how to build use cases that scale

Dark Side of Wikipedia | True Crime & Dark History
The Untold Story of Bryan Kohberger: Digital Ghost to Prison Snowflake

Dark Side of Wikipedia | True Crime & Dark History

Play Episode Listen Later Sep 3, 2025 44:03


The Untold Story of Bryan Kohberger: Digital Ghost to Prison Snowflake The Bryan Kohberger case is more than a courtroom headline — it's a labyrinth of unanswered questions, eerie parallels, and a man unraveling in real time. This full breakdown with retired FBI Special Agent Jennifer Coffindaffer pulls no punches, exposing the mysteries and the psychology behind one of the most infamous names in true crime. First, there's Pappa Rodger, the anonymous online persona who seemed to know far too much before the public ever did. Posts about knife sheaths, entry points, and crime scene choices echoed Koberger's criminology surveys almost word for word. Law enforcement says it wasn't him — but the eerie similarities force us to ask: if not him, then who? Then, there's the collapse of the so-called “criminal mastermind.” Behind bars, Kohberger isn't projecting dominance. He's complaining about meal trays, fearing inmate threats, and grasping at legal straws. Far from the image of control, what emerges is a fragile man crumbling under pressure, proving that theory and reality are worlds apart. But the red flags didn't start in prison — they were flashing years earlier. As a teaching assistant at Washington State, Kohberger racked up thirteen formal complaints in just three months. Students described intimidation and harassment. Professors warned colleagues he was dangerous. One student even wrote: “my TA looks like a murderer.” The signs were there, and they were ignored. Add to that the odd gaps in evidence collection — items tested for blood months later, reports that feel incomplete — and you see the picture of a case that is both airtight and unsettling. Not because the outcome is in doubt, but because the process leaves you wondering what else is still in the shadows. This isn't just the story of one man. It's a story about how institutions miss warnings, how digital ghosts confuse investigations, and how the façade of control collapses under real-world pressure. Bryan Kohberger wanted to dominate — online, in classrooms, in life. What we're left with now is the truth behind the mask. Hashtags: #BryanKohberger #PappaRodger #IdahoMurders #HiddenKillers #JenniferCoffindaffer #Idaho4 #TrueCrimePodcast #TrueCrimeCommunity #PrisonLife #Appeal #RedFlagsIgnored #TrueCrimeBreakdown Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspod Instagram https://www.instagram.com/hiddenkillerspod/ Facebook https://www.facebook.com/hiddenkillerspod/ Tik-Tok https://www.tiktok.com/@hiddenkillerspod X Twitter https://x.com/tonybpod Listen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872

Hidden Killers With Tony Brueski | True Crime News & Commentary
The Untold Story of Bryan Kohberger: Digital Ghost to Prison Snowflake

Hidden Killers With Tony Brueski | True Crime News & Commentary

Play Episode Listen Later Sep 3, 2025 44:03


The Untold Story of Bryan Kohberger: Digital Ghost to Prison Snowflake The Bryan Kohberger case is more than a courtroom headline — it's a labyrinth of unanswered questions, eerie parallels, and a man unraveling in real time. This full breakdown with retired FBI Special Agent Jennifer Coffindaffer pulls no punches, exposing the mysteries and the psychology behind one of the most infamous names in true crime. First, there's Pappa Rodger, the anonymous online persona who seemed to know far too much before the public ever did. Posts about knife sheaths, entry points, and crime scene choices echoed Koberger's criminology surveys almost word for word. Law enforcement says it wasn't him — but the eerie similarities force us to ask: if not him, then who? Then, there's the collapse of the so-called “criminal mastermind.” Behind bars, Kohberger isn't projecting dominance. He's complaining about meal trays, fearing inmate threats, and grasping at legal straws. Far from the image of control, what emerges is a fragile man crumbling under pressure, proving that theory and reality are worlds apart. But the red flags didn't start in prison — they were flashing years earlier. As a teaching assistant at Washington State, Kohberger racked up thirteen formal complaints in just three months. Students described intimidation and harassment. Professors warned colleagues he was dangerous. One student even wrote: “my TA looks like a murderer.” The signs were there, and they were ignored. Add to that the odd gaps in evidence collection — items tested for blood months later, reports that feel incomplete — and you see the picture of a case that is both airtight and unsettling. Not because the outcome is in doubt, but because the process leaves you wondering what else is still in the shadows. This isn't just the story of one man. It's a story about how institutions miss warnings, how digital ghosts confuse investigations, and how the façade of control collapses under real-world pressure. Bryan Kohberger wanted to dominate — online, in classrooms, in life. What we're left with now is the truth behind the mask. Hashtags: #BryanKohberger #PappaRodger #IdahoMurders #HiddenKillers #JenniferCoffindaffer #Idaho4 #TrueCrimePodcast #TrueCrimeCommunity #PrisonLife #Appeal #RedFlagsIgnored #TrueCrimeBreakdown Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspod Instagram https://www.instagram.com/hiddenkillerspod/ Facebook https://www.facebook.com/hiddenkillerspod/ Tik-Tok https://www.tiktok.com/@hiddenkillerspod X Twitter https://x.com/tonybpod Listen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872

The Idaho Murders | The Case Against Bryan Kohberger
The Untold Story of Bryan Kohberger: Digital Ghost to Prison Snowflake

The Idaho Murders | The Case Against Bryan Kohberger

Play Episode Listen Later Sep 3, 2025 44:03


The Untold Story of Bryan Kohberger: Digital Ghost to Prison Snowflake The Bryan Kohberger case is more than a courtroom headline — it's a labyrinth of unanswered questions, eerie parallels, and a man unraveling in real time. This full breakdown with retired FBI Special Agent Jennifer Coffindaffer pulls no punches, exposing the mysteries and the psychology behind one of the most infamous names in true crime. First, there's Pappa Rodger, the anonymous online persona who seemed to know far too much before the public ever did. Posts about knife sheaths, entry points, and crime scene choices echoed Koberger's criminology surveys almost word for word. Law enforcement says it wasn't him — but the eerie similarities force us to ask: if not him, then who? Then, there's the collapse of the so-called “criminal mastermind.” Behind bars, Kohberger isn't projecting dominance. He's complaining about meal trays, fearing inmate threats, and grasping at legal straws. Far from the image of control, what emerges is a fragile man crumbling under pressure, proving that theory and reality are worlds apart. But the red flags didn't start in prison — they were flashing years earlier. As a teaching assistant at Washington State, Kohberger racked up thirteen formal complaints in just three months. Students described intimidation and harassment. Professors warned colleagues he was dangerous. One student even wrote: “my TA looks like a murderer.” The signs were there, and they were ignored. Add to that the odd gaps in evidence collection — items tested for blood months later, reports that feel incomplete — and you see the picture of a case that is both airtight and unsettling. Not because the outcome is in doubt, but because the process leaves you wondering what else is still in the shadows. This isn't just the story of one man. It's a story about how institutions miss warnings, how digital ghosts confuse investigations, and how the façade of control collapses under real-world pressure. Bryan Kohberger wanted to dominate — online, in classrooms, in life. What we're left with now is the truth behind the mask. Hashtags: #BryanKohberger #PappaRodger #IdahoMurders #HiddenKillers #JenniferCoffindaffer #Idaho4 #TrueCrimePodcast #TrueCrimeCommunity #PrisonLife #Appeal #RedFlagsIgnored #TrueCrimeBreakdown Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspod Instagram https://www.instagram.com/hiddenkillerspod/ Facebook https://www.facebook.com/hiddenkillerspod/ Tik-Tok https://www.tiktok.com/@hiddenkillerspod X Twitter https://x.com/tonybpod Listen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872

FBI Unscripted | Real Agents On Real Crime
The Untold Story of Bryan Kohberger: Digital Ghost to Prison Snowflake

FBI Unscripted | Real Agents On Real Crime

Play Episode Listen Later Sep 3, 2025 44:03


The Untold Story of Bryan Kohberger: Digital Ghost to Prison Snowflake The Bryan Kohberger case is more than a courtroom headline — it's a labyrinth of unanswered questions, eerie parallels, and a man unraveling in real time. This full breakdown with retired FBI Special Agent Jennifer Coffindaffer pulls no punches, exposing the mysteries and the psychology behind one of the most infamous names in true crime. First, there's Pappa Rodger, the anonymous online persona who seemed to know far too much before the public ever did. Posts about knife sheaths, entry points, and crime scene choices echoed Kohberger's criminology surveys almost word for word. Law enforcement says it wasn't him — but the eerie similarities force us to ask: if not him, then who? Then, there's the collapse of the so-called “criminal mastermind.” Behind bars, Kohberger isn't projecting dominance. He's complaining about meal trays, fearing inmate threats, and grasping at legal straws. Far from the image of control, what emerges is a fragile man crumbling under pressure, proving that theory and reality are worlds apart. But the red flags didn't start in prison — they were flashing years earlier. As a teaching assistant at Washington State, Kohberger racked up thirteen formal complaints in just three months. Students described intimidation and harassment. Professors warned colleagues he was dangerous. One student even wrote: “my TA looks like a murderer.” The signs were there, and they were ignored. Add to that the odd gaps in evidence collection — items tested for blood months later, reports that feel incomplete — and you see the picture of a case that is both airtight and unsettling. Not because the outcome is in doubt, but because the process leaves you wondering what else is still in the shadows. This isn't just the story of one man. It's a story about how institutions miss warnings, how digital ghosts confuse investigations, and how the façade of control collapses under real-world pressure. Bryan Kohberger wanted to dominate — online, in classrooms, in life. What we're left with now is the truth behind the mask. Hashtags: #BryanKohberger #PappaRodger #IdahoMurders #HiddenKillers #JenniferCoffindaffer #Idaho4 #TrueCrimePodcast #TrueCrimeCommunity #PrisonLife #Appeal #RedFlagsIgnored #TrueCrimeBreakdown Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspod Instagram https://www.instagram.com/hiddenkillerspod/ Facebook https://www.facebook.com/hiddenkillerspod/ Tik-Tok https://www.tiktok.com/@hiddenkillerspod X Twitter https://x.com/tonybpod Listen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872

Trading Justice
September Seasonality | Nvidia Earnings Impact | Jobs Report Scenarios

Trading Justice

Play Episode Listen Later Sep 2, 2025 62:17


The Justice brothers are back from Labor Day and dive into one of the biggest catalysts of the year: the unemployment report. From “bad news is good news” to “good news is bad news,” they map out all four possible outcomes and how each could impact bonds, equities, and the dollar. They also review RSP, small-caps, and the Dow to see if breadth can keep strengthening the bull case. The discussion then shifts to China's AI surge—Alibaba's blowout growth, a domestic chip launch aimed at Nvidia, and DeepSeek's disruptive “Sputnik moment.” Add in September's seasonal headwinds, a packed “Stock It or Drop It” lineup (Ulta, Snowflake, CrowdStrike, Dick's, Wheaton, Delta, Citi), plus Coaches Corner on covered calls, tariffs, and trading setups—and you've got a can't-miss episode.

Boardroom Governance with Evan Epstein
Teresa Briggs: Audit Committees, AI, and the Evolving Role of Corporate Directors.

Boardroom Governance with Evan Epstein

Play Episode Listen Later Sep 2, 2025 54:27


(0:00) Intro(1:26) About the podcast sponsor: The American College of Governance Counsel(2:13) Start of interview(2:53) Teresa's origin story(4:30) Her career path at Deloitte (37-year career)(7:40) Transition to Board Service(8:37) Joining the board of ServiceNow(10:57) Joining the board of Warby Parker and understanding Public Benefit Corporations (PBCs)(14:48) Joining the boards of Snowflake and Docusign(15:38) Insights on Audit Committees (*reference to E179 with Jack Lazar)(17:10) Evolving Responsibilities of Audit Committees(21:40) The Climate and ESG Discussion(24:15) Boardroom Diversity Trends(26:13) The Rise of AI in Business(30:18) Navigating Geopolitical Changes(33:36) Handling Crisis Situations (her experience with whistleblower case and special committee with outside counsel investigation)(37:28) Engaging with Activist Investors(38:40) Founder Mentality vs. Governance *Reference to VC-Board Academy (on October 28, 2025 in NYC)(42:10) The Future of Private vs. Public Companies (impact of IPOs) *Mention of CaaStle fraud case.(45:57) The Impact of AI on Human Capital(48:29) Work from Home Dynamics(50:05) Book that has greatly influenced her life: Outlive, by Peter Attia (2022)(50:50) Her mentors. Rich Fineberg(51:51) Quotes that she thinks of often or lives his life by.(52:24) An unusual habit or an absurd thing that she loves.(53:11) The living person she most admires.Teresa Briggs serves on the boards of DocuSign, ServiceNow, Snowflake and Warby Parker. She is a member of the audit committee for each company and is the audit committee chair of ServiceNow, DocuSign, and Warby Parker. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Eye On A.I.
#282 Chris O'Neill: How GrowthLoop is Using Agentic AI for Real-Time, Personalized Marketing

Eye On A.I.

Play Episode Listen Later Sep 2, 2025 53:13


Marketing is changing forever.    In this episode of Eye on AI, host Craig Smith sits down with Chris O'Neill, CEO of GrowthLoop and board member at Gap, to explore how agentic AI and GrowthLoop's Compound Marketing Engine are transforming the way brands connect with their customers.   Chris shares how GrowthLoop applies AI on top of modern data clouds like Snowflake, BigQuery, and Databricks to automate audience targeting, personalize campaigns in real time, and accelerate experimentation loops.    He explains why speed and iteration matter more than ever, how companies like Allegro doubled their return on ad spend with GrowthLoop, and why the future of marketing belongs to brands that embrace agentic AI.   If you're a marketer, technologist, or business leader looking to stay ahead in the age of AI, this conversation is packed with practical insights you can't afford to miss. Stay Updated: Craig Smith on X:https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI

Cloud Wars Live with Bob Evans
Snowflake Grows 32% on Analytics and AI but Competition Intensifies

Cloud Wars Live with Bob Evans

Play Episode Listen Later Sep 2, 2025 4:30


In today's Cloud Wars Minute, I dive into Snowflake's record-breaking Q2 performance and explore how CEO Sridhar Ramaswamy is positioning the company for long-term AI-driven success.Highlights00:14 — Snowflake has been a remarkable story of growth and achievement—category creation here around the AI Data Cloud—and it reported last week a very strong Q2 with product revenue up 32% to $1.09 billion. That's the first time it has topped $1 billion. That's the good news. The bad news is that the competition is really intensifying.01:16 — CEO Sridhar Ramaswamy said, “We're also trying to continue to push out new AI solutions and technology as rapidly as possible.” There are startups and similarly sized companies, such as Databricks and Palantir, coming after it in that core market. But also bigger players (SAP, Oracle, Microsoft, Google Cloud, and others) are getting more deeply into this AI Data Cloud space.02:06 — Ramaswamy feels that Snowflake is very well positioned around this end-to-end data lifecycle spot that it has. He has been repeating relentlessly over the 18 months he's been CEO that businesses cannot have a successful AI strategy unless they first have a successful data strategy and are able to execute on that data very, very forcefully and consistently.03:30 — I mentioned Palantir, talked about them some last week—and the phenomenal Q1 it had. It grew 48%. So I really applaud Snowflake for 32% growth. But here's Palantir in a similar space—analytics and AI—growing 48%, which is a 50% higher growth rate than what Snowflake just posted. Databricks is growing very rapidly as well, doing some good things.03:54 — Lots of competition there, but—as always in the Cloud Wars—the biggest winners are always, always the customers. Later, we'll have a long, detailed article on Cloud Wars about Snowflake's Q2 results, perspectives from Ramaswamy, and some of my own thoughts about how this all shapes out. Visit Cloud Wars for more.

Get IT: Cybersecurity insights for the foreseeable future.

In this episode, KJ Burke and Qaiser Habib, head of engineering, Canada at Snowflake, discuss the challenges and strategies for unlocking the power of data within organizations. They explore the evolution of data management, the changing role of IT teams, the importance of data quality, and the shift towards unstructured data. The conversation also highlights the need for self-service data access, the accountability of C-suite executives, and the future trends in data and AI. To learn more, visit cdw.ca

Energy 101: We Ask The Dumb Questions So You Don't Have To
Data is Energy's Most Untapped Resource

Energy 101: We Ask The Dumb Questions So You Don't Have To

Play Episode Listen Later Sep 2, 2025 53:58


Spreadsheets, SCADA systems, terabytes of old data, and a surprising amount of laughter, this one has it all. Jacob and Julie sat down with Bobby Neelon from Drill Down Analytics to finally ask the “dumb” questions most people are too shy to bring up about energy, oil and gas, and the mysterious world of data. Bobby breaks down how companies actually deal with messy files (yes, even those dusty paper records), why AI and machine learning are shaking up the industry, and what makes tools like Power BI, Spotfire, Snowflake, and Databricks different without getting lost in jargon. Along the way, we swap stories about the ridiculous challenges of working in spreadsheets, the quirks of SCADA, and what it means to move everything into the cloud. Whether you're brand new to energy or secretly love a good data puzzle, this episode makes the complicated stuff easy, and pretty fun too.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro00:54 - What is data03:36 - Does old data matter05:54 - Biggest problems with data in oil and gas11:54 - Pre-AI era in data analytics15:38 - Importance of knowing end goals18:24 - Jargon and terminology in data19:20 - Overview of Spotfire24:10 - Snowflake vs Databricks comparison30:05 - High-tech advancements in oil and gas32:10 - Understanding SCADA data35:09 - Cloud storage solutions37:20 - On-premises data management41:38 - Future trends in data analytics44:43 - Last minute file suffix game50:30 - Introduction to YAML52:28 - Outrohttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Tech Lead Journal
#231 - Faster Code Reviews, Faster Code Shipping with Stacked PRs - Greg Foster

Tech Lead Journal

Play Episode Listen Later Sep 1, 2025 60:57


Are long code review cycles killing your engineering team's velocity? Learn how top engineering teams are shipping code faster without sacrificing quality.In this episode, Greg Foster, CTO and co-founder of Graphite, discusses the evolution of code review practices, from the fundamentals of pull requests to the future of AI in code review workflows. He shares the secrets behind how the Graphite team became one of the most productive engineering teams by leveraging techniques like small code changes and stacked PRs (pull requests).Key topics discussed:The evolution of code review from bug-hunting to knowledge sharingBest practices for PRs and why small PRs get better feedbackHow stacked PRs eliminate waiting time in development workflowsThe rise of AI in the code review processWhy AI code review works best as an automated CI checkHow Graphite achieves P99 engineering productivityHiring engineers in the age of AI-assisted codingTimestamps:(00:00) Trailer & Intro(02:21) Career Turning Points(05:11) Now is The Golden Time to Be in Software Engineering(09:08) The Evolution of Code Review in Software Development(14:59) The Popularity of Pull Request Workflow(21:01) Pull Request Best Practices(26:17) The Stacked PR and Its Benefits(34:07) How Graphite Ships Code Remarkably Fast(40:03) The Cool Things About AI Code Review(45:23) Graphite's Unique Recipes for Engineering Productivity(50:55) Hiring Engineers in the Age of AI(55:31) 2 Tech Lead Wisdom_____Greg Foster's BioGreg Foster is the CTO and co-founder of Graphite, an a16z and Anthropic-backed company helping teams like Snowflake, Figma, and Perplexity ship faster and scale AI-generated code with confidence. Prior to Graphite, Greg was a dev tools engineer at Airbnb. There, he experienced the impact of robust internal tooling on developer velocity and co-founded Graphite to bring powerful, AI-powered code review to every team. Greg holds a BS in Computer Science from Harvard University.Follow Greg:LinkedIn – linkedin.com/in/gregmfosterX – x.com/gregmfosterEmail – greg@graphite.devGraphite – graphite.devGraphite X – x.com/withgraphiteLike this episode?Show notes & transcript: techleadjournal.dev/episodes/231.Follow @techleadjournal on LinkedIn, Twitter, and Instagram.Buy me a coffee or become a patron.

A Gardener's Notebook
Snowflakes/Leucojum Flowers 2006 [Photography]

A Gardener's Notebook

Play Episode Listen Later Sep 1, 2025


Find more of my photos on PixelFed Read more on this topic: In the garden: Azalea Blooms 2024 via TikTok [Video] Rain on the grass in the garden [Photography] Azalea – A Minute In The Garden for A Gardener’s Notebook [Video] First Snowflakes (Leucojum) in the Garden 2024 [Photography] Flowering Now: Yellow Hibiscus In The Garden via TikTok [Video]

Run The Numbers
Netskope IPO: S1 Breakdown

Run The Numbers

Play Episode Listen Later Aug 30, 2025 24:48


Cybersecurity company Netskope has filed to go public on the NASDAQ.Today we're breaking down their S1 filing, including their financials, valuation outcomes, and potential red flags.Today's podcast is brought to you by Campfire.You may know that we use Campfire as our ERP, and it's been a game changer for our finance workflow. The interface is intuitive, migration was quick and painless, and it's freed us up to focus on strategic work instead of manual processes. In case you don't know, Campfire is an AI-first ERP powering next-gen finance & accounting teams. Helps you close fast, unlock insights and scale smarter.If you're curious about where finance tech is heading, and would like to hear more of my thoughts on the topic, don't miss Campfire's Finance Forward AI Summit - the upcoming summit bringing together the sharpest minds in finance and operations.You'll hear directly from industry leaders on how they're using AI to shape the future of finance, and how your team can get ahead of the curve. I'll be speaking on panels with finance leaders from Anthropic, Snowflake, Mercury and more. The summit is October 28th in San Francisco; I hope to see you there.Sign up for the summit at campfiresummit.ai or learn more about Campfire at www.campfire.ai. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

Emprendeduros
EP. #343 | ¿Cómo EEUU se está convirtiendo en China?

Emprendeduros

Play Episode Listen Later Aug 29, 2025 67:54


¡Emprendeduros! En este episodio Rodrigo y Alejandro nos dan una actualización de mercado donde hablan del estatus del mercado, de los comentarios de Jerome Powell y de las expectativas de inflacion y de empleo. Nos dan los reportes de ingreso de PinDuoDuo, Crowdstrike, Snowflake, Dollar General y Nvidia. Después hablan de una compra de cafe enorme y de una sociedad cuantica. Finalmente nos dan el análisis de crypto donde hablan de BTC vs ETH y de la moneda estable de Europa. ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

Three Cartoon Avatars
Marc Benioff Predicts Half of Conversations Will be With AI Agents Next Year

Three Cartoon Avatars

Play Episode Listen Later Aug 29, 2025


Logan is joined by Marc Benioff, the legendary co-founder and CEO of Salesforce, for a wide-ranging conversation on the rise of AI in enterprises. Marc explains how Salesforce has become the testing ground for its own “agentic” technology, using AI agents to handle customer support, boost sales, and transform marketing. He also shares his perspective on what's hype vs. reality in the AI race, the opportunities for startups, and why the future is about humans and agents working together. (00:00) Introduction and Salesforce's Lead Management (00:35) Reflecting on the Last Eight Months (01:14) The Impact of AI on Salesforce Operations (02:15) AI's Role in Customer Support and Sales (03:45) Salesforce's Vision for an Agentic Enterprise (05:00) Public Market Sentiment and AI Adoption (06:15) Salesforce's Data and Application Foundations (08:13) The Future of CRM and ITSM Markets (12:57) Managing Agents and Human Workers (17:45) Salesforce's Growth and AI Product Line (19:38) Pricing Models and Customer Success Stories (23:26) The Role of AI in Different Market Segments (28:51) Salesforce Ventures and Startup Investments (36:05) Advice for Young Professionals and Future Trends (41:04) Dreamforce Executive Producer: Rashad Assir Producer: Leah Clapper Mixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

Doppelgänger Tech Talk
Nvidia, Snowflake, Crowdstrike Earnings & Nobelpreis für M&A  #488

Doppelgänger Tech Talk

Play Episode Listen Later Aug 29, 2025 67:02


Wir durchleuchten die Nvidia-Earnings, China will seine KI-Chip-Produktion verdreifachen. DeepSeek kündigt die Kompatibilität seines neuesten Modells mit heimischen Chips an, während Cambricon Rekordgewinne erzielt. Microsoft und OpenAI ringen um eine Umstrukturierung, die sich bis ins nächste Jahr zieht, und Meta verliert Forscher an OpenAI. Das KI-Start-up Lovable erhält Finanzierungsangebote bei 4 Milliarden Dollar Bewertung. Google bereitet die Abspaltung seiner Ad-Tech-Sparte vor, CrowdStrike übertrifft knapp die Prognosen, und Snowflake beruhigt Anleger mit starker Guidance. Affirm überrascht mit Gewinnsprung. Die USA veröffentlichen BIP-Daten auf der Blockchain, während Trumps Medienfirma Milliarden in Krypto verschiebt. Elon Musk steht vor einer Betrugsklage im Wahljahr 2024.  Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über:   (00:00:00) NVIDIA Earnings Analyse  (00:15:50 ) China Chip-Offensive (00:19:30) OpenAI Microsoft Verhandlungen  (00:24:35) Meta KI-Talentflucht  (00:29:20) Loveable Bewertungssprung  (00:35:00) Google Ad-Tech Abspaltung  (00:36:40) Crowdstrike, Snowflake, Affirm   (00:42:50) Lutnick Verstaatlichungspläne  (00:48:00) Trump Krypto-Expansion  (00:54:20) Triggerwarnung (00:59:40) Tech-Regulierung Handelskonflikte  (01:02:35) Musk Lotterie-Klage Shownotes Nvidia übertrifft Erwartungen, KI-Ausgaben sollen weiter steigen – cnbc.com China will KI-Chip-Produktion verdreifachen – ft.com DeepSeek-Modell kompatibel mit Chinas neuen KI-Chips – cnbc.com China AI-Schlüsselakteur Cambricon verzeichnet Rekordgewinn – bloomberg.com Microsoft-Gespräche verschieben OpenAI-Umstrukturierung auf nächstes Jahr – ft.com Forscher verlassen Metas neues Superintelligenz-Labor – wired.com KI-Start-up Lovable erhält Finanzierungsangebote bei 4 Mrd. $ Bewertung – ft.com Wie Google die Ad-Tech-Einheit unabhängig machen will – theinformation.com CrowdStrikes Quartalsprognose verfehlt Analystenschätzungen – bloomberg.com Lutnik Defense – barrons.com USA veröffentlicht BIP-Daten auf Blockchain in Trump-Krypto-Initiative – bloomberg.com Trumps Medienfirma startet neues Geschäft zum Kauf von Milliarden in Nischen-Kryptowährung - WSJ – wsj.com Tether, SoftBank Group und Jack Mallers gründen Bitcoin-Unternehmen "Twenty One" – cantor.com Ein Teenager war suizidgefährdet. ChatGPT war der Freund, dem er sich anvertraute. – nytimes.com Meta-Chatbot gibt Teenagern Tipps zu Selbstverletzung – washingtonpost.com Meta-CEO Mark Zuckerberg lobbyierte bei Trump wegen Digitalsteuern – bloomberg.com Mark Zuckerberg kündigt Änderungen bei Metas Inhaltsmoderation an – techpolicy.press Elon Musk muss sich Betrugsklage wegen Wahlverlosung 2024 stellen – bloomberg.com Doppelgänger #500 Party Losverfahren – doppelgaenger.io DG Open #02 Bewerbung – forms.gle

Software Lifecycle Stories
Blending Roles, Breaking Ceilings with Shikha Munjal

Software Lifecycle Stories

Play Episode Listen Later Aug 29, 2025 42:52


In this episode of Software People Stories, Gayatri Kalyanaraman speaks with Shikha Munjal, Associate Director Fidelity International, about her dynamic journey across technology, finance, people management and community building.Shikha Munjal's story begins in a small town in Haryana, where she pursued computer science engineering—a choice influenced by her father's vision rather than her own. What started as a decision made for her soon turned into a lifelong passion for technology and problem-solving.She began her career with Accenture in Bangalore, diving straight into the corporate world just two days after finishing her final exams. Although trained in one technology, she was placed on projects with Informatica and data technologies, which opened a new career-long interest in data management and reporting tools.From there, Shikha moved to Headstrong (later acquired by Genpact), working primarily with Morgan Stanley's account, and even spent nearly a year onsite in Tokyo. That global experience left a lasting impression on her work ethic—she admired the Japanese culture of discipline, continuous learning, and deep focus.Her journey next took her to JP Morgan in Mumbai, where she strengthened her expertise in financial services and data-driven systems. But personal circumstances brought her back to the Delhi NCR region, where she eventually joined Fidelity International, her professional home for over a decade.At Fidelity, Shikha grew into senior leadership, taking on roles that blended technology, business analysis, and product management. She emphasized not just building solutions, but delivering real business outcomes—aligning technology with the fast-paced demands of the financial services industry.Along the way, she invested in continuous learning—pursuing certifications in Informatica, IBM, product management, financial analysis, and cloud/data platforms like Snowflake. She transitioned from being a technologist to a business leader and product owner, always guided by her growth mindset.Beyond her corporate role, Shikha has been an active advocate for diversity and inclusion, serving as a chapter lead at AnitaB.org North India. She blends her professional identity with her personal roles as a mother, wife, daughter, and sister, often saying that her strength comes from integrating all these parts of her life.Today, as Associate Director at Fidelity International, Shikha is shaping data strategies, product roadmaps, and inclusive leadership practices—all while staying curious, resilient, and adaptable in an era of rapid technological and business change.Quotable Moments from Shikha Munjal's Episode“The whole is greater than the sum of its parts – I've learned to blend my roles as a mother, daughter, professional, and leader.”“Comfort and growth do not coexist. The moment I feel my work is not challenging me, I know it's time to evolve.”“What keeps me going is not climbing the career ladder, but continuously adding to my profile and learning something new.”“If you enjoy the process of learning, the outcomes will follow naturally.”“In technology, every four to eight years your skills get challenged – you need to continuously upskill to stay relevant.”“I always believed that being connected to the business side meant being connected to the real world – solving real problems, not just writing code.”“We need to embrace uncertainty rather than rush to solve it. Sometimes dwelling on the ambiguity gives deeper insights.”“Data today is like a marketplace—you should be able to shop for it within an organization, but with the right entitlements and governance.”Shikha Munjal is Associate Director at Fidelity International with over 20 years of experience in technology and financial services. She has held roles at Accenture, HCL, Morgan Stanley, JP Morgan, and now Fidelity. A strong advocate for diversity and inclusion, she has led the North India chapter of AnitaB.org. Shikha is passionate about data, product management, and continuous learning, and believes in shaping her career with curiosity and resilience.Shikha can be reached at https://www.linkedin.com/in/shikha-munjal-19370113a/

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Round | Klarna's IPO Broken Down | Inside a16z's 72 Deal Seed Investment Machine | Martin Casado: Is Consensus Investing the Only Game | Why Satya is Chatting S*** on SaaS Apps Disappearing featuring Marc Benioff

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Aug 28, 2025 71:40


AGENDA: ​​00:00 – Marc Benioff vs Snowflake, Databricks & Palantir: Who Wins the Data Cloud War? 05:10 – Does Benioff Feel The Need to Buy AI Talent Like Zuck Is? 09:00 – What Salesforce has Learned From Palantir on Forward Deployed Engineers? 18:00 – Will SaaS apps disappear in an AI world? Why Satya is Chatting S*** 23:40 – Are SDRs really screwed by AI… or just evolving? 26:10 – Benioff on Who Wins: OpenAI or Anthropic? 30:00 – Nat Friedman reports to Alex Wang: Genius move or career downgrade? 34:00 – Anthropic's $10B round: Have we hit peak AI hype? 47:00 – Klarna's wild ride: From $45B to $6B to IPO at $15B 55:00 – Inside a16z's seed machine: 72 bets vs Sequoia's 27 57:45 – Martìn Casado: Is consensus investing dangerous—or the only game? 01:05:00 – The big lesson: consensus, contrarian, and why investing is harder than ever  

Squawk on the Street
Nvidia's Q2 Beat and the AI Trade, Fed's Cook Sues Trump Administration 8/28/25

Squawk on the Street

Play Episode Listen Later Aug 28, 2025 45:36


Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging conversation about Nvidia and what's next for the stock and the AI trade. The world's most valuable company posted a Q2 earnings beat, but the stock fell in reaction to lighter-than-expected data center revenue growth -- and a Q3 outlook that did not include H20 chip shipments to China. The anchors also discussed the lawsuit Fed governor Lisa Cook filed against the Trump Administration, contesting the president's move to fire her. Also in focus: The retail earnings parade led by Dollar General and Best Buy, Snowflake soars, upheaval at the CDC. Squawk on the Street Disclaimer

Saxo Market Call
Nvidia's earnings greeted with mild sell-off. What now?

Saxo Market Call

Play Episode Listen Later Aug 28, 2025 32:29


Today features special guest and former Saxonian, Peter Garnry, CEO and Co-founder of Gesda Capital, who takes us through his thoughts on Nvidia after the earnings call yesterday and especially its medium to longer term growth potential versus the current valuation. We also cover Crowdstrike and Snowflake earnings, where Peter looks for investment opportunities when so many pockets of the market are overvalued, thoughts on the geopolitical backdrop and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Link to Gesda Capital home page and Peter Garnry's substack. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic

The Options Insider Radio Network
The Option Block 1402: Drone Shields and Smurfette Villages

The Options Insider Radio Network

Play Episode Listen Later Aug 28, 2025 62:10


On this episode of The Option Block, Mark Longo is joined by Uncle Mike Tosaw from St. Charles Wealth Management and Henry "The Flowmaster" Schwartz from Cboe. They discuss the unexpected and muted reaction to Nvidia's earnings, the current state of the market, and the ideal trading conditions for investors. The panel also breaks down unusual options activity in a few unique single names and dives into a lively Mail Block discussion about the VIX and crypto derivatives. Time Stamps (04:54) - The Trading Block The panel discusses the surprising lack of volatility following Nvidia's earnings, despite high expectations and a large straddle pricing. The S&P 500 is up over 10% year-to-date, but the market feels subdued with low volatility and a steady, upward "trudge". Uncle Mike notes this is his "ideal market": boring and making new all-time highs. Technology and energy are the only sectors showing significant movement, with many others "taking the day off." The VIX is "hunching" at 14.25, with respectable options volume. SPY and SPX also have decent, though not record-breaking, paper on the tape. The hosts review the most active single names, including Snowflake's (SNOW) earnings pop, Retti (RETI), and Palantir (PLTR), which continues its pattern of aggressive early-session sell-offs followed by a late-session rebound. A quick recap of earnings moves in names like Best Buy, Burlington, Five Below, and Dell, with many straddles underpricing the actual moves. (22:38) - The Odd Block Onas Holdings (ONDS) Braze, Inc. (BRZE) Westrock PLC (SW) (35:54) - The Mail Block Audience Polls: Mark shares the results of recent listener polls, revealing that most listeners were not comfortable buying the S&P at its current level and that a large majority would prefer to buy rather than sell the VIX December 15 puts. VIX Debate: The show's central question: which level will the VIX hit first, 12 or 20? Both Uncle Mike and the Flowmaster believe the VIX will touch 12 first, driven by the ongoing bull market and low realized volatility, but they both note the high potential for a sudden, unexpected spike. Crypto Derivatives: A discussion on the future of crypto contracts, with a poll showing an overwhelming preference for cash-settled contracts over physically settled ones, due to simplicity and a desire to avoid dealing with the underlying assets. (44:54) - Around the Block  What to Watch: The hosts share what they'll be watching until the next episode, including the S&P 500's attempt to break 6,500, the post-earnings action in Nvidia and Dell, and the overall macroeconomic picture as traders return from summer vacations.        

TD Ameritrade Network
Blackwell Now NVDA's Story, SNOW Shows Software Isn't Dead

TD Ameritrade Network

Play Episode Listen Later Aug 28, 2025 8:06


Jenny Horne goes off Nvidia's (NVDA) gargantuan earnings report that showed a miss on data center revenue but highlighted other bright spots, including Blackwell. She lays out Nvidia's path ahead as shares rebound from Wednesday's post-earnings sell-off. Jenny turns to the software front on Snowflake's (SNOW) earnings, which opened the door to a strong stock rally.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Rundown
Nvidia Tops Earnings Despite Data Center Miss, Snowflake Shares Surge on AI Strength

The Rundown

Play Episode Listen Later Aug 28, 2025 9:50


The Option Block
The Option Block 1402: Drone Shields and Smurfette Villages

The Option Block

Play Episode Listen Later Aug 28, 2025 62:10


On this episode of The Option Block, Mark Longo is joined by Uncle Mike Tosaw from St. Charles Wealth Management and Henry "The Flowmaster" Schwartz from Cboe. They discuss the unexpected and muted reaction to Nvidia's earnings, the current state of the market, and the ideal trading conditions for investors. The panel also breaks down unusual options activity in a few unique single names and dives into a lively Mail Block discussion about the VIX and crypto derivatives. Time Stamps (04:54) - The Trading Block The panel discusses the surprising lack of volatility following Nvidia's earnings, despite high expectations and a large straddle pricing. The S&P 500 is up over 10% year-to-date, but the market feels subdued with low volatility and a steady, upward "trudge". Uncle Mike notes this is his "ideal market": boring and making new all-time highs. Technology and energy are the only sectors showing significant movement, with many others "taking the day off." The VIX is "hunching" at 14.25, with respectable options volume. SPY and SPX also have decent, though not record-breaking, paper on the tape. The hosts review the most active single names, including Snowflake's (SNOW) earnings pop, Retti (RETI), and Palantir (PLTR), which continues its pattern of aggressive early-session sell-offs followed by a late-session rebound. A quick recap of earnings moves in names like Best Buy, Burlington, Five Below, and Dell, with many straddles underpricing the actual moves. (22:38) - The Odd Block Onas Holdings (ONDS) Braze, Inc. (BRZE) Westrock PLC (SW) (35:54) - The Mail Block Audience Polls: Mark shares the results of recent listener polls, revealing that most listeners were not comfortable buying the S&P at its current level and that a large majority would prefer to buy rather than sell the VIX December 15 puts. VIX Debate: The show's central question: which level will the VIX hit first, 12 or 20? Both Uncle Mike and the Flowmaster believe the VIX will touch 12 first, driven by the ongoing bull market and low realized volatility, but they both note the high potential for a sudden, unexpected spike. Crypto Derivatives: A discussion on the future of crypto contracts, with a poll showing an overwhelming preference for cash-settled contracts over physically settled ones, due to simplicity and a desire to avoid dealing with the underlying assets. (44:54) - Around the Block  What to Watch: The hosts share what they'll be watching until the next episode, including the S&P 500's attempt to break 6,500, the post-earnings action in Nvidia and Dell, and the overall macroeconomic picture as traders return from summer vacations.        

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“NVIDIA mit Zahlen & China-Druck” - MongoDB, Snowflake, Rheinmetall & Cambricon

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Aug 28, 2025 13:37


Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws.Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch.Das Buch zum Podcast? Jetzt lesen.Der Kalender zum Podcast? Jetzt kaufen. Porsche will neuen Chef. Rheinmetall hat neue Fabrik und vielleicht bald neue Tochter. Canada Goose mit neuem Eigentümer? MondoDB, Snowflake und Kohl's überzeugen mit Zahlen. CrowdStrike nicht so. Cambricon wächst über 4.000%. Schadet das NVIDIA? Geholfen hat es nicht. Zumindest nicht dabei, die Erwartungen zu pulverisieren. Trump Media (WKN: A3CYXD) schickt Cronos zum Mond. Metaplanet will mehr Geld. Immer mehr Biotechs wollen Krypto-Geld. Und in Venezuela scheint Krypto zu helfen. Diesen Podcast vom 28.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

The Modern Fairy Sightings Podcast
Ep 111: "Black Spindly Creatures by my Bed" (& States of Bliss)

The Modern Fairy Sightings Podcast

Play Episode Listen Later Aug 27, 2025 88:36


Greg, an academic and lifelong experiencer contacted me with what he felt was a gnome encounter.We discuss early memories including his crib levitating and spindly black creatures who would appear at the side of his childhood bed. The description of the creatures reminded me of Episode 82: "The Puppets are Coming for Me" Greg shares how a later Kundalini experience brought a sense of expansion of consciousness and led to an encounter with what he believes was a Holy Guardian Angel.

Trader Merlin
Nvidia Earnings - 08/27/25

Trader Merlin

Play Episode Listen Later Aug 27, 2025 38:17


Discord Channel: https://discord.gg/pqKsMKp6SA 1.    Nvidia's Earnings Dissected We'll break down the latest Nvidia numbers—revenue, margins, forward guidance—and what it means for AI-driven tech hype. Can Nvidia sustain its growth, or is the sentiment due for a reset? 2. CrowdStrike & Snowflake in the Spotlight How did the broader tech sector perform? We'll dive into CrowdStrike's and Snowflake's updates to gauge enterprise tech demand and their influence on the market's mood. 3. Sector-Wide Takeaways Together, we'll assess the implications for index flows, valuation trends, and what this means for tech-heavy benchmarks. 4. Viewer Spotlight Q&A Great questions coming in—expect updates, setups, and insights tailored to your burning market concerns. 5. My Trade Recap Hear where I entered, what I've added, and how I'm managing exposure.   Contact TraderMerlin: Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Clik -          TradeStation -          Tradingview

Closing Bell
Closing Bell Overtime: Nvidia Reports Earnings 8/27/25

Closing Bell

Play Episode Listen Later Aug 27, 2025 43:41


Kristina Partsinevelos sets the market theme as all eyes turn to Nvidia's pivotal earnings report. Brenda Vingiello and Mike Santoli analyze markets ahead of the chip giant's results. Plus, instant reaction from all angles once Nvidia numbers are released with Gil Luria and Patrick Moorhead. Steve Grasso breaks down the readthrough from Nvidia and what's next for AI stocks, while Pure Storage CEO Charles Giancarlo discusses his company's latest results and storage market outlook in an exclusive interview. Other earnings include Snowflake, NetApp, CrowdStrike, and Pure Storage.Mad Money Disclaimer

TD Ameritrade Network
CRWD Tumbles on Earnings Beat, SNOW Soars with Revenue Growth

TD Ameritrade Network

Play Episode Listen Later Aug 27, 2025 7:32


CrowdStrike (CRWD) shares tumbled despite a strong earnings beat, but Alex Hamerstone thinks the selloff was an overreaction. Hamerstone notes that the cybersecurity firm still has a strong growth story and a competitive edge with its AI-enabled security platforms. Meanwhile, Snowflake Inc. (SNOW) shares soared on a revenue beat and solid guidance, further solidifying its position as a leader in the cloud data platform space. Hamerstone attributes Snowflake's success to its ability to help companies extract value from their growing data sets and sees continued growth potential for the company.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Ransquawk Rundown, Daily Podcast
US Market Open: DXY firmer & USTs contained in quiet trade ahead of NVIDIA earnings

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Aug 27, 2025 4:29


European bourses opened mostly firmer but now display a mixed picture; NVDA +0.5% into earnings.DXY rises following prior day's losses and risk aversion; Aussie fails to benefit from earlier upside post-CPI.USTs steady, Bunds/Gilts are bid albeit with little newsflow, but as the risk tone dipped a touch.Industrials trade softer on risk aversion, gold holds its ground despite Dollar strength.Looking ahead, Comments from Fed's Barkin, Supply from the US, Earnings from NVIDIA, Snowflake, CrowdStrike, HP Inc. & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
Europe Market Open: European stocks set to rebound after several Fed updates & into NVIDIA earnings

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Aug 27, 2025 4:40


US President Trump is considering quickly announcing a nominee to replace Fed Governor Cook with Stephen Miran and former World Bank President Malpass potential candidates, according to WSJ citing sources.The Trump administration is reviewing options for exerting more influence over the Federal Reserve's 12 regional banks that would potentially extend its reach beyond personnel appointments in Washington, according to Bloomberg citing sources.US President Trump said he is talking about economic sanctions on Russia if there is no ceasefire; US President Trump thinks oil prices will break below USD 60/bbl soon.APAC stocks were mostly in the green but with trade rangebound; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with losses of 1.1% on Tuesday.Looking ahead, highlights include German GfK Consumer Sentiment, Comments from Fed's Barkin, Supply from UK & US, Earnings from NVIDIA, Snowflake, CrowdStrike, HP Inc. & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Scoot Show with Scoot
Shout out to the snowflakes crying into the Gulf of Mexico

The Scoot Show with Scoot

Play Episode Listen Later Aug 25, 2025 4:29


You wouldn't believe what MAGA crybabies will say about you if you dare to refer to the Gulf of Mexico by it's proper name

EUVC
E557 | EUVC Summit 2025 | Mehmet Atici, Bek Ventures: Europe is Not Monolithic

EUVC

Play Episode Listen Later Aug 25, 2025 12:31


At the EUVC Summit 2025, Mehmet Atici from Bek Ventures aimed a popular narrative—that Europe is underperforming as a tech region. Not because it's untrue, but because it's incomplete.“Yes, there's catching up to do. But you can't argue there's no dynamism in Europe—it's just not evenly distributed.”And once you look closer, the picture changes fast.Much of the “Europe must act” discourse comes from the continent's largest economies—France, Germany, and the UK. But productivity data tells a different story:Poland and Bulgaria are growing steadily.Ecosystems in Tallinn, Lisbon, and Barcelona are booming—fueled in part by digital nomad visas.Eastern European founders are making waves well beyond their borders—with names behind global giants like Databricks and Snowflake.“Building a business isn't a lifestyle choice for them. It's a global ambition from day one.”These founders bring international exposure, capital efficiency, and hunger—without the insular networks that often define more mature markets.Sure, improving regulation—around stock options, company formation, or funding incentives—helps. But as Mehmet put it:“That's medicine without a proper diagnosis.”The bigger issue isn't operational—it's strategic positioning.The U.S. remains the most attractive market: a single language, deeper capital markets, and cultural cohesion.Europe's software market is just 23% of global share, compared to 43% in North America.So even if we fix the mechanics, the gravitational pull of the U.S. won't go away. And in some cases, a European identity may actually slow access to that market—not speed it up.What if fragmentation wasn't our weakness—but our untapped advantage?“The most thriving tech ecosystems are the most politically cohesive—because they serve founders, not flags.”Europe doesn't need to copy the U.S. to succeed. It needs to recognize excellence wherever it emerges, connect the dots, and support founders wherever they're starting from.In Mehmet's words:“Our opportunity is to transcend borders—not erase them.”“Let's not forget: the original EU model was ‘United in Diversity.'”It wasn't a flaw. It was a feature.Europe's next wave of global founders may not come from the centers you expect—but they're already building. Our job is to back them, bridge them, and help them win on a global stage.Let's get to it.Not Just Paris, London, BerlinEurope's Problem Isn't Just PolicyFrom Fragmentation to SuperpowerThe Original European Model Still Applies

Reality Redemption
267. 10 Things More Fragile Than A Snowflake

Reality Redemption

Play Episode Listen Later Aug 25, 2025 51:42


Send us a text We really didn't want to get in the war zone if the latest culture war, Cracker Barrel,we could not hold back and give our audience 10 things more fragile than snowflakes..10 to 3 are very self explanatory but we talk mostly about if Bill Maher is still his true self or is he moving into the “ Get Off My Lawn “ territory, Cracker Barrel is woke ? ( again) , vegan sausage, the numerous “ I'M NOT WATCHING THE NFL ANYMORE “ trigger episodes , Aaron Lewis of Staind is misguided on why radio doesn't play him anymore and seeking out trolls  Follow us at Reality Redemption on Facebook, Instagram, Threads, BlueSky and Tik Tok

The Diaries of Netovicius the Vampire
The Dreams In Which I'm Dying - Chapter Nine : Òran Mór

The Diaries of Netovicius the Vampire

Play Episode Listen Later Aug 25, 2025 25:17


Scottish Vampire voiced by Isla Campbell https://www.instagram.com/islaacampbellhttps://x.com/ilerpilerVideo Art (on spotify and youtube) By Esther Helas https://www.instagram.com/est_1999_her/Watercolor background by https://linktr.ee/SeraphImAngeIcon by Bea https://ko-fi.com/imabeebopMusic Aurora Borealis Expedition by Asher FuleroPhillip Glass Elevator by Ezra LippObon Fog by The Mini VandalsThe Garden & The Snowflake by Dan Lebo Lebowitz, Tone SeekerOn The Eve - The Grey Room by Density & Time PELAGIC by Density & Time Neto's Theme by MeMoonrise by Reed Mathis Laserdisc by Chris Zabriskie is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Source: http://chriszabriskie.com/honor/Artist: http://chriszabriskie.com/Evening Fall Harp by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100236Artist: http://incompetech.com/FX Baggage claim area at Heathrow Airport by robkubicki -- https://freesound.org/s/337664/ -- License: Attribution NonCommercial 3.0TRAIN FOG HORN LONG WYOMMING by andybrannan -- https://freesound.org/s/145622/ -- License: Attribution NonCommercial 3.0phone_pick_up.wav by nakenne -- https://freesound.org/s/467896/ -- License: Creative Commons 0Sammy's Best - Single Shot 2 by sloppyjoe24 -- https://freesound.org/s/325665/ -- License: Creative Commons 0Inside train start cruise and stop.WAV by Sandermotions -- https://freesound.org/s/231436/ -- License: Creative Commons 0Pouring a Beer from the Tap by zembacraftworks -- https://freesound.org/s/428334/ -- License: Creative Commons 0General Chatter In Bar by squareal -- https://freesound.org/s/237398/ -- License: Creative Commons 0

Halftime Report
The Post-Powell Playbook 8/22/25

Halftime Report

Play Episode Listen Later Aug 22, 2025 44:32


Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell's highly anticipated speech in Jackson Hole. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day on Roblox, Snowflake and more. Investment Committee Disclosures

Whiskey Tangent
Episode #86: Stranahan's American Single Malt x 3 | There Goes Our WNBA Sponsorship

Whiskey Tangent

Play Episode Listen Later Aug 22, 2025 59:26


Whiskeys: Stranahan's Blue Peak Solera Cask Finished American Single Malt • Stranahan's Diamond Peak 2024 Rum Cask Finished American Single Malt • Stranahan's Snowflake 2024 Redcloud Peak Wine & Whiskey Finished American Single Malt Tangents: Gabe, Andy, and Drew join us on this ascent into American Single Malts from the Colorado Rockies! • The surprising history of Stranahan's • Ed gets mad at his Prohibition-era relatives • #sadsapling • Define “pants” • Butt cheek pancakes! • Blue Peak is the infinity barrel of American Single Malts • Scott overexplains a banana tasting note • Gabe goes a-grazin' • Diamond Peak is a problem waiting to happen • Sun's out, rum's out • Sling Blade love dem taters mmm-hmm • Send that to a WNBA Game • Narrator voice: Ed was, in fact, not locked in • Top 10 Fun Facts about Colorado! • Are there Gators in them thar mountains? • Prairie dogs file complaints about green dildos • #peepsrights • Miners (minors?) kept Colorado slave free • Andy curb your Drew! • Goobers is a candy AND an insult • Apparently, “Ed Sneezing” is a tasting note now • Ed and Scott got roofied at a mezcal bar • Andy got fouled by Ed (but still made the layup) • American Single Malts are great for any time of day Music Credits: Whiskey on the Mississippi, Southern Gothic, Cantina Blues, Fireflies and Stardust, and Boogie Party by Kevin MacLeod from https://incompetech.com/music/royalty-free/music.html

TrentTakesOn 2.0
"Rise of the Snowflakes"

TrentTakesOn 2.0

Play Episode Listen Later Aug 22, 2025 43:05


Gerrymandering is bad, m'kay...On this episode, we take a look at the mad king directed redistricting in Texas, as well as the response to it by Gavin Newsom and California.  And some other stuff around fighting back against the rising authoritarian terror that is the Trump regime.Joy...-T

World of DaaS
Zip CEO Rujul Zaparde - procurement, AI agents and YC insights

World of DaaS

Play Episode Listen Later Aug 19, 2025 28:34


Rujul Zaparde is the co-founder and CEO of Zip, the $2.2 billion AI platform for procurement trusted by OpenAI, Anthropic, Snowflake, and hundreds of leading enterprises. He previously co-founded FlightCar, which raised over $40 million and was acquired by Mercedes-Benz. A former Airbnb product manager and Y Combinator visiting partner, Rujul has built Zip into the category-defining leader in procurement orchestration.In this episode of World of DaaS, Rujul and Auren discuss:Why everyone hates procurement departmentsBuilding 50+ AI agents for enterprise workflowsThe future of autonomous business processesYC's evolution and startup quality over timeLooking for more tech, data and venture capital intel? Head to http://worldofdaas.com/ for our podcast, newsletter and events, and follow us on X at @worldofdaasYou can find Auren Hoffman on X at @auren and Rujul Zaparde on Linkedin at @rujulzEditing and post-production work for this episode was provided by The Podcast Consultant https://thepodcastconsultant.com

Millennial Manchild Podcast
106 - BIG BALLS DOWN, ASSUALT WITH A DELI WEAPON

Millennial Manchild Podcast

Play Episode Listen Later Aug 19, 2025 59:33


What's up SNOWFLAKES!! This week on the millennial manchild podcast we get back into some of our favorite topics. I chat about my muse Donald J Trump and all of his most recent antics and how the attack on BIG BALLS lead to DC being under seige. Also a brave hero emerges with a subway sandwich. Turn in to folks, much love!!

Podcast UFO
688. Filmmaker/UFO Researcher, Jennifer Stein

Podcast UFO

Play Episode Listen Later Aug 15, 2025 33:13 Transcription Available


Award-winning filmmaker and long-time MUFON investigator Jennifer Stein joins Martin Willis to discuss her decades in UFO research, her documentary work on the Travis Walton abduction case, and the high-strangeness of Sedona, Arizona. Jennifer shares her experiences at Bradshaw Ranch—rumored to be near an underground military facility—where she's witnessed mysterious lights rising from the ground, unusual orbs, and persistent military helicopter activity. She explains Sedona's energy vortexes, rapid synchronicities, and why the region has become a hotspot for paranormal phenomena. The conversation turns to the Skyfire Summit—a special four-day event marking the 50th anniversary of Travis Walton's 1975 abduction. Jennifer details her journey making Travis: The True Story of Travis Walton, the challenges of film rights disputes, and how recent debunking campaigns mirror the tactics of legendary UFO skeptic Philip Klass. From the refusal of Snowflake, AZ officials to embrace their UFO history, to the shifting landscape of UFO disclosure, congressional hearings, and the recent shutdown of AARO, Jennifer pulls no punches.SHOW NOTES Support the Show & Stay Connected!