The Minutes of Brad Gerstner on snowflake https://minutesof.com/brad-gerstner/on/snowflake/ Everything Brad Gerstner has said on snowflake: 2 verbatim quotes between October 2020 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:50 +0000 Gerstner describes identifying the post-internet data explosion trend nearly a decade ago as foundation for Sn https://minutesof.com/q/ae1908ae-e819-4c54-9cf0-ec2f373b1935/ https://minutesof.com/q/ae1908ae-e819-4c54-9cf0-ec2f373b1935/ “when we started thinking about the biggest trends, this was almost a decade ago, the post internet trends, the explosion of data, and how we make sense out of data to yield useful insights.” — Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 snowflake Gerstner dismisses valuation concerns for Snowflake at 100x forward sales given 100%+ growth in strategic soft https://minutesof.com/q/0921d69d-1510-4317-a6f7-1afd8a7e5b45/ https://minutesof.com/q/0921d69d-1510-4317-a6f7-1afd8a7e5b45/ “No growth investor would listen to that and think that there's anything unusual about a company growing well over a 100% in the most strategic location of all of software.” — Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 snowflake