
Altimeter (with Brad Gerstner)
Acquired
00:00
Investing in Snowflake: Analyzing Risks and Opportunities
This chapter dives into the strategic considerations behind investing in Snowflake during its pivotal funding round in 2012, amidst skepticism about cloud computing's security. The speakers reflect on the evolution of the internet and the shift towards mobile technology, highlighting how understanding market trends can create investment opportunities. It emphasizes the importance of building strong partnerships with founders and navigating unconventional decisions to achieve long-term success.
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