Snowflake

Snowflake is a little bit of a special case in that i was mad at them because i saw them coming from a mile away, and i really wish they woldhave gone public sooner. But when you look at something that has a hundred billion dollar valuation, how does that or, i don't know what it is to day, is it 80 or whatever? At what point does valuation come into your process? And do you ever look at something on a market cap basis and say, that's a little too big rit either a multiple or a gross grosse valuation? Ye, i mean, i can't say i ignore it. It just doesn't generall enter the equation

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app