Snowflake CEO Sridhar Ramaswamy joins Sourcery to discuss Snowflake’s long-term path toward iconic scale, drawing on his firsthand experience scaling Google Ads from ~$1.6B to ~$100B+ in revenue — including the moment Eric Schmidt challenged his team to write a $100B revenue plan as a thought experiment in compounding growth.
Rather than declaring a Snowflake revenue target, Sridhar explains how sustained ~30–35% compound growth, discipline, and execution can transform a company over time — and how Snowflake (NYSE: SNOW) is positioning itself in the AI data platform arms race to build toward that level of impact.
We cover:
Snowflake’s role in the AI supercycle
Competing with Databricks, hyperscalers, and frontier AI platforms
Scaling ambitions inspired by Eric Schmidt
Lessons from Frank Slootman’s leadership and Sutter Hill’s influence
The strategic logic behind the Observe acquisition
IPO lessons from one of the largest software debuts in history
And Sridhar’s personal “monk mode” operating style — optimizing for focus, discipline, and long-term execution
This episode is about compounding growth, enterprise AI, and what it takes to build a truly iconic company over decades.
Sridhar Ramaswamy: https://x.com/RamaswmySridhar
Molly O’Shea: https://x.com/MollySOShea
Sourcery: https://x.com/sourceryy
𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YT: https://youtu.be/1ahhYmSFShQ
𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
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