Great analysis. I've been watching Snowflake and actually tried to get in on the IPO to no avail. My partner predicted it would go up to $300 after the IPO and of course he was correct. Reminds me a bit of Netflix. Dependent on the studios for their content and then the studios started their own streaming services. In this case, the Big 3 will most likely start their own querying ability on their stored data. Interesting to see how it plays out and if Snowflake can adjust.

Founder of Bloomers Island. Published children’s book author at PRH. Writes about big kid’s stuff like economics & business, too.

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