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Breaking Analysis with Dave Vellante

How Snowflake Plans to Change a Flawed Data Warehouse Model

28 min • 17 november 2020

Breaking Analysis: How Snowflake Plans to Fix a Flawed Data Model
Snowflake will not grow into its valuation by simply stealing share from the on-prem data warehouse vendors. Even if it got 100% of the data warehouse business it wouldn’t come close to justifying its market cap. Rather Snowflake must create a new market based on completely changing the way organizations think about monetizing data.

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