Search · resolved
Which podcasts are discussing SNOW?
22 ATTRIBUTED IDEAS · 20 EPISODES · 10 SHOWS
The shows
CNBC Fast Money
The Twenty Minute VC
Animal Spirits
The Compound and Friends
All-In with Chamath, Jason, Sacks & Friedberg
Barron's Streetwise
Bloomberg Surveillance
Motley Fool Money
SmarterMarkets
The Pomp Podcast
Where the discussion went deepest
10 JUN10 JUNBLOOMBERG SURVEILLANCE
Tech sell-off is a temporary bump before Nasdaq 30,000
“Dan Ives argued that recent semiconductor and tech weakness from capital raises is temporary, with visible AI monetization and tight supply supporting a multi-year tech bull run.”
Bloomberg Surveillance TV: June 10th, 2026
Core thesis · 5/5Verify in source →
31 JUL2W AGOTHE COMPOUND AND FRIENDS · 15:00
Snowflake as ground zero for enterprise AI workflows
“The bull case presented for Snowflake is that it is becoming the central platform for enterprise AI by allowing customers to run AI workloads directly within their data warehouse, avoiding fragmentation.”
Why Demand for Compute Is About to Explode With Alex Kantrowitz
In depth · 4/5Verify in source →
27 JUL2W AGOTHE POMP PODCAST · 06:17
AI hardware CapEx cycle is just beginning
“The massive hardware spending by tech hyperscalers reflects an early-stage, eight to ten year foundational infrastructure cycle with validating ROI across enterprise software and cybersecurity.”
Wall Street's Top AI Bull Reveals the Real Bottleneck (It's Not Chips)
In depth · 4/5Verify in source →
12 JUL12 JULMOTLEY FOOL MONEY · 08:15
Data infrastructure stands as main AI beneficiary
“The guest argued that data infrastructure, automation, and governance platforms are the true long-term beneficiaries of enterprise AI adoption.”
Why Most AI Projects Will Fail — And How to Find the Companies That Won't · with Steve
In depth · 4/5Verify in source →
22 JUN22 JUNTHE TWENTY MINUTE VC
SaaS business models face structural AI pressure
“The case was made that traditional SaaS models face structural headwinds as AI reimagines core workflows and reduces seat counts.”
20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps?
In depth · 4/5Verify in source →
18 JUN18 JUNTHE TWENTY MINUTE VC
Public market software multiples diverge on AI exposure
“Public software markets are bifurcating, rewarding usage-based and AI-tailwind names with 15x+ NTM multiples while punishing per-seat legacy SaaS with low multiples.”
20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models
In depth · 4/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.