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No. of Recommendations: 38
Nice comparisons especially on the leadership part. Founder led is definitely superior. Also I read that Slootman had to come out of retirement to be hired. From the S1 it showed he had the highest amount of shares at the company be valued at ~3 billion. I found it strange he has more shares than anybody there being there for only a little over a year?

I have pointed this out in other threads, but Snowflake's growth is juiced by massive expenses. Compare the two S1s:
https://www.sec.gov/Archives/edgar/data/1585521/000119312519...
https://www.sec.gov/Archives/edgar/data/1640147/000162828020...

Going off the last fiscal year from their S1s:

Zoom, revenue 330M, total expenses 263M (80% of revenue)
SNOW, revenue 264M, total expenses 506M (191% of revenue)

Breakdown of those expenses:

Zoom
R&D: 33M (10%)
S&M: 185M (56%)
G&A: 44M (13%)

SNOW:
R&D: 105M (39%)
S&M: 293M (110%)
G&A: 107M (40%)

Now imagine that Zoom had the same ratio of expenses at Snowflake. This would mean Zoom would spend 4x as much on Research and Development, 2x as much as Sales and Marketing, and 3x as much on General and Administrative. Zoom's revenue growth had they done this would have been even more massive. This is why I am saying that Snowflakes numbers are pumped.
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