We Study Billionaires - The Investor’s Podcast Network
Business:Investing
Clay Finck is joined by Bob Muglia to discuss the AI boom, Bob’s experience working with Bill Gates, and how he helped lead Snowflake from $0 to $200 million in revenue during his tenure as CEO.
Bob Muglia is a prominent technology executive known for his influential roles at Microsoft, including Senior Vice President of the Server & Tools Division, and is also the former CEO of Snowflake, a leading cloud data warehousing company. Bob helped lead Snowflake to go from zero to a $200 million business. Today, he remains a key figure in the tech industry, contributing his expertise in various leadership and advisory positions.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
02:11 - How Bob first got immersed in the technology industry.
05:58 - Bob’s lessons from working with Bill Gates and Steve Balmer.
10:34 - When he realized that data was going to be one of a company’s most valuable assets.
12:40 - What differentiates Snowflake from their competitors in the data warehouse space.
25:25 - Bob’s view of the competitive landscape in the data warehouse industry.
30:13 - Whether Bob was surprised that Berkshire Hathaway bought into the Snowflake IPO.
31:31 - What The Arc of Data Innovation is.
37:09 - When Bob foresees Artificial General Intelligence to become a reality.
39:06 - What industries Bob sees AI impacting the most.
46:16 - What the end game is for AI and where technology is heading.
49:44 - Isaac Asimov’s role in the governance of technological innovation.
54:09 - If regulators are taking appropriate actions to safeguard against the potential downsides of AI.
55:39 - What Bob looks for when investing in technology companies.
62:48 - Why technology in many cases won’t replace people and their jobs.
67:44 - What the future of online search will look like.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
BTC151: This is NOT Capitalism w/ Allen Farrington (Bitcoin Podcast)
TIP581: Richer, Wiser, Happier Q3, 2023 w/ Stig Brodersen & William Green
TIP580: Clear Thinking w/ Shane Parrish
BTC150: Solving the Oracle Problem w/ Daniel Hinton & Steve Jeffress (Bitcoin Podcast)
TIP579: Big Mistakes by Michael Batnick
BTC149: Parallels to the Roman Empire w/ Dr. Peter St. Onge (Bitcoin Podcast)
TIP578: Fundamentals of Stock Investing w/ Daniel Pronk & Jake Ruth
BTC148: Bitcoin and AI w/ Guy Swann (Bitcoin Podcast)
RWH033: Lessons From Buffett & Berkshire w/ Chris Bloomstran
RWH032: The Vigilant Investor w/ Chris Bloomstran
TIP577: Valuation Masterclass w/ Aswath Damodaran
BTC147: Fiat Ruins Everything w/ Bitcoin Developer Jimmy Song (Bitcoin Podcast)
TIP576: Mastermind Q3 2023 w/ Tobias Carlisle and Hari Ramachandra
BTC146: Broken Money 2/2 w/ Lyn Alden (Bitcoin Podcast)
TIP574: Broken Money 1/2 w/ Lyn Alden
TIP573: Berkshire's Beginnings w/ Jacob McDonough
BTC145: Adam Back on Drivechains, Mining Hardware, & L1 scaling w/ James Macedonio (Bitcoin Podcast)
TIP572: Finding Value in the Oil Market w/ Josh Young
BTC144: Bitcoin and Macro Mastermind 3Q 2023 w/ Joe Carlasare, Jeff Ross, and Steven McClurg (Bitcoin Podcast)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Forward Guidance
Macro Voices
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast