Ryan Campbell

Finance @SnowflakeDB. Prev. @AF_Academy | @UCLAAnderson | @McKinsey Passionate about GTM. Any views or statements expressed are mine only

[Ryan Campbell @RyanCampbell12]

One thing I've noticed in my new role and as I continue to progress into my 30s is the people who truly make a difference and get ahead are those with an 'ownership mindset'. What does that mean? 👇🏽👇🏽👇🏽

[Ryan Petersen @typesfast]

A lesson I just taught a Flexport employee is that there are two lenses you can look at the world through:

1) Doing more work is bad
2) Solving problems is how you make money

Always and forever use lens 2. More work is good if it lets you solve important problems.

[Hemant Mohapatra @MohapatraHemant]

The curse of discipline is that every day looks the same. The curse of indiscipline is that every year does.

[Shreyas Doshi @shreyas]

Product insight, intuition, taste are rooted in countless factors so it isn’t possible to just become great at product with tips & tactics. But I’ve watched many people get much better after dropping their lifelong need to feel smart and sound intelligent while building.

[Will Manidis @WillManidis]

“Always go to the funeral”

[Suhail @Suhail]

My favorite @elonmusk quote that I often send friends:

Do not fear losing. “You will lose,” Musk says. “It will hurt the first fifty times. When you get used to losing, you will play each game with less emotion.” You will be more fearless, take more risks.

[sridhar @RamaswmySridhar]

The era of the agentic enterprise is here. AI is no longer a promise and @Snowflake is building the agentic control plane to make it real for every enterprise.

#SnowflakeSummit has officially started and I can't wait for you to see our latest innovations. 🚀

[Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk]

% of their job they do:

A player: 150%-175%
B player: 80%-85%
C player: 10%

[sridhar @RamaswmySridhar]

Strong Q1 for @Snowflake. ❄️
$1.33B product revenue, up 34% YoY. Accelerating from 30% last quarter and 26% a year ago.

AI is strengthening Snowflake on multiple levels:
→ core platform growth accelerating as customers get their data AI-ready
→ AI products Snowflake Intelligence and CoCo seeing rapid adoption
→ use of AI products increasing overall platform consumption

This is the flywheel of the Agentic Enterprise.

[Jeff Weinstein @jeff_weinstein]

This came up twice today, so figured I'd tweet it.

People, internally and externally, talk [read: complain] to me that their product isn't growing, or isn't growing enough.

100% of the time they are missing at least one of the following minimum requirements for success:

(A) A *burning* user problem [not a "it'd be nice if" problem]
(B) Users with that problem, each in a [Slack] room [I'll accept WhatsApp or iMessage, but it can't be email]
(C) Narrow the problem such that you can build a 10X better solution than the current alternatives [you are very likely biting off too much to early and then you can't quick make a wow-better solution]
(D) A chart with _daily_ counts of users using the product [do not kid yourself into measuring weekly or monthly]
(E) At least 2 people, but probably under 5, working on it full-time, that like each other and meet at least once per day [new things are just more fun together than solo]

In terms of order of operation: it's first (E), then (A) which begets (B), then you just have to daily iterate back and forth between (C) and (D) unless it's growing faster again.

[Kpaxs @Kpaxs]

There is a phrase that should make everybody suspicious: "lessons learned".

Because it often means “we wrote a document and placed it inside a folder nobody opens, and now we are spiritually absolved.”

Real learning changes behavior.
Real learning changes defaults.
Real learning changes budgets.
Real learning changes training.
Real learning changes interfaces.
Real learning changes what gets rewarded.

If nothing changed except the slide deck, you did not learn.

You performed learning.

[Shreyas Doshi @shreyas]

I’m a huge fan of High Agency. But 2 things I now understand about it:

1) Not everyone can develop High Agency—and High Agency people will find it hard to accept this

2) It has major professional upsides, but also creates chronic anxiety in life situations you can’t control

[Sahil Bloom @SahilBloom]

Major life hack: Don't complain, ever. Nobody likes a complainer. They drain the energy of everyone around them. It's exhausting spending time around someone who constantly complains about things outside their control. If it’s within your control, go do something about it. If it’s not, you’re just wasting energy thinking about it. Complaining gives too much power to the thing. Take back that power.

[sridhar @RamaswmySridhar]

Unified data. Elasticity. Simplicity.
Design bets made in 2012 > now the foundation of the agentic enterprise.

Congrats to all co-authors of "The Snowflake Elastic Data Warehouse" on the 2026 @sigmod Test-of-Time Award. Benoit & Thierry on the journey → https://t.co/FyKpYAiOK1

[sridhar @RamaswmySridhar]

Will AI disrupt the data platform?

What we are seeing at @Snowflake is the opposite: AI is accelerating our business.

Just nine weeks ago, we launched Cortex Code, our data coding agent.  Today, 50% of our customers are using it, making Cortex Code the fastest adopted product we’ve ever launched.

That’s the power of building something customers truly need.

Users are not only more productive with Cortex Code, but crucially, they are also choosing to do more with their data.  Using Cortex Code, early adopters, on average, increased their consumption of Snowflake by 11%!

This is what happens when AI is deeply integrated into the place where data work already lives. It does not replace the platform. It makes the platform dramatically more powerful.

Very proud of the team for the speed of execution, and even more excited by the customer response.

[TheValueist @TheValueist]

A tremendously bullish signal for the GAI infrastructure trade. A tremendously bearish signal for @AnthropicAI ‘s subscription business model, and likely for AI SaaS more broadly.

The core problem is simple: the subscription is effectively prepaying for tokens. Once that is true, the economics shift entirely to usage. And usage does not care about packaging. Tokens are consumed where the utility is highest. The token provider should not care where those tokens are consumed. Usage is usage.

This is the equivalent of a gym calling force majeure because members who showed up on New Year’s Day kept showing up all year. The issue is not abnormal behavior. The issue is that the model was built assuming underutilization.

AI SaaS built on flat subscriptions with variable, usage-driven cost curves will continue to break under real demand. The only stable equilibrium is usage-based pricing—or margin compression.

Meanwhile, every incremental token consumed flows directly into infrastructure demand. That is the trade.

$NVDA $MU $SNDK $LITE

[Reads with Ravi @readswithravi]

I’m in love with this sentence:

“The degree to which a person can grow is directly proportional to the amount of truth he can accept about himself without running away.”

[Patrick McKenzie @patio11]

Doing the reading is a superpower, and it's even better in a world where "no one" is doing the reading. (Inspired by a conversation I had with some college students.)

[George Mack @george__mack]

The five stages from low agency to high agency

[Shaan Puri @ShaanVP]

https://t.co/Yt5nWvKfj0