Phil Mercer

speaker

6,574 appearances 119 recordings 5 series first heard Feb 2025 last heard yesterday

Phil Mercer’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 117 in all, peaking in Aug 2026 with 38.

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The the the overall usage is really high in a market that is competitive. voice-verified

There are many coding agents out there. voice-verified

Why why do you think that Coco's standing out, Shrida? voice-verified

Th that business model is interesting. voice-verified

So if you added two thousand um accounts in one quarter, where does that show up or translate into revenue growth? voice-verified

remaining performance obligations, RPO, came in below at least Wall Street's consensus estimates and expectations. voice-verified

How would you ask the market to interpret that that figure and and or or what kind of emphasis would you put on it? voice-verified

We talked about Coco in the context of the other coding platforms that are out there. voice-verified

Generally speaking, a lot of the the analysts ask about Databricks, right? voice-verified

And Databricks is talking about, you know, it's eighty percent growth, it crossing seven billion dollars in in ARR. voice-verified

Where are they doing well against you? voice-verified

Where do you feel you're doing well against them? voice-verified

Suda, I like that. voice-verified

You know, AI is clearly driving more usage of Snowflake. voice-verified

So slightly differently, what can a customer do today with their data within Snowflake that they weren't able to do even a year ago? voice-verified

Snowflake CEO Shrido Ramaswamy, the stock up 20% on track for its best day since May, highest level since December 2021. voice-verified

Thank you so much. voice-verified

Um, a piece of news that we broke this more this morning. voice-verified

137 Ventures early bets on SpaceX are proving worthy. voice-verified

With the 2020 vintage fund of SpaceX now worth more than eight times the money that investors originally put into it. voice-verified

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