We Study Billionaires - The Investor’s Podcast Network

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

• Check out our newly released TIP Mastermind Community.
• Check out our recent episode : TIP571: Charlie Munger & The Psychology of Human Misjudgment, or watch the video here.
• Bob’s book/website The Datapreneurs.
• Follow Clay on Twitter.
• Follow Bob on Twitter.

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