Snowflake, Digital Ocean on Fire | Ammirati on Innovation

The Big Themes:



We’re getting back to normal – which is
awesome: But the markets are crazy and the blank check
companies – or SPAC as they’re often called – are red hot.


Private schools are expensive: Do you want to
get that Gulfstream or not?


These magical moments: A lot of these
companies want to delight their customers. They absolutely do
make these companies more efficient.


There’s a bigger mountain over there: We’re
looking over there and saying it’s a ton of fun right now.



 


The Big Quotes:


“I think they will both be fabulously successful – great
companies that are here to stay.”


 


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