TIP575: The Future of AI w/ Bob Muglia

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

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.

SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

TurboTax

Fidelity

Meyka

NDTCO

Fundrise

iFlex Stretch Studios

Public

NerdWallet

American Express

Shopify

NetSuite

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
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.

SPONSORS

Support our free podcast by supporting our sponsors:

River
Toyota
TurboTax
Fidelity
Meyka
NDTCO
Fundrise
iFlex Stretch Studios
Public
NerdWallet
American Express
Shopify
NetSuite

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm