⚡ Breaking - AI Coming for SaaS? Snowflake CEO Says Data, Not Software, Will Define the Next Era: 'Owning the User Experience Is Critical'

📰 BREAKING

Snowflake's CEO just said the quiet part out loud: "Data, not software, will define the next era."

Translation for telecom and fintech operators: your SaaS vendor relationships are about to flip. The question used to be "which CRM?" or "which CDP?" Now it's "who controls the customer signal, and who trains the models on it?"

I've watched three fintech builds in the last 18 months where we walked away from category-leading platforms because they wanted to own the inference layer while we fed them transaction data. That's backwards.

If you're a telco sitting on behavioral data from 50M subscribers, or a fintech with payment flows across 12 verticals, your moat isn't buying better dashboards. It's keeping your training data in-house and building lightweight AI layers that your teams actually control.

The vendors who understand this will survive. The rest are renting you your own competitive advantage.

What's your current split: build vs. buy on customer intelligence infrastructure?