[riku_iki]

> 1. SNOW's market cap is $50B. GOOGL, MSFT, AMZN are all over $1T. Owning Snowflake would be a drop in the bucket for any of them (let alone if they were splitting the revenue).

FAANG can't utilize their market cap to buy SNOW, they would need to pay cash, and 50B is very large amount for any of these companies (its about annual Google net income).

Also, snow stock is very inflated now, it is heavily income negative, and revenue not that high, stock price is very high on growth expectations.

[mritchie712]

My point is that they wouldn't want to buy it (or have focused much on building a competitive product) if it's only worth $50B.