$SNOW is positioned as one of the clearest software beneficiaries of the new AI economy because it can monetize machine activity as every useful agent needs enterprise context. That means retrieving data, running queries and writing information back allowing Snowflake to capture more consumption across compute, storage, analytics and governance as agent activity scales. That creates the real flywheel where AI products like Cortex and CoCo can pull more workloads onto the platform while the underlying company data and permissions become harder to replace than the models themselves.
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