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> SNOW is unique in their portfolio because it is the only investment in tech.

In addition to the 1.72B in Snowflake, I see 1.74B in Amazon and another 117.7B in Apple.

https://www.sec.gov/Archives/edgar/data/1067983/000095012321...

The major difference is the risk profile of the decisions (although the time horizon might ultimately be the same): both Amazon and Apple were more mature (and significantly older, larger orgs, brand awareness, etc) running B2B and B2C businesses, while Snowflake is less than 10 years old and not well known outside some circles

While these are certainly tech companies, Amazon and Apple both primarily make their money by selling physical things. I believe part of his reservation in “tech” historically has been with companies that do not - not that he thinks they’re bad investments, just that he doesn’t understand them well enough to invest himself.

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