20VC: Why Model Providers Will Kill Many Startups Moving into the Application Layer | Why Deepseek is not a Threat to OpenAI & Why OpenAI Beats Anthropic | Apps vs Models vs Infrastructure: Where is Value in AI with Sridhar Ramaswamy, Snowflake CEO

Sridhar Ramaswamy is the CEO @ Snowflake, the $60BN public company with $3.5BN in revenue growing 30% per year. Sridhar joined Snowflake following his company, Neeva, being acquired by them for $150M. Prior to founding Neeva, Ramaswamy spent 15 years at Google  where he had an integral part in the growth of AdWords and Google’s advertising business from $1.5 billion to over $100 billion.  In Today’s Episode We Discuss: 1. OpenAI vs Deepseek vs Anthropic: Why will OpenAI beat Deepseek? What does no one see with Deepseek that they should see? Why has OpenAI beaten Anthropic? What elements turn a model from a commodity into a sustaining product suite? Will model providers become application providers? Will OpenAI be the biggest killer of startups in the next 10 years? 2. Snowflake vs Nvidia & Databricks: To what extent is Sridhar concerned NVIDIA will move into the data layer and compete with Snowflake? How does Sridhar view the competition from Databricks? What have they done better than them? What have they done worse than them and lost on? Does being private hurt or help Databricks in their fight against Snowflake?  If Sridhar could, would he take Snowflake private today?   3. Leadership, Parenting, Money: Do richer leaders make better leaders? How does being rich change the mindset of a leader? What are Sridhar’s biggest lessons when it comes to parenting?  What about the way that Sridhar was brought up, did he do deliberately differently with his kids?  

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