The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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


Listen Later

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?

 

...more
View all episodesView all episodes
Download on the App Store

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The PitchBy Harry Stebbings

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

464 ratings


More shows like The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,281 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,008 Listeners

The Official SaaStr Podcast: SaaS | Founders | Investors by SaaStr

The Official SaaStr Podcast: SaaS | Founders | Investors

179 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,332 Listeners

Equity by TechCrunch, Mary Ann Azevedo, Kell, Theresa Loconsolo, Rebecca Bellan, Kirsten Korosec, Devin Coldewey, Margaux MacColl

Equity

342 Listeners

Y Combinator Startup Podcast by Y Combinator

Y Combinator Startup Podcast

214 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,385 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

337 Listeners

ACQ2 by Acquired by Ben Gilbert and David Rosenthal

ACQ2 by Acquired

199 Listeners

The Logan Bartlett Show by by Redpoint Ventures

The Logan Bartlett Show

189 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

106 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

423 Listeners

AI + a16z by a16z

AI + a16z

26 Listeners

Lightcone Podcast by Y Combinator

Lightcone Podcast

18 Listeners

Training Data by Sequoia Capital

Training Data

31 Listeners