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
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Feb 10, 2025 
Sridhar Ramaswamy, CEO of Snowflake and former Google executive, dives into the competitive landscape of AI with compelling insights. He argues that OpenAI will ultimately outperform competitors like Deepseek and Anthropic. Ramaswamy discusses how model providers might disrupt startups in the application layer and addresses Snowflake's rivalry with Nvidia and Databricks. He also shares lessons on leadership, the impact of wealth on decision-making, and parenting philosophies, offering a unique perspective on balancing personal values with corporate success.
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Career Advice for Graduates
- Find something you are passionate about that society values.
- Embrace change and adapt to new technologies like AI.
AI's Impact on Knowledge Work
- AI is a translation layer between different forms of knowledge, impacting all knowledge workers.
- Software engineering remains valuable as software continues to be crucial, but its breadth might narrow.
Aging and Adaptability
- Sridhar Ramaswamy reflects on how physical abilities decline with age, like his capacity for 20-mile runs.
- He emphasizes the importance of mental agility and continuous learning, which remain under one's control.