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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
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.
55:14
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Quick takeaways
- Established companies like OpenAI possess the ability to pivot rapidly, posing risks for startups relying on their AI technologies.
- Successful leadership requires balancing high performance expectations with fostering a supportive culture and maintaining open communication in growing teams.
Deep dives
The Blurred Lines of AI Infrastructure and Applications
Building a startup on top of AI technologies from companies like OpenAI is viewed as risky due to the undefined borders between infrastructure and application providers. Established companies are in a position to pivot their offerings with little warning, meaning that startups must remain agile to avoid being outmaneuvered. The distinction between a sustainable model and a transient product is crucial, as seen with the difference in performance between Anthropic and ChatGPT. The latter’s success lies in its comprehensive product features, which add durability to its market position.
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