Latest / 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
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.