Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy

Big Technology Podcast

Alex Kantrowitz

Management, Religion, Politics, Entrepreneurship, Business News, News, Investing, Marketing, News Commentary, Social Sciences, Science, Society & Culture, Religion & Spirituality, Business, Tech News, Philosophy, Government, Technology

4.7 • 596 Ratings

🗓️ 11 February 2026

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Sridhar Ramaswamy is the CEO of Snowflake. Ramaswamy joins Big Technology Podcast to break down the competitive dynamics in the AI race today, drawing from his experience working at Google and competing with it. We also cover the future of software, looking at whether AI will turn established software companies into "dumb backends." In the second half, we discuss “shadow AI” driving enterprise adoption from the bottom up, the risk of becoming a feature in someone else's platform, and why Chinese open-source models might actually be a net positive for the US. Hit play for a sharp, deeply informed conversation about where AI competition, enterprise software, and the future of work are heading. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/bigtech. Try it risk-free now with a 30-day money-back guarantee! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Where does the AI race go from here?
0:01.7	And is all this AI agent type real?
0:04.3	Let's talk about it with the CEO of Snowflake right after this.
0:08.2	Have you been waiting for the perfect time to upgrade your tech?
0:11.3	Good news. The wait is over.
0:13.5	Dell Tech Day's annual sales event is here.
0:16.3	And we're celebrating our best customers with fantastic deals on the latest PCs,
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0:36.9	your PC you may as well go all out, because we're
0:40.4	also offering huge deals on our premium suite of monitors and accessories. You know what that means.
0:47.1	That's right. You can get a whole new setup with amazing savings. Clearly, this is a sale you
0:52.9	don't want to miss. Visit dell.com slash deals. That's
0:57.1	Dell.com slash deals. Can AI's most valuable use be in the industrial setting? I've been thinking
1:06.7	about this question more and more after visiting IFS's Industrial X Unleashed event in New York City
1:12.6	and getting a chance to speak with IFS CEO Mark Muffett.
1:16.6	To give a clear example, Muffet told me that IFS is sending Boston Dynamics spot robots out for inspection,
1:22.6	bringing that data back to the IFS Nerve Center, which then, with the assistance assistance of large language models can assign the right technician to examine areas that need attending.
1:33.1	It's a fascinating frontier of the technology, and I'm thankful to my partners at IFS for opening my eyes to it.
1:39.9	To learn more, go to IFS.com. That's IFS.com.
1:44.0	Welcome to Big Technology Podcast, a show for cool-headed and nuanced conversation of the tech world and beyond.
1:50.1	We have a great show for you today. We're going to talk about the state of the AI race looking at the OpenAI versus Google Access.
	...

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