Alex Kantrowitz
@alex.kantrowitz·59K subscribers·563 videos
Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
Posted
February 12, 2026
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February 12, 2026
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55:52Now PlayingSridhar 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.
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