Subvolts take Snowflake CEO Sridhar Ramaswamy analyzes AI competition and software's future. Feb 11, 2026 - Developers
- Learn about enterprise AI adoption trends and potential shifts in software architecture.
- Business
- Understand the competitive landscape of AI and how "shadow AI" impacts business strategy.
This episode features a CEO of a major cloud data company discussing AI competition and software's future.
Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
Audio streams from Alex Kantrowitz. Your place is remembered on this device.
From Subvolts
Summary and analysis by Subvolts editorial, AI-assisted.
Sridhar Ramaswamy, CEO of Snowflake, joins the Big Technology Podcast to discuss the AI race's competitive dynamics, drawing on his Google experience. The episode explores software's future, AI's impact on established companies, "shadow AI" in enterprises, platform risks, and the implications of Chinese open-source models for the US.
This episode features Sridhar Ramaswamy, CEO of Snowflake, discussing who is leading in the AI race. He also talks about how artificial intelligence might change software companies and how businesses are starting to use AI tools without official approval.
This episode offers insights into the AI landscape from a former Google executive now leading Snowflake. Listeners will learn about the competitive forces shaping AI development, how AI might reshape enterprise software, and the nuances of open-source AI. It is for business leaders and technologists tracking AI's enterprise adoption and competitive strategies, connecting directly to how companies like Google, Microsoft, and OpenAI are vying for dominance.
- HostAlex Kantrowitz
- GuestSridhar RamaswamyCEO, Snowflake
- Guest: Sridhar Ramaswamy, CEO of Snowflake
- Show: Big Technology Podcast
- Length: 58 minutes
- Topics Covered: AI race dynamics, future of software, "shadow AI", platform risks, Chinese open-source models
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.
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- shadow AI
- Sridhar Ramaswamy
- AI tools used by employees without official company approval.
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Questions people ask
- What is the episode about?
- The episode discusses the competitive dynamics in the AI race and the future of software, with insights from Snowflake CEO Sridhar Ramaswamy.
- What specific topics are covered?
- Topics include "shadow AI" driving enterprise adoption, the risk of becoming a feature in another platform, and the potential positive impact of Chinese open-source models on the US.
Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to Alex Kantrowitz.