Big Technology Podcast Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
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Feb 11, 2026 
Sridhar Ramaswamy, CEO of Snowflake and former Google exec experienced in search, ads, and enterprise AI. He breaks down who’s gaining ground in AI and why leads shift fast. He explores agentic AI for data, risks of software becoming mere backends, and how bottom-up shadow AI adoption is changing enterprises.
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Breakthroughs Yield Short But Powerful Leads
- Breakthroughs are rare but create large, temporary leads that competitors close quickly.
- Big incumbents can convert research wins into accelerants via distribution and hardware investments.
Use Agents To Solve Specific Business Problems
- Build agentic systems around your enterprise data to solve concrete business problems.
- Integrate models, past data, and operational APIs to deliver measurable revenue or efficiency gains.
Support Team Transformed By Agent Tools
- Snowflake replaced 50 people writing tools with 300 using agentic tools to debug support cases.
- The support team now builds and shares tools inside the coding agent to accelerate fixes.