Sridhar RamaswamyChief Executive Officer, Snowflake Inc. (SNOW)
3 recorded appearances
Told Nicolai Tangen that the AI model companies, not the data-platform rivals, are the competitive threat he watches, and defended consumption pricing as the only honest way to sell agent workloads whose cost is not knowable in advance.
Argued on stage with Anthropic's Daniela Amodei that the model is not the moat because every competitor rents the same one — the data underneath it is — which is the strategic claim the whole Cortex roadmap rests on.
Told Rebecca Bellan that the chatbot phase is over and the value moves to agents that act on data unattended, which is the shift he is asking Snowflake customers to pay for by consumption.