Co-founder and co-CEO of Ramp (with Karim Atiyeh); 15-year working relationship. Launched token spend management product after observing 21x customer AI spend growth. Ramp owns global data center infrastructure for ~3x inference cost advantage. Previously built ML for receipt categorization pre-ChatGPT.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Ramp's owned data centers give ~3x inference cost advantage vs cloud; token spend management product addresses exploding enterprise AI costs (21x growth in 4 months) with visibility, routing, and optimization.
Sierra builds specialized small models ('lobotomized' for customer service) demonstrating production pattern: route simple high-volume tasks to efficient models, reserve frontier for complex reasoning.