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sridhar ramaswamy

T2 · manager / operator

Former 15-year Google veteran who built the advertising business from $1.5B to $100B+. Founded search startup Neeva (acquired by Snowflake). Became Snowflake CEO in 2024, leading the company's AI transformation including Cortex and coding agents.

5 calls·4 names·40% bull·last heard 2 months ago·In Good Company with Nicolai Tangen+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SNOWSnowflakeposition

Snowflake CEO: AI shrinks migration timelines from years to quarters, driving growth

AI dramatically accelerates data pipeline creation and legacy migrations, reducing timelines from years to quarters, while Snowflake's co-pilot and agentic AI drive new use cases and growth.

TBPN2026-06→
2ndhigh conviction
$ANTHROPICAnthropic

Anthropic coding agents seen as primary threat to software incumbents

Anthropic and similar model companies building coding agents represent the 'front door to computing' and the industrialization of software, posing the biggest competitive threat to traditional software platforms like Snowflake.

In Good Company with Nicolai Tangen2026-06→
3rdmedium conviction
$MSFTMicrosoft

Snowflake CEO acknowledges cloud giants as formidable but beatable in data

Amazon and Microsoft have incredible resources but Snowflake remains top of the charts in pure data platforms; cloud giants should not be underestimated but have not displaced Snowflake's leadership.

In Good Company with Nicolai Tangen2026-06→

most discussed · click a bar to filter

recurring themes

5 total
$ANTHROPIC
Anthropic
HIGHsridhar ramaswamy·In Good Company with Nicolai Tangen·2 months ago
Anthropic coding agents seen as primary threat to software incumbents
Anthropic and similar model companies building coding agents represent the 'front door to computing' and the industrialization of software, posing the biggest competitive threat to traditional software platforms like Snowflake.
"the model companies things like the coding agents that they are creating to be our biggest competition. This is the reason why we have a coding agent. They represent the front doo…"
4:58
$MSFT
···
Microsoft
MEDsridhar ramaswamy·In Good Company with Nicolai Tangen·2 months ago
Snowflake CEO acknowledges cloud giants as formidable but beatable in data
Amazon and Microsoft have incredible resources but Snowflake remains top of the charts in pure data platforms; cloud giants should not be underestimated but have not displaced Snowflake's leadership.
"when it comes to pure data platforms, we have always been top of the charts when it comes to that. Companies that operate at that scale should never be underestimated because they…"
6:14
$AMZN
···
Amazon
MEDsridhar ramaswamy·In Good Company with Nicolai Tangen·2 months ago
Snowflake CEO acknowledges cloud giants as formidable but beatable in data
Amazon and Microsoft have incredible resources but Snowflake remains top of the charts in pure data platforms; cloud giants should not be underestimated but have not displaced Snowflake's leadership.
"when it comes to pure data platforms, we have always been top of the charts when it comes to that. Companies that operate at that scale should never be underestimated because they…"
6:14
$SNOW
···
Snowflake
HIGHsridhar ramaswamy·In Good Company with Nicolai Tangen·2 months ago
Snowflake CEO sees coding agents as existential competitive threat
Sridhar Ramaswamy identifies model companies like Anthropic and their coding agents as Snowflake's biggest competition because they represent the industrialization of software at unprecedented scale, threatening the traditional software moat.
"But what these models represent with software is the industrialization of software at a scale that we have not seen before and that is the primary reason why I consider the model…"
4:58
$SNOW
···
Snowflake
HIGHsridhar ramaswamy·TBPN·2 months ago· position
Snowflake CEO: AI shrinks migration timelines from years to quarters, driving growth
AI dramatically accelerates data pipeline creation and legacy migrations, reducing timelines from years to quarters, while Snowflake's co-pilot and agentic AI drive new use cases and growth.
"AI has done a couple of things. It's made the act of bringing data into Snowflake doing just a whole lot easier. Pipelines uh that used to take weeks to set up or migrations that…"
64:10