Ash Ashatosh

CEO, Pinecone · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveinvestorengineer@ashashutosh ↗LinkedIn ↗pinecone.io ↗

Ashutosh is a veteran enterprise technologist who founded Serano Systems, AppIQ, and copy-data management unicorn Actifio. After serving at Google and as a partner at Greylock Partners, he became CEO of vector database pioneer Pinecone.

7statements → 3claims → 2claims resolved → 4/5average certainty → 2.57/5average debate potential →

0 supported 1 partly supported 1 contradicted 1 not yet assessed how the 3 claims stand · each chip opens the sources

2 predictions · 1 assertion · 1 opinion · 3 insights · every statement was checked. The predictions and assertion are the 3 claims: statements the public record can support or contradict. 2 are resolved, 1 is not yet assessed. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Ash argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable contradicted claim

Prediction Didn’t hold up
Ashatosh: Azure and IBM will beat AWS in enterprise cloud within two years
“In fact, we predict that the number one enterprise cloud in the next two years is probably going to be Azure, and not AWS, just because they are sucking up a tremendous amount of footprint of applications. And number two actually might be IBM, and not AWS, as …”
Ash Ashatosh Jan 2, 2019 ▶ 12:42 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
0% certainty 3
none yet certainty 4
50% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: speaking style how? →

257 words/min while actually speaking · 25.5 um and uh per 1k words

No argument clarity score for Ash Ashatosh: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews.

Measured by listening to the audio itself: 3,724 words across 2 episodes of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →

Everything Ash Ashatosh said on the a16z Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Didn’t hold up
Ashatosh: Azure and IBM will beat AWS in enterprise cloud within two years
“In fact, we predict that the number one enterprise cloud in the next two years is probably going to be Azure, and not AWS, just because they are sucking up a tremendous amount of footprint of applications. And number two actually might be IBM, and not AWS, as …”
Ash Ashatosh Jan 2, 2019 ▶ 12:42 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Prediction Open · timeframe Oct 2020
Ashatosh: Dell will eventually be run by a CFO
“As far as that market is concerned, I think, you know, you will end up having a CFO be the leader of Dell.”
Ash Ashatosh Jan 2, 2019 ▶ 11:10 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Opinion
Ashatosh: Startups should aim to be useful mules, not hyped unicorns
“It would rather be a mule that my customers love than a unicorn that some investor does, and I think my investors feel the same way too.”
Ash Ashatosh Jan 2, 2019 ▶ 19:30 a16z Podcast | Why Every Business is in the Data Business
Assertion Partly supported
Ashatosh: 2015 Gartner expo floor had virtually no hardware vendors present
“In fact, at the Gartner event, what is fascinating? Was the entire floor. There was not a single hardware vendor except a small booth by EMC, and even small booth by Pure Storage, because I guess they were going public and they had a token show that. There was…”
Ash Ashatosh Jan 2, 2019 ▶ 9:45 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Insight
Ashatosh: Data differs from compute because it has a long lifecycle
“Well, we, the, unlike compute, unlike networking, data is a very different beast. Data has a life cycle. Data has a long tail. It doesn't just appear and then disappear.”
Ash Ashatosh Jan 2, 2019 ▶ 8:03 a16z Podcast | Why Every Business is in the Data Business
Insight
Ashatosh: Legacy sales organizations prevent incumbents from selling disruptive software
“It's the two thirds, the stuff under the iceberg, the water, the iceberg under the water, which is marketing it and selling it. They've got a, they became large because they have one of the phenomenal, most of the best marketing and sales organizations that ar…”
Ash Ashatosh Jan 2, 2019 ▶ 16:13 a16z Podcast | Why Every Business is in the Data Business
Insight
Ashatosh: Capital access and buyer validation no longer force tech IPOs
“One was because it was a way to come back and raise some money. That isn't much of an issue these days. And more importantly, it was a way for validation of a company so that the buyers could buy it from those people. That isn't also an issue today.”
Ash Ashatosh Jan 2, 2019 ▶ 20:43 a16z Podcast | Why Every Business is in the Data Business

Appearances (2)

EpisodeDateSpeaking time
a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow Jan 2, 2019 7m
a16z Podcast | Why Every Business is in the Data Business Jan 2, 2019 10m
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