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Ramp

includes Ramp Inspect

5 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Dec 21, 2024 by Pranav Reddy · said 22 times in 7 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Shawn Wang (7), Akshat Bubna (5), Sherwin Wu (2), Cole Murray (2), Pranav Reddy (1), Erik Bernhardsson (1)

tap a year for its mentions
0082153202420252026episodesmentions
023202420252026episodes it came up in
0031.563202420252026episodesmentions per episode
2026 11 mentions in 2 episodes 6 per episode
2025 7 mentions in 3 episodes 2 per episode
2024 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Ramp, oldest first

Dec 21, 2024 bearish
Assertion Supported
Reddy: OpenAI's share of enterprise LLM spend dropped from 90% to 60%
“And the opening I spend at the beginning, at the end of last year in November of 23 was close to 90% of total volume. And today, less than a year later, it's closer to 60% of total volume.”
Pranav Reddy Dec 21, 2024 ▶ 5:08 The State of AI Startups in 2024 [LS Live @ NeurIPS]
Jan 1, 2025 neutral
Assertion Partly supported
Swyx: OpenAI production market share dropped from 95% to 50–75%
“Basically over the course of 23, going into 24, OpenAI has gone from 95 market share to reasonably somewhere between 50 to 75 market share.”
Shawn Wang Jan 1, 2025 ▶ 12:20 2024 Year in Review: The Big Scaling Debate, the Four Wars of AI, Top Themes and the Rise of Agents
Jul 8, 2026 neutral
Assertion Open · timeframe Jul 2026
Bubna: Ramp trained custom tokenizers to swap into LLaMA
“Ramp actually early in the day was training their own tokenizer and, like, Swapping out the tokenizer in Lama and whatnot.”
Akshat Bubna Jul 8, 2026 ▶ 51:11 The Future of AI Infra: from Kubernetes to Agent Sandboxes — Akshat Bubna, Modal CTO
Jul 8, 2026 positive
Disclosure
Bubna: Ramp runs its external-facing accounting agent on Modal
“Ramp also runs their accounting agent on us, so their external facing agent.”
Akshat Bubna Jul 8, 2026 ▶ 45:57 The Future of AI Infra: from Kubernetes to Agent Sandboxes — Akshat Bubna, Modal CTO
Jul 8, 2026 positive
Assertion Not checkable as stated
Bubna: Ramp Inspect Succeeded Using Modal Snapshotting and Fast Scaling
“Ramp Inspect was a great example of a background agent that was really successful because they were able to use some of the primitives like snapshotting and fast scaling to just have something that feels really reactive and works well.”
Akshat Bubna Jul 8, 2026 ▶ 23:59 The Future of AI Infra: from Kubernetes to Agent Sandboxes — Akshat Bubna, Modal CTO
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