00:00What is this particular bit of code equipment going to do for your talent?
00:04Yeah, so what it is is, you know, we've heard a lot about cloud code and coding agents and so
00:08on,
00:08but what they do, they're kind of like interns that can write code for you.
00:11That's great, but how do you get that code into production?
00:14And for that, you need to be sure that, you know, nothing's going to go wrong, that you can measure
00:19it and so on.
00:20So that's, Genie Code is really about how do you actually get your code into production,
00:24how do you measure the data pipelines that power all of the dashboards that you see,
00:28and how do you even start building AI models?
00:32So what Genie Code can do is it can build a machine learning model for you that can predict prices
00:36or estimate, you know, how much you're going to sell of this.
00:39And it can do this, you know, itself.
00:41It just goes, builds machine learning models, iterates on them,
00:44does a lot of the things that data scientists previously had to do themselves.
00:47It just automates all of that for you.
00:49And it's not getting things incorrect.
00:52As the work continues, there's still been a lot of concern that these things are hallucinating
00:56the longer term that they work.
00:57Yeah, this is a big problem in the industry.
01:00So with this, this is like one piece of the puzzle is what I talked about.
01:03The other piece of the puzzle is we also acquired a company called Quotient.
01:06Right.
01:07And these are the folks behind GitHub Copilot's quality measurement.
01:11So there are folks focused on quality measurement,
01:15making sure that they can do monitoring of how things are going.
01:18So this is the other piece of the puzzle so that we can actually do that.
01:21So when you launch these things and they're running,
01:23how can we oversee to make sure that nothing is going wrong?
01:26Or it's sort of, if it's going off track, we can stop it, restart it.
01:29So that's equally important, maybe even more important than the first part.
01:33Ali, it's great to have you back on Bloomberg Tech.
01:36Like, taking in aggregate, launch of Genie Code, acquisition of Quotient,
01:40how much at this stage for Databricks is it about product diversity,
01:45you know, kind of broadening the offering or suite or platform for your customers?
01:50Yeah.
01:50I mean, that's super important, right?
01:52Because the space is moving so fast.
01:54And, you know, it just, you know, just, I think, six months ago,
01:57we were talking about things that were out of completing code.
01:59So now everybody has agents that can write the code.
02:02So the question is, how do we actually make these,
02:04the code that has been written into production,
02:06make sure that they're powering up everything inside of the enterprise,
02:09and making sure that we're monitoring it,
02:11making sure that we can actually start doing more interesting things with it?
02:14Can we build AI models automatically for the business that can predict the business?
02:18So, you know, to complete that puzzle and have all the different puzzle pieces,
02:23you know, you have to expand.
02:24So it is about that.
02:26And, you know, that's why Quotient and also Genie Code have been added to this.
02:31How defensive was that move?
02:33You know, I think about the interesting cursor right now,
02:36what Claude is offering on Anthropic through the coding side,
02:41your awareness of the battlefield in AI.
02:45Yeah, I mean, those are great partners and customers that we work with,
02:48and we use actually cursor and we use cloud code internally at Databricks as well.
02:51You do, yeah.
02:51We do.
02:52But those things, they focus on how can we write,
02:54how can we help software engineers?
02:56What Genie Code really can do is it brings it to the knowledge worker,
03:00the people that create your dashboards inside of an organization,
03:02and they make sure that your revenue numbers are correct,
03:04or the people that make sure that the data that's coming in every day
03:07into the organization is correct, nothing breaks, you know, there's not an outage,
03:11you don't have, like, a blue screen, the dashboard is out and you can't see it.
03:14Or the people that are building machine learning models that can predict your prices
03:17or your costs or, you know, doing risk assessment with machine learning models.
03:22It automates that portion.
03:23So, it's sort of very complementary to cloud code and, you know, cursor.
03:27And Replit.
03:28And I'm interested in vibe coding, like we're all talking about it,
03:31and indeed, you've got some slightly less technical talent inside your business
03:35who are using Replit, and in fact, Databricks Ventures invested in Replit as of today.
03:40So, how are you seeing the adoption of AI agents?
03:43What does it mean, actually, for the strength of your data business?
03:47Yeah, so, that's a great point.
03:49So, Genie Code is really for data scientists, for data engineers.
03:52These are people that are the knowledge worker that understands data.
03:55At Databricks, we have 10,000 employees.
03:57About, you know, 3,000, 4,000 of them are in this category that they're quite technical
04:00and Genie Code will help them.
04:02But, you know, we have 5,000, 6,000 people that are sitting in marketing or in HR or in
04:06finance
04:07and they don't have those technical skills.
04:09Replit is excellent.
04:10They love it.
04:10You know, it's just that these are people that would never otherwise even touch code
04:13and they're now using Replit themselves and they're building things that actually work.
04:17And the best part of it is, you know, whenever you build a piece of software that works with Replit,
04:21it uses a database behind the scenes.
04:23And actually, we have very deep partnership with them.
04:25So, it uses our lake-based offering behind the scenes.
04:28So, it uses that database that we offer, which is perfect for these kind of agentic tools.
04:32So, I think Replit is really amazing for democratization to the broader masses.
04:36The people that you would never imagine would write a single line of code.
04:39Hey, Ali.
04:39Yeah.
04:40So, I'm sorry to interrupt.
04:41We just got 30 seconds.
04:43I've got to ask you, where are we on Databricks' path to the public markets?
04:47Yeah, I knew you were going to ask.
04:50Look, I don't think right now is the best time to be public.
04:52So, I'm pretty happy to be private to this very moment, right, with everything that's going on in the markets.
04:57We are really excited about what we can do with AI.
04:59As you can see, we're doing all these acquisitions.
05:01We're investing.
05:02We're hiring people.
05:03So, we're focused on this long-term revolution that's happening with AI rather than having to be bogged down about
05:08EBITDA and what's happening in the market today.
05:11So, we will be public, but I don't think now is a very good time.
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