Shaown Nandi:
On the second, you mentioned the change in how you have to grapple with organizational stasis. With generative AI sort of being everywhere, and it feels to some customers like overnight, how are your customers sort of dealing with that change in both opportunity and from a fear factor perspective, how are you helping them with that journey?
Jeff Traylor:
Yeah. Again, we start off with, again, what are they trying to accomplish, right? And then, ensuring that they have that foundational, like do they have their data in a manner that's useful? Has it been deduped to the extent possible? Has it been cleansed? Has it been secured? Do you have readiness to do generative AI? And then, what are you trying to accomplish with it?
We, typically, tell people because the first instinct is, oh my gosh, I'm going to be an industry disruptor, and I want to go to market, and I want to change the way we do our product delivery or customer experience. And that could be awesome. But oftentimes, the best way to use it is to start inside, like help your company run more efficiently. How do you get more effective to execute faster? And then... It's indirectly helping the customer experience, but get good at that. Help your organization be more efficient, more quicker time to market.
Then, once you build that confidence, then, you can start dabbling or being more ambitious in changing how you actually interface with customers. So, that is a couple of things. Number one, it allows you to kind of learn, get some experience, avoid some reputational...
Shaown Nandi:
Risk.
Jeff Traylor:
... damage and risk, and mistakes, maybe, some legal risk, et cetera. So, it kind of helps de-risk it initially.
Because there's a tremendous amount of value.
Shaown Nandi:
Yeah.
Jeff Traylor:
I mean, there's a tremendous amount of organizational value of real dollar costs, opportunity costs, just driving efficiency. You think about so many processes inside of companies are spent doing low or non-value added activity, but there's just the repeated drudgery and just looking for needles in haystacks type of activity. It's not great work for the people, but it's also slow and creates a lot of cost and inefficiencies.
So, if you can take some of that out with generative AI, that's a huge lift for the company.
Shaown Nandi:
So let's talk tech for a minute.
Jeff Traylor:
Yeah.
Shaown Nandi:
I'm super curious, like how is Databricks sort of engaging, moving from being data and classic AI-centric data, generative AI, what sort of products are you bringing to market? How are we helping you? Are we helping you with that?
Jeff Traylor:
Yeah, no, absolutely, you're helping us. One of the things that when... As I said, go back to 18, 24 months ago when LLMs and generative AI kind of entered the world from... It became ubiquitous... Our CEO, Ali Ghodsi, basically, challenged... at the time, we had about a thousand developers, so about a hundred sprint teams.
And he basically just challenged them to reimagine, how we build our platform today, how do we deliver products for customers, what's all the pain, undifferentiated heavy lifting, as you like to say at AWS, that customers have to endure, the expertise that they have to have to run the product, the skills and the difficulty to stand it up.
And then, just managing the efficiency of like... They challenged every team to reimagine what you do, but using generative AI. So, basically, we've infused the entire platform with generative AI from the inside out. And then, now, we're also making those experiences and capabilities available for customers. So examples of that would be a product called Genie that we have.
So, imagine, so just basically allowing anybody in the company to access the data using natural language. So, as an example.
Shaown Nandi:
A game changer for them?
Jeff Traylor:
Yeah, totally. And so, historically, you would have to go through your MIS department or your BI teams, and give me a report, and then, hopefully, within a day or weeks, or whatever the case may be, you'd get your report. But if you could just access it immediately, self-service.
So, an example of this is, at Databricks, we call our employees “bricksters”.
Shaown Nandi:
Love it.
Jeff Traylor:
That's just like a unique language to Databricks, right? And so, let's imagine somebody in HR, our chief human resource officer says, “How many bricksters did we hire in Latam last quarter?” Just a simple example. Latam was a geographical region that we organized, by bricksters and employees. So, that semantics is built in to the platform. We basically use generative AI to build those semantics where they don't exist, and it'll basically yield a report, or the feedback to her that says, here's how many employees were hired in Latam last quarter.
That's a very simple example, but it's that ability to access it, engage with the data using natural language.
Shaown Nandi:
I love it-
Jeff Traylor:
But done in a secure way, giving you the access to the data that you, as a user, as Shaown, has access to... You do that through Unity Catalog.
Shaown Nandi:
So, you have fine-grained access controls effectively?
Jeff Traylor:
Yeah, fine-grained access control through Unity Catalog. So, Unity Catalog, basically, understands and manages the permissions, the governance, the security, and also, as I said, helps build that semantics. Basically, creating almost like a neural network for everything that's in the platform.
Shaown Nandi:
So, the outcome for customers and sort of the outcome you described internally, Databricks, is you've sort of democratized access to the data. Now, more and more users can get to it and work with it.
Jeff Traylor:
That's right.
Shaown Nandi:
Are you seeing customers start to change their mental models around what they can make happen with this data because of generative AI?
Jeff Traylor:
Yeah, absolutely. It really is about exposing... Just simplifying the experience and, truly, bringing more value from the data, getting access to the data much quicker in a more simplified way.
As I said, making use of natural language. The days of needing to know SQL or Python or whatever the case may be to get at the data understanding, looking at the data library and understanding what to access, that's no longer required with the generative AI tools like Genie, as an example. We have an AI BI utility as well.
It's a BI capability that allows you to use natural language, and drag and drop and create dashboards, like big business users are able to do this, where, historically, you had to have departments, skilled people that would do that on your behalf.