Baris Gultekin: evaluation

Transcript context

…For one thing, I wish that would come to electronic medical records sooner rather than later. I feel like, yikes, it's been my recent experience there. I wonder how that, going back to the first question about how AGI pilled various organizations are, I wonder how, how do you see that from a competitive dynamic standpoint? Because I think one of the things that's most interesting where, you know, the dice are in the air, so to speak, it feels to me right now in the software market is like, Sure seems like the pace of software development is increasing dramatically. People are, I think mostly it's outliers or just plain bluster at this point to say that people are like deleting systems of record and rolling their own in house. But you've at least got that talk is out there. And then presumably everybody is geez, if I can. maybe already see a major acceleration in my software development, or if I can project a year or two in the future and I can see a clear path to a major, and I vibe coded three AI apps for family members for Christmas presents this year. And the acceleration at that level is certainly very real. Then it seems like everybody is gonna be incentivized to like try to go take sort of some conceptual territory from companies that maybe used to be partners, used to be compliments. It seems like it's headed more toward competition. So all these companies that you named, right? Historically, you specialize in one thing. They did a little bit different thing. They work nicely together. You got a lot of customers in common. Great. But if I'm them, or maybe if I'm you, like, I might start to worry at this point. Geez, if I'm Tableau, should I be afraid of Snowflake? Are they going to come after me with something that sort of replaces what we do? And do I want to be partnering with them on these standards? Or do I have to fear that whoever is the Whoever has their hooks deepest into the customer can box out and colonize these additional niches. Now, that's a pretty AGI pilled point of view. Maybe you think that's just where I'm getting ahead of myself there, but what do you think? Not at all, not at all. I actually really love what's happening. And what's happening is the silos are coming down. This is all great for customers, for consumers, right? With all these open standards, essentially, the beneficiaries are our customers. There is no luck in anymore. And I think that's great. That's great for competition. That's great for innovation. That's great for customers. And we're seeing this play out across the board. Anywhere in AI, the differentiation is coming down. That means everyone is doing more and more things to create more and more value, which ultimately is great for the industry and great for consumers and customers. So I'm loving what's happening. As you called out, the walls are coming down. The lock-in is no longer there. And that makes product development really important. That makes the speed of execution really important. And ultimately, it's all about creating more and more value. But does that take us to a place where companies that used to be friends are trending toward frenemies? Because it seems like there's only so many ideas. It just seems so obvious to me in so many places that a big platform like Snowflake would be like, Sure, we can do what Tableau does, especially now that we can get so much more stuff shipped on a quarterly basis.…

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