Baris Gultekin: prediction

Transcript context

…Yeah. Okay. So you mentioned being excited about the year ahead. You also mentioned voice experiences. It seems like we're at a moment, like literally right now where I don't know if people just had extra time over the holiday break or whatever to get into Claude code for the first time for many people, but it seems like the discourse has really shifted and expectations have really shifted. In just the last 30 days, people have said, oh my God, like the coding experience now is like, it's not just vibe coding and eventually hitting a wall and giving up, like you can actually really make this work. And then the next big thing that people are saying over and over again is the same thing that's happened to coding over the last however many months is coming to a great many domains of knowledge work over the next year. So do you buy that hype? And what do you think that looks like? Are we all going to be agent managers or are we all going to be like talking verbally to agents while getting lots more exercise than we used to? What is the 2026 plus vision for success? Yeah, I'd love to see the world where I don't need to do anything and I can just go get more exercise. I do actually see the opposite. We're able to do a lot more and we end up doing a lot more, especially in AI, where everyone is sprinting. There is more work and more productivity out there. So what I'm seeing is agents are absolutely getting more and more capable. Coding agents, I think, as you called out, have passed this threshold where because they're a lot more capable, a lot more people are using them. I think it changes how products are developed. It changes jobs like product management, for instance. I've been in product management for 20 years, and the way we build products has to change given the coding assistants. How you deploy quickly, how you test things quickly is changing because of how capable these coding assistants are. And that is a combination of different things, right? One is the agent can do a lot of things, can do coding well, but also the reasoning capability of the agent is increasing. The tool use becomes incredibly powerful. So you can apply that to other domains. If you have, like now figuring out which tool to use, using it effectively, and then reasoning and figuring out the next steps is very, like that allows you to build very capable agents across the board. I don't know, this is not a 2026 projection or anything, but I'm absolutely seeing clearly increasing capabilities with agents and also increasing use of them for production work. Do you have a sense of how the progress in AI coding assistance or agents has changed how work is happening at Snowflake? Are you like instrumenting that or measuring? Obviously lines of code would be like too primitive, but features shipped or burn down points per cycle. Is there a way that you can begin to quantify the impact?…

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