Baris Gultekin: belief

Transcript context

…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. I would say the pie is growing. I don't think it's a fixed pie that people are trying to protect. The types of things you can do is growing, and that is super exciting. I also don't think that everyone can do everything. Ultimately, where each company focuses is closer to their area of expertise, to their differentiation. don't necessarily see that everyone's going to do everything, but I also do believe there is a lot of competition, but there is also growing pie, which is exciting. Yeah. Okay. Let's go back more toward the technical side for a minute. We kind of went debut in text to SQL. Let's do the same thing for RAG. So we've got all these unstructured, vast amounts of data out there. They're getting loaded into platforms. They're getting metadata synthetically created by AIs coming through and just processing them suite by suite. How well is that working and what is actually key to making it work? We've been through eras of chunking strategy is really important, or I've done episodes on graph databases and entity recognition and figuring out various ways to traverse the entity graph that, and obviously it's it's going to be quite distinct for each enterprise with all the different entities that they're going to have that nobody else has. What is really driving results in that RAG paradigm today?…

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