Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
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| So we've got the human in the loop and all of our Gen AI programs and the use cases at the moment, and we've got a very bright line that we have not yet crossed for exposing generative AI content to our consumer base |
| Will is just an excellent, excellent, excellent individual all around |
| We're thrilled with the participation and I'm even more thrilled to be on the stage |
| Because we've seen, and I was talking to Mike earlier, their acceleration of commit time was impressive |
| And, we think that that's a real business benefit to organizations at scale, right? Because these implementations are complex and they need to happen over a period, a longer period of time |
| So anytime you can shave off the detection and remediation cycle is incredibly valuable |
| And the good news is generative AI is here to help |
| But with BigQuery, what really matters is and what matters in all analytics systems is structuring good queries |
| For those of you that don't know him, I've been lucky enough to have a few interactions over the years and really, again, thrilled that he's here today |
| So I'm curious, based on everything that you've seen and everything you know about what's going on, what are the things that you're most looking forward to in the next sort of bearing in mind the Safe Harbor statement, not necessarily Google products, but over the next six months or a year, what's getting you most excited? Will Grannis There are three things that are happening right now that I am extremely interested in and excited about |
| One is through a partner like Replit, one of the most successful IDEs, Integrated Development Environments for developers, tens of millions of developers on it right now |
| For those of you that are following AlphaFold and the second generation of AlphaFold, that has, already had a dramatic impact on how we think about the building blocks of life and how treatments, could be envisioned and might be envisioned in the future and precision medicine, for example, which is, something I'm very excited about |
| And so we keep embedding responsible AI into the platform so our customers can benefit from it in kind of an automation in a tooling way because that's what scales versus having to consistently have humans overlooking every single thing that you're doing, at some point you need that leverage from the technology |
| Steve Sparkes And so -- that's a fantastic degree of customer engagement from a CTO |
| Maybe if you're a company that's like, you know what, we're going to take foundational models that exist and we're going to take our own data, we're going to combine them to create some competitive advantage, that's where you need that platform tier |
| Well, it is certainly an honor to be here with all of you; Steve, great to see you again |
| So these are traditional organizations that are getting benefit from the speech to text and the natural language capabilities of generative AI today |
| It's really just an incredible time to be a technologist |
| And one of the things that we've been finding is that, it's a great augmentation for tasks |
| And so how has that scale of the team grown? I mean, you're running, what over 30 billion run rates, that's heck of a growth story |
| Will Grannis Well, it's really interesting is that we're seeing both traditional enterprises and organizations and start-ups succeed in generative AI |
| So for our team, what it's really looked like is, making sure that our customers are getting the most leverage that they can from technology |
| And so one of the capabilities that we're really excited about in Duet and underpins this is just understanding code and summarizing what this code is trying to do |
| And I've known Phil for a long time, way back in the Goldman days, when I was at Morgan Stanley, he was at Goldman and we were always the healthy competitive tension, but in the cyber arena, it was always cooperation |
| It's great to see |
| And then there was a second wave where it was creating kind of the platform that would allow any industry or any customer, any geo to solve their problems and now we're really in the scale phase where we've got an ecosystem that is rapidly growing, over 100,000 partners in our ecosystem today |
| And our ecosystem has grown considerably |
| And I don't wanted to quote the number in case it's too sensitive, but it's certainly in the double digits percentage acceleration of the time to release code |
| And so a lot of what we're seeing right now with start-ups and their success |
| And it will help guide you to more efficient queries |
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| Your machine learning ops is a significant burden, Gen AI ops, significant burden for any organization |
| And I would do a very poor job of describing in detail, the nuances of the security concerns and roles |
| And I think it's one of those weird things about this moment where in the past, you'd see start-ups emerging and challenging the incumbents |
| And conversely, the risk of inappropriate code being injected through that process is something else that we're concerned about |
| In my opinion, the biggest risk is the lack of cybersecurity skills that are available, advanced cybersecurity skills that are available |
| And as a former programmer now recovered, I can say that I amplify Will's thoughts and I pity the poor people that had to read my code to try and figure out what it was doing because that's a long time ago |
| And I think it's also a time for us to consider what are the unique characteristics of any company? What is it that they sell? What is it that they produce? How do they do that? And I think we're going to be facing the question of if Gen AI can deal with a lot of the basic toil in our knowledge worker tasks, is it going to be like a calculator that lets people focus on value add? Or does it just make us stupid over time? And do we lose the ability to innovate? And is it the friction and the toil that actually creates that struggle? Does it create new ideas and innovation? I don't think we're going to know the answer to that one for a little while, but it's going to be an amazing journey |
| Healthcare, another kind of a big traditional enterprise, many of you've dealt with in the healthcare system, very, very kind of classic enterprise issues around innovation |
| Steve Sparkes I think one of the challenges for all of us is at what point does it begin to hallucinate? And how can you control the sort of the error rate and we talked a little bit in this morning's keynote about the legal example where lawyers self-foul of having trusted ChatGPT's output despite saying, are you really telling the truth and of course, it lies again and so I think one of the things that we're thinking about is how do business leaders embrace the power and at the same time, have some control and have the confidence that they're not about to make a misstep? Will Grannis Well, in my opinion, in our experience is really approaching it from a full stack or a comprehensive approach |
| So it kind of overshoots the data, it's too costly or kind of runs on without bound |
| And if it doesn't exist, it actually slows you down considerably in the workflow of creating that content |
| Start-ups, I find a problem, I go try to solve it |
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