Ajay Kulkarni

You know, they're like, yeah, you know, no, I mean, like, you know, I told you about that experience in identity six using the internet for the first time.

Like, that's, that's what this felt like.

Like, number one, it felt like,

I don't know what this is, but I want to be a part of this.

This is fun, right?

But also, it brought me, and I know a lot of my peers feel this way, it kind of brought out this childish sense of wonder, right?

that I think years of being an entrepreneur had kind of beaten down.

And it kind of brought it back to the surface to be like, this is fun.

This is fun the way technology should be fun, where you're just like, I just want to tinker with this.

I don't know what I can build.

I just want to build things, explore this new world together.

And yeah, so I'm really excited.

I mean, I think as a company, we're excited because we see this trend that like 80% of Cloud Code is written by Claude.

The majority of new software over the next 12 months will be written by AI.

We already have customers who tell us that 70% of their code is written by agents.

And you look at this and you say, okay, if that's happening, then what else is happening?

Well, that means the surface area of software development needs to evolve for agents, right?

the surface area of databases.

So now databases are serving a new user.

They're not serving a human.