Brodie Ford

And the indicator that some of these are going well is that the revenue is getting recognized.

That means capacity is getting handed over to big customers like OpenAI.

The line in the transcript I thought was interesting was that their new co-CEO, Clay McGuirk, said that 90% of what we delivered this quarter was on time or ahead of schedule.

I think that was probably a kind of response to a lot of anxiety out there about potential delays or things kind of going sideways that, you know, despite the noise, we're handing over capacity just like we said we would.

Yeah, so what it is is, you know, we've heard a lot about cloud code and coding agents and so on, but what they do, they're kind of like interns that can write code for you.

That's great, but how do you get that code into production?

And for that, you need to be sure that, you know, nothing's going to go wrong, that you can measure it, and so on.

So GenieCode is really about how do you actually get your code into production, how do you measure the data pipelines that power all of the dashboards that you see, and how do you even start building AI models?

So

What Genie Code can do is it can build a machine learning model for you that can predict prices or estimate how much you're going to sell of this.

And it can do this itself.

It just goes, builds machine learning models, iterates on them, does a lot of the things that data scientists previously had to do themselves.

It just automates all of that for you.

Yeah, this is a big problem in the industry.

So with this, this is like one piece of the puzzle is what I talked about.

The other piece of the puzzle is we also acquired a company called Quotient.

And these are the folks behind GitHub Copilot's quality measurement.

So there are folks focused on quality measurement, making sure that they can do monitoring of how things are going.

So this is the other piece of the puzzle so that we can actually do that.

So when you launch these things and they're running, how can we oversee to make sure that nothing is going wrong?