Lisa Mateo

I'm really interested in Codex Code was something that was talked a lot about on the call and people are adopting swiftly.

But that partnership model that you have, the fact that you have integrations with Anthropic, OpenAI, also Google Cloud, but some of these have very good coding tools of their own.

How do you see this ecosystem evolving?

Because customers get it, but the investor base has been questioning whether they'll take away your market share.

Well, so there are a lot of things that are specific to Snowflake and to data.

Absolutely, there are coding agents that are often provided by the model companies themselves.

But we know a lot about how data systems are supposed to work, about how Snowflake is supposed to work.

And Cortex code is super tightly integrated with the customer's Snowflake account.

Data does not go anywhere.

And remember, we have earned the trust of all of these customers with certifications, with the guarantee around things like AIUs.

We never use customer data for things like training models.

They get the superior models that we get through partnerships with these folks, but we also add the secret sauce of data of how Snowflake works into products like Cortex Code.

And we are seeing amazing wins both internally and also externally.

One of our partners told us that having Cortex Code

was like Snowflake supplying them with bulldozers where previously they had shovels.

Trudeau, one of the core pillars for you to grow is to go out and find new customers.

And I wondered if you just give some detail on what's happening in the world of technology in AI that would bring a customer to Snowflake for the first time.

What is it that they need that they didn't before?

Typically, they come to us because they need better insight into data.

It is sitting somewhere.