Mike Krieger

I think that's an interesting way of asking. The way I think about it is the LLMs today deliver value, but they also deliver our ability or help our ability to go build a thing that delivers that value.

To me, it's like, it's right now, Claude is an assistant and, you know, the helpful kind of sidekick is the word I heard it internally at some point. She's like, at what point is it a coworker? Because like the joint amount of work that can happen in, even in a growing economy, with assistance, I think, is very, very large. So I think a lot about, you know, we have Cloud for Work.

To me, it's like, it's right now, Claude is an assistant and, you know, the helpful kind of sidekick is the word I heard it internally at some point. She's like, at what point is it a coworker? Because like the joint amount of work that can happen in, even in a growing economy, with assistance, I think, is very, very large. So I think a lot about, you know, we have Cloud for Work.

To me, it's like, it's right now, Claude is an assistant and, you know, the helpful kind of sidekick is the word I heard it internally at some point. She's like, at what point is it a coworker? Because like the joint amount of work that can happen in, even in a growing economy, with assistance, I think, is very, very large. So I think a lot about, you know, we have Cloud for Work.

Cloud for Work right now is a sort of almost a tool for thought. You can put in documents, you can sync things and have conversations and people find value. Somebody built a, like, small, like, fission reactor or something. It was on Twitter. I was like, not using Cloud, but Cloud was their, you know, their tool for thought. To the point where, like,

Cloud for Work right now is a sort of almost a tool for thought. You can put in documents, you can sync things and have conversations and people find value. Somebody built a, like, small, like, fission reactor or something. It was on Twitter. I was like, not using Cloud, but Cloud was their, you know, their tool for thought. To the point where, like,

Cloud for Work right now is a sort of almost a tool for thought. You can put in documents, you can sync things and have conversations and people find value. Somebody built a, like, small, like, fission reactor or something. It was on Twitter. I was like, not using Cloud, but Cloud was their, you know, their tool for thought. To the point where, like,

it is now an entity that you actually trust to execute autonomous work within the company. That delivered product, it sounds like a fanciful idea. I actually think the delivery of that product is way less sexy than people think. It's about permission management. It's about identity. It's about coordination. It's about remediation of issues.

it is now an entity that you actually trust to execute autonomous work within the company. That delivered product, it sounds like a fanciful idea. I actually think the delivery of that product is way less sexy than people think. It's about permission management. It's about identity. It's about coordination. It's about remediation of issues.

it is now an entity that you actually trust to execute autonomous work within the company. That delivered product, it sounds like a fanciful idea. I actually think the delivery of that product is way less sexy than people think. It's about permission management. It's about identity. It's about coordination. It's about remediation of issues.

It's all the stuff that you actually do in training a good person to be good at their jobs. That, to me, even within a particular discipline...

It's all the stuff that you actually do in training a good person to be good at their jobs. That, to me, even within a particular discipline...

It's all the stuff that you actually do in training a good person to be good at their jobs. That, to me, even within a particular discipline...

some coding tasks, some particular tasks that involve coalescing of information or researching, each of those, getting to have the incremental person on your team, even if they're not, in this case, I'm okay with not net plus one productive, but net 0.25, but maybe there's a few of them, and coordinated. I get very excited about the economic potential for that.

some coding tasks, some particular tasks that involve coalescing of information or researching, each of those, getting to have the incremental person on your team, even if they're not, in this case, I'm okay with not net plus one productive, but net 0.25, but maybe there's a few of them, and coordinated. I get very excited about the economic potential for that.

some coding tasks, some particular tasks that involve coalescing of information or researching, each of those, getting to have the incremental person on your team, even if they're not, in this case, I'm okay with not net plus one productive, but net 0.25, but maybe there's a few of them, and coordinated. I get very excited about the economic potential for that.

I had this debate with somebody around, I think the price point for that is much higher if you're delivering that kind of value. But I was debating with somebody around, you know, what Snowflake and Databricks and those have shown, like, Datadog is another one. Like, usage-based billing is, like, you know, the new hotness.

I had this debate with somebody around, I think the price point for that is much higher if you're delivering that kind of value. But I was debating with somebody around, you know, what Snowflake and Databricks and those have shown, like, Datadog is another one. Like, usage-based billing is, like, you know, the new hotness.

I had this debate with somebody around, I think the price point for that is much higher if you're delivering that kind of value. But I was debating with somebody around, you know, what Snowflake and Databricks and those have shown, like, Datadog is another one. Like, usage-based billing is, like, you know, the new hotness.

If we had, like, subscription billing, now we have, like, usage-based billing. And, like, the thing I would like to get us to, it's hard to quantify today, although maybe we'll get there, is, like, a real value-based billing. Like, what did you actually accomplish with this? And... You know, there's people that will ping us because like a common complaint I hear is that people hit our rate limits.