Kenniy Olorunnimbe

even when am dead..google should still tell..

[Ali Ghodsi @alighodsi]

An extremely important functionality for agents is to simply extract fields out of PDFs. This turns out to be harder than people think because LLMs are primarily trained on predicting the next tokens. This leads them to "autocorrect" things that they shouldn't autocorrect. We launched an AI Extract capability that just excels at doing just this task with very high accuracy (95% vs 87% for others) and extremely low cost. Check out this blog on how we did it. The function can of course be called directly from SQL and be used throughout the platform.

https://t.co/60XC2mIZ2E

[Chamath Palihapitiya @chamath]

Step 1. Everyone experiments.

Step 2. The leaders start commoditizing features and make them much better for themselves.

Step 3. Turn the crank on costs and make each capability high margin.

As goes Databricks, others will follow. As a result, token consumption will explode but cost per token will crater because these companies won’t tolerate rent seeking behavior from models on performing generalized tasks that can be done by many providers.

[Ali Ghodsi @alighodsi]

I got this question so many times today. "How can you grow 80% at $7B?"

The true answer is that we're finally seeing a breakthrough with AI agents starting to work in the enterprise.

The AIs have been super smart for a while, but have lacked basic context that's in people's heads, or in some SaaS system-or-record. A lot of organizations are deploying FDEs to capture this context, or Ontology, and feed it to the AI. This is labor intensive and expensive. We just automated that with Genie Ontology.

Once you have that enterprise context graph, an AI agent like Genie becomes magical. I find myself no longer waiting for answers from my CRO, CFO, CMO, CHRO etc, I just keep queuing up questions on the phone while sitting in meetings. It'd frankly addictive.

Our customers are starting to do the same, over 70% of all queries on the platform are now generated by Genie agents. This fuels more questions to the platform, which drives consumption, which drives revenue. That's the simple answer.

[Kenniy Olorunnimbe @kenniy]

@upsilon1 😂… wicked!

[Ali Ghodsi @alighodsi]

I now constantly get questions about the SAAS meltdown, role of AI, system of records etc. I don't have an answer to all these.

But I do know that we saw an acceleration in our business in Q2, Q3, and now finished the year with accelerating Q4.

The question is, why?

Short answer: AI. But the underlying reason is subtle. We are growing fast because we are finally removing the biggest bottleneck in data: the technical barrier to entry.

For years, if you didn’t know SQL, Python, you were locked out of the value chain. That has changed fundamentally with the 𝐆𝐞𝐧𝐢𝐞 𝐟𝐚𝐦𝐢𝐥𝐲, and it is the "secret sauce" behind our recent momentum:
• 𝐆𝐞𝐧𝐢𝐞: Analysts can query data without any SQL. I use this every day myself.
• 𝐃𝐚𝐭𝐚 𝐒𝐜𝐢𝐞𝐧𝐜𝐞 𝐆𝐞𝐧𝐢𝐞: Builds end-to-end AI models for you, similar to Cursor for ML on your data.
• 𝐃𝐚𝐭𝐚 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫 𝐆𝐞𝐧𝐢𝐞: Write Spark pipelines, does plumbing, troubleshooting.

We've been talking about DATA + AI democratization, but generative AI finally enabled it in a way that wasn't possible before. That's why we're seeing a market response.

Take 𝐋𝐚𝐤𝐞𝐛𝐚𝐬𝐞 𝐏𝐨𝐬𝐭𝐠𝐫𝐞𝐬. We launched this serverless engine for agents and apps recently. At 8 months into its journey, its revenue is already 2x what our Data Warehouse product was at the same stage.

All this taken together, we ended up with the following stats for Q4:
🚀 $5.4B Revenue Run-Rate, growing >65% YoY
🚀 $1.4B AI Revenue Run-Rate
🚀 FCF Positive for the year
🚀 NRR >>140%

https://t.co/yq3riYyr8r

[Erebus @IdemErebus]

DONDA is the new FAANG

Deepmind
Open AI
Nvidia
Databricks
Anthropic

[Kenniy Olorunnimbe @kenniy]

Guess I can legit say "Called it!" lol https://t.co/PTso84ZfTB .. Congrats champ Andre De Grasse!! 🥇🎆

[Kenniy Olorunnimbe @kenniy]

Andre De Gasse did great! coming yrs gonna be interesting

[Kenniy Olorunnimbe @kenniy]

@_JenniferScott Bayshore Mall food court is open as well

[Kenniy Olorunnimbe @kenniy]

kinda weird and very satisfying seeing this headline from lifehacker.. yeah Fela is great! Listen to Fela Kuti While You Work -
https://t.co/BBX9zJPtuJ

[Kenniy Olorunnimbe @kenniy]

@swcarlosrj @peggyrayzis @rwieruch @graphcool ah!.. u r d man @swcarlosrj .. thank you! 🤜🏼🤛🏼

[Kenniy Olorunnimbe @kenniy]

are there patterns for writing unit tests in apollo 2.1? can't seem to find anyway to mock the query/mutation tags 😕.. cc @peggyrayzis @rwieruch @graphcool @swcarlosrj 🙏🏼🤞🏼

[Eduard Gilmutdinov @eddddig]

I worried about reusability of `Mutation` component from just-released React Apollo 2.1 https://t.co/G61ctZboKE but seems I just may wrap it in custom mutation component 😀 @apollographql @peggyrayzis

[princess kay @princess_kay__]

#drawingwhileblack two of my followers suggested I join, so here is my entry😁😁, a female Nigerian illustrator

[SuperSanusi @supersanusi]

PyCon Nigeria is happening this Month https://t.co/MtXsoJL6D6

[upsilon1™ @upsilon1]

😂😂😂 https://t.co/51JJ1n83s1

[America’s Got Talent @AGT]

Do you think @MIKEYUNG earned a spot in the live shows tonight? #JudgeCuts

[Mike Rundle @flyosity]

44K ETH worth ~$9M stolen because a wallet init method had the wrong scope. Here's the commit that fixed the bug. Welcome to the future.

[America’s Got Talent @AGT]

RT if you think @MIKEYUNG is the real deal and you can’t wait to see him again. #AGT

[Kenniy Olorunnimbe @kenniy]

I remember seeing this dude hitchhiking across 🇨🇦 .. glad we made ur acquittance 🙃😎🤜🤛… https://t.co/RscP7qrULE

[Kenniy Olorunnimbe @kenniy]

Just posted a photo @ ByWard Market https://t.co/x76ijR7Lma