The Information's TITV
00:27:04 · Akash Pasricha, Ashraf Alkarmi
[00:27:04] S0: Trust me. [00:27:06] S4: So basically, we did this over the last few months. We announced this as part of our strategy just last quarter. And this quarter, it's already in the hands of over 70,000 teams, and teams think of them as the small businesses. The goal is to roll it up to all English speaking teams by end of year and roll it to all customers, including people on individual plans next year. The idea is we gave people a bunch of free credits in their accounts. And the goal of this is to have people use, learn, discover. And we actually have in the rolled out experience, sorry, we actually have in the rolled out experience the ability to add and buy additional AI packs. So you get a bunch of free credits. We believe they're enough for you to experience the value of bringing AI to your content and save you a significant amount of time for the mundane tasks. And the goal is, over time, what we want to see is these AI packs getting sold. And, you know, it's too early. The reason why I didn't talk about it in earnings specifically is because we don't talk about speculative numbers. We want to be concrete about what's happening. And this is just a brand new experience that we launched. We do see people and teams buying AI packs until we are able to see like a few months of like that trend. We've talked about, you know, next quarter we'll talk more about the monetization. But this, yes, there is a monetization plan. Everybody gets a bunch of free AI credits. And as they see the value, they can buy more. That's what we Last
00:28:49 · Akash Pasricha, Ashraf Alkarmi, Andrew Ambrosino
[00:28:49] S0: question for you. So, I mean, look, you guys operate or co locate data center facilities around the world as well. How are your data center colleagues thinking about the new era for data center development that we might be in as a result of the elections? [00:29:09] S4: So I would say, again, we don't tend to speculate over what may or may not change. But what I can say is we have a really incredible set of people who work on our data centers. We have incredible supply chain relationships. And as of today, we actually have available capacity to continue to grow. And we have the ability to continue to grow that within our existing footprints. And so we believe that we're actually, in this regard, really well positioned for the next couple of years to continue to grow without having these potential headwinds. [00:29:49] S0: Great. Well, Ashraf, I want to thank you for coming on. That is Ashraf Alkarmi, the co CEO of Dropbox, here on conference with AI executives, founders, and researchers on stage. TITV was on the ground at the event. We got to speak with executives from OpenAI, Microsoft, Runway, and Every's own Dan Shipper. We're going to play a couple of conversations that we had at the event for you now. We're going to have more coverage for you across our social media platforms. Let's take a look. I'm here with Andrew Ambrosino, member of the technical staff at OpenAI. Andrew, welcome the to show. It's great to have you here. [00:30:47] S5: Thank you for having me.
00:30:47 · Andrew Ambrosino, Akash Pasricha, Ashraf Alkarmi
[00:30:47] S5: Thank you for having me. [00:30:48] S0: Okay. So you gotta tell us. I mean, member of the technical staff, what is your purview of work inside this giant member of the technical staff? [00:30:56] S5: Yes. We've all got kinda the same title here. So I I lead our workspace org, which is ChatGPT work. It is the Codex app and tools for development, and it is ChatGPT space as well. So that kind of group of how you use our application, our products, our models at work is, is what I mostly focus on. [00:31:16] S0: So when I look... When I when I open ChatGPT Codex, I've got, work, I've got sites, I've got docs. I mean, that's that's all under your purview. [00:31:23] S5: Yes. It is. [00:31:24] S0: Okay. [00:31:24] S5: Yes. It is. [00:31:24] S0: So, let's talk about how you're building Codex in a second, and... But I wanna start with the news, which is that you guys made an acquisition. We did. The Pierre Computer Company. [00:31:35] S4: Tell me a [00:31:35] S0: little bit about what it is that Pierre does and why you decided to buy it. [00:31:41] S5: I... We've known Pierre for a long time. We've worked with Pierre. We were, the Codex app was one of the first to use some of Pierre's new technology on the front end. One of the most talented groups of people I've ever known in tech. And so they work on both code storage and libraries for a code review. They're big in open source, community, and we're bringing them in to help us out with some code storage, some, you know, end to end SDLC of of building software and what that means, and I couldn't be more excited.
00:31:41 · Andrew Ambrosino, Akash Pasricha
[00:31:41] S5: I... We've known Pierre for a long time. We've worked with Pierre. We were, the Codex app was one of the first to use some of Pierre's new technology on the front end. One of the most talented groups of people I've ever known in tech. And so they work on both code storage and libraries for a code review. They're big in open source, community, and we're bringing them in to help us out with some code storage, some, you know, end to end SDLC of of building software and what that means, and I couldn't be more excited. [00:32:13] S0: And, I mean, help me understand, when you think about the technical challenges that Pierre shalves Yeah. For you, what were those challenges?
00:32:13 · Akash Pasricha, Andrew Ambrosino
[00:32:13] S0: And, I mean, help me understand, when you think about the technical challenges that Pierre shalves Yeah. For you, what were those challenges? [00:32:24] S5: Yeah. I think, you know, with with these agents, more code is being written than ever at speeds that we're not used to. And some fundamental assumptions about how you build these stacks for code storage do have to change, and code review as well. And, I think we've seen we've seen some needs internally both with Panda, which is our in house source control. And... Source control means means what? Code storage. Okay. Very similar. And, you know, what we're bringing on with Pierre, that in this agentic era, I mean, everybody's kind of rethinking a lot of these base these base pieces of the stack that we all build on. Right? Even things that weren't software before are sort of becoming software. Like our finance team uses a lot of sites, for example, where in in a previous era, they might use Excel for something. And so that site has code that is running that site that they are using and sharing around, and people are doing this many, many times a day or an hour. Right? And so the way that we, store code performantly and scalably is more important than it than it really has ever been. [00:33:28] S0: So when people think of Codestorage, I mean, is this like a a a competitor to GitHub? Are you still using GitHub? Just help us understand that a little bit.
00:33:28 · Akash Pasricha, Andrew Ambrosino
[00:33:28] S0: So when people think of Codestorage, I mean, is this like a a a competitor to GitHub? Are you still using GitHub? Just help us understand that a little bit. [00:33:38] S5: Yeah. GitHub is biggest name in Codestorage. We've been a customer for a long time. We still are a customer. We have our open source repos on GitHub. We interact with the community there, Codex being one of those. GitHub is a great partner. Right. I think what we see internally is just, you know, needs that we wanna kinda play with, experiment with, and and see what we can do here. [00:34:02] S0: Right. So the peer acquisition, again, the the conversation around technical challenges, there's so much that's difficult here in what you're building. I wonder if you can talk about some of the other technical challenges that you're seeing, not because things are going wrong, just things that are really difficult to solve right now. I mean, the conversation that I've had with Dan Shipper many times on my show is what what... What's difficult for the models to do right now. And so I I I... In your capacity, it's kind of interesting. You're building this program that the front end is changing. The back end is changing. Tell me about what... What's hard about it right now.