Leading in the era of AI code intelligence
This week Adam is joined by Quinn Slack, CEO of Sourcegraph for a ā2 years laterā catch up from his last appearance on Founders Talk. This conversation is a real glimpse into what it takes to be CEO of Sourcegraph in an era when code intelligence is shifting more and more into the AI realm, how theyāve been driving towards this for years, the subtle human leveling up weāre all experiencing, the direction of Sourcegraph as a result ā and Quinn also shares his order of operations when it comes to understanding the daily state of their growth.
Matched from the episode's transcript š
Quinn Slack: [00:38:11.25] Yeah, Cody does make it so much easier. And yeah, going back two years ago, we had a fork in the road. We could have either made just code search, something that clicked with so many more developers, and overcome that kind of question which is āYou know, Iāve been coding for 10 years. I havenāt had code search. I have it in my editor. Why would I need to search across multiple repositories? Why would I need to look through different branches? Why would I need kind of global [unintelligible 00:38:39.15] definition? Why would I need regex search that works?ā We got a lot of questions like that. We could have just doubled down on that and tried to get, for us, way more devs using it for open source code, and within our customers 100% of every developer, and all of our customers using code search. We could have done that. What we decided to do was go deeper into the intelligence, to build things that were exposed as more power user tools, like the code insights. Code Insights is something that platform teams, that architects, and security teams, managers - they love, it has incredible value for them, but for the average application engineer theyāre not really looking at code insights, because theyāre not planning these big, codebase-wide refactors. Same with batch changes. Platform teams love it, people that have to think in terms of the entire codebase, rather than just their feature, they need it. And I think we got lucky, because given that right around that time, thatās when developer hiring began to really slow down. It was really helpful for us to get some really deep footholds in these critical decision-makers, just from a sales point of view, in companies, to have like very deep value, instead of kind of broad, diffused value.
So that ended up being right. It also ended up being right in another way, which is we got deeper in terms of what does Sourcegraph know about your codebase? And that was valuable for those humans over the last couple of years, but itās also incredibly valuable now, because we have that kind of context that can make our code AI smarter. But I do really lament that most devs are not using code search today. I think itās something that would make them much better developers, and thereās absolutely a part of me that wishes I could just go have 50 amazing engineers here work on just making it so that code search was so damn easy to use, and solved every developerās problem. Now weāre tackling that with Cody, because weāve got to stay focused⦠And to your point, they do solve the same problem. And with code search, if youāre trying to find out āHow do I do this thing in code?ā, code search will help you find how all of your other colleagues did it. Cody will just look at all those examples and then synthesize the code for you. And so thereās so much similarity⦠And we are just finding that Cody is so much easier to sell.
But we did have a cautionary moment that I think a lot of other companies did. Back in February to May of 2023 this year, if you said AI, if you said āOur product has AIā, literally everyone would fall over wanting to talk to you, and theyād say āMy CEO has given me a directive that we must buy AI. We have this big budget, and security is done, legal is done, we have no concerns. We want it as soon as possible.ā And it didnāt matter if the product wasnāt actually good. People just wanted AI. And that I think created a lot of distortions in the market. I think a lot of product teams were misled by that. Iām not saying that the customers did anything wrong. I think we were all in this incredible excitement. And we realized that we didnāt want to get carried away with that. We wanted to do the more boring work, the work of āTake the metric of accuracy, and DAUs, and engagement, and overall a lovable product, and just focus on that.ā We did not want to go and be spinning up the hype.
[00:42:04.06] So we actually really pulled back some of this stuff and we level-set with some customers that we felt wanted something that nobody could deliver. And that was one of the ways that we came up with these levels of code AI taking inspiration from self-driving cars. We didnāt want the hype to make it so that a year from now everyone would become disillusioned with the entire space. So definitely a big learning moment for us. And if thereās an AI company out there that is not looking at those key user metrics that have always mattered, the DAU, the engagement, the retention, the quality, then youāre gonna be in for a rude awakening at some point, because exploratory budgets from customers will dry up.