Latest / The Pragmatic Engineer / How AI is changing software engineering at Shopify with Farhan Thawar
Transcript
- 0:00SPEAKER_02: We've been using AI tools for a long time in engineering.
- 0:02I believe we were the first company outside of GitHub to use
- 0:05GitHub Copilot.
- 0:06And the reason I know that is because when Thomas Domke became
- 0:09the CEO of GitHub,
- 0:10SPEAKER_02: the same day I emailed him saying I would like GitHub Copilot.
- 0:12SPEAKER_02: This is 2021, a year before ChatGPT.
- 0:14SPEAKER_02: He messaged me back saying it's not available for commercial use.
- 0:17SPEAKER_02: And I said, that's not what I asked.
- 0:18SPEAKER_02: I don't care what you have for commercial use.
- 0:21I would like this deployed for all Shopify engineers as soon as
- 0:24humanly possible.
- 0:24I think it took them about a month and we were not charged for
- 0:27two years because
- 0:27SPEAKER_02: there was not a SKU to charge us.
- 0:29SPEAKER_02: And we said in exchange, we'll give you lots and lots of feedback.
- 0:31SPEAKER_02: And so we were using Copilot for a long time.
- 0:33SPEAKER_02: And then we worked with them as we started looking at their roadmap.
- 0:36SPEAKER_02: We then deployed Cursor internally as well.
- 0:38SPEAKER_02: Actually, we were all very new to Cursor, about a year into Cursor.
- 0:41SPEAKER_02: So we were kind of trying all these things.
- 0:42SPEAKER_02: And as we try them,
- 0:43SPEAKER_02: we want to see what's working,
- 0:44SPEAKER_02: what's not working,
- 0:45SPEAKER_02: and then we let more engineers use it.
- 0:46The most interesting thing about Cursor is that the growth in
- 0:49Cursor at Shopify is
- 0:50SPEAKER_02: happening a lot outside of engineering and outside of R&D.
- 0:54SPEAKER_02: Finance, sales, support, those are the teams using Cursor.
- 0:58SPEAKER_00: What happens when a company goes all in on AI?
- 1:01SPEAKER_00: Shopify did exactly this a few years ago,
- 1:03SPEAKER_00: and Shopify's head of engineering,
- 1:05SPEAKER_00: Farhan Tavar,
- 1:06SPEAKER_00: told me exactly how it's going so far.
- 1:08SPEAKER_00: In this episode,
- 1:09SPEAKER_00: we discuss how Shopify works closely with AI Labs,
- 1:12and why Farhan paired for an hour with an engineer at Antrofic
- 1:15working on the Cloud
- 1:16SPEAKER_00: Code team.
- 1:17Why Shopify is planning to hire 1,000 interns in a year and how
- 1:20they incorporated
- 1:20SPEAKER_00: AI into their interview process.
- 1:22Why Shopify has no cost limit on how much an engineer or team
- 1:25can spend on AI
- 1:26SPEAKER_00: tokens and many more.
- 1:28SPEAKER_00: If you're interested to know what an AI-first tech company operates like,
- 1:31SPEAKER_00: this episode is for you.
- 1:33SPEAKER_00: This podcast was recorded as a live podcast at LDX3 in London.
- 1:37If you enjoyed the podcast,
- 1:38please do subscribe on your favorite podcast player and on
- 1:40YouTube.
- 1:41So welcome,
- 1:42everyone,
- 1:42to this very special live podcast with Farhan Tawar.
- 1:47SPEAKER_00: And we're going to talk about AI at Shopify.
- 1:50But before we start about AI,
- 1:52I just wanted to talk a little bit about you,
- 1:54Farhan.
- 1:54SPEAKER_00: So I did a little bit of research.
- 1:56SPEAKER_00: I talked with a couple of engineers at Shopify.
- 1:59SPEAKER_00: And they told me, you know, your role is the head of engineering.
- 2:03SPEAKER_00: And engineers told me that they see you in everything.
- 2:06SPEAKER_00: You have reworked Shopify's intern hiring program.
- 2:09SPEAKER_00: You've defined what Shopify does.
- 2:11SPEAKER_00: In fact,
- 2:11you even were in the weeds to deploying an internal hackfest to
- 2:16more than getting
- 2:18SPEAKER_00: the Wi-Fi right for a hackfest.
- 2:20SPEAKER_00: So I'd like to know, what does a head of engineering do at Shopify?
- 2:23SPEAKER_00: And specifically, what do you do?
- 2:24SPEAKER_00: Or maybe, what do you not do?
- 2:25SPEAKER_02: Yeah,
- 2:26SPEAKER_02: so I think what's interesting about Shopify is that we use this line,
- 2:29SPEAKER_02: we're not a swim lane company,
- 2:31which means that we don't try to put people into these roles
- 2:34where you are like,
- 2:35SPEAKER_02: you're in product,
- 2:36SPEAKER_02: so only think about product.
- 2:37Or you're in engineering,
- 2:38only think about how the code is written or architecture.
- 2:41SPEAKER_02: We're very much just curious problem solvers.
- 2:43SPEAKER_02: And so if something's broken,
- 2:45SPEAKER_02: we expect curious people to go and look at the problem,
- 2:48SPEAKER_02: even doesn't matter what their role is,
- 2:49SPEAKER_02: and try to solve it.
- 2:51SPEAKER_02: And so last year at our Shopify Summit,
- 2:53SPEAKER_02: which is our employee event where 7,000 people come to one space,
- 2:57SPEAKER_02: the Wi-Fi did not work super well.
- 2:59And so I spent all my time in that summit for three days trying
- 3:02to fix the Wi-Fi.
- 3:03SPEAKER_02: I became known as the chief Wi-Fi officer.
- 3:05SPEAKER_02: And so this year,
- 3:06SPEAKER_02: which was two weeks ago,
- 3:08SPEAKER_02: I deployed 300 Ubiquity APs,
- 3:12SPEAKER_02: 800 switches in order to have a much,
- 3:16SPEAKER_02: much smoother Wi-Fi experience,
- 3:18which is how that all got started in terms of the team built
- 3:22lots and lots of memes
- 3:23SPEAKER_02: because they thought the Wi-Fi was not going to work,
- 3:24SPEAKER_02: but it did work.
- 3:25SPEAKER_02: And so I did publish all those memes even though
- 3:28SPEAKER_00: I need to ask you because a lot of leaders would say,
- 3:31SPEAKER_00: look,
- 3:31SPEAKER_00: like,
- 3:32SPEAKER_00: you know,
- 3:32SPEAKER_00: your time is super valuable.
- 3:33SPEAKER_00: You're kind of ahead of an organization.
- 3:35SPEAKER_00: How many people are?
- 3:36SPEAKER_00: 3,000.
- 3:37SPEAKER_00: 3,000 people.
- 3:37SPEAKER_00: You're kind of up there and your time is now,
- 3:39SPEAKER_00: you know,
- 3:39SPEAKER_00: if you measure it in dollars,
- 3:40SPEAKER_00: it'll be expensive.
- 3:41SPEAKER_00: Right.
- 3:41SPEAKER_00: It's a lot better to just get a specialist to do these things.
- 3:45SPEAKER_00: Why do you still do these things?
- 3:46And do you disagree with that advice of like focus on the high
- 3:50leverage things?
- 3:51SPEAKER_00: Yeah.
- 3:51SPEAKER_02: Yeah,
- 3:52SPEAKER_02: so we don't love the,
- 3:53SPEAKER_02: there's that notion of like hire smart people and get out of their way.
- 3:56Instead,
- 3:56what we say is like hire smart people and pair with them on
- 3:59problems.
- 4:00So the difference for us is we really like to bring in
- 4:02obviously lots of smart
- 4:03SPEAKER_02: people,
- 4:03SPEAKER_02: hands-on people,
- 4:04SPEAKER_02: and instead of just saying,
- 4:05SPEAKER_02: hey,
- 4:05you take this area and then go away and just solve it for me
- 4:08and come back,
- 4:09SPEAKER_02: we like to pair with them and say,
- 4:10SPEAKER_02: you're smart,
- 4:10SPEAKER_02: I'm smart,
- 4:11SPEAKER_02: can we work on this problem together?
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- 6:09SPEAKER_00: Happy building.
- 6:11SPEAKER_00: So this leads me really nice into the next thing I heard about you,
- 6:14SPEAKER_00: which is at Shopify,
- 6:16SPEAKER_00: you have gone kind of AI first.
- 6:18SPEAKER_00: And we're going to talk a little bit about that.
- 6:19SPEAKER_00: But one thing that you do is you have access to some of the top AI labs.
- 6:24SPEAKER_00: And what you told me just before, that you pair with them.
- 6:27You just told me that the other day,
- 6:28you were pairing with Antropic engineers.
- 6:31Can you tell me about this whole pairing and how you work with
- 6:33these AI labs?
- 6:34SPEAKER_02: Yeah, because again, we're like super curious problem solvers.
- 6:37And so when there's something interesting happening in the
- 6:39industry,
- 6:39we want to be close to it.
- 6:41SPEAKER_02: So obviously,
- 6:41SPEAKER_02: ChatGPT comes out,
- 6:42SPEAKER_02: and then Anthropics builds their model,
- 6:44SPEAKER_02: Gemini has their model,
- 6:45SPEAKER_02: Cohere has their model.
- 6:46SPEAKER_02: We want to be as close to the leading edge as possible,
- 6:48SPEAKER_02: and so we try to be close to those people and what they're working on.
- 6:52SPEAKER_02: And one of the things we do is when something comes out,
- 6:54SPEAKER_02: so in this example it was Cloud Code,
- 6:56SPEAKER_02: we deployed it inside of Shopify,
- 6:58SPEAKER_02: we saw people using it.
- 6:59SPEAKER_00: This was in May, right?
- 7:00SPEAKER_00: Three or four weeks ago.
- 7:00SPEAKER_02: Exactly.
- 7:01SPEAKER_02: Well, so Cloud Code came out before that, like let's say six months ago.
- 7:04SPEAKER_02: And then we started spending time with Anthropic.
- 7:07SPEAKER_02: I wanted to see how Anthropic was using Cloud Code internally.
- 7:10SPEAKER_02: Similar to like OpenAI is now releasing codecs.
- 7:12SPEAKER_02: I want to figure out how they're using it internally.
- 7:14SPEAKER_02: And so what I did was I reached out to Anthropic and said,
- 7:16SPEAKER_02: hey,
- 7:16SPEAKER_02: I'd like to pair with one of your applied AI engineers.
- 7:19SPEAKER_02: We spent an hour building a bunch of things.
- 7:21SPEAKER_02: And I learned how he sees Cloud Code being used internally in Anthropic.
- 7:26And I can take that back and say,
- 7:27well,
- 7:27here's how we're using it at Shopify.
- 7:28SPEAKER_02: And we can together figure out where we think this thing can go.
- 7:31SPEAKER_00: Is this just a matter of, like, you just ask them?
- 7:35SPEAKER_02: Yeah, I mean, because we are Shopify, we're very lucky.
- 7:37SPEAKER_02: People want to see how we work.
- 7:39SPEAKER_02: We tend to work in an unorthodox way,
- 7:42SPEAKER_02: and they also are interested in how we use it,
- 7:44SPEAKER_02: but they also use it.
- 7:45SPEAKER_02: And so it was more of a, again, a pairing.
- 7:47SPEAKER_02: It was a true pairing.
- 7:47SPEAKER_02: It wasn't like me as a customer trying to push them and say,
- 7:50SPEAKER_02: I really want,
- 7:51SPEAKER_02: it was,
- 7:51SPEAKER_02: we have a shared Slack channel.
- 7:52SPEAKER_02: I pinged in there saying,
- 7:53SPEAKER_02: hey,
- 7:53who'd want to pair with me for an hour on something I'm
- 7:55building inside Shopify?
- 7:56SPEAKER_02: Somebody put their hand up on applied AI engineer and said,
- 7:59we'll show you how we work and we show you how we work and we
- 8:02can together figure
- 8:03SPEAKER_02: out where we think this product could go.
- 8:05SPEAKER_02: So I do that with a lot of the providers.
- 8:07And as you're pairing,
- 8:07is it just you pairing and then you later tell people?
- 8:10SPEAKER_00: Yeah,
- 8:11SPEAKER_02: so I might record the session and then share it internally to say,
- 8:14SPEAKER_02: hey,
- 8:14SPEAKER_02: I just did a pairing session with Anthropic.
- 8:16SPEAKER_02: They might use it for a case study that they're building.
- 8:19SPEAKER_02: But the idea is,
- 8:20SPEAKER_02: again,
- 8:20SPEAKER_02: because I'm just curious,
- 8:21SPEAKER_02: when somebody says something,
- 8:22SPEAKER_02: I'm like,
- 8:22SPEAKER_02: oh,
- 8:22SPEAKER_02: how does that work?
- 8:24SPEAKER_02: How can we use this?
- 8:25SPEAKER_02: And so I think it's a way for us to just learn.
- 8:28And one recent thing that I just wanted to go into before we
- 8:32get into some more of
- 8:32SPEAKER_00: the AI things,
- 8:33SPEAKER_00: it's a really fun fact that most people don't know.
- 8:35SPEAKER_00: You just came out of a code red for seven months.
- 8:39SPEAKER_00: I think this is the first time we're looking, what was this code red?
- 8:42SPEAKER_00: What was it about?
- 8:43SPEAKER_00: And what did people outside and inside of Shopify see of it?
- 8:46SPEAKER_02: Yeah,
- 8:46so we were internally seeing a lot of things that weren't
- 8:50bubbling to the surface,
- 8:51SPEAKER_02: but that can actually affect the operation of a system.
- 8:54SPEAKER_02: So you would typically call it tech debt,
- 8:56SPEAKER_02: but we had a lot of signals showing that the tech debt was growing.
- 8:59SPEAKER_02: Not just the general ones,
- 9:00SPEAKER_02: like taking longer to update a piece of software,
- 9:04SPEAKER_02: or build a version 2 of a product,
- 9:06SPEAKER_02: or people having a hard time maintaining some of the software stack.
- 9:10We saw things even,
- 9:11not externally,
- 9:11but internally that were shooting out signals.
- 9:13SPEAKER_02: Lots of exceptions growing.
- 9:16Even in some cases,
- 9:16because we build things at the very low level of the stack.
- 9:18SPEAKER_02: So for example, we're core contributors to Ruby.
- 9:21SPEAKER_02: We patch MySQL.
- 9:23I believe we have the second largest MySQL fleet in the world
- 9:25outside of meta.
- 9:26And we were seeing things like seg faults and things like that
- 9:29that I was not
- 9:30SPEAKER_02: willing to feel like we should move on and just build features as normal.
- 9:33And so we actually got together,
- 9:36spent,
- 9:36we didn't think it was going to be seven months.
- 9:37SPEAKER_02: We thought it was going to maybe be three months.
- 9:39SPEAKER_02: And we took something between like 30 to 50% of engineering.
- 9:43SPEAKER_02: We didn't have an actual number.
- 9:44SPEAKER_02: We just said, these things have to not grow anymore, like exceptions.
- 9:48SPEAKER_02: Unique exception counts have to shrink.
- 9:50SPEAKER_02: There should be zero seg faults.
- 9:52SPEAKER_02: We should understand everything that's happening in the system.
- 9:53And so we spent almost seven months doing that over the last,
- 9:57you know,
- 9:57from November till now.
- 9:59SPEAKER_00: How did you make sure that you fixed the right thing?
- 10:00SPEAKER_00: Did you talk to the team saying, hey, bring up the things?
- 10:03SPEAKER_00: And also, how did you decide when you will stop?
- 10:05SPEAKER_00: Because whenever I hear these code reds,
- 10:07SPEAKER_00: it's always a lot of companies go to code yellows,
- 10:09SPEAKER_00: code reds,
- 10:10SPEAKER_00: but sometimes they can drag on forever.
- 10:12SPEAKER_02: Yeah, so we had multiple metrics that we used.
- 10:15SPEAKER_02: One was literally what I said,
- 10:16SPEAKER_02: exception counts,
- 10:17SPEAKER_02: unique exception counts,
- 10:18SPEAKER_02: and segfaults,
- 10:19SPEAKER_02: which literally would say segfaults are at zero now,
- 10:21SPEAKER_02: and exceptions should be going down.
- 10:23SPEAKER_02: But we also looked at other metrics that we have.
- 10:26SPEAKER_02: We want to have four nines of reliability across our different surfaces,
- 10:30SPEAKER_02: storefronts,
- 10:31SPEAKER_02: merchant admin,
- 10:32SPEAKER_02: point of sale.
- 10:33SPEAKER_02: We looked at all these things.
- 10:34SPEAKER_02: And we also used the 28-day rolling average of those things.
- 10:37SPEAKER_02: And once those were all green and we saw that,
- 10:40SPEAKER_02: again,
- 10:40SPEAKER_02: segfaults was zero and unique exceptions stopped and was shrinking,
- 10:44we then felt like we were in a place where we can start
- 10:45building features again.
- 10:47SPEAKER_00: And now going on to AI.
- 10:49SPEAKER_00: So you're a huge early adopter of AI coding tools.
- 10:53Can you tell me on what tools you started to use and what
- 10:56you're using right now
- 10:58SPEAKER_00: and what you're liking,
- 11:00SPEAKER_00: what engineers are liking specifically,
- 11:02SPEAKER_00: to focus more on software engineering,
- 11:03SPEAKER_00: but maybe even outside of software?
- 11:05SPEAKER_02: Yeah, so we've been using AI tools for a long time in engineering.
- 11:08So I believe we were the first company outside of GitHub to use
- 11:12GitHub Copilot.
- 11:13And the reason I know that is because when Thomas Domke became
- 11:17the CEO of GitHub,
- 11:18SPEAKER_02: the same day I emailed him saying I would like GitHub Copilot.
- 11:20SPEAKER_02: This is 2021, a year before ChatGPT.
- 11:23SPEAKER_02: He messaged me back saying, it's not available for commercial use.
- 11:26SPEAKER_02: And I said, that's not what I asked.
- 11:27SPEAKER_02: I don't care what you have for commercial use.
- 11:30I would like this deployed for all Shopify engineers as soon as
- 11:33humanly possible.
- 11:34SPEAKER_02: I think it took them about a month,
- 11:35SPEAKER_02: and we were not charged,
- 11:36SPEAKER_02: I think,
- 11:37SPEAKER_02: for two years because there was not a SKU to charge us.
- 11:40SPEAKER_02: And we said, in exchange, we'll give you lots and lots of feedback.
- 11:43SPEAKER_02: And so we were using Copilot for a long time.
- 11:45SPEAKER_02: And then we worked with them as we started looking at their roadmap.
- 11:48SPEAKER_02: We then deployed Cursor internally as well.
- 11:50SPEAKER_02: Actually, we were very new to Cursor, about a year.
- 11:51SPEAKER_00: Really?
- 11:52SPEAKER_00: Yeah.
- 11:53SPEAKER_00: They were a tiny startup back then.
- 11:54SPEAKER_02: Yeah.
- 11:55SPEAKER_02: I think that's super late.
- 11:56SPEAKER_02: You're saying it super early.
- 11:57SPEAKER_02: I feel like it's very late to Cursor.
- 11:59SPEAKER_02: We knew about Cursor for a long time.
- 12:00SPEAKER_02: We like to have one tool at Jobify for the things that we're doing.
- 12:03SPEAKER_02: And so we don't like to have multiple tools.
- 12:05SPEAKER_02: So we have Figma.
- 12:07SPEAKER_02: We don't try to have lots of other visualization tools.
- 12:10SPEAKER_02: We have MySQL.
- 12:11SPEAKER_02: We don't have other databases.
- 12:12SPEAKER_02: So we try to focus on one tool.
- 12:14SPEAKER_02: And so our bet was VS Code.
- 12:15But because of AI's proliferation and we don't know what's
- 12:18going to happen,
- 12:19We then started making a change in our stance around trying
- 12:22more tools than just one.
- 12:24SPEAKER_02: Maybe we consolidate, maybe we don't.
- 12:26SPEAKER_02: But right now, we have Cursor and VS Code as our two AI tools.
- 12:30And then Cloud Code came as the agentic workflow,
- 12:32and we started using Cloud Code.
- 12:34SPEAKER_02: We tried Devon last year.
- 12:35SPEAKER_02: So we are kind of trying all these things.
- 12:37SPEAKER_02: And as we try them,
- 12:38SPEAKER_02: we want to see what's working,
- 12:39SPEAKER_02: what's not working,
- 12:39SPEAKER_02: and then we let more engineers use it.
- 12:41The most interesting thing about Cursor is that the growth in
- 12:44Cursor at Shopify is
- 12:45SPEAKER_02: happening a lot outside of engineering.
- 12:47And outside of R&D,
- 12:49finance,
- 12:50sales,
- 12:51support,
- 12:52those are the teams using Cursor.
- 12:54SPEAKER_00: What do they use it for?
- 12:55So what's happening is because Cursor is actually so ubiquitous
- 12:58on building things,
- 12:59they're using it to build MCP servers outside of regular
- 13:04engineering domains.
- 13:05SPEAKER_02: So for example, Salesforce.
- 13:08SPEAKER_02: Google Calendar, Gmail, Slack.
- 13:11They're building MCP servers to access those services and then
- 13:16building homepages
- 13:17SPEAKER_02: for themselves.
- 13:17SPEAKER_02: If you're a salesperson,
- 13:18SPEAKER_02: connect to Salesforce,
- 13:20SPEAKER_02: connect to Google Calendar,
- 13:21SPEAKER_02: connect to my email,
- 13:22SPEAKER_02: and tell me what opportunity I should be working on.
- 13:24SPEAKER_00: So just going back,
- 13:26SPEAKER_00: with an MCP server,
- 13:27SPEAKER_00: when you have a service,
- 13:28SPEAKER_00: you can put an MCP server,
- 13:29SPEAKER_00: and then you can activate it,
- 13:30SPEAKER_00: for example,
- 13:31SPEAKER_00: with Cursor or with an agent.
- 13:33SPEAKER_02: Exactly.
- 13:33SPEAKER_00: Do engineers help build that MCP server?
- 13:36SPEAKER_02: Sometimes, yes, but a lot of times, no.
- 13:37Now that these services are coming out with their own MCP
- 13:40agents so that you can
- 13:40SPEAKER_02: literally just download GitHub's MCP server,
- 13:43SPEAKER_02: right?
- 13:43SPEAKER_02: You don't have to actually build it yourself.
- 13:44SPEAKER_02: But a lot of times,
- 13:45SPEAKER_02: they're actually just building it themselves,
- 13:47SPEAKER_02: and they're watching videos,
- 13:49SPEAKER_02: and they're actually just deploying it on their own without any engineer
- 13:51SPEAKER_02: intervention at all.
- 13:52SPEAKER_02: Now, it's end of one, right?
- 13:53SPEAKER_02: They're building software for each individual person,
- 13:55SPEAKER_02: not like infrastructure for all sorts of people.
- 13:57SPEAKER_00: Yeah.
- 13:57SPEAKER_00: Does this remind you of anything?
- 13:59SPEAKER_00: You've been around in the tech industry for a long time,
- 14:01SPEAKER_00: but the fact that the non-technical people are now kind of building,
- 14:05SPEAKER_00: do you see any parallels from the past?
- 14:07SPEAKER_00: Did this happen before, or is this new?
- 14:10SPEAKER_02: This coding part is new,
- 14:11although if you remember like Wissy Wig editors and like people
- 14:15starting to like
- 14:15SPEAKER_02: self-serve.
- 14:17I think it reeks of that,
- 14:18but they are,
- 14:19I mean,
- 14:20they're not reading the code,
- 14:21right?
- 14:21SPEAKER_02: They're really much vibe coding.
- 14:23SPEAKER_02: And if it doesn't work, they just delete and start over.
- 14:25SPEAKER_02: But even if you read Anthropix documentation on Cloud Code,
- 14:28like they say one third of the time you can kind of get
- 14:30something working with one
- 14:31SPEAKER_02: shot.
- 14:32SPEAKER_02: And so we're starting to see that.
- 14:33SPEAKER_02: And people are getting used to the fact that if it doesn't work,
- 14:35SPEAKER_02: they just delete and start over and try to get it working.
- 14:37SPEAKER_00: I find this really interesting on how this is happening.
- 14:41SPEAKER_00: Is it changing the dynamics with engineering?
- 14:42SPEAKER_00: Because one thing I noticed when working at places like Uber,
- 14:46SPEAKER_00: everyone was a bit jealous of engineering.
- 14:48SPEAKER_00: They wanted engineering resources.
- 14:49SPEAKER_00: They couldn't get it.
- 14:50SPEAKER_00: They really wanted these things.
- 14:52SPEAKER_00: Do you see any of this change?
- 14:54SPEAKER_02: I'm going to say yes and no.
- 14:55SPEAKER_02: So there's a weird thing happening whereby,
- 14:57SPEAKER_02: so let's say you're a PM,
- 14:58SPEAKER_02: and let's say you're a technical PM.
- 15:00You now probably have enough knowledge to vibe code some new
- 15:05feature you've been
- 15:06SPEAKER_02: waiting for engineering to build for you yourself.
- 15:08The question is,
- 15:10can you submit a PR,
- 15:12and should the PR be accepted by engineering?
- 15:15SPEAKER_02: I'm going to ask you first, and I'll tell you what I think.
- 15:17SPEAKER_00: Well,
- 15:18I think you can always submit a PR and engineering will tell
- 15:22you why it can either
- 15:24SPEAKER_00: be accepted,
- 15:25SPEAKER_00: if it's good,
- 15:26SPEAKER_00: or what is missing.
- 15:28SPEAKER_00: May that be conceptual, may it be coding standards and all those things.
- 15:31But at least,
- 15:33you know,
- 15:33and this feedback for them,
- 15:35they're seeing what this person wants to do.
- 15:36SPEAKER_00: I think it should be a great thing.
- 15:38SPEAKER_02: Yes, I'll say yes with one caveat.
- 15:40And the caveat is the problem with VibeCoding today is you
- 15:44might generate 10,000
- 15:45lines of code for a very simple application feature that now
- 15:50the burden on
- 15:51SPEAKER_02: engineering to read the 10,000 lines is there.
- 15:54SPEAKER_02: So what we say is,
- 15:56SPEAKER_02: yes,
- 15:57SPEAKER_02: you can submit a PR,
- 15:58SPEAKER_02: but you have to understand the code you are writing.
- 16:03SPEAKER_02: Exactly.
- 16:04SPEAKER_02: Before you submit it.
- 16:04SPEAKER_02: Because I can do the same thing and I can say,
- 16:06SPEAKER_02: hey,
- 16:07SPEAKER_02: I'm going to write a blog post,
- 16:09SPEAKER_02: generate 20 pages,
- 16:11SPEAKER_02: and then send it to you and be like,
- 16:12SPEAKER_02: hey,
- 16:12SPEAKER_02: edit this and post it on your blog.
- 16:13SPEAKER_02: And now you have the burden of having to.
- 16:15SPEAKER_02: Now,
- 16:15SPEAKER_02: if I said I read it all and it is my voice and I agree with it,
- 16:18SPEAKER_02: then you might be more likely to read it.
- 16:20The interesting thing that we're probably going to see this
- 16:21from with open source
- 16:22projects because it's so easy to use AI tools and they're going
- 16:25to get a lot of
- 16:26SPEAKER_00: these things.
- 16:26SPEAKER_00: I think policies like this are interesting.
- 16:28SPEAKER_00: Exactly.
- 16:28Now,
- 16:28I wanted to get your take on one thing,
- 16:30which is going around in social media.
- 16:32There's a lot of people predicting it's the end of SaaS because
- 16:35people can create
- 16:36SPEAKER_00: their own SaaS.
- 16:36Now,
- 16:37what you told me is some of your non-technical people are
- 16:40creating small solutions.
- 16:42SPEAKER_02: For themselves.
- 16:42SPEAKER_00: For themselves.
- 16:44SPEAKER_00: How do you see this potentially changing SaaS vendors?
- 16:48SPEAKER_00: And you're also someone who actually buys a lot of SaaS vendors.
- 16:53SPEAKER_00: You understand them.
- 16:54SPEAKER_00: Do you think this changes anything or not really?
- 16:56SPEAKER_00: Is it just more personal software?
- 16:57SPEAKER_02: Yeah,
- 16:58I'd like to think we buy less SaaS than most companies only
- 17:00because we try to
- 17:01SPEAKER_02: consolidate down.
- 17:02That being said,
- 17:03there is this notion,
- 17:04we're in this middle zone right now.
- 17:05The middle zone is basically this idea that you can vibe code
- 17:09something maybe for yourself.
- 17:11It's unclear whether you can vibe code as a platform or vibe
- 17:14code something that
- 17:15SPEAKER_02: gets into the infrastructure layer of what you're building because
- 17:18SPEAKER_02: you do really need to understand,
- 17:20SPEAKER_02: again,
- 17:20SPEAKER_02: like you mentioned it earlier,
- 17:21SPEAKER_02: like you might be putting yourself in a very precarious situation.
- 17:24SPEAKER_02: If you're building on top of something and building on top of something,
- 17:25SPEAKER_02: you don't understand what you're building,
- 17:27SPEAKER_02: right?
- 17:27SPEAKER_02: Maybe it's a prototype, that's fine, or a proof of concept.
- 17:29SPEAKER_02: But if you're building infrastructure for the internet,
- 17:32SPEAKER_02: you likely want to understand how that's being built.
- 17:34SPEAKER_02: So that is not, we're not there yet.
- 17:36SPEAKER_02: Is it coming?
- 17:37SPEAKER_02: Yes.
- 17:37SPEAKER_02: It's for sure coming where someone can vibe code something in the,
- 17:40SPEAKER_02: you know,
- 17:40SPEAKER_02: Anthropic or OpenAI or Gemini or who cares,
- 17:44SPEAKER_02: who model.
- 17:45build something that's actually architecturally elegant and the
- 17:47right architecture
- 17:48SPEAKER_02: for what you need.
- 17:49SPEAKER_02: We're not there today.
- 17:50SPEAKER_02: So where we are is this notion of still human in the loop,
- 17:55SPEAKER_02: and still start over,
- 17:56SPEAKER_02: and this is not what I meant,
- 17:58SPEAKER_02: and prompt engineering,
- 17:59SPEAKER_02: English as the programming language.
- 18:01And so I do think you can get yourself very far,
- 18:04but I'm not worried yet about SaaS.
- 18:06I don't know if we should be worried,
- 18:07by the way,
- 18:08because let's take another view.
- 18:10SPEAKER_02: How much software do we think should there be in the world?
- 18:13SPEAKER_02: Probably
- 18:15SPEAKER_02: 10,000 times as much as there is now?
- 18:16SPEAKER_02: 100,000?
- 18:17SPEAKER_02: There's a lot of software that should be in the world,
- 18:19SPEAKER_02: and we are satisfying .0001% of the demand.
- 18:23So now that everybody can generate software,
- 18:26we should welcome them into the software world.
- 18:29We believe everyone should be writing software just like my
- 18:31sales team is,
- 18:32SPEAKER_02: and everybody becomes more productive.
- 18:34SPEAKER_02: I'm not yet worried about the software industry.
- 18:35SPEAKER_02: I still believe this is Jevon's paradox.
- 18:37SPEAKER_02: The more we get, the more we want.
- 18:40SPEAKER_00: Yeah,
- 18:40a really good analogy that has stuck with me is Simon Willison
- 18:43was saying,
- 18:44SPEAKER_00: how has the filming industry changed with this?
- 18:47Everyone has,
- 18:48this used to cost like $5,000 or $10,000 a few years ago,
- 18:51this camera.
- 18:52SPEAKER_00: Everyone has one of their pockets.
- 18:54SPEAKER_00: And there's still a professional movies industry,
- 18:56SPEAKER_00: but now there's a bunch of,
- 18:58SPEAKER_00: there's YouTube,
- 18:59SPEAKER_00: there's TikTok,
- 18:59SPEAKER_00: there's all these things.
- 19:00So it has become bigger,
- 19:02but the barrier for the pros has not really changed.
- 19:05SPEAKER_00: Dune and some of these amazing movies are so hard to make.
- 19:08SPEAKER_02: All right, Jevons Paradox.
- 19:10SPEAKER_02: The more you have, the more you want.
- 19:11SPEAKER_02: We all want to be filmmakers now.
- 19:13We can be filmmakers and then there's still going to be people
- 19:15at the high end and the low end.
- 19:16SPEAKER_02: I would say the controversial,
- 19:19SPEAKER_02: maybe controversial,
- 19:19SPEAKER_02: spicy take is that these phones actually benefited the experts more.
- 19:26SPEAKER_02: Meaning the camera like base,
- 19:27SPEAKER_02: you know,
- 19:27like the being able to pull out your iPhone and take a take a
- 19:31video Actually
- 19:32SPEAKER_02: benefited those who are really really good at it already.
- 19:34Yeah And the same thing is maybe potentially true of vibe
- 19:37coding It's like the AI
- 19:39SPEAKER_02: agents are gonna help the best engineers more than the mediocre engineer
- 19:44SPEAKER_00: So there was a memo that went around in the media about a month ago.
- 19:47SPEAKER_00: Toby sent a memo.
- 19:49SPEAKER_00: It was meant for internal consumption.
- 19:50SPEAKER_00: It was about reflexive AI usage,
- 19:53SPEAKER_00: and I guess it got leaked,
- 19:55SPEAKER_00: and then Toby posted the whole thing.
- 19:56And this is about saying that,
- 19:58hey,
- 19:58everyone is expected to use AI at Shopify.
- 20:02SPEAKER_00: Can you tell me why you felt that memo was sent out?
- 20:05SPEAKER_00: What was their response internally?
- 20:07And has it changed anything,
- 20:09or was it just kind of stating what was there already?
- 20:11SPEAKER_02: Yeah,
- 20:11it was a fundamental statement that this is something new and
- 20:15it was meant to get
- 20:16SPEAKER_02: everyone to move from passive to active,
- 20:19SPEAKER_02: right?
- 20:19SPEAKER_02: So,
- 20:19SPEAKER_02: yes,
- 20:20SPEAKER_02: there's AI in the world and ChatGPT and all these things existed,
- 20:23but we started building infrastructure internally to make it
- 20:25easier to use and we
- 20:27SPEAKER_02: basically said the following.
- 20:28SPEAKER_02: You don't have to use AI in your workflow,
- 20:30but we're going to expect that you have this plethora of tools
- 20:33available to you,
- 20:34such that the expectation is your impact is going to be
- 20:37evaluated as if you had the
- 20:38SPEAKER_02: tool.
- 20:39SPEAKER_02: So for example,
- 20:41SPEAKER_02: imagine not having Excel or Google Sheets,
- 20:43SPEAKER_02: and you had to do a complicated analysis.
- 20:46SPEAKER_02: You don't have to use those tools.
- 20:47SPEAKER_02: You could use a pen and paper,
- 20:48SPEAKER_02: but we're going to expect that you have these tools available,
- 20:50and we expect the level of analysis to be treated as if you had
- 20:53these tools.
- 20:54SPEAKER_02: And so by us doing it,
- 20:55what changed internally was actually probably more of a change
- 20:59outside of R&D like
- 21:00SPEAKER_02: I mentioned.
- 21:00SPEAKER_02: R&D was already leaning in.
- 21:02SPEAKER_02: Now, of course, there were some folks who were waiting for, I don't know.
- 21:05SPEAKER_00: R&D is engineering.
- 21:06SPEAKER_02: R&D is engineering product data and design.
- 21:08SPEAKER_02: They were more likely to use these tools because they tend to be more
- 21:11SPEAKER_02: forward-looking and wanting to use the latest and greatest.
- 21:15SPEAKER_02: However, some people were waiting.
- 21:16It changed their shape because we said,
- 21:19hey,
- 21:19look,
- 21:19we're going to expect that you use these.
- 21:21SPEAKER_02: But outside of R&D, we saw it even more.
- 21:23Again,
- 21:23sales,
- 21:24finance,
- 21:24customer success,
- 21:25help centers,
- 21:26all those roles started using AI as well.
- 21:28SPEAKER_02: And we, again, gave them the infrastructure to use that.
- 21:30SPEAKER_02: So we have an LLM proxy.
- 21:32SPEAKER_02: It has all of the APIs and all the models available.
- 21:35You don't have to be worried that your personal information is
- 21:38being leaked to a model.
- 21:39SPEAKER_02: You can kind of use those tools.
- 21:40SPEAKER_00: Let's talk about these things.
- 21:41SPEAKER_00: Let's talk about the tools that you either created or adopted early.
- 21:45SPEAKER_00: I heard, can you talk a bit more about this, LLMproxy?
- 21:48SPEAKER_00: And also, I heard something about MCP.
- 21:50SPEAKER_02: Yeah.
- 21:51SPEAKER_02: So we are, when I talk to people, so let me start with LLMproxy.
- 21:54The problem at the beginning was people would go to ChatGPT or
- 21:58Gemini or Claude,
- 21:59SPEAKER_02: and they would like,
- 21:59SPEAKER_02: you know what?
- 21:59SPEAKER_00: I don't want to put customer data there.
- 22:00SPEAKER_02: You don't want to put customer data there, or even employee data.
- 22:02SPEAKER_02: You want to use it to write your employee reviews.
- 22:04SPEAKER_02: You don't want to put,
- 22:04SPEAKER_02: like,
- 22:05SPEAKER_02: Simon is having problems with this,
- 22:07SPEAKER_02: and put their first name and last name.
- 22:08SPEAKER_02: And here's the project they worked on, and the code name's leaked.
- 22:11So we wanted to quickly have an internal LLM proxy,
- 22:14plus we built on top of LibreChat.
- 22:17which is the open source chat product,
- 22:20and we're core contributors to that as well.
- 22:22SPEAKER_02: And with the LLM proxy, you're sure to be using the enterprise APIs.
- 22:25SPEAKER_02: We can check to see which,
- 22:27SPEAKER_02: you get a token,
- 22:28SPEAKER_02: you ask for a token,
- 22:28SPEAKER_02: we can see which teams are using how much,
- 22:31SPEAKER_02: like what cost is being incurred by that team or by person.
- 22:34We have a leaderboard where we actively celebrate the people
- 22:37who use the most tokens.
- 22:39SPEAKER_02: Oh, really?
- 22:39SPEAKER_02: Yeah,
- 22:39SPEAKER_02: because we want to make sure that they are,
- 22:41SPEAKER_02: if they're doing great work,
- 22:42SPEAKER_02: of course,
- 22:43SPEAKER_02: if they script,
- 22:44SPEAKER_02: like that's not what I mean.
- 22:45SPEAKER_02: Yeah.
- 22:45SPEAKER_02: I mean, they're doing great work with AI.
- 22:47SPEAKER_02: I want to see how did they spend $1,000 a month in credits by a cursor.
- 22:51SPEAKER_02: Maybe that's something they're building something great,
- 22:53SPEAKER_02: and they have an agent workforce underneath them.
- 22:55SPEAKER_02: So we have this proxy,
- 22:56SPEAKER_02: and again,
- 22:56SPEAKER_02: it's used to build anything that you want to build,
- 22:58SPEAKER_02: and you can ask for a token and use it.
- 23:00SPEAKER_02: And then we are very early on MCP.
- 23:03SPEAKER_02: We're on the MCP steering committee.
- 23:05SPEAKER_02: We are fans of MCPing all the things.
- 23:08And so when I talk to people about how to get access to some
- 23:11piece of data inside the company,
- 23:13we quickly will spin up an MCP endpoint for them so that they
- 23:16can just use it.
- 23:17SPEAKER_02: So, for example, our internal wiki is called The Vault.
- 23:21SPEAKER_02: It has information about all of our projects that are happening.
- 23:24SPEAKER_02: It has information on every internal talk that has been done.
- 23:27SPEAKER_02: It takes the transcripts of all those.
- 23:28SPEAKER_02: You can say something like, when did the point of sale at Shopify launch?
- 23:32SPEAKER_02: And it will come back and it will say,
- 23:33SPEAKER_02: oh,
- 23:34SPEAKER_02: in 2012,
- 23:35SPEAKER_02: there was a hackathon where the point of sale was started.
- 23:38SPEAKER_02: Based on wiki docs and docs?
- 23:40SPEAKER_02: And in the 2013 Q1 board letter,
- 23:42SPEAKER_02: it was mentioned,
- 23:43SPEAKER_02: and it would tell you all of the history of what happened in Shopify.
- 23:46And so we do that by just having all you do is put up an MCP,
- 23:48and now the LibreChat has access.
- 23:50SPEAKER_00: It's like an internal perplexity or something like that.
- 23:52SPEAKER_02: Exactly.
- 23:52SPEAKER_02: And so we basically,
- 23:53SPEAKER_02: any internal document is crawled by this thing,
- 23:57SPEAKER_02: and now you can have access to it by MCP.
- 23:58SPEAKER_02: And so any new system comes online,
- 24:00SPEAKER_02: we put an MCP in front of it,
- 24:01SPEAKER_02: and now everybody has access to it.
- 24:03SPEAKER_00: This episode is brought to you by Sonar,
- 24:04SPEAKER_00: the creators of SonarQ,
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- 25:03SPEAKER_00: And how many MCP servers do you have?
- 25:05SPEAKER_00: Do you have them?
- 25:06SPEAKER_00: Probably two dozen.
- 25:08SPEAKER_00: Two dozen, yeah.
- 25:08SPEAKER_00: And they're growing quickly.
- 25:09SPEAKER_02: They're growing because people are building a new thing.
- 25:11SPEAKER_02: Again, there's one for Salesforce.
- 25:12SPEAKER_02: There's ones for Figma.
- 25:15SPEAKER_02: There's an MCP in front of anything.
- 25:16SPEAKER_02: But I tell anybody who's looking at building AI systems internally,
- 25:20SPEAKER_02: the way to make this easy is start putting MCP in front of everything.
- 25:23SPEAKER_02: And now your data is accessible.
- 25:25SPEAKER_02: We had to happen to use LibreChat.
- 25:26SPEAKER_02: You might use something else.
- 25:27SPEAKER_02: But you don't have to be in even in cursor, right?
- 25:29SPEAKER_02: You just use the chat interface.
- 25:30SPEAKER_00: Yeah, you can do chat, you can do the LLMs.
- 25:33SPEAKER_00: And I like how you spun up basically a platform team to build the infra,
- 25:37SPEAKER_00: to do monitoring,
- 25:38SPEAKER_00: to worry about things like a security,
- 25:41SPEAKER_00: decide on models,
- 25:42SPEAKER_00: all those things.
- 25:43SPEAKER_00: Does this team have a name?
- 25:44Is it an AI platform or is it just a platform team,
- 25:47infra team just took it over?
- 25:48SPEAKER_02: Yeah, data platform.
- 25:49SPEAKER_02: I don't know.
- 25:50SPEAKER_02: I'm trying to figure out because they're inside the data platform team.
- 25:52SPEAKER_02: I don't know if they have a name outside.
- 25:53SPEAKER_02: I call them LLM proxy, but...
- 25:55And was this more like you or someone that said,
- 25:57like,
- 25:57hey,
- 25:58we need to do this?
- 25:58SPEAKER_00: Or are they just like, hey, this is a good idea.
- 26:00SPEAKER_00: Let's kind of bottom up or top down?
- 26:02It was more top down because we felt like this was going to
- 26:04grow internally.
- 26:05SPEAKER_02: We wanted to make sure that we could.
- 26:06SPEAKER_02: We didn't want people signing up for their own personal tokens.
- 26:09SPEAKER_02: And it's also a good way for us to see, hey, this team is growing.
- 26:12SPEAKER_02: Is the usage growing?
- 26:13SPEAKER_02: What's happening there?
- 26:14SPEAKER_02: This person's usage?
- 26:15SPEAKER_00: Yeah,
- 26:16because number one pushback I get from people or even
- 26:18engineering directors working
- 26:19SPEAKER_00: at companies is the data security issue.
- 26:22And obviously when you host it yourself,
- 26:24it's good,
- 26:24but then you need the infrastructure.
- 26:25SPEAKER_00: So it sounds like, at what point did you decide?
- 26:28SPEAKER_00: Was this a month ago?
- 26:30SPEAKER_00: Was this more than a year ago to actually invest?
- 26:32SPEAKER_02: Probably, I mean, I would say every week it's getting better, right?
- 26:34But I would say probably a year ago we started thinking about
- 26:37it this way.
- 26:37SPEAKER_02: We had the LLM proxy.
- 26:38SPEAKER_02: When ChatGPT came out,
- 26:40SPEAKER_02: We actively have a warning if you go to ChatGBT and it says,
- 26:43SPEAKER_02: hey,
- 26:44SPEAKER_02: by the way,
- 26:45SPEAKER_02: you can go to the internal version.
- 26:47SPEAKER_02: That was for a long time.
- 26:48SPEAKER_00: Now,
- 26:49SPEAKER_00: you mentioned cost,
- 26:49SPEAKER_00: and I am hearing stories of CTOs,
- 26:53SPEAKER_00: engineering leaders,
- 26:54SPEAKER_00: saying,
- 26:54SPEAKER_00: OK,
- 26:55SPEAKER_00: we are paying for GitHub Copilot.
- 26:56SPEAKER_00: I don't know.
- 26:57SPEAKER_00: It's $10 or $20 per month for engineer,
- 26:59SPEAKER_00: but we have all these seats,
- 27:00SPEAKER_00: or maybe we have for everyone.
- 27:01And they're telling me Cursor feels a bit too expensive because
- 27:04they're now
- 27:04SPEAKER_00: assuring $30 or $35,
- 27:06SPEAKER_00: and we're not going to go there.
- 27:07SPEAKER_00: And generally, there's a big pushback on cost.
- 27:10SPEAKER_00: People are saying,
- 27:10SPEAKER_00: look,
- 27:11SPEAKER_00: AI should make engineers more productive,
- 27:13SPEAKER_00: but it's kind of ridiculous to spend $1,000 with an engineer.
- 27:17SPEAKER_00: You think about cost differently.
- 27:18SPEAKER_00: Tell me about it.
- 27:18Yeah,
- 27:19I did a tweet storm on this because I think that people are
- 27:22looking at it differently.
- 27:24SPEAKER_02: So think about it this way.
- 27:25If I could give you a tool that could make your engineering
- 27:28team more productive by
- 27:30SPEAKER_02: even 10%,
- 27:31SPEAKER_02: would you pay for it?
- 27:32SPEAKER_02: The answer is yes.
- 27:33SPEAKER_02: Would you pay $1,000 a month for it is the question.
- 27:35SPEAKER_02: And my hypothesis here is $1,000 a month is too cheap.
- 27:39like it's if i can get 10 more it is way too cheap like we
- 27:43should be five thousand
- 27:44dollars a month like it's insane that people are looking at
- 27:46this like a hundred
- 27:47dollars a month whatever now i did meet somebody who said their
- 27:50engineers were
- 27:50spending ten thousand dollars a month per engineer and i said i
- 27:53want to talk to
- 27:53them because i want to see either they're doing something very
- 27:55very smart or very
- 27:56very stupid but i want to meet them and so i literally said
- 27:59please introduce me
- 28:00because i i'm i'm unclear how you can use that much like either
- 28:03they've got fields
- 28:03SPEAKER_02: of agents building amazing things
- 28:05SPEAKER_02: or something is going very, very wrong.
- 28:07But I would like to understand,
- 28:08because there's something interesting happening.
- 28:10SPEAKER_02: And you should not be penny-pinching on AI tools,
- 28:14SPEAKER_02: because actually the productivity gains are there.
- 28:17We don't know what they are,
- 28:18because we actually don't know how to gauge developer
- 28:20productivity.
- 28:20SPEAKER_02: But it is clear that there's something happening there,
- 28:24SPEAKER_02: and you should be very open with your pocketbook there.
- 28:27SPEAKER_02: And so, again, we celebrate those who spend more.
- 28:29SPEAKER_02: And, of course, we talk to them, and what did they do?
- 28:31SPEAKER_02: So they were getting the product.
- 28:32Do I understand that even though you cannot measure it right
- 28:34now or maybe not as
- 28:35SPEAKER_00: accurately,
- 28:36you believe that there's productivity gains and you believe
- 28:38that people need to use
- 28:39SPEAKER_00: it to get these?
- 28:41SPEAKER_00: So you're kind of treating it as an investment right now for a year,
- 28:44SPEAKER_00: for two years,
- 28:45SPEAKER_00: whatever that may be.
- 28:46SPEAKER_00: And then you're going to figure it out.
- 28:48SPEAKER_02: Probably forever.
- 28:48I mean,
- 28:49again,
- 28:49you wouldn't turn off Spellcheck and GrammarCheck and G Suite.
- 28:53SPEAKER_02: You wouldn't turn off these tools, right?
- 28:55SPEAKER_02: I mean,
- 28:55SPEAKER_02: there's probably a debate on when you turn off Slack,
- 28:57SPEAKER_02: because that could be a productivity failure.
- 29:00But you're seeing the gains,
- 29:03and I don't think that we should be penny-pinching.
- 29:05SPEAKER_02: Now, over time, we might realize there's an equilibrium.
- 29:08SPEAKER_02: I'm like, oh, this is the amount of tokens people should be using.
- 29:11SPEAKER_02: Actually,
- 29:11SPEAKER_02: if anybody's using Cursor here,
- 29:12SPEAKER_02: the number one thing I'll tell you is,
- 29:13SPEAKER_02: please move away from the default model.
- 29:15Because the default model is nowhere close to actually using a
- 29:17sophisticated model.
- 29:18SPEAKER_02: And by default, cursor puts you there.
- 29:21SPEAKER_02: And so we tell people, please move off the small models.
- 29:24SPEAKER_02: Move into something more bigger.
- 29:26SPEAKER_02: We'll even say things like, please use O1 Pro for this project.
- 29:29SPEAKER_02: Or please use O3 Pro because
- 29:32SPEAKER_00: They're more expensive.
- 29:33SPEAKER_00: They're more expensive.
- 29:34SPEAKER_02: Actually, I'll go even further.
- 29:35SPEAKER_02: Mikhail, the CTO, will say something like the following.
- 29:38SPEAKER_02: If you don't pay personally for O1 Pro or Gemini Ultra or Claude,
- 29:45SPEAKER_02: whatever it's called,
- 29:46SPEAKER_02: Advanced,
- 29:47SPEAKER_02: the $200 a month one,
- 29:49SPEAKER_02: you are crazy because you can afford it.
- 29:51SPEAKER_02: And actually,
- 29:52you are missing out on actually all of the progress happening
- 29:54in LMs because you
- 29:55SPEAKER_02: are just stuck to the $10 a month or $20 a month chat GPT.
- 29:59SPEAKER_02: That's how far he would go.
- 30:00SPEAKER_00: One interesting thing that I've heard when I talk with engineers,
- 30:03SPEAKER_00: they're saying leadership is leading by example.
- 30:05SPEAKER_00: Toby is hacking,
- 30:07SPEAKER_00: and if you go on his Twitter or social media,
- 30:09SPEAKER_00: you're going to see all the stuff that he's doing even a year ago.
- 30:12SPEAKER_00: I want to ask you,
- 30:14SPEAKER_00: what are you doing on the side or experimenting or playing with it,
- 30:17SPEAKER_00: and what tools are you excited about?
- 30:19SPEAKER_02: Yeah,
- 30:19SPEAKER_02: so when I was pairing with that engineer on Anthropic,
- 30:24SPEAKER_02: I was building something for myself.
- 30:25SPEAKER_02: Yeah, I was building a couple of things.
- 30:27SPEAKER_00: It's a great way to use company time, I guess.
- 30:28SPEAKER_00: Well,
- 30:29SPEAKER_02: I was like,
- 30:29SPEAKER_02: let me see what they can build,
- 30:30SPEAKER_02: because we didn't want to go super deep into the Shopify API.
- 30:33But we do build a lot of things that,
- 30:35you know,
- 30:35one was actually a commerce flow.
- 30:37I was trying to build a commerce flow via,
- 30:38like,
- 30:39operator,
- 30:39where you can actually record
- 30:41SPEAKER_02: the browser session,
- 30:43and I wanted to see how the session was storing credit card
- 30:47information or secure
- 30:50SPEAKER_02: tokens as we were getting through a commerce flow.
- 30:52SPEAKER_02: And I was trying to figure out,
- 30:53I was trying to build almost a subscription product without
- 30:56using our subscription
- 30:56SPEAKER_02: product from Shopify.
- 30:58And so it was an interesting experiment where we were trying to
- 31:00see how do we store
- 31:01SPEAKER_02: those credentials,
- 31:02SPEAKER_02: especially when you want to store like credit card.
- 31:04SPEAKER_02: Is it stored in the cloud already?
- 31:05SPEAKER_02: Is it stored by the vendor?
- 31:06SPEAKER_02: Are we storing it in the browser session?
- 31:08SPEAKER_02: That's how I kind of stay as close to it as possible.
- 31:10SPEAKER_02: I use cursor pretty often to build my own workflows.
- 31:13SPEAKER_02: In this case, it was cloud code.
- 31:14SPEAKER_02: We actually even use, I don't know if you've heard of Gumloop.
- 31:17Gumloop is an automation platform that is very interesting at
- 31:20its own layers.
- 31:21SPEAKER_02: Here's one example.
- 31:22SPEAKER_02: We tried to build.
- 31:23SPEAKER_02: I did something super dumb.
- 31:25I was like,
- 31:26let's figure out when the next SanDisk Extreme Pro 8-terabyte
- 31:30drive comes out.
- 31:32SPEAKER_02: We tried to build it in Cloud Code.
- 31:33SPEAKER_02: It took us an hour.
- 31:33We did not get there because it actually tried to do something
- 31:37at the wrong layer.
- 31:38SPEAKER_02: It was trying to read the JSON,
- 31:40and it was trying to get the image from the SanDisk side and
- 31:42figure out if the
- 31:43SPEAKER_02: 8-terabyte drive is out.
- 31:44SPEAKER_02: It was actually quite complicated.
- 31:45SPEAKER_02: We built it in two minutes in Gumloop.
- 31:47SPEAKER_02: Not because they're different.
- 31:47SPEAKER_02: What did Gumloop do?
- 31:48SPEAKER_02: So Gumloop is basically, like, it was browser-based.
- 31:51SPEAKER_02: We said,
- 31:52SPEAKER_02: go to this website,
- 31:53SPEAKER_02: look at the,
- 31:54SPEAKER_02: like,
- 31:54SPEAKER_02: go through the search box,
- 31:55SPEAKER_02: like,
- 31:55SPEAKER_02: using English commands.
- 31:57And they came back right away and said,
- 31:58there's no 8 terabyte drive available.
- 31:59SPEAKER_02: And I said, OK, cool.
- 32:00SPEAKER_02: Run it every week and send me an email.
- 32:02SPEAKER_02: It was just, they're different tools for different jobs.
- 32:05SPEAKER_02: And an hour with cloud.
- 32:06SPEAKER_02: Again, nothing wrong with Anthropic Cloud Code.
- 32:07SPEAKER_02: I use it all the time.
- 32:08SPEAKER_02: It was not meant to do this kind of, like, web scraping.
- 32:11SPEAKER_02: Because what does it do?
- 32:12SPEAKER_02: It tries to build a web scraper.
- 32:13SPEAKER_02: Versus Gumloop, it already knows how to scrape websites.
- 32:16SPEAKER_02: So it's actually just a different layer of the stack.
- 32:18And what I would encourage people to do is figure out what
- 32:20you're trying to do.
- 32:21And we have a lot of automation happening in Gumloop now
- 32:23because people have to do something.
- 32:25SPEAKER_02: I want to scrape a LinkedIn profile.
- 32:27SPEAKER_02: I want to find out what platform this company is using behind the scenes.
- 32:31SPEAKER_02: I want to scrape a website.
- 32:32SPEAKER_02: All of these things, it's built for the right thing at the right level.
- 32:34SPEAKER_00: You have a lot bigger tool set.
- 32:36SPEAKER_02: Exactly.
- 32:36SPEAKER_02: So you should figure out where you want to work.
- 32:39SPEAKER_02: If you're writing code, plot code.
- 32:40SPEAKER_02: If you're doing WebSkyscraper, use Gumloop.
- 32:43SPEAKER_00: So far, it was AI, AI, AI.
- 32:45SPEAKER_00: And when this letter came out,
- 32:47SPEAKER_00: externally,
- 32:48SPEAKER_00: there has been a lot of some speculation saying,
- 32:50SPEAKER_00: hmm,
- 32:50is this a sneaky way for Shopify to freeze headcount because it
- 32:55says you shouldn't
- 32:55SPEAKER_00: hire unless you can check if you can do it with AI.
- 32:58SPEAKER_00: But then you told me something interesting.
- 33:00I'm not sure how big Shopify is,
- 33:02but you told me that you're applying to hire 1,000 interns.
- 33:05Can you put that in context with the size of Shopify and tell
- 33:08me why are you hiring
- 33:10SPEAKER_00: interns where a lot of companies are saying,
- 33:12SPEAKER_00: let's not hire,
- 33:14SPEAKER_00: entry-level people because we have AI.
- 33:16SPEAKER_00: What are you seeing that others are not seeing?
- 33:18SPEAKER_02: Yeah, so a couple of things.
- 33:19One is there's this real notion of generations as they come up
- 33:23in different,
- 33:25that graduate from different programs out of university or even
- 33:28coming from high
- 33:28SPEAKER_02: school.
- 33:29SPEAKER_02: And you really want to be close to the next generation of people.
- 33:32SPEAKER_02: One, they know things that you don't know.
- 33:35SPEAKER_02: And so we restarted our intern program in full thrust this year.
- 33:38SPEAKER_02: So last year we had like 25 interns a term.
- 33:41SPEAKER_02: I convinced Toby to hire 1,000 interns this term,
- 33:43mostly because I felt that they would be more AI reflexive than
- 33:49everybody else.
- 33:49SPEAKER_02: That was our hypothesis.
- 33:51SPEAKER_02: So my tweet actually said,
- 33:52SPEAKER_02: I want you to come to work with an LLM and a brain,
- 33:55SPEAKER_02: not one or the other.
- 33:56SPEAKER_02: And the idea was that bringing these like centaurs,
- 34:00SPEAKER_02: AI centaurs,
- 34:00SPEAKER_02: they know how to work with an LLM to solve their whatever workflow it is,
- 34:04SPEAKER_02: whether it's a finance person or an engineering intern.
- 34:07And we really focused on them coming in and changing our
- 34:10internal culture.
- 34:11SPEAKER_02: And so 1,000 engineers over the year meant like 350 a term.
- 34:14SPEAKER_02: And what we saw there was, one, they're excited, they're hardworking.
- 34:19SPEAKER_02: We also have them as a cohort, meaning they come to the office.
- 34:21SPEAKER_02: We're a remote company,
- 34:23but we have the interns come in because we felt like the
- 34:25younger people need to
- 34:25have younger people around them to work together versus just
- 34:28being remote in their
- 34:29SPEAKER_02: condo or whatever.
- 34:30SPEAKER_02: We're changing the culture that way as well.
- 34:32SPEAKER_02: And we did see this.
- 34:32SPEAKER_02: They come, they have their reflexive.
- 34:34SPEAKER_02: We saw the same thing in mobile.
- 34:35SPEAKER_02: You were in mobile as well, and so was I in my last decade of work.
- 34:39SPEAKER_02: And I hired lots of interns because they grew up with mobile phones.
- 34:42And so this next generation is growing up with the internet and
- 34:44they're growing up
- 34:45SPEAKER_02: with phones and they're growing up with LLMs.
- 34:47SPEAKER_02: So we wanted them to come in and change our culture around that axis.
- 34:50SPEAKER_00: So do you feel like people are learning from
- 34:52SPEAKER_02: We always were.
- 34:54SPEAKER_02: Interns are the secret weapon.
- 34:55SPEAKER_02: You always learn more from the interns.
- 34:57SPEAKER_02: People think about internships as community service.
- 34:59SPEAKER_02: Oh, that's so great, Shopify.
- 35:00SPEAKER_02: You're helping the next generation.
- 35:01SPEAKER_02: We don't do it for that.
- 35:02SPEAKER_02: We do it to learn from the interns.
- 35:04SPEAKER_02: That is always the reason.
- 35:05SPEAKER_02: So if you don't have an intern program,
- 35:07SPEAKER_02: an early talent program,
- 35:07SPEAKER_02: I encourage you,
- 35:08you should be bringing those people in because you will learn
- 35:10from them more than
- 35:11SPEAKER_02: you will get out of them.
- 35:12SPEAKER_02: You will take a net positive benefit from them.
- 35:14And of course,
- 35:15for those who tweet at me and say,
- 35:16please don't hire interns.
- 35:18SPEAKER_02: You have to pay them.
- 35:18SPEAKER_02: I'm like, we pay them.
- 35:20SPEAKER_02: I don't know why people think that you don't.
- 35:21SPEAKER_02: We pay them very well, actually.
- 35:23SPEAKER_02: And we do hire,
- 35:25I think I've hired almost 100 in this year from the intern pool
- 35:29to come into our
- 35:30SPEAKER_02: program.
- 35:30SPEAKER_02: And we're very much thinking about the only way to get into Shopify as an
- 35:34SPEAKER_02: entry-level engineer is through the intern program.
- 35:36SPEAKER_00: I'm fully with you with on the paying.
- 35:37I never understood why companies are cheaping out on this
- 35:40because sometimes interns
- 35:41SPEAKER_00: will reject some of the offers because it doesn't cover the living costs,
- 35:45SPEAKER_00: which is wild.
- 35:45SPEAKER_00: Yes, of course.
- 35:46SPEAKER_00: You have to pay them.
- 35:47SPEAKER_00: Actually, one of the best intern, it was another company's loss.
- 35:50SPEAKER_00: And in Amsterdam, they offered 500 euros per month, no housing.
- 35:53SPEAKER_00: And that intern would have loved to work there.
- 35:56SPEAKER_00: What an experience.
- 35:57SPEAKER_00: But they applied to Uber because they said it's just too low.
- 35:59SPEAKER_00: And then we gave them a new grad salary.
- 36:01SPEAKER_00: They could afford housing.
- 36:02SPEAKER_00: They could afford to travel.
- 36:03SPEAKER_00: Of course.
- 36:04SPEAKER_00: And it was...
- 36:05SPEAKER_00: that ad intern could have done amazing things at that company,
- 36:07SPEAKER_00: and now this person is still senior at Uber,
- 36:09SPEAKER_00: you know,
- 36:10SPEAKER_00: been there for five years,
- 36:10SPEAKER_00: so,
- 36:11SPEAKER_00: you know,
- 36:11SPEAKER_00: their loss.
- 36:12SPEAKER_02: So think about it,
- 36:13SPEAKER_02: 350 engineers,
- 36:14SPEAKER_02: interns to about 3,000 engineers,
- 36:16SPEAKER_02: about 10% at any one point,
- 36:18SPEAKER_02: yeah.
- 36:18So if I joined Shopify as either a software engineer or an
- 36:23engineering manager,
- 36:24can you tell me
- 36:25SPEAKER_00: how stuff gets done, first as an engineer.
- 36:29SPEAKER_00: Like, what tools do people use?
- 36:32SPEAKER_00: I'm assuming it's just no longer, you know, VS Code, Code Review.
- 36:35SPEAKER_00: There's going to be, like, AR tools here and there.
- 36:37SPEAKER_02: Yeah,
- 36:37SPEAKER_02: well,
- 36:37SPEAKER_02: first on,
- 36:39we have a very specific way of writing software to the point of
- 36:43we built our own
- 36:44SPEAKER_02: project management system.
- 36:45SPEAKER_02: Like, we don't... Oh, really?
- 36:47SPEAKER_02: We don't use linear.
- 36:48SPEAKER_02: We don't use, yeah.
- 36:49SPEAKER_02: And the reason is,
- 36:50SPEAKER_02: is because we believe that there's that line,
- 36:53SPEAKER_02: like,
- 36:53SPEAKER_02: first you make the tool,
- 36:54SPEAKER_02: and then the tool makes you.
- 36:56SPEAKER_02: And so we believe that.
- 36:58SPEAKER_02: And so we make the tool so that it can make us.
- 37:00SPEAKER_02: Versus, and it's nothing against those amazing tools.
- 37:02SPEAKER_02: I'm a big fan.
- 37:03SPEAKER_02: Like, linear is beautiful.
- 37:04SPEAKER_02: And I've known Jira for a long time.
- 37:06SPEAKER_02: I'm a pivotal frackle guy myself, being a pivotal, ex-pivotal person.
- 37:10SPEAKER_02: But we do believe that we have a specific way of building software.
- 37:13And if we use one of those tools,
- 37:14we would be adopting someone else's way.
- 37:17And so instead,
- 37:18we have a tool called GSD,
- 37:19which stands for Get Shit Done.
- 37:21SPEAKER_02: And it is a tool that allows us,
- 37:24SPEAKER_02: it's a program management tool,
- 37:25SPEAKER_02: like a product management tool,
- 37:26SPEAKER_02: which allows us to think about what are we building,
- 37:28SPEAKER_02: who's on the team,
- 37:29SPEAKER_02: what's the latest weekly update.
- 37:30SPEAKER_02: It has metrics.
- 37:31SPEAKER_02: It actually pulls in PR reviews,
- 37:32SPEAKER_02: so you can see it pulls in PRs,
- 37:34SPEAKER_02: and you can see there's activity happening on this project.
- 37:36SPEAKER_02: Here are the core contributors.
- 37:37SPEAKER_02: Here's how long it's been going on for.
- 37:39SPEAKER_02: This tool is how you kind of get work done.
- 37:41SPEAKER_02: And you're forced to write an update every week.
- 37:43SPEAKER_02: And now, actually, we have an AI.
- 37:44SPEAKER_02: Here's an interesting one for you.
- 37:46SPEAKER_02: We have an AI tool,
- 37:46which will pull in the latest PRs and the latest conversations
- 37:51from the Slack
- 37:51SPEAKER_02: channel.
- 37:52SPEAKER_02: And it'll write an update for you.
- 37:54SPEAKER_02: And then you can look at it and say, this looks good.
- 37:56SPEAKER_02: And you can also tell it, what did I not think about?
- 37:57SPEAKER_02: And say, please emphasize this.
- 38:00SPEAKER_02: And it'll help you write the project management update every week.
- 38:02SPEAKER_00: So this is interesting.
- 38:03I want to push you a little bit on this,
- 38:04because I think there's two schools of thoughts here.
- 38:07SPEAKER_00: One says your weekly update.
- 38:09SPEAKER_00: I appreciate that you're doing it.
- 38:10The weekly update,
- 38:11the point should be for you to look back on what you did.
- 38:14SPEAKER_00: Obviously, everyone hates doing this, by the way.
- 38:17SPEAKER_00: And by AI doing it, would you not lose that kind of reflection?
- 38:22SPEAKER_02: Well, this is why we pair you with the AI.
- 38:24SPEAKER_02: So we do auto-publish it if you don't do anything.
- 38:29But if you auto-publish it and don't do anything,
- 38:31and we look at the stats,
- 38:33there is a little bit of loss from you because you are now
- 38:36losing out on the
- 38:36context that you were supposed to gain as the champion of the
- 38:39project by looking
- 38:39SPEAKER_02: deeply.
- 38:40SPEAKER_02: However,
- 38:41SPEAKER_02: we expect everyone,
- 38:42SPEAKER_02: just like a PR written by AI,
- 38:44SPEAKER_02: to have read the code and read the update.
- 38:46SPEAKER_00: Yeah, so you're responsible.
- 38:47SPEAKER_02: You're responsible.
- 38:48SPEAKER_02: And so we're early days in this.
- 38:49SPEAKER_02: We're literally three weeks in on this project,
- 38:52SPEAKER_02: and we may revert it and say,
- 38:53SPEAKER_02: by the way,
- 38:53SPEAKER_02: it turns out everybody stopped
- 38:55SPEAKER_02: looking at what was happening week to week.
- 38:57SPEAKER_02: But we also,
- 38:58SPEAKER_02: every six weeks,
- 38:59SPEAKER_02: at a company level,
- 39:01SPEAKER_02: with Toby,
- 39:02SPEAKER_02: go through every project in the company,
- 39:04SPEAKER_02: and we see if we think that it's on track,
- 39:06SPEAKER_02: not on track,
- 39:07SPEAKER_02: should be kept working on,
- 39:08SPEAKER_02: has the right resources,
- 39:09SPEAKER_02: is it not too long,
- 39:10SPEAKER_02: is it aimed in the right direction?
- 39:11You better know what's in there because literally we're going
- 39:13to review it at the
- 39:13SPEAKER_02: leadership level.
- 39:14SPEAKER_00: Yeah.
- 39:15SPEAKER_00: I think you have no... I like how... Because I feel like...
- 39:20With AI,
- 39:21I kind of want it to automate the stuff that I really don't
- 39:23want to do.
- 39:24SPEAKER_00: And ironically,
- 39:25SPEAKER_00: it's really good at automating stuff that we like to do sometimes,
- 39:27SPEAKER_00: which is coding.
- 39:28SPEAKER_00: But writing an update or writing documentation,
- 39:31SPEAKER_00: I don't think as an engineer we loved doing that.
- 39:33SPEAKER_02: And so as an engineer... Again, we're trying to reduce toil.
- 39:36SPEAKER_02: If we find it reduces actual context, we will revert.
- 39:41SPEAKER_00: I love the experimentation and going back and forth.
- 39:44SPEAKER_00: As an engineering manager, what additional things might people use?
- 39:48SPEAKER_00: Do people build their own tools to stay on top of things?
- 39:51SPEAKER_00: Do people go deeper because of...
- 39:53SPEAKER_02: Yeah,
- 39:53SPEAKER_02: as an engineering manager and a director,
- 39:55SPEAKER_02: we try to surface,
- 39:56SPEAKER_02: again,
- 39:56SPEAKER_02: metrics so that you can see how your team is doing.
- 39:58SPEAKER_02: So,
- 39:58SPEAKER_02: for example,
- 39:59SPEAKER_02: we have tools that allow you to see things like focus time of your team,
- 40:02SPEAKER_02: how often are they in meetings,
- 40:05SPEAKER_02: AI adoption.
- 40:06SPEAKER_02: Are they using AI tools or not?
- 40:08SPEAKER_02: We're trying to surface this information.
- 40:10SPEAKER_02: How many of your people are on a GSD project versus not?
- 40:12Because maybe a project ended and they're freed up to work on
- 40:15something else.
- 40:16SPEAKER_02: So we try to surface that.
- 40:17SPEAKER_02: And engineering managers too,
- 40:18SPEAKER_02: we try to get them to be,
- 40:19SPEAKER_02: a lot of the best ones come from IC land.
- 40:21SPEAKER_02: They started as ICs.
- 40:22SPEAKER_02: So we try to get them to do,
- 40:24SPEAKER_02: if they're hired outside,
- 40:26SPEAKER_02: start as an IC at Jobify before they move into management.
- 40:29SPEAKER_00: Oh, here's a fun one that I think we should talk about.
- 40:32SPEAKER_00: You mentioned something super interesting to me.
- 40:33SPEAKER_00: When you're hiring engineering directors and above,
- 40:35SPEAKER_00: in the past,
- 40:36SPEAKER_00: it was the usual interviews,
- 40:37SPEAKER_00: you know,
- 40:38SPEAKER_00: culture,
- 40:38SPEAKER_00: strategy,
- 40:39SPEAKER_00: all that stuff.
- 40:40You added a coding interview for every single engineering
- 40:43director and above hire.
- 40:44SPEAKER_00: Can you tell me about this?
- 40:45SPEAKER_02: Yeah, so it's interesting.
- 40:46SPEAKER_02: It's maybe shocking to folks.
- 40:48SPEAKER_02: And I know Rodney's sitting there.
- 40:50SPEAKER_02: He used to work for me.
- 40:51SPEAKER_02: I did the pairing interview with him.
- 40:52SPEAKER_02: And so what happens is it is shocking for VPs,
- 40:55SPEAKER_02: especially,
- 40:55SPEAKER_02: to be like,
- 40:56SPEAKER_02: whoa,
- 40:56SPEAKER_02: there's a coding interview?
- 40:57SPEAKER_02: I'm like,
- 40:57SPEAKER_02: yeah,
- 40:57because we believe that the best leaders here were ones who
- 41:01were not running away
- 41:01SPEAKER_02: from coding.
- 41:02SPEAKER_02: They just felt like they got better leverage from running a team.
- 41:05SPEAKER_02: They still are deeply in love with technology,
- 41:07SPEAKER_02: and they still,
- 41:07SPEAKER_02: in Rodney's case,
- 41:08SPEAKER_02: still codes on the weekend,
- 41:09SPEAKER_02: right?
- 41:09SPEAKER_02: And so it worked out super well.
- 41:11SPEAKER_02: But our whole idea is that you're not running away.
- 41:14You're running towards technology,
- 41:15and this is just a better way for you to express it.
- 41:17SPEAKER_02: So I pair with the candidates,
- 41:19SPEAKER_02: and they also see that even though I'm not writing code every day,
- 41:22SPEAKER_02: I'm still deep in the weeds of technology.
- 41:24SPEAKER_02: I still love technology, and I still want to talk about technical topics.
- 41:27SPEAKER_02: And so we pair.
- 41:27SPEAKER_02: And some people believe that that's not the best for them.
- 41:30And there's lots of great companies out there where that's not
- 41:32the requirement.
- 41:33But at Shopify,
- 41:34we believe people should be as close to the details as
- 41:35possible.
- 41:36SPEAKER_02: And we are such a tech nerd company.
- 41:38SPEAKER_02: Like, again, our salespeople are vibe coding now.
- 41:40SPEAKER_02: We want our engineering leaders to be coding as well.
- 41:43SPEAKER_02: And so that doesn't mean coding day to day.
- 41:44SPEAKER_02: But you should understand code and how code works.
- 41:46SPEAKER_02: And a lot of it comes back.
- 41:47SPEAKER_02: The muscle memory of coding will come back in these pairing interviews.
- 41:50SPEAKER_00: Yeah,
- 41:51and I guess especially now we have these coding tools when you
- 41:54can generate
- 41:54SPEAKER_00: something as long as you can look through it.
- 41:56SPEAKER_00: You're in control.
- 41:57SPEAKER_00: Well,
- 41:57SPEAKER_02: this is the best part about copilots is that a candidate comes,
- 42:00SPEAKER_02: the copilot generates tons of code,
- 42:02SPEAKER_02: and now I'm like,
- 42:03SPEAKER_02: great.
- 42:03SPEAKER_02: Is that good code?
- 42:04SPEAKER_02: Bad code?
- 42:05SPEAKER_00: I love... Oh, hold on.
- 42:06SPEAKER_00: So you're using AI during your interview process.
- 42:09SPEAKER_00: Yes, yes.
- 42:10SPEAKER_00: Oh, you're not running away from it?
- 42:11SPEAKER_00: No.
- 42:11SPEAKER_00: You know,
- 42:12SPEAKER_00: one of the interesting stories that we just learned,
- 42:14SPEAKER_00: Cursor has disbanded on the entry process.
- 42:16SPEAKER_00: They're the AI tool company.
- 42:18SPEAKER_00: Right.
- 42:18SPEAKER_00: So you're embracing it.
- 42:19SPEAKER_00: We're embracing it.
- 42:20SPEAKER_00: Okay, how's it working?
- 42:21SPEAKER_00: Tell me.
- 42:21I love it,
- 42:21because what happens now is the AI will sometimes generate pure
- 42:24garbage.
- 42:25So you're screen sharing and you say literally use that
- 42:26everything you want.
- 42:27SPEAKER_00: Yeah, you're screen sharing.
- 42:27SPEAKER_00: And they're using, I say, we let them use whatever they want.
- 42:30SPEAKER_02: Here's what I'll say.
- 42:30If they don't use a co-pilot,
- 42:32they usually get creamed by someone who does.
- 42:34SPEAKER_02: So they will have no choice but use a co-pilot.
- 42:36SPEAKER_02: Sometimes I will shadow an interview and you do the questions myself.
- 42:39I've never seen them with a co-pilot and send it to the
- 42:41interviewer and say,
- 42:42SPEAKER_02: please mark my assignment as well against a candidate.
- 42:45SPEAKER_02: I have not lost yet.
- 42:46SPEAKER_02: If they don't have a co-pilot, they will lose.
- 42:49SPEAKER_02: But when they do have a co-pilot,
- 42:50SPEAKER_02: I love seeing the generated code because I want to ask them,
- 42:53SPEAKER_02: what do you think?
- 42:54SPEAKER_02: Is this good code?
- 42:55SPEAKER_02: Is this not good code?
- 42:55SPEAKER_02: Are there problems?
- 42:56SPEAKER_02: And I've seen engineers,
- 42:57SPEAKER_02: for example,
- 42:58SPEAKER_02: when there's something very easy to fix,
- 43:01SPEAKER_02: they won't fix it.
- 43:02SPEAKER_02: They will try to prompt to fix it.
- 43:04SPEAKER_02: And I see, are you really an engineer?
- 43:06SPEAKER_02: I get the nuance of just prompt and prompt and prompt,
- 43:10SPEAKER_02: but sometimes it's right there,
- 43:11SPEAKER_02: and they will not prompt.
- 43:12SPEAKER_02: I'm like, change the one character, and they won't change it.
- 43:15SPEAKER_02: And I'm like, OK, so they're interested.
- 43:17SPEAKER_02: I don't want you to be 100% AI coder.
- 43:18SPEAKER_02: I want you to be like 90 or 95.
- 43:20I want you to be able to go in and look at the code and say,
- 43:23oh yeah,
- 43:23there's a line.
- 43:24SPEAKER_02: That's wrong.
- 43:25SPEAKER_00: So I want to ask you,
- 43:26what does a standout senior or staff engineer today look at
- 43:29Shopify and what has
- 43:30SPEAKER_00: changed,
- 43:31SPEAKER_00: let's say,
- 43:31SPEAKER_00: three years ago when we didn't have any of these tools?
- 43:34I'm trying to prod here how you think AI or AI tool usage might
- 43:39have changed of
- 43:39SPEAKER_00: what we expect an amazing engineer.
- 43:42SPEAKER_00: And you think of the person who you think is this fantastic person.
- 43:46SPEAKER_02: Well,
- 43:46I would say the thing that's changing is I'm seeing some of my
- 43:48engineers now
- 43:49actually use these AI tools to do the infrastructure that
- 43:52they've always wanted to
- 43:52SPEAKER_02: do but never felt like they had the time.
- 43:54SPEAKER_02: So debt reduction,
- 43:56SPEAKER_02: refactoring,
- 43:58SPEAKER_02: making things easier to read,
- 44:00those are the things I'm seeing the best engineers at Shopify
- 44:02use AI tooling to
- 44:04SPEAKER_02: actually do,
- 44:05SPEAKER_02: and they just never felt like they had the time or the resources.
- 44:08The engineer who always felt like,
- 44:09I wish I had six months to do a Code Red,
- 44:11now can use an AI refactoring tool like a Cloud Code or OpenAI
- 44:15Codex to unleash
- 44:16SPEAKER_02: these agents in parallel and then review all the PRs,
- 44:20SPEAKER_02: but then unleash it and feel like they have a team themselves.
- 44:22SPEAKER_02: So that's what I'm seeing.
- 44:24SPEAKER_02: And they're not afraid of trying things that may or may not work.
- 44:28They might unleash something for 24 hours and like a Devon-like
- 44:31tool and it comes
- 44:31SPEAKER_02: back and utter garbage.
- 44:33SPEAKER_02: They delete it all, but they said it was worth trying.
- 44:34SPEAKER_00: Yeah.
- 44:35And as a closing question,
- 44:38a lot of people are thinking,
- 44:39we'd love to be like Shopify.
- 44:41SPEAKER_00: I'm either a staff engineer, director of engineering, et cetera.
- 44:46SPEAKER_00: I'd love to transform my culture to be a bit more AI first.
- 44:49SPEAKER_00: What would your advice be?
- 44:50SPEAKER_00: How can people start?
- 44:52Not everyone has the luxury of having the CEO saying,
- 44:54OK,
- 44:54I love these things.
- 44:56SPEAKER_00: Do you have tips that you give to your peers?
- 44:58SPEAKER_00: I know you're in CTO groups, for example.
- 44:59SPEAKER_02: Yeah.
- 45:00So I think that the number one thing is role modeling is the
- 45:03best example.
- 45:04SPEAKER_02: I haven't seen anything work better than role modeling.
- 45:06SPEAKER_02: And the way that happens is you have to do it.
- 45:09So if you are coding and you are showing people your workflow
- 45:12and you are showing,
- 45:13SPEAKER_02: you are in those same channels asking like,
- 45:15SPEAKER_02: hey,
- 45:15SPEAKER_02: I was trying to get this working and it wasn't working.
- 45:17SPEAKER_02: Or I was able to get this workflow going via this prompt.
- 45:20We have a prompt library internally where you can literally
- 45:23grab prompt and say
- 45:24SPEAKER_02: like,
- 45:26SPEAKER_02: hey,
- 45:26SPEAKER_02: this prompt worked for somebody.
- 45:27SPEAKER_02: Let me try it and modify it for my use case.
- 45:28That's the number one way in which I see people trying to adopt
- 45:32AI is because
- 45:33SPEAKER_02: they've seen other people do it.
- 45:34SPEAKER_02: And so we try to share AI use cases.
- 45:37SPEAKER_02: We have, again, prompt libraries.
- 45:38We had a hackathon as a part of Shopify Summit a few weeks ago,
- 45:41and we leaned heavily into AI.
- 45:43SPEAKER_02: And it wasn't just junior people learning AI.
- 45:45SPEAKER_02: It was senior people trying to embrace cloud code.
- 45:47SPEAKER_02: And one guy said, I haven't coded in six weeks.
- 45:50SPEAKER_02: I've only used cloud code.
- 45:51Then I pushed him,
- 45:52and he said,
- 45:52OK,
- 45:52I have to make changes here and there.
- 45:54SPEAKER_02: I said, cool, you're 95% AI, but that's the point.
- 45:57SPEAKER_02: You're not supposed to be 100.
- 45:57SPEAKER_02: And role modeling is the number one thing I've seen.
- 46:00SPEAKER_02: That and sharing examples.
- 46:02SPEAKER_02: So role modeling and then sharing.
- 46:03SPEAKER_00: Especially because no one has it figured out.
- 46:05SPEAKER_02: No one has it, exactly.
- 46:06SPEAKER_02: No one's there yet.
- 46:08SPEAKER_00: Well, this was wonderful.
- 46:09SPEAKER_00: I love how much you're experimenting.
- 46:11SPEAKER_00: I love how you are not afraid to take some turns to learn more.
- 46:16SPEAKER_00: And I love how much you're sharing internally.
- 46:18SPEAKER_00: I think we got a little window of this,
- 46:20SPEAKER_00: but I think it's just something I hope more people,
- 46:23SPEAKER_00: more companies will do.
- 46:24SPEAKER_00: So this was wonderful.
- 46:25SPEAKER_00: Thank you so much.
- 46:26SPEAKER_00: Thanks for having me.
- 46:28SPEAKER_00: I found it refreshing to see just how practical Shopify is about LLMs.
- 46:31It feels to me that they understand that you need to invest and
- 46:34experiment to get results.
- 46:36One surprising thing for me was understanding how Shopify
- 46:38expects to become more
- 46:39effective using AI tools by hiring interns who come in with an
- 46:43open mind towards AI
- 46:44SPEAKER_00: tools and can come up with clever use cases for it.
- 46:47SPEAKER_00: For more details on how Shopify operates,
- 46:49check out Deep Dice and the Pragmatic Engineer linked in the
- 46:51show notes below.
- 46:52SPEAKER_00: If you've enjoyed this podcast,
- 46:53SPEAKER_00: please do subscribe on your favorite podcast platform and on YouTube.
- 46:56This helps more people discover the podcast and a special thank
- 46:59you if you leave a rating.
- 47:00SPEAKER_00: Thanks and see you in the next one.