2026-03-27_uttam_ihsan_openbb_onboarding_b63a56e4

Meeting Title: Uttam <> Ihsan: OpenBB Onboarding Date: 2026-03-27 Meeting participants: ihsan saracgil, Uttam Kumaran

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WEBVTT

1 00:01:53.860 ⇒ 00:01:54.900 ihsan saracgil: Blow.

2 00:01:55.450 ⇒ 00:01:57.189 Uttam Kumaran: Hey, son, can you hear me?

3 00:01:57.580 ⇒ 00:01:59.080 ihsan saracgil: Yes, I can hear you. How are you?

4 00:01:59.080 ⇒ 00:02:00.889 Uttam Kumaran: Hey, good, how are you?

5 00:02:00.890 ⇒ 00:02:02.299 ihsan saracgil: Yeah, I’m doing alright.

6 00:02:03.100 ⇒ 00:02:04.099 ihsan saracgil: Nice meeting you. Nice to meet you.

7 00:02:04.320 ⇒ 00:02:12.039 Uttam Kumaran: Yeah. I love your background is, like, it’s, like, bright. It’s great. Usually it’s, like, all dark, darker backgrounds.

8 00:02:12.510 ⇒ 00:02:16.309 ihsan saracgil: Yeah, yeah, no, I prefer light and colorful.

9 00:02:16.310 ⇒ 00:02:17.630 Uttam Kumaran: Nice.

10 00:02:17.630 ⇒ 00:02:21.340 ihsan saracgil: Nice meeting you in person. I mean, I met your business partner before.

11 00:02:21.340 ⇒ 00:02:37.309 Uttam Kumaran: Great. Yeah, yeah, we, I feel like in a past life, in some of my, companies, I would have 100% used the tool. You know, I have a background in finance and, worked on a lot of financial data, good part of my career.

12 00:02:37.510 ⇒ 00:02:47.739 Uttam Kumaran: So I totally… when Robert kind of mentioned to me about the tool, it makes a ton of sense, especially, I think, like, looking at how you guys are leveraging, like, native app framework and everything, like…

13 00:02:48.380 ⇒ 00:03:02.370 Uttam Kumaran: it looks awesome. So, yeah, we just had some people changes last, like, 2 weeks, so I had to take over a couple things internally, so it’s just been busy, but I’m still super, super committed to, you know, getting a couple of our people onboarded, and then…

14 00:03:02.510 ⇒ 00:03:02.870 ihsan saracgil: music.

15 00:03:02.870 ⇒ 00:03:04.439 Uttam Kumaran: Oh, we can do some deals together, so…

16 00:03:04.440 ⇒ 00:03:14.250 ihsan saracgil: More than happy to do so. Can you, but now that we’re on the call, maybe can we talk a little bit about, like, what is your…

17 00:03:14.450 ⇒ 00:03:34.049 ihsan saracgil: like, what do you guys exactly do, and how do you work with, like, with your clients? Because I visit the Snowflake event, in the last couple of days, so it’s the Snowflake Partner Connect, it’s, it’s my first time at this event. Yeah. So, it’s basically for people who provide services on Snowflake.

18 00:03:34.050 ⇒ 00:03:34.450 Uttam Kumaran: Yeah.

19 00:03:34.450 ⇒ 00:03:49.080 ihsan saracgil: And I met a good number of systems integrators, that’s what they call them, essentially. So, I guess, do you guys qualify as systems integrators? But you’re a little bit, like, narrower in scope, that you focus mostly on the data engineering component.

20 00:03:49.080 ⇒ 00:04:01.730 ihsan saracgil: But from the way that, like, Robert explained it to me, the way that you guys do business, it seemed like you were actually a full-blown systems integrator, right? Like, the firms that I met there, like, proficient, cognizant, PHP data.

21 00:04:01.730 ⇒ 00:04:02.220 Uttam Kumaran: F.

22 00:04:02.220 ⇒ 00:04:19.669 ihsan saracgil: So they basically tackle every element in that value chain of, like, helping them migrate data, build data models, data products, and then they also build analytic solutions with a front end, and that’s, like, where we were discussing OpenBB would fit in.

23 00:04:19.670 ⇒ 00:04:29.230 ihsan saracgil: Because in most of the situations, they tell me that, look, like, they have some partnership with Sigma, ThoughtSpot, Omni, this and that, Qlik, I don’t know.

24 00:04:29.380 ⇒ 00:04:41.810 ihsan saracgil: Right? And they basically use these tools to propose solutions to their clients, which basically leads to, you know, the client getting a turnkey solution.

25 00:04:41.810 ⇒ 00:04:51.589 ihsan saracgil: And these front-end, like, analytics providers like us to essentially land on accounts, because, you know, like, it’s actually part of a complete solution as opposed to…

26 00:04:51.590 ⇒ 00:04:54.879 Uttam Kumaran: No, we’re exactly the same way. So, we are… we’re actually, like.

27 00:04:55.220 ⇒ 00:05:05.790 Uttam Kumaran: probably the opposite of what you mentioned, I would say even a bit broader, like, we do everything, kind of like full-stack data, from warehousing, modeling, ingestion.

28 00:05:05.880 ⇒ 00:05:25.019 Uttam Kumaran: as well as we put together BI, and we also do strategy work, which is like, okay, now that we have all this, what is our recommendation for a decision on the business side? And then the last piece, you know, we’ve been doing over the past two years is everything around AI. Because we are a really strong data firm.

29 00:05:25.050 ⇒ 00:05:41.379 Uttam Kumaran: the key component to, you know, really amazing AI systems is strong, rich, like, available context. And we are extremely good at, you know, landing data in a way that it can be consumed by AI, whether that’s chatbots, whether that’s, you know, cloud agents, whether that’s, like.

30 00:05:41.510 ⇒ 00:05:45.220 Uttam Kumaran: generally, like, Claude Co-work or things like that, so…

31 00:05:45.270 ⇒ 00:06:02.989 Uttam Kumaran: I would say we are really similar. We have partnerships with Omni, we’ve done Looker, Tableau, we have partnership with DBT, partnership with Snowflake, so when we come in, we recommend the entire stack, typically. Unless we walk into a situation where they’ve already decided.

32 00:06:03.320 ⇒ 00:06:17.469 Uttam Kumaran: Like, for example, sometimes we come in, they’re like, we can’t pivot off of Power BI right now. We’re like, okay, let’s just, like, run with that, and then we kind of move them to a stack that we recommend. But we’re typically making 5 to 10 vendor decisions

33 00:06:17.910 ⇒ 00:06:21.270 Uttam Kumaran: Every time we… we come in, yeah.

34 00:06:21.510 ⇒ 00:06:25.999 ihsan saracgil: Okay, yeah, so I think it makes sense that we are part of your arsenal.

35 00:06:26.000 ⇒ 00:06:26.470 Uttam Kumaran: Yes.

36 00:06:26.470 ⇒ 00:06:26.890 ihsan saracgil: Exactly.

37 00:06:26.890 ⇒ 00:06:31.280 Uttam Kumaran: Exactly. Like, that’s exactly the way I look at it, is for our clients.

38 00:06:31.580 ⇒ 00:06:49.420 Uttam Kumaran: it all started with wanting to make the best recommendation at any time, given the problem. We, of course, also work with what we think are the best tools, right? Like, there’s some shops that are like, oh, we only do Power BI. Like, no matter what, they’re gonna recommend Power BI. For us, I’ve always recommended the tools that I loved.

39 00:06:49.480 ⇒ 00:06:59.950 Uttam Kumaran: And then secondary, I’m like, hey, we love your tool, can we try and do some business together? Because we’re pitching, we’re pitching you, you know? Like, and so that’s always how we’ve thought about it.

40 00:07:00.260 ⇒ 00:07:10.270 ihsan saracgil: Okay, no, sounds good. So let’s, I guess, the next step is try to make you love the product. I think when you guys start working on it, you will find it, very interesting.

41 00:07:10.270 ⇒ 00:07:20.890 ihsan saracgil: So let’s go through the steps. I’m just concerned about one issue, like, I don’t know if you’re seeing this issue right now, but I can share my screen. Sure. I’m not logged on to Snowflake today.

42 00:07:20.970 ⇒ 00:07:40.150 ihsan saracgil: The apps page is showing me, just complete null. So, I don’t know, there’s an issue with Snowflake right now, that they’re having a bug or something, like, none of my installed apps are showing, so we can still continue, like, I don’t know if you have the same kind of issue, we can still continue with the installation, because you actually don’t need to be here.

43 00:07:40.150 ⇒ 00:07:41.350 Uttam Kumaran: Okay.

44 00:07:41.680 ⇒ 00:07:59.169 ihsan saracgil: But for some reason, like, I mean, this… there’s an issue with Snowflake right now, like, this page was supposed to have things, and especially OpenBB, so I can’t launch OpenBB right now from Snowflake, because this page is… right now, is empty. But, for you, this may not be an issue.

45 00:07:59.170 ⇒ 00:07:59.750 Uttam Kumaran: Yeah, let me…

46 00:07:59.750 ⇒ 00:08:02.570 ihsan saracgil: not required for setup, so I think we’re okay.

47 00:08:02.570 ⇒ 00:08:08.219 Uttam Kumaran: Yeah, I see… I see it in the marketplace. If I go to Catalog and go to apps.

48 00:08:10.850 ⇒ 00:08:14.370 Uttam Kumaran: Ice… I… my app stuff is… It’s loading.

49 00:08:14.720 ⇒ 00:08:27.710 ihsan saracgil: Yeah, okay, so it might be an issue with our account somehow, so maybe I’ll just log in to our test account or something. But let’s continue with, like, the installation, because it’s actually, like, you know, you don’t need the catalog for installation.

50 00:08:27.710 ⇒ 00:08:35.439 ihsan saracgil: So I sent you a private offer, and I checked that it’s still active. Yes. So maybe if you share your screen, let’s just go through yours.

51 00:08:35.600 ⇒ 00:08:36.289 Uttam Kumaran: Perfect.

52 00:08:36.700 ⇒ 00:08:41.089 ihsan saracgil: I’m gonna switch to a subaccount, so that I can see…

53 00:08:41.620 ⇒ 00:08:44.149 ihsan saracgil: If the app is launching here.

54 00:08:45.470 ⇒ 00:08:50.960 Uttam Kumaran: Yep, so I see this, and then I’m gonna just go ahead and let’s see if I can just accept everything.

55 00:08:51.560 ⇒ 00:08:54.909 Uttam Kumaran: Just add a payment method.

56 00:09:08.100 ⇒ 00:09:10.750 Uttam Kumaran: And let me just, add a card here.

57 00:09:11.990 ⇒ 00:09:15.490 ihsan saracgil: Yeah, we do accept MCD. I might have…

58 00:09:15.590 ⇒ 00:09:19.880 ihsan saracgil: Did I check that you have to have a credit card on file?

59 00:09:20.460 ⇒ 00:09:22.130 Uttam Kumaran: That’s okay, that’s fine.

60 00:09:23.500 ⇒ 00:09:24.250 Uttam Kumaran: Don’t race.

61 00:10:11.220 ⇒ 00:10:11.830 Uttam Kumaran: Okay.

62 00:10:20.290 ⇒ 00:10:25.200 ihsan saracgil: Great. So let’s go through the installing. Should be fairly straightforward.

63 00:10:27.450 ⇒ 00:10:35.590 ihsan saracgil: There was some funny bug on Snowflake’s side that it errors out and it immediately comes back. Let’s see.

64 00:10:55.260 ⇒ 00:11:01.990 ihsan saracgil: Yeah, I’m a little bit concerned about something with this app is not working. I checked my subaccount and…

65 00:11:02.130 ⇒ 00:11:03.660 ihsan saracgil: None of my apps are loaded.

66 00:11:03.660 ⇒ 00:11:07.849 Uttam Kumaran: hits service, maybe it’s, like, your region. I don’t know. I… I don’t know.

67 00:11:07.850 ⇒ 00:11:10.060 ihsan saracgil: What is your region? Where are you?

68 00:11:10.060 ⇒ 00:11:11.350 Uttam Kumaran: I’m in Austin.

69 00:11:12.660 ⇒ 00:11:24.950 Uttam Kumaran: So, I don’t feel like… I mean, I just… I just kind of started my day, so I don’t know if there’s any outage right now on anything. But it’s… I don’t know about you, it’s been, like… it’s been, like, the worst year for outages, like, I’ve ever…

70 00:11:25.140 ⇒ 00:11:30.080 Uttam Kumaran: Yeah. So, like, I’m not… I wouldn’t be surprised if, like, something is down.

71 00:11:32.410 ⇒ 00:11:38.050 ihsan saracgil: Yeah, because you’re getting a very funny, excellent.

72 00:11:38.050 ⇒ 00:11:38.900 Uttam Kumaran: Oh…

73 00:11:38.900 ⇒ 00:11:39.600 ihsan saracgil: Hello?

74 00:11:40.930 ⇒ 00:11:41.290 Uttam Kumaran: because of.

75 00:11:41.290 ⇒ 00:11:41.690 ihsan saracgil: Yeah.

76 00:11:41.690 ⇒ 00:11:42.579 Uttam Kumaran: the install.

77 00:11:43.200 ⇒ 00:11:54.430 ihsan saracgil: Yeah, yeah. I mean, it does take a few minutes, but generally, it shows a screen, that it is doing this, and then so on and so forth. Like, right now, it’s not showing anything for you.

78 00:11:55.200 ⇒ 00:11:58.600 ihsan saracgil: I don’t even see the app space, like, my app… I shared it to you, like, my app space.

79 00:11:58.600 ⇒ 00:11:59.570 Uttam Kumaran: Yeah, yeah, yeah.

80 00:12:00.240 ⇒ 00:12:03.839 ihsan saracgil: So, there might be some issue that they might be having here.

81 00:12:03.840 ⇒ 00:12:07.780 Uttam Kumaran: Yeah, I checked their status. Nothing. Let me see.

82 00:12:12.260 ⇒ 00:12:19.449 ihsan saracgil: Let me double-check the offer and the installation, because I can also see that you’re installing something, whatever, on my side.

83 00:12:19.450 ⇒ 00:12:20.120 Uttam Kumaran: Okay.

84 00:12:22.910 ⇒ 00:12:29.100 ihsan saracgil: And then it says requests… Listings… Wife…

85 00:12:36.510 ⇒ 00:12:41.130 ihsan saracgil: While this is happening, can you go to, the listing page?

86 00:12:42.200 ⇒ 00:12:42.660 Uttam Kumaran: Yeah.

87 00:12:42.660 ⇒ 00:12:47.179 ihsan saracgil: I just wanted to say that, yeah, just maybe open up as a separate, thank you.

88 00:12:47.180 ⇒ 00:12:52.039 Uttam Kumaran: Yeah, here, okay, let’s go to, Marketplace.

89 00:12:53.260 ⇒ 00:13:01.549 ihsan saracgil: Yeah, temporal maybe. So, I just wanted to show you something. Sure. This is something that we just launched, we’re going to make an announcement. So, if you go to Pricing.

90 00:13:03.240 ⇒ 00:13:14.620 ihsan saracgil: Yeah, so this is something that we just added, for clients. So we are now the only Agentic BI tool available, and I’m looking forward to your feedback on this one.

91 00:13:14.620 ⇒ 00:13:15.280 Uttam Kumaran: Yes.

92 00:13:15.280 ⇒ 00:13:21.929 ihsan saracgil: That doesn’t require an enterprise deal and going through the sales motion to be able to use it.

93 00:13:22.230 ⇒ 00:13:22.820 Uttam Kumaran: Yeah, that’s great.

94 00:13:22.820 ⇒ 00:13:42.109 ihsan saracgil: No one does it on Snowflake, but basically, like, if you have a client or somebody, who just wants to get access to this thing, and doesn’t necessarily want to, like, you know, they’re at the stage, they can actually just go, like, I don’t know what happens if you click on Get Started, because we haven’t fully, fully launched this thing yet.

95 00:13:42.170 ⇒ 00:13:45.569 ihsan saracgil: It looks like it’s not an option yet, no? You have…

96 00:13:45.570 ⇒ 00:13:46.469 Uttam Kumaran: Oh, because I have the off.

97 00:13:46.470 ⇒ 00:13:48.179 ihsan saracgil: You have an offer, that’s probably.

98 00:13:48.180 ⇒ 00:13:54.339 Uttam Kumaran: But tell me, tell me what the reasoning was. So, I’ve purchased BI tools for, like, the last 10 years.

99 00:13:54.340 ⇒ 00:13:54.710 ihsan saracgil: Yeah.

100 00:13:54.710 ⇒ 00:14:04.920 Uttam Kumaran: Yes, it’s… it’s… it is quite tough, because, for example, Omni, Sigma, like, Omni, their minimum contract is, like, 30 grand. Sigma is also something up there.

101 00:14:05.100 ⇒ 00:14:12.460 Uttam Kumaran: there are some tools that are a little bit cheaper, but they’re kind of rudimentary, and then you have… then the floor is, like, Power BI, which is, like.

102 00:14:12.850 ⇒ 00:14:23.899 Uttam Kumaran: basically, like, they’ve given it out for free, and they’re, like, 10 bucks a license. Tableau is a bit more expensive, they are only yearly. Looker’s only yearly. Like, what was the… what was the strategy? I’m curious.

103 00:14:24.140 ⇒ 00:14:32.650 ihsan saracgil: So there are two components, right? So, we still, you know, our main goal, off Snowflake, or platform.

104 00:14:32.670 ⇒ 00:14:52.019 ihsan saracgil: is that we still deploy this private to you, to these hedge fund asset managers and banks and whatnot, and typically, in that world, we do also have, like, a median account value of, like, you know, 30, 40K or so, so we don’t strictly have a minimum, but, you know, when someone comes in and says, look, like, I just need 5 people.

105 00:14:52.320 ⇒ 00:15:05.219 ihsan saracgil: That’s typically a little too low for us to go do DevOps work for people, right? So, we think of Snowflake, I’m looking forward to your feedback about this, like, we look into Snowflake more as for distribution. Totally.

106 00:15:05.220 ⇒ 00:15:13.250 Uttam Kumaran: Totally, 100%. It was always the bet, you know, because I… I developed an app, so we… early when we started Brainforge.

107 00:15:13.340 ⇒ 00:15:28.439 Uttam Kumaran: I’ve just been, like… I built my whole career on Snowflake, so I was very familiar with data sharing and, like, the marketplace just wasn’t picking up 2-3 years ago, so I released some apps, and I’m… we’ve made a little bit of money, because I just feel like it wasn’t mature.

108 00:15:28.440 ⇒ 00:15:34.439 Uttam Kumaran: And I think it’s a great play. I think you can think about it very similar to, like, the Salesforce marketplace, right?

109 00:15:34.440 ⇒ 00:15:39.000 Uttam Kumaran: So I’ve always believed in it. I’m, like, pumped to see that, like.

110 00:15:39.260 ⇒ 00:15:47.250 Uttam Kumaran: this… this is sort of available, because I’m… I’m curious also about, like, how… what it took to build, but I think it’s a… it’s a great move, you know?

111 00:15:47.250 ⇒ 00:16:01.899 ihsan saracgil: Yeah, that’s what I was hoping to hear, because the cool thing with this is that, look, like, there’s no separate install whatever, so let’s see if this managed to install it, because you were having a interesting…

112 00:16:02.110 ⇒ 00:16:05.700 ihsan saracgil: Page, and my apps are still not loading, so let’s see.

113 00:16:06.430 ⇒ 00:16:09.580 ihsan saracgil: Yeah, so now it actually did. So, say Grant, please.

114 00:16:11.140 ⇒ 00:16:21.720 ihsan saracgil: So I need to grant access first, some, privileges. So now… okay. So now we’re going to go through this, step by step, but let’s launch… say launch app, please.

115 00:16:21.990 ⇒ 00:16:30.610 ihsan saracgil: So, we should just have this on the side, so it will require another, another… Login.

116 00:16:32.160 ⇒ 00:16:35.330 Uttam Kumaran: Oh, should I bring… should I bring up the… okay, I can bring that up again.

117 00:16:35.960 ⇒ 00:16:37.449 Uttam Kumaran: The internal stuff, like…

118 00:16:38.810 ⇒ 00:16:46.509 ihsan saracgil: Yeah, so the next step is, once this is all launched, so we’re gonna, yeah, so just make a last name for yourself.

119 00:16:47.910 ⇒ 00:16:49.290 ihsan saracgil: And then continue.

120 00:16:50.420 ⇒ 00:16:51.160 Uttam Kumaran: Awesome.

121 00:16:51.160 ⇒ 00:16:55.700 ihsan saracgil: Okay, so now you have the app, so we should go back to the previous README, because.

122 00:16:55.700 ⇒ 00:16:56.190 Uttam Kumaran: Yeah.

123 00:16:56.190 ⇒ 00:17:03.360 ihsan saracgil: to run a couple grand access things, but this is how you’re going to launch the app. Like, it’s entirely for inside Snowflake.

124 00:17:03.550 ⇒ 00:17:04.150 Uttam Kumaran: Great.

125 00:17:04.150 ⇒ 00:17:16.009 ihsan saracgil: And going back to the previous, discussion that we were having while this is loading, yeah, Snowflake installation experience is a little bit funny, like, they don’t show you what’s happening, so it’s always a little bit, like, nerve-wracking to watch.

126 00:17:16.010 ⇒ 00:17:17.329 Uttam Kumaran: Yes, I also agree.

127 00:17:17.339 ⇒ 00:17:19.329 ihsan saracgil: I feel like something is breaking down, but it’s actually.

128 00:17:19.329 ⇒ 00:17:21.829 Uttam Kumaran: Yeah, like, you purchase some data, you’re like, it’s like.

129 00:17:22.089 ⇒ 00:17:25.769 Uttam Kumaran: It’s like, you poor, thanks, and then you’re like, what?

130 00:17:25.770 ⇒ 00:17:33.450 ihsan saracgil: Yeah, yeah. So, just do a little test for me, go back to the launch application.

131 00:17:33.450 ⇒ 00:17:35.780 Uttam Kumaran: Yeah, I was just gonna pull this up on the side.

132 00:17:37.100 ⇒ 00:17:44.590 ihsan saracgil: Yeah, and just write hello. Probably your co-pilot is not going to work, because we need to grant access to some models first.

133 00:17:46.990 ⇒ 00:17:52.019 ihsan saracgil: Well, let’s see. We were changing the setup so that it does some of these things more automatically.

134 00:17:52.020 ⇒ 00:17:54.180 Uttam Kumaran: Okay, and this is just the… this is basically.

135 00:17:54.180 ⇒ 00:17:55.139 ihsan saracgil: I said, great.

136 00:17:55.140 ⇒ 00:17:59.839 Uttam Kumaran: And so this is a totally skinned version of the chat, like.

137 00:18:00.370 ⇒ 00:18:02.199 ihsan saracgil: No, this is actually a full version.

138 00:18:02.200 ⇒ 00:18:03.780 Uttam Kumaran: Oh, amazing.

139 00:18:03.900 ⇒ 00:18:06.199 ihsan saracgil: So, I’ll explain you where the.

140 00:18:06.200 ⇒ 00:18:06.570 Uttam Kumaran: Yeah.

141 00:18:06.880 ⇒ 00:18:12.719 ihsan saracgil: So, when it comes to data connectivity and agent connectivity, there are two limitations.

142 00:18:12.810 ⇒ 00:18:28.299 ihsan saracgil: The good thing is, everything is managed by Snowflake. So, you’re using the models from Snowflake, you can bring all the tools from Snowflake, all the AI SQL functions work, so all of those things are supported, semantic views are supported.

143 00:18:28.330 ⇒ 00:18:44.499 ihsan saracgil: You can connect… the MCP server, I think, is not connected yet, so that’s going to become available. Okay. You’re gonna be able to bring agents as a tool that’s coming next, but semantic views, you can already bring them. You can bring skills, go to AI.

144 00:18:45.340 ⇒ 00:19:03.589 ihsan saracgil: tab on the left? Yes. Great, great, great. So, you can add skills here, so skills are supported. You can save your prompts, so it basically comes with, like, one example skill. We show people that, like, here’s, like, a default skill, but if you press add skill, you can add skills to the OpenBB Copilot here.

145 00:19:03.590 ⇒ 00:19:04.040 Uttam Kumaran: Great.

146 00:19:04.040 ⇒ 00:19:13.769 ihsan saracgil: So this is the trade-off on the Snowflake side, right? So your data has to come from Snowflake, as long as it is connected to Snowflake, so now they have this external data component, right?

147 00:19:13.770 ⇒ 00:19:14.140 Uttam Kumaran: Yes.

148 00:19:14.140 ⇒ 00:19:21.550 ihsan saracgil: So as long as they make the connector, you should be able to access it here, so we need to run a few lines of command to run… do a test.

149 00:19:21.550 ⇒ 00:19:34.199 ihsan saracgil: But on the agent side, it’s the same, like, the trade-off here is, if you get the full version of our product off Snowflake, you can bring as many agents as you would like, and it could be any model from anywhere.

150 00:19:34.200 ⇒ 00:19:34.960 Uttam Kumaran: Wow, okay.

151 00:19:34.960 ⇒ 00:19:43.639 ihsan saracgil: Yeah, so here, there’s… you’re limited to OpenBB Copilot, but you can give Snowflake tools to your OpenBB Copilot.

152 00:19:43.720 ⇒ 00:20:01.380 ihsan saracgil: Right? So you can basically, like, we’re gonna add Cortex code when they make an API available, that’s the top of our list right now. But, so here, like, if you… like, we’re gonna go through an example, I don’t know if you have a semantic view readily available, but if you have built Cortex analysts, semantic views, and things of that nature…

153 00:20:01.380 ⇒ 00:20:03.879 Uttam Kumaran: Yeah, we have it on some of our clients, nothing on our own.

154 00:20:05.600 ⇒ 00:20:10.629 Uttam Kumaran: Yeah, I’m totally with you, I, I… so… but I guess, like, explain to me, like.

155 00:20:10.900 ⇒ 00:20:15.600 Uttam Kumaran: I feel like external function calling was really difficult a while ago.

156 00:20:15.600 ⇒ 00:20:16.030 ihsan saracgil: Immediately.

157 00:20:16.030 ⇒ 00:20:17.140 Uttam Kumaran: Like, a lot easier.

158 00:20:17.140 ⇒ 00:20:21.619 ihsan saracgil: Yeah, yeah, so you’re only calling tools that they allow you inside Snowflake.

159 00:20:22.030 ⇒ 00:20:31.929 ihsan saracgil: a limitation, right? So, this is very easy to install on Snowflake. That’s why we make it so that, like, you should be able to go to your client and say, look, I would.

160 00:20:31.930 ⇒ 00:20:32.550 Uttam Kumaran: recommended.

161 00:20:32.550 ⇒ 00:20:36.169 ihsan saracgil: we build this on OpenBB, and if you want to test it, right.

162 00:20:36.390 ⇒ 00:20:44.739 ihsan saracgil: It’s paid as you go, you just need to pay, like, 40, 50 bucks, we make it super affordable at the median rate that I have seen Sigma, Hex, and, like, all.

163 00:20:44.740 ⇒ 00:20:45.440 Uttam Kumaran: Yes, yes.

164 00:20:45.440 ⇒ 00:20:50.790 ihsan saracgil: $70,$80, actually. For sure. Like, you can’t even get it, right? Like, you need to sign into…

165 00:20:50.790 ⇒ 00:21:07.479 Uttam Kumaran: You know they do a two-week… they only do a two-week trial, commonly. It’s like, yeah, and it’s so hard. It’s hard to sell, to be honest. Like, we’re having this discussion with Omni, I’m like, guys, this is a huge decision. It’s also, for me, as a former data leader.

166 00:21:07.640 ⇒ 00:21:11.190 Uttam Kumaran: Picking a tool is, like, a huge decision. It’s like, you can’t walk this back.

167 00:21:11.350 ⇒ 00:21:14.570 Uttam Kumaran: Two weeks is, like, ridiculous. I’m like…

168 00:21:14.570 ⇒ 00:21:31.410 ihsan saracgil: This is all music to my ears, and I’ll explain you our commercial reasoning. We don’t do trials, there’s no… If you want to free trial the version, we have a hosted version, free forever. You can go appreh.openmee.com and see the product free forever. There’s no limits, right? Sure.

169 00:21:31.450 ⇒ 00:21:44.059 ihsan saracgil: But the Snowflake version, there’s no trial version and a full version, right? We just make it available to you at a very low cost, and we accept MCD, right? So, if you want to use the product.

170 00:21:44.060 ⇒ 00:21:54.790 ihsan saracgil: like, fully, with any kind of limitation, it’s a drop in the bucket. Just basically get one sign-up, right? Yeah. For your two people, it will cost you, like, 40 bucks a month. Alright.

171 00:21:54.790 ⇒ 00:21:55.839 Uttam Kumaran: Like, trivial, trivial.

172 00:21:55.840 ⇒ 00:21:58.110 ihsan saracgil: Trivial, like, don’t do a trial.

173 00:21:58.110 ⇒ 00:22:15.999 Uttam Kumaran: Trivial, and again, what’s happening is a lot of our customers are asking us to procure things through AWS Marketplace, or the Microsoft ecosystem, because they already have an existing deal with AWS, or Snowflake, or Microsoft, and Snowflake has some great deals with those

174 00:22:16.160 ⇒ 00:22:28.930 Uttam Kumaran: cloud providers as well, you know? So, I… one thing that’s… that’s happening this year, we’re working with a client, that’s, like, a large tax, like, auditor, and they want to develop, like.

175 00:22:28.940 ⇒ 00:22:36.920 Uttam Kumaran: something where they can process customer data, and land it back, and have… be totally governed, and I’m like, there’s only… Snowflake is the only place

176 00:22:36.960 ⇒ 00:22:38.090 Uttam Kumaran: You could do that.

177 00:22:38.330 ⇒ 00:22:42.639 Uttam Kumaran: in a reasonable amount of time, you know? So that’s, like, it’s really great to see this, yeah.

178 00:22:43.210 ⇒ 00:22:54.059 ihsan saracgil: Yeah, so that’s really the idea, right? Like, we want… so we want two things, right? So we would love to love this product, and show you how to work with it and everything, so that you can comfortably recommend it to everybody.

179 00:22:54.200 ⇒ 00:23:05.050 ihsan saracgil: But also that, like, let’s not wait, right? So, as you guys are building something, your client or yourself, somebody, could always just buy 40, 50 bucks.

180 00:23:05.050 ⇒ 00:23:05.820 Uttam Kumaran: Yes, exactly.

181 00:23:05.820 ⇒ 00:23:11.140 ihsan saracgil: it’s a drop in the bucket. People can use and experience it before they make a big decision.

182 00:23:11.140 ⇒ 00:23:35.949 ihsan saracgil: And when it comes to the decision, right, we have two options. So we still have the enterprise option, right? Like, you can own Snowflake if you guys basically, like, if your client basically says, look, like, you know, we have org-wide, snow… from inside Snowflake, org-wide access, right? So you can… we can still do the contact sales option, and, you know, we basically give you a private offer.

183 00:23:35.950 ⇒ 00:23:47.810 ihsan saracgil: We don’t count seats in that case, you just basically give you a flat price, and everybody in that organization uses it. Great. But also, we would like to enable, and this is something that, you know, we need to get a bit more paperwork, like.

184 00:23:47.810 ⇒ 00:23:48.290 Uttam Kumaran: Yes.

185 00:23:48.290 ⇒ 00:24:00.570 ihsan saracgil: I don’t know how you guys work with Sigma, Omni, whatever you, but we can make you authorized reseller, essentially, and if people would like to deploy OpenBB off Snowflake with a connector to Snowflake.

186 00:24:00.790 ⇒ 00:24:05.210 ihsan saracgil: That’s actually the more common route when we do, like, larger.

187 00:24:05.210 ⇒ 00:24:14.719 Uttam Kumaran: I see, I see, I see. Yeah, yeah, yeah. I mean, look, I think there… this… over time, some… some clients just don’t understand the nuance still, and so sometimes I’m like.

188 00:24:15.150 ⇒ 00:24:21.500 Uttam Kumaran: the best, easiest way to just get the deal for it is, like, we’re landing… we often… almost 90% of our stuff is Snowflake.

189 00:24:21.780 ⇒ 00:24:33.810 Uttam Kumaran: like, we always choose Snowflake for the most part. Some cases, we choose Mother Duck. If it’s on Snowflake, and then… I would… I’m gonna prefer that people just do it all through Snowflake, because on the Snowflake side.

190 00:24:33.870 ⇒ 00:24:41.950 Uttam Kumaran: I’m gonna… they… they’re gonna buy a capacity amount of credits, right? Yes. And, like, I guess tell me how… do you guys, like, can you guys.

191 00:24:41.950 ⇒ 00:24:48.099 ihsan saracgil: Yeah, exactly. So, if they’re buying capacity for your product, right, the stuff that you’re building with.

192 00:24:48.100 ⇒ 00:24:48.780 Uttam Kumaran: Yes.

193 00:24:48.780 ⇒ 00:24:52.689 ihsan saracgil: You can just budget part of that capacity for OpenBB. We accept MCD.

194 00:24:52.690 ⇒ 00:24:54.050 Uttam Kumaran: Okay, okay, perfect.

195 00:24:54.050 ⇒ 00:24:54.510 ihsan saracgil: Hold on.

196 00:24:54.510 ⇒ 00:24:55.320 Uttam Kumaran: clear, yeah.

197 00:24:55.320 ⇒ 00:25:12.449 ihsan saracgil: Exactly. So basically, what we can do is that, look, throughout the process, you can just buy individual seats, that’s the whole point, right? You buy a few seats so that people interactively and continuously see the product, and don’t wait for some obscure deal to go through, so they can keep the stuff.

198 00:25:12.460 ⇒ 00:25:27.650 ihsan saracgil: That’s the thing, like, we give you free access, your client… look, if it’s a trial, and if you’re talking about, like, you know, a decent number of people needs to access, we can just make them a private offer for them to do it, but, like, typically, this is for us to avoid a trial, just…

199 00:25:27.650 ⇒ 00:25:35.780 Uttam Kumaran: Yeah, but typically the way we’re gonna work is I’ll show… we’ll show them… most of it is actually, like, for the folks that we talk to, it’s like…

200 00:25:35.950 ⇒ 00:25:50.469 Uttam Kumaran: they just want to trust that the functionality’s there, and it’s a recommended tool, and that we recommend it. So I’ll show them our instance, and, like, for the most part, they’re, like, typically good to go, because we’re doing a lot of the implementation, working with the people that work for our stakeholders, so…

201 00:25:50.470 ⇒ 00:25:50.820 ihsan saracgil: Yeah.

202 00:25:50.820 ⇒ 00:25:53.580 Uttam Kumaran: I feel like I’m totally with you there. I don’t know.

203 00:25:53.580 ⇒ 00:26:11.180 ihsan saracgil: Yeah, and for the final sale, yeah, yeah, so for the final sales, I was just finishing the thought. So for that one, again, since we are… we accept MCD, the way that you guys should think about it is that, depending on how many, like, you know, if this is feasible versus, you know, a whole org with lots of users and whatnot.

204 00:26:11.180 ⇒ 00:26:24.379 ihsan saracgil: We should basically just come to an agreement in terms of, like, what is the payment that, OpenBB is going to receive for that Snowflake offer. We have a private… we put a private offer there. The private offer is going to come through the MCD.

205 00:26:24.890 ⇒ 00:26:37.449 ihsan saracgil: Perfect. Right, so there’s no… Perfect. …seats, it’s just, like, we use counting seats for pricing, just to get an understanding of, like, you know, are we dealing with 500 people, 5,000 people?

206 00:26:37.450 ⇒ 00:26:38.390 Uttam Kumaran: Yes, perfect.

207 00:26:38.390 ⇒ 00:26:47.439 ihsan saracgil: And based on that, there’s gonna be a flat fee, that’s your private offer, it doesn’t limit the number of users and whatnot, and that just becomes part of your capacity agreement budget.

208 00:26:47.440 ⇒ 00:26:55.660 Uttam Kumaran: Yeah, and that’s great, because I’m oftentimes trying to pitch people to sign the capacity to get the discounts, and loop as many in, because…

209 00:26:55.820 ⇒ 00:27:08.610 Uttam Kumaran: it’s one contract, it’s a governed, it’s, like, very easy. The bigger companies we go to, the vendor process is the worst, right? And so, I also think for a distribution, it’s so perfect. Like, it makes a…

210 00:27:08.610 ⇒ 00:27:09.370 ihsan saracgil: Thank you all.

211 00:27:09.590 ⇒ 00:27:09.990 Uttam Kumaran: Yeah.

212 00:27:09.990 ⇒ 00:27:18.269 ihsan saracgil: Yeah, exactly. Look, I’m looking forward to the very honest feedback on this one, but our struggle always been that there’s these established players, and we’re the newest.

213 00:27:18.470 ⇒ 00:27:20.290 ihsan saracgil: And we want to maximize this to.

214 00:27:20.290 ⇒ 00:27:33.669 Uttam Kumaran: Yeah, give me a sense of the… give me a sense of the competition and the… and the market a little bit, because your product… I’ve known about OpenV… I, like, I know your repo from a while ago. I haven’t used the tool, but I’m curious, like.

215 00:27:34.010 ⇒ 00:27:52.309 Uttam Kumaran: yeah, like, where do you see this… where do you see the tool fit? Because in one sense, it’s sort of similar to, like, kind of, like, open work and, like, co-work, right, in terms of, like, financial workspace. But in another sense, it’s like, yeah, I know you have also all the data platform inner workings, like, tell me the… the sort of, like, yeah.

216 00:27:52.310 ⇒ 00:27:59.970 ihsan saracgil: So, I mean, functionally, right, so there’s an element of functional and the commercial reality. So, functionally.

217 00:27:59.970 ⇒ 00:28:13.229 ihsan saracgil: people basically build these things as, like, you know, I want to build my internal Bloomberg, I want to build my internal workstation, right? So it’s very comprehensive, entire investment teams, middle office, back office, front office.

218 00:28:13.230 ⇒ 00:28:14.229 Uttam Kumaran: Yeah, yeah, yeah.

219 00:28:14.230 ⇒ 00:28:28.309 ihsan saracgil: So, functionally, that’s how people see OpenBB, but this is the future of the workspace. You know, it’s basically everything comes with AI, every piece of data, you can throw whatever, because we don’t sell data, you can throw whatever data at this.

220 00:28:28.330 ⇒ 00:28:48.600 ihsan saracgil: You can basically do all sorts of custom visualizations, we can deal with PDFs and this and that, market data, high frequency data, whatever, right? So, it has the looks and feels, like, once we, you know, enable these things and go through a couple of examples, you’re gonna see that, look, like, you’re essentially building an internal Bloomberg on Snowflake.

221 00:28:48.600 ⇒ 00:28:58.790 ihsan saracgil: Right? And it’s future-proof, because it’s not a dashboarding tool with the AI on the side. Just press the full chat mode here on the chat side.

222 00:28:58.790 ⇒ 00:29:01.840 ihsan saracgil: So, this is our chat GPT mode.

223 00:29:01.840 ⇒ 00:29:25.009 ihsan saracgil: So, when you work here, you can tag, like, cursor, you can tag all your widgets, you can tag all of your applications, you can write one massive prompt, and it will generate an entire dashboard for you, right? So, we’re gonna go through some examples, but… Yeah. So basically, functionally, people basically see that, look, like, I’m building an org-wide, team-wide, internal investor interface, right? Right.

224 00:29:25.200 ⇒ 00:29:29.720 ihsan saracgil: But commercially and practically, from a CTO perspective.

225 00:29:29.790 ⇒ 00:29:54.630 ihsan saracgil: you’re essentially competing with all the tools that they could buy, all these other BI tools with AI features, when they’re building these internal stuff. So, what do they do… build these type of tools with, right? So, it’s either some of these legacy BI tools that you’re competing. We have one of our biggest hedge fund clients, a big snowflake client also, Causeway Capital. So, for them, they were, they were using Streamlit.

226 00:29:54.630 ⇒ 00:29:59.010 ihsan saracgil: But the thing is, like, they had a graveyard of stream node applications, right?

227 00:29:59.010 ⇒ 00:30:01.149 Uttam Kumaran: It’s really tough to develop, by the way.

228 00:30:01.150 ⇒ 00:30:25.910 ihsan saracgil: Yeah, it’s tough to develop, and then no one uses it after it’s done, right? So people wipe-code stuff, and then as soon as it’s over, it’s impossible to maintain, and then, you know, you can’t add functionalities and whatnot, so it just doesn’t work at the end of the day, right? So we are competing with, like, you know, internal, practically and commercially. What are all the other tools available to you to build a front-end agentic interface

229 00:30:25.910 ⇒ 00:30:35.230 ihsan saracgil: For your investor users, or bank users, and whatnot, right? So there, you’re not competing with likes of Bloomberg, in fact, because those are data.

230 00:30:35.230 ⇒ 00:30:36.159 Uttam Kumaran: Yes, for sure.

231 00:30:36.160 ⇒ 00:30:49.340 ihsan saracgil: We’re basically competing against all the other tools that are available that they can… and that’s where we realized that, look, like, we need to be comparable and better, pricing-wise, distribution-wise, to likes of, like.

232 00:30:49.340 ⇒ 00:31:03.620 ihsan saracgil: Omnis and Sigmas of the world, right? So, you know, I heard a lot of partners during that Snowflake partner meeting that they said, look, like, I’m selling a data product, data migration on Snowflake, DBP to build models, then I have a deal with Sigma.

233 00:31:03.620 ⇒ 00:31:19.290 ihsan saracgil: Sigma, I’m basically giving them a Sigma interface. We want OpenBB to be the interface. If you’re a financial institution client, this is gonna make… feel like logging into the feature version of Bloomberg, but it runs on Snowflake entirely.

234 00:31:19.460 ⇒ 00:31:20.470 Uttam Kumaran: Yeah. Yeah.

235 00:31:20.470 ⇒ 00:31:33.380 ihsan saracgil: So that’s sort of, like, the vision, like, pricing, commercially, functionality, like, we’re actually competing with, you know, and this took us a while to understand, but we are actually competing with every other BI tool that’s available on Snowflake.

236 00:31:33.380 ⇒ 00:31:40.029 Uttam Kumaran: Yeah, and you’re also competing, like, this is where I sort of push back sometimes, because, you know, we’ve been using AI a lot, I’m like.

237 00:31:40.210 ⇒ 00:31:48.220 Uttam Kumaran: it’s not… it was never really about the visualization as much as, like, the answer, and, like, a rich answer, and I feel like there’s gonna be a… it’s a…

238 00:31:48.600 ⇒ 00:32:02.829 Uttam Kumaran: I don’t know what happens to the dashboard when people are just chatting and getting the answer they need, right? So… and you’re right, I feel like the biggest piece of this is actually just being able to procure the whole thing through Snowflake, and really nailing the data governance, like, question.

239 00:32:03.010 ⇒ 00:32:23.100 ihsan saracgil: Yeah, so the good thing here, and I think this is a good selling point, you guys should also consider, when you turn on OpenBB, right, you are entirely operating inside your own Snowflake account. Like, no data is leaving, it’s not like you need to deploy something else in case of Sigma, you’re not logging into something else, right?

240 00:32:23.100 ⇒ 00:32:26.459 Uttam Kumaran: Yeah, yeah, yeah, no, that’s, like, that’s the pitch, yeah, for sure.

241 00:32:26.730 ⇒ 00:32:39.719 ihsan saracgil: You’re logging into the exact same Snowflake account that you have. This just basically, in the background, is spin up a Snowpark container for you, where it is running. You own it, it’s completely yours. And let’s finish the onboarding here.

242 00:32:39.720 ⇒ 00:32:40.390 Uttam Kumaran: Yeah, yeah.

243 00:32:40.390 ⇒ 00:32:44.110 ihsan saracgil: So let’s do… we did step one on that page, so… Yeah, so I have another…

244 00:32:44.400 ⇒ 00:32:49.859 Uttam Kumaran: Yeah, I have my instance open here, so I think I have… I have all… okay, so I have to do the.

245 00:32:49.860 ⇒ 00:32:55.630 ihsan saracgil: Yeah, so maybe in interest of time, if you need to drop off, we can just go through, like, I can explain you what is.

246 00:32:55.630 ⇒ 00:32:56.899 Uttam Kumaran: Yeah, yeah, please, please, please.

247 00:32:56.900 ⇒ 00:33:10.609 ihsan saracgil: So, part two is just basically you enabling Snowflake Cortex models to become available in your case. Like, you need to basically run these things so that, just basically name your application something.

248 00:33:10.610 ⇒ 00:33:10.940 Uttam Kumaran: Yes.

249 00:33:10.940 ⇒ 00:33:15.770 ihsan saracgil: And this is going to allow all the Cortex AI SQL functions and whatnot

250 00:33:15.770 ⇒ 00:33:39.820 ihsan saracgil: Right? So if you’re working with tables, for instance, right, so those AI aggregate, AI extract, all of these things, inside our widgets, you can run every single function, AI function that these guys make available, everything is supported. So you need to basically run this to enable all of that. The 0.3 is the most important piece. The 0.3 is essentially for

251 00:33:41.050 ⇒ 00:33:51.349 ihsan saracgil: how to grant access to some of your databases… Okay. Use to OpenBB. So the way this works is that, if you have time, we should do this. If you don’t have time.

252 00:33:51.350 ⇒ 00:33:55.530 Uttam Kumaran: No, no, yeah, let’s do it. I’m just gonna make the app really quick, and then.

253 00:33:55.530 ⇒ 00:34:07.800 ihsan saracgil: Yeah, so… Let’s see if I even… yeah, so I think that piece, one, we have already run, but to be safe, if you want to do it again, you can just basically run this on, some notebook, you can run it on a SQL sheet, you can run…

254 00:34:07.800 ⇒ 00:34:13.030 Uttam Kumaran: Yeah, I just have it up… I just have it up next to me, but where do I find the… where do I find the application name?

255 00:34:14.020 ⇒ 00:34:24.059 ihsan saracgil: What did you name your application? So, if you didn’t do anything, I believe it just calls, like, OpenBB, just see what… where it installed, like, go to your database, explore, whatever, you’re gonna see something open.

256 00:34:24.060 ⇒ 00:34:26.880 Uttam Kumaran: Oh, I see, I see, OpenBB workspace, okay, I got it, yeah.

257 00:34:26.880 ⇒ 00:34:29.560 ihsan saracgil: So that’s the name of your application,

258 00:34:29.870 ⇒ 00:34:34.820 ihsan saracgil: Actually, Snowflake kind of hid that from you. It should be explicit. You can rename it if you want, but yeah.

259 00:34:34.820 ⇒ 00:34:41.830 Uttam Kumaran: Okay, that’s okay. Yeah, so let me just do this. So user default workspace is…

260 00:34:42.780 ⇒ 00:34:45.029 Uttam Kumaran: Okay, yeah, I think we already… okay.

261 00:34:47.699 ⇒ 00:34:51.730 Uttam Kumaran: I’ll just put everything on our normal warehouse for now, I can change it later.

262 00:34:55.360 ⇒ 00:34:56.739 Uttam Kumaran: Okay…

263 00:35:19.750 ⇒ 00:35:22.919 Uttam Kumaran: Okay, so that’s… this is done…

264 00:35:24.010 ⇒ 00:35:26.920 Uttam Kumaran: This is done, this is done…

265 00:35:27.350 ⇒ 00:35:33.620 Uttam Kumaran: This time, this is done, this is done… okay, this is… All good.

266 00:35:33.620 ⇒ 00:35:45.169 ihsan saracgil: Now, yeah, let’s pick a sample database, view, whatever you guys would like to use. Let’s pick something, if you guys have, like, Snowflake public data, whatever.

267 00:35:45.170 ⇒ 00:35:59.760 ihsan saracgil: Whatever you would like to try, so… Sure. The first part is essentially one of your databases, so basically, like, the way that this works is OpenDB gets access to the databases and views that you specifically grant access as an admin.

268 00:36:00.220 ⇒ 00:36:00.770 Uttam Kumaran: Okay.

269 00:36:01.240 ⇒ 00:36:02.530 Uttam Kumaran: Okay, I have one.

270 00:36:02.840 ⇒ 00:36:08.720 Uttam Kumaran: Let me go ahead and just… Not these.

271 00:36:12.260 ⇒ 00:36:13.940 Uttam Kumaran: Then…

272 00:36:45.560 ⇒ 00:36:46.370 Uttam Kumaran: Okay.

273 00:36:46.550 ⇒ 00:36:48.200 Uttam Kumaran: This is done.

274 00:36:48.790 ⇒ 00:37:01.050 ihsan saracgil: Okay, if you have a shared database view, there’s a… there is… you need to run something else. Just be aware of that, like, if you want to do things like Snowflake Public, which is a shared database.

275 00:37:01.050 ⇒ 00:37:01.420 Uttam Kumaran: Yeah.

276 00:37:01.420 ⇒ 00:37:02.039 ihsan saracgil: view, the right.

277 00:37:02.040 ⇒ 00:37:03.080 Uttam Kumaran: It’s gonna be imported, okay.

278 00:37:03.080 ⇒ 00:37:08.030 ihsan saracgil: Yeah, you need to run something else, so just keep that in mind, but if you just did something that you guys owned…

279 00:37:08.030 ⇒ 00:37:08.960 Uttam Kumaran: Internal, yeah.

280 00:37:08.960 ⇒ 00:37:12.459 ihsan saracgil: Okay, just go to apps now, on your left.

281 00:37:12.870 ⇒ 00:37:15.910 ihsan saracgil: Yeah, so now the… refresh the backend, please.

282 00:37:17.500 ⇒ 00:37:21.140 ihsan saracgil: Okay, so when you go to Widgets on your left.

283 00:37:22.760 ⇒ 00:37:30.300 ihsan saracgil: widgets. So… when this is done, so we will see… we might need to do a hard refresh.

284 00:37:30.300 ⇒ 00:37:30.890 Uttam Kumaran: Yeah.

285 00:37:30.890 ⇒ 00:37:31.779 ihsan saracgil: First time around.

286 00:37:31.780 ⇒ 00:37:32.510 Uttam Kumaran: grants.

287 00:37:32.670 ⇒ 00:37:46.759 ihsan saracgil: Yeah, so this is going to show you, all of your tables that was available inside that database. It’s going to become a widget. So I just want to show you how that looks, and then we’ll go through maybe, like, one or two examples.

288 00:37:46.760 ⇒ 00:37:47.649 Uttam Kumaran: Okay, okay.

289 00:37:49.270 ⇒ 00:37:59.490 ihsan saracgil: Yeah, so first time when you grant access to stuff, loading ev- like, it’s converting everything that you granted access to into a widget form, so it takes a little bit of time when you first do it.

290 00:37:59.490 ⇒ 00:38:03.980 Uttam Kumaran: And this is all, like, part of the SDK. You could do, like, UI elements and things like that.

291 00:38:03.980 ⇒ 00:38:06.470 ihsan saracgil: Yeah, exactly. So now let’s click on Widgets, please.

292 00:38:06.620 ⇒ 00:38:15.290 ihsan saracgil: Yeah, click on… look. So, you see, like, it looks like you have added 3 user delinas, this is your stuff?

293 00:38:15.290 ⇒ 00:38:20.910 Uttam Kumaran: Yeah, this is… this… this should be the… the main, tables. Like, SEC covered page tests.

294 00:38:20.910 ⇒ 00:38:21.470 ihsan saracgil: Yeah.

295 00:38:21.470 ⇒ 00:38:21.950 Uttam Kumaran: festival.

296 00:38:21.950 ⇒ 00:38:23.370 ihsan saracgil: Okay, good, so…

297 00:38:23.530 ⇒ 00:38:38.850 ihsan saracgil: So you’re gonna get two different types of widgets, right? So when you grant access to a database, two things happen. One, every one of your tables and views themselves become widgets, so the other thing is, what you’re seeing here is Python and SQL,

298 00:38:38.900 ⇒ 00:38:48.089 ihsan saracgil: These are blank widgets. Think of it as, like, notebooks, right? So you have a SQL cell, Markdown cell, Python cell, same idea here. We call them widgets instead of.

299 00:38:48.090 ⇒ 00:38:49.850 Uttam Kumaran: On the fly, like, on the fly.

300 00:38:49.850 ⇒ 00:39:02.480 ihsan saracgil: Yeah, exactly. Yeah, exactly. So when… it will allow you to essentially query that database inside the SQL and Python widget, okay? Okay. So now, say, create a dashboard on your left.

301 00:39:03.960 ⇒ 00:39:08.760 ihsan saracgil: Under my dashboards, create a dashboard. Okay, just add the widgets.

302 00:39:09.240 ⇒ 00:39:13.060 ihsan saracgil: Yeah, so now just add your user billing, like, you know, add the user billing.

303 00:39:13.060 ⇒ 00:39:13.690 Uttam Kumaran: Yeah, yeah, yeah.

304 00:39:13.690 ⇒ 00:39:16.380 ihsan saracgil: Whatever you guys want, just add one, something, doesn’t really matter.

305 00:39:16.380 ⇒ 00:39:19.139 Uttam Kumaran: Dude, I need to confirm if this even has a…

306 00:39:19.290 ⇒ 00:39:26.369 Uttam Kumaran: If this one even has data in it, let me, let me pick another one that has something in it. Yeah, give me one sec.

307 00:39:27.580 ⇒ 00:39:29.859 Uttam Kumaran: I just got the wrong schema name.

308 00:39:33.540 ⇒ 00:39:35.360 Uttam Kumaran: This one will be a lot richer.

309 00:39:36.430 ⇒ 00:39:39.850 Uttam Kumaran: And this is actually… should have some financial data, because,

310 00:39:40.600 ⇒ 00:39:43.870 Uttam Kumaran: Early on, we were doing a lot of stuff with 13F data.

311 00:39:44.460 ⇒ 00:39:46.509 Uttam Kumaran: But hopefully this will be a good use case.

312 00:39:51.480 ⇒ 00:39:54.869 Uttam Kumaran: Okay, I’m just gonna go back to widgets, and then confirm…

313 00:39:59.130 ⇒ 00:40:00.990 Uttam Kumaran: Let’s do a res… let’s do a res…

314 00:40:03.780 ⇒ 00:40:05.580 ihsan saracgil: You grant access to another database?

315 00:40:05.580 ⇒ 00:40:12.170 Uttam Kumaran: Yeah, just another schema, the other scheme I had was old.

316 00:40:19.610 ⇒ 00:40:20.620 Uttam Kumaran: Okay, and then…

317 00:40:22.820 ⇒ 00:40:24.949 ihsan saracgil: Yeah, so you haven’t built any apps, so you should.

318 00:40:24.950 ⇒ 00:40:25.489 Uttam Kumaran: Oh, I see.

319 00:40:25.490 ⇒ 00:40:29.089 ihsan saracgil: I know widgets, yeah, yeah. So first, you just basically see them as widgets.

320 00:40:29.260 ⇒ 00:40:32.019 Uttam Kumaran: Okay. Yeah, this should bring in a few more tables.

321 00:40:32.020 ⇒ 00:40:37.219 ihsan saracgil: So you’re gonna make a dashboard, and then you’re gonna save it as a… Okay, so you have a bunch of new stuff, so just pick.

322 00:40:37.220 ⇒ 00:40:37.550 Uttam Kumaran: Yeah.

323 00:40:37.550 ⇒ 00:40:41.900 ihsan saracgil: Just go to your dashboard, and just say Add Widget, you can also right-click.

324 00:40:42.830 ⇒ 00:40:46.379 ihsan saracgil: Yeah, so now, just pick whatever you want.

325 00:40:46.380 ⇒ 00:40:54.550 Uttam Kumaran: Yeah, so this was, cover page data, cover page data, info table data… Okay?

326 00:40:55.050 ⇒ 00:40:56.840 ihsan saracgil: Yeah, okay, so add widgets.

327 00:40:58.360 ⇒ 00:41:05.870 ihsan saracgil: Alright, so, just click run, or you can do Shift-Enter. Like, so it feels… this is like a notebook.

328 00:41:05.870 ⇒ 00:41:06.370 Uttam Kumaran: of it.

329 00:41:06.370 ⇒ 00:41:18.649 ihsan saracgil: type of thing. So, I think you may not… we may not assign the proper warehouse to this. Just go to option number one. So, I think it did it… sorry, the step number one.

330 00:41:18.650 ⇒ 00:41:20.740 Uttam Kumaran: Yeah, grant usage on warehouse.

331 00:41:20.740 ⇒ 00:41:22.460 ihsan saracgil: So I think, I thought

332 00:41:22.910 ⇒ 00:41:34.999 ihsan saracgil: We did it under the hood, but it actually didn’t, so we should do this one first. We actually skipped it. It looked like Snowflake was doing this automatically, but I don’t think it did. So we need to assign a proper warehouse, please.

333 00:41:35.210 ⇒ 00:41:36.679 Uttam Kumaran: Yeah, okay, so I…

334 00:41:37.400 ⇒ 00:41:42.280 ihsan saracgil: So this is where you’re gonna get the compute billing and snowpark Container Services in your bill.

335 00:41:42.280 ⇒ 00:41:43.270 Uttam Kumaran: Cool, okay.

336 00:41:43.790 ⇒ 00:41:45.890 Uttam Kumaran: This should work now…

337 00:41:46.390 ⇒ 00:41:50.169 ihsan saracgil: Yeah, do a hard refresh, just in case, but yeah, I think it should…

338 00:41:50.280 ⇒ 00:41:58.199 ihsan saracgil: Yeah, if they’re signed right away, it should be good. Alright, so there you go. So now your widgets are working, it’s pulling something, I don’t know what this is, but it’s getting something.

339 00:41:58.200 ⇒ 00:42:01.499 Uttam Kumaran: It’s actually financial… it’s actually, like, public financial data, so…

340 00:42:01.780 ⇒ 00:42:09.530 ihsan saracgil: Okay, so there you go. So the way that this works now is that, look, like, at the top, so you can hide the SQL. If you press the SQL button.

341 00:42:11.410 ⇒ 00:42:13.829 ihsan saracgil: Now, onto… to your right, Off the top of.

342 00:42:13.830 ⇒ 00:42:14.340 Uttam Kumaran: Oh, great.

343 00:42:14.340 ⇒ 00:42:18.059 ihsan saracgil: Yeah, exactly. So that basically hides the editor piece. So you can do this.

344 00:42:18.060 ⇒ 00:42:18.559 Uttam Kumaran: Thank you, great.

345 00:42:18.560 ⇒ 00:42:27.289 ihsan saracgil: you can execute Python, and if you right-click on your screen, there should be an option, like, just an empty space, one of the black space.

346 00:42:27.510 ⇒ 00:42:28.370 Uttam Kumaran: Oh, okay.

347 00:42:28.370 ⇒ 00:42:32.840 ihsan saracgil: Yeah, just right-click, so mark down notes, so those are… so this basically is functional…

348 00:42:32.840 ⇒ 00:42:33.500 Uttam Kumaran: It’s like a notebook.

349 00:42:33.500 ⇒ 00:42:40.999 ihsan saracgil: notebook, right? So, but it’s in dashboard form, right? So, markdown you add like this, SQL and Python you edit manually yourself.

350 00:42:41.000 ⇒ 00:42:46.069 Uttam Kumaran: Oh, I see. So each of these are tiles, you can then probably move to, like, this…

351 00:42:46.070 ⇒ 00:43:02.329 ihsan saracgil: Exactly, you can move it around, you can do whatever you want with it, you can resize it. Perfect. So, this basically turns on a default visualization option, right? So you can keep everything around, you can collapse the menus on the side, so you can basically create more like a, yeah, whatever.

352 00:43:02.330 ⇒ 00:43:12.109 ihsan saracgil: But this is your visualization layer, right? So, if you have something meaningful here, you just basically go to chart settings and play around with it, so you have some unstructured data here, so it probably needs a little.

353 00:43:12.110 ⇒ 00:43:15.659 Uttam Kumaran: Yeah, yeah, it’s gotta be… yeah, but… I’m with you, yeah.

354 00:43:15.660 ⇒ 00:43:22.599 ihsan saracgil: It’s pretty straightforward, so there’s an option for chart settings on that menu. Just go scroll down. No, this is, data.

355 00:43:23.180 ⇒ 00:43:26.009 ihsan saracgil: Like, you can play with, view, like, chart settings.

356 00:43:26.140 ⇒ 00:43:45.750 ihsan saracgil: Yeah, so you can basically… so this is click and point-and-click type of work, right? If you want to build a custom visualization, whatnot, so this uses AG Grid, which is highly performant. Yes. But if you would like to do something custom, you open up a Python sheet and copy-paste your Python code. Anything you can run inside the notebook, you can also run it here.

357 00:43:45.920 ⇒ 00:43:46.620 Uttam Kumaran: Okay.

358 00:43:46.620 ⇒ 00:43:53.739 ihsan saracgil: So, they’re functionally identical. So, I wanted to show you, like, once you run these type of things, look, couple things. So.

359 00:43:53.740 ⇒ 00:43:54.170 Uttam Kumaran: Yeah.

360 00:43:54.170 ⇒ 00:43:55.479 ihsan saracgil: the plus button?

361 00:43:56.580 ⇒ 00:44:00.720 ihsan saracgil: on the top, That’s something on top of the widget, not on top of the…

362 00:44:00.720 ⇒ 00:44:01.680 Uttam Kumaran: Oh, oh yeah.

363 00:44:01.900 ⇒ 00:44:06.120 ihsan saracgil: Okay, so now, you see go to your chat, it’s in the context of your page.

364 00:44:06.120 ⇒ 00:44:06.800 Uttam Kumaran: Oh, great, great.

365 00:44:06.800 ⇒ 00:44:09.190 ihsan saracgil: So now your co-pilot has access to this data.

366 00:44:09.190 ⇒ 00:44:14.640 Uttam Kumaran: Yeah, so I can just say something like… Describe what I’m looking at.

367 00:44:17.160 ⇒ 00:44:17.810 ihsan saracgil: Yeah.

368 00:44:22.850 ⇒ 00:44:25.839 ihsan saracgil: Did we run… we run 0.2, yeah?

369 00:44:26.620 ⇒ 00:44:34.490 Uttam Kumaran: I did run .2… Run these commands… Yeah.

370 00:44:34.680 ⇒ 00:44:45.920 ihsan saracgil: Yeah, yeah, okay, so open up a new one and just resend this, please, because when you first launch it, sometimes it’s a little bit tricky. You can also do it, like, just do at, like, just so that you see it.

371 00:44:45.920 ⇒ 00:44:47.319 Uttam Kumaran: Oh, yeah, yeah, yeah.

372 00:44:47.320 ⇒ 00:44:50.090 ihsan saracgil: So, every one of your widgets, it’s like cursor, so every one…

373 00:44:50.090 ⇒ 00:44:50.690 Uttam Kumaran: Cursor.

374 00:44:50.690 ⇒ 00:44:58.509 ihsan saracgil: widgets, you can basically tag it, and, if you turn, like, I can… yeah, so those settings, like, just… yeah, when you’re done, I’ll show you what that is.

375 00:45:04.060 ⇒ 00:45:09.089 Uttam Kumaran: Okay, I mean, it’s… it’s actually, like, I could tell it’s looking at it. Maybe it’s.

376 00:45:09.090 ⇒ 00:45:16.010 ihsan saracgil: Yeah, there’s something funny here, because it actually is not properly accessing it, so, just make sure that, like, you run…

377 00:45:16.010 ⇒ 00:45:21.470 Uttam Kumaran: Yeah, I’ll… I can go run this, yeah. I’ll go play around. I see it. I see the vision.

378 00:45:21.700 ⇒ 00:45:28.660 ihsan saracgil: Yeah, yeah, because what happened here was that, like, remember, when we logged in before running these things, you just wrote hello, and it did something?

379 00:45:28.660 ⇒ 00:45:29.150 Uttam Kumaran: Yes, yes, yes.

380 00:45:29.150 ⇒ 00:45:42.569 ihsan saracgil: So it is accessing your model, but the… it might… what I’m guessing is happening from this response is that it has access to what it sees on the front end, but it actually doesn’t have the snowflake access to go query it.

381 00:45:42.570 ⇒ 00:45:43.500 Uttam Kumaran: I see, okay.

382 00:45:43.500 ⇒ 00:46:08.469 ihsan saracgil: That might be what’s going on. So it looks like it is working, but it’s actually not properly configured. Okay. But once we go through this, like, if you run into an issue later, just let me know, but when you run this properly and refresh, it should be fine, because afterwards, basically, it has access to the same data as here. And what I recommend typically working with this is that, like, build Snowflake-native tools, like semantic views and

383 00:46:08.470 ⇒ 00:46:11.720 ihsan saracgil: whatnot, because once those things are available…

384 00:46:11.720 ⇒ 00:46:12.690 Uttam Kumaran: inherit it.

385 00:46:12.690 ⇒ 00:46:23.570 ihsan saracgil: It’s just inherited, and that just basically gives you a much better experience until we get to Cortex Code. Like, right now, we can’t support Cortex Code, because Cortex Code has no API.

386 00:46:23.570 ⇒ 00:46:23.960 Uttam Kumaran: Yeah.

387 00:46:23.960 ⇒ 00:46:35.859 ihsan saracgil: Cortex code is only integrated with small site, you can’t run it inside the NATO app, but that’s the next thing that is going to be coming, so you’re going to be able to just basically OpenVB Copilot, it is our agent.

388 00:46:35.860 ⇒ 00:46:58.899 ihsan saracgil: powered by Snowflake, it’s gonna be able to use Cortex code directly, so it’s just basically gonna delegate. So the way that it works best right now is that you just basically bring some of those Snowflake stuff, and then it says, look, like, I have a semantic view, I’m gonna use this to generate the query, it will execute blah blah blah. But I don’t think this is properly configured, so it’s basically seeing what’s in here, but it’s actually not doing anything with it.

389 00:46:59.400 ⇒ 00:47:00.869 Uttam Kumaran: Cool. Makes sense, makes sense.

390 00:47:00.870 ⇒ 00:47:04.730 ihsan saracgil: Yeah, but this is the idea, right? So I can send you some video demos.

391 00:47:05.030 ⇒ 00:47:05.570 Uttam Kumaran: Right.

392 00:47:05.570 ⇒ 00:47:08.890 ihsan saracgil: Afterwards, it’s, like, basically, you have…

393 00:47:09.120 ⇒ 00:47:15.449 Uttam Kumaran: And I would love to see the, if the… did you mention the MCP is, like, is available?

394 00:47:15.530 ⇒ 00:47:24.459 ihsan saracgil: So, MCP, I need to double check. We’re normally MCP compatible. I’m not sure we make MCP available inside Snowflake yet.

395 00:47:24.460 ⇒ 00:47:25.139 Uttam Kumaran: Okay, that’s okay.

396 00:47:25.140 ⇒ 00:47:38.510 ihsan saracgil: our main product, if you can connect any MCP server, but for Snowflake, actually, their guidance was not so much to rely on the MCP, because you have a native connector to the data.

397 00:47:38.510 ⇒ 00:47:39.649 Uttam Kumaran: Yeah, yeah.

398 00:47:39.650 ⇒ 00:47:40.560 ihsan saracgil: Yeah, and Nate…

399 00:47:40.560 ⇒ 00:47:41.100 Uttam Kumaran: Convenient.

400 00:47:41.100 ⇒ 00:47:49.719 ihsan saracgil: Yeah, yeah, for external MCP servers, it’s a little bit complicated, like you were saying. Like, making external calls is typically, you know.

401 00:47:49.720 ⇒ 00:47:50.460 Uttam Kumaran: Yeah, yeah, yes.

402 00:47:50.460 ⇒ 00:47:55.500 ihsan saracgil: Quite a bit of work, and inside Snowflake, like, what is the use case that you want to be able to use MCP for?

403 00:47:55.500 ⇒ 00:48:03.450 Uttam Kumaran: No, I mean, like, you may have, like, for example, like, we use a project management tool, Linear. I want to maybe, like, reference one of our tickets.

404 00:48:03.450 ⇒ 00:48:05.409 ihsan saracgil: But it’s running inside Snowflake?

405 00:48:05.410 ⇒ 00:48:08.440 Uttam Kumaran: No, no, no, it’s not running inside SoFlake, it’s like an external MCP.

406 00:48:08.860 ⇒ 00:48:16.660 ihsan saracgil: Yeah, yeah, so Snowflake does not gonna support that, so for that to work, you actually need an Snowflake-hosted MCPO.

407 00:48:16.660 ⇒ 00:48:17.719 Uttam Kumaran: Okay, okay, okay, okay.

408 00:48:17.720 ⇒ 00:48:29.999 ihsan saracgil: So our main product, right, which is off Snowflake, that supports any MCPU server. We don’t care what it is and what it is coming from and things of that nature, so there you can use it, but inside Snowflake, you actually can’t.

409 00:48:30.000 ⇒ 00:48:34.069 Uttam Kumaran: Okay, yeah, I was looking into creating some hosted Snowflake MCP yesterday.

410 00:48:34.360 ⇒ 00:48:36.229 Uttam Kumaran: It’s a little bit of a process, but yeah.

411 00:48:36.230 ⇒ 00:48:46.570 ihsan saracgil: It’s a bit of a process. Yeah, my impression is, and let me know, like, how you feel about it, but I got the impression, we had this conversation with them a few times, that it’s not a direction that they’re pushing too hard.

412 00:48:46.570 ⇒ 00:48:48.640 Uttam Kumaran: Definitely not. Definitely not.

413 00:48:48.640 ⇒ 00:48:57.369 ihsan saracgil: Yeah, they don’t, like, they don’t like the idea. We had a mutual client like Blackstone. Well, it’s not a mutual client, it’s more like a, you know, it’s a prospect to us.

414 00:48:57.370 ⇒ 00:48:57.800 Uttam Kumaran: Yeah.

415 00:48:57.800 ⇒ 00:49:17.410 ihsan saracgil: on and off interest in OpenBB. But their main frustration with Snowflake that… was that, look, like, they want… they have an on-prem agent, and they want that agent to access the data that’s in Snowflake through MCP servers, and MC… like, Snowflake just wasn’t investing in this.

416 00:49:17.410 ⇒ 00:49:22.469 Uttam Kumaran: This is where, I guess, my pushback to them is they should just use Snow CLI service account, like…

417 00:49:22.470 ⇒ 00:49:34.630 ihsan saracgil: Yeah, exactly. So that’s the direction, sort of, you’re pushing them to, right? Like, you know, like, it’s clear what you’re trying to do. You want your agent to access stuff from Snowflake, but you don’t want your agent to live inside Snowflake.

418 00:49:34.630 ⇒ 00:49:35.110 Uttam Kumaran: Yeah.

419 00:49:35.110 ⇒ 00:49:39.720 ihsan saracgil: know the other. In that situation, like, you know, you shouldn’t be married to a technical solution.

420 00:49:39.720 ⇒ 00:49:40.280 Uttam Kumaran: Yeah, why not?

421 00:49:40.280 ⇒ 00:49:40.670 ihsan saracgil: Yeah, just give.

422 00:49:40.670 ⇒ 00:49:41.480 Uttam Kumaran: I miss CLI.

423 00:49:41.990 ⇒ 00:49:42.670 Uttam Kumaran: Yeah, exactly.

424 00:49:42.670 ⇒ 00:49:44.199 ihsan saracgil: There’s alternatives, right?

425 00:49:44.200 ⇒ 00:49:44.560 Uttam Kumaran: Yeah.

426 00:49:44.560 ⇒ 00:49:47.410 ihsan saracgil: Those are more, like, I think, questions for you guys, because.

427 00:49:47.410 ⇒ 00:49:47.730 Uttam Kumaran: Yeah.

428 00:49:47.730 ⇒ 00:49:57.470 ihsan saracgil: the technical implementation people, like, we basically tell them, like, you know, this is how you should do it, this is how we support it, but then, you know, they probably need someone to do some of these things with.

429 00:49:57.470 ⇒ 00:50:02.149 Uttam Kumaran: And is there any programmatic editing right now for…

430 00:50:02.260 ⇒ 00:50:08.680 Uttam Kumaran: like, OpenBB platform, like, meaning, can I use an external tool to Correct.

431 00:50:08.680 ⇒ 00:50:19.550 ihsan saracgil: Yeah, not the snowflake ones, yeah. Yeah, so not the Snowflake one. The easiest way to pro… to work program, like, if you want to, like, let’s say your use case is to generate lots of widgets.

432 00:50:19.550 ⇒ 00:50:20.810 Uttam Kumaran: Yes, yeah.

433 00:50:20.810 ⇒ 00:50:25.399 ihsan saracgil: The way to do it is actually dbt, right? So you should just deploy a view.

434 00:50:25.400 ⇒ 00:50:27.419 Uttam Kumaran: Oh, and then run the grants and things like that through.

435 00:50:27.420 ⇒ 00:50:38.960 ihsan saracgil: Yeah, and simply run a grant, right? So, just grant those views to OpenBB, every single one of your view is automatically converted to a widget, and you just basically open up a dashboard and say, okay, put these widgets here.

436 00:50:38.960 ⇒ 00:50:41.210 Uttam Kumaran: And is the dashboard saved as.

437 00:50:41.210 ⇒ 00:50:50.690 ihsan saracgil: Yes, let’s finish, yeah, yeah, let’s finish the workflow, right? So go to, like, let’s say this is your app, right? Yes. So, go to the left, to Lavender Daggerwing, like, to the dashboard.

438 00:50:50.690 ⇒ 00:50:51.340 Uttam Kumaran: S.

439 00:50:51.340 ⇒ 00:50:55.070 ihsan saracgil: Yeah, click that, so you have an option, save app from dashboard.

440 00:50:56.860 ⇒ 00:50:58.470 Uttam Kumaran: Oh, save that from Joshua, yes.

441 00:50:58.470 ⇒ 00:51:05.920 ihsan saracgil: Yeah, so now just put a name and blah blah blah. You’re gonna even assign, like, you know, when you launch the app, run a prompt automatically.

442 00:51:05.920 ⇒ 00:51:06.840 Uttam Kumaran: Oh, great, great, great.

443 00:51:06.840 ⇒ 00:51:08.639 ihsan saracgil: That type of these things, you need to put a description.

444 00:51:08.640 ⇒ 00:51:09.660 Uttam Kumaran: Oh, okay, okay.

445 00:51:10.660 ⇒ 00:51:11.420 Uttam Kumaran: Cool.

446 00:51:11.420 ⇒ 00:51:14.800 ihsan saracgil: Alright, so save it. So now, go to apps.

447 00:51:15.870 ⇒ 00:51:19.540 ihsan saracgil: Okay, so now this is available here, and if you click on share.

448 00:51:20.570 ⇒ 00:51:25.059 ihsan saracgil: So, all the other users in your account, you can just basically share it from here.

449 00:51:25.330 ⇒ 00:51:26.390 Uttam Kumaran: Great, great, great.

450 00:51:26.930 ⇒ 00:51:29.179 ihsan saracgil: Yeah, so there’s nobody right now, but…

451 00:51:29.180 ⇒ 00:51:29.540 Uttam Kumaran: Damn.

452 00:51:29.540 ⇒ 00:51:39.909 ihsan saracgil: Like, this is the complete flow, right? So you can basically have all the skills, saved prompts, you create this dashboard, you can add navigation bars, like, you know, we can talk about the advanced.

453 00:51:39.910 ⇒ 00:51:40.630 Uttam Kumaran: Yeah, yeah, yeah, yeah, yeah.

454 00:51:40.630 ⇒ 00:51:57.950 ihsan saracgil: But let’s get this AI properly working, but now you know how to get access to the data, so you just basically drop some of these widgets. Just add a SQL and Python widget, so I’ll show you what they look like. So you can do right-click, add widgets, just type SQL or Python, it’s on your screen.

455 00:51:58.180 ⇒ 00:52:02.440 ihsan saracgil: So this is also, like, how you can do things, right?

456 00:52:02.440 ⇒ 00:52:02.970 Uttam Kumaran: Nice.

457 00:52:02.970 ⇒ 00:52:13.629 ihsan saracgil: stuff here, and once you properly configure your Copilot, Copilot will generate the code on your screen, and you can press, like, make this as a widget, and it will save it as a widget.

458 00:52:13.630 ⇒ 00:52:19.840 Uttam Kumaran: That’s exactly what I was actually trying to get at, which is, like, can I use the Copilot for dashboard editing?

459 00:52:19.840 ⇒ 00:52:21.180 ihsan saracgil: Yes, exactly.

460 00:52:21.180 ⇒ 00:52:22.960 Uttam Kumaran: workflow would be, like, great.

461 00:52:23.110 ⇒ 00:52:30.129 Uttam Kumaran: I’m just gonna pull up Cursor, and I’ll start making some dashboards, because I get the primitives, but perfect. If I could just use the sidebar.

462 00:52:30.300 ⇒ 00:52:32.950 ihsan saracgil: Yeah, there is some copy-paste involved.

463 00:52:32.950 ⇒ 00:52:33.750 Uttam Kumaran: Yes, yes.

464 00:52:33.750 ⇒ 00:52:38.319 ihsan saracgil: For the button that you need to say, press this button to make it a new widget and whatnot?

465 00:52:38.320 ⇒ 00:52:38.910 Uttam Kumaran: Okay.

466 00:52:38.910 ⇒ 00:52:46.060 ihsan saracgil: And once you’re done with your widget, like, just go to three… like, on the SQL widget, go to three dots and press metadata, please.

467 00:52:46.330 ⇒ 00:52:52.020 ihsan saracgil: the first option. So here, once you have some stuff, like, you can basically name…

468 00:52:52.020 ⇒ 00:52:52.600 Uttam Kumaran: contacts.

469 00:52:52.600 ⇒ 00:52:55.190 ihsan saracgil: And yeah, just, you can put additional context.

470 00:52:55.260 ⇒ 00:53:05.700 ihsan saracgil: This is useful for the following reason. Once you save these type of things as a part of your widget metadata, then you can go to your co-pilot and ask a question like.

471 00:53:05.700 ⇒ 00:53:24.029 ihsan saracgil: You don’t… say that you don’t know the name of the widget, but you know that, like, you have some widget that contains this, this, and this. You can query it to say, like, look for my widgets based on the description, anything that says, like, it has this, this, this, and this. It will search your widget library and point it, and cite it, and then use it.

472 00:53:24.040 ⇒ 00:53:32.739 ihsan saracgil: So that’s the point of the widget metadata, right? So, we are actually putting an automation here, there’s going to be an AI button here. Once you have a query.

473 00:53:32.740 ⇒ 00:53:45.059 ihsan saracgil: you’re gonna press that AI button, and it will auto-generate a title, description, and assign a category and whatnot that you can edit, but it’s actually… it’s not just pure convenience. Like, doing this allows you to,

474 00:53:45.340 ⇒ 00:53:48.519 ihsan saracgil: Have your co-pilot search it effectively.

475 00:53:48.680 ⇒ 00:53:49.340 Uttam Kumaran: Yeah.

476 00:53:49.990 ⇒ 00:53:55.730 Uttam Kumaran: How, how married are you guys to just supporting, like, financial sector? Because this seems like…

477 00:53:56.200 ⇒ 00:53:58.319 Uttam Kumaran: Pretty, like, much broader than…

478 00:53:58.320 ⇒ 00:54:02.779 ihsan saracgil: Yes, we’re not, so… Okay. Our Snowflake product is actually very broad, because.

479 00:54:02.780 ⇒ 00:54:03.130 Uttam Kumaran: Yeah.

480 00:54:03.130 ⇒ 00:54:04.749 ihsan saracgil: SQL Python Markdown, right?

481 00:54:04.750 ⇒ 00:54:05.570 Uttam Kumaran: Yeah, yeah, yeah.

482 00:54:05.570 ⇒ 00:54:06.619 ihsan saracgil: There’s no specialist here.

483 00:54:06.620 ⇒ 00:54:09.570 Uttam Kumaran: No, but it’s a drop-down replacement for…

484 00:54:10.070 ⇒ 00:54:19.459 Uttam Kumaran: like, I mean, again, I do a lot of streamline development, it sucks, it’s, like, really tough. And, like, I’m gonna be external… I’m gonna be importing external tools, blah blah blah, like…

485 00:54:20.300 ⇒ 00:54:27.429 Uttam Kumaran: like, I were talking to some clients who are like, they don’t want to go in on a larger BI tool, they want to procure it through Snowflake. This is a great drop-in solution.

486 00:54:28.340 ⇒ 00:54:40.619 ihsan saracgil: Yep, that’s exactly how we are positioning it, right? Okay. So, I’m just going… I’m going to make a, some… I can send you some internal slide deck that I prepared, like, how we position this. Our messaging is…

487 00:54:40.860 ⇒ 00:54:57.560 ihsan saracgil: start with your notebooks and Streamlit. It’s great for exploration and prototyping. Your next best tool should be OpenBB Workspace, because we don’t force you into enterprise deals. It’s a drop-in replacement, and it’s an enterprise-grade product, right? Like.

488 00:54:57.560 ⇒ 00:55:14.740 ihsan saracgil: it has the repeatable infrastructure, it supports everything from Snowflake, and it’s very easy to get access to without, you know, going through all the pain of, like, securing Omni licenses and pay 30K. If you guys… if someone wants to get 5 licenses and just have 10 users and whatnot.

489 00:55:15.400 ⇒ 00:55:16.749 ihsan saracgil: Done. Very easy.

490 00:55:17.730 ⇒ 00:55:18.490 Uttam Kumaran: Yeah.

491 00:55:19.200 ⇒ 00:55:29.020 ihsan saracgil: So that’s speed and convenience is what we’re really working towards. So if you go our main product of Snowflake, that has a lot more finance spec.

492 00:55:29.020 ⇒ 00:55:29.540 Uttam Kumaran: Financial.

493 00:55:29.580 ⇒ 00:55:37.300 ihsan saracgil: Like, we have, to render high-frequency data, we have a solution. We have a solution for WebSockets, we have a solution.

494 00:55:37.300 ⇒ 00:55:37.779 Uttam Kumaran: Sure, sure.

495 00:55:37.780 ⇒ 00:55:40.900 ihsan saracgil: Or, like, you know, candle charts and things of that nature.

496 00:55:40.900 ⇒ 00:55:41.320 Uttam Kumaran: Yeah.

497 00:55:41.320 ⇒ 00:55:47.300 ihsan saracgil: Those things are not available on Snowflake yet, right? Because no one asked for it. So this is basically, like, a.

498 00:55:47.300 ⇒ 00:56:00.209 Uttam Kumaran: No, I think this actually increases your mark… like, the market is actually much, much bigger, because the Snowflake native replacement for this sucks. It’s, like, not that good. Yeah. But I have some clients that are like, hey.

499 00:56:00.380 ⇒ 00:56:19.370 Uttam Kumaran: they’re, like, kind of innovative, and I’m like, maybe you don’t need to go buy another BI tool. Like, try to focus more on the chat and the natural language experiences, and yeah, this would be really interesting to share with them. So, okay, let me… let me run through the rest and make sure everything’s cleaned up, and I… I have a good… I have a good perspective on this, so…

500 00:56:19.730 ⇒ 00:56:37.240 Uttam Kumaran: Yeah, I mean, I think kind of next steps, like, let me… let me walk through this. I would love to sort of even publish, like, a blog or a LinkedIn post highlighting sort of what I discovered and our perspective. I think this is great. I have… I really see it… I have clarity on sort of where you guys are positioning.

501 00:56:37.420 ⇒ 00:56:41.139 Uttam Kumaran: And yeah, and then let’s… let’s just go from there.

502 00:56:41.380 ⇒ 00:56:57.060 ihsan saracgil: Okay, sounds good. So, exactly, so I think that’s a good one. So, just, when you can, check your… There’s a limit I put on this, just so that we have a… like, it’s not a commercial limit, it’s just for us to have an incentive to come up with a GTM motion together.

503 00:56:57.060 ⇒ 00:56:57.820 Uttam Kumaran: Totally, totally.

504 00:56:57.820 ⇒ 00:57:15.100 ihsan saracgil: is a good idea, so we can do something like… we can do something together. I’m happy to help in what capacity. And then maybe we use that to position as, like, this is the basis of our partnership. I would love to work that marketing message GTM message together with you guys.

505 00:57:15.100 ⇒ 00:57:15.550 Uttam Kumaran: Yeah.

506 00:57:15.550 ⇒ 00:57:19.859 ihsan saracgil: Everything that you’re saying are things that I was planning, but I’m looking for a little bit like a.

507 00:57:19.860 ⇒ 00:57:21.379 Uttam Kumaran: Yes, yes, let me take…

508 00:57:21.380 ⇒ 00:57:23.450 ihsan saracgil: Can you take some of that off your plate.

509 00:57:23.450 ⇒ 00:57:34.580 Uttam Kumaran: I’m interested, like, we are… I have a few Snowflake AEs that I’m always in contact with. They have a few, financial services partners. The sequencing I’m thinking about is, like.

510 00:57:34.730 ⇒ 00:57:49.509 Uttam Kumaran: Because I also told them about your tool, and they’re like, oh, I saw something internally, so that they don’t even really, like, have… I don’t think they have the education, so I’m probably going to be educating the Snowflake people a little bit, and then being like, let’s go into these accounts that they’ve shared with us, so…

511 00:57:49.510 ⇒ 00:58:07.200 ihsan saracgil: I’m happy to help with a lot of those things, like, we, at the launch, like, pre-launch, we spend a lot of time introducing to these, account reps and whatnot, but we’re actually now working more with the solutions engineers, because the account reps, like, you know, if it’s not sale, like, it doesn’t register with them, they just know that, oh, like…

512 00:58:07.200 ⇒ 00:58:14.659 Uttam Kumaran: They need a… so some of these guys come to me, they’re like, I have these 10 accounts, they need to play. So the play is like, hey, have you guys considered, like…

513 00:58:14.860 ⇒ 00:58:22.460 Uttam Kumaran: the OpenBB, like, we just did this announcement, like, they actually have a lot of materials, but oftentimes, yes, the account reps themselves, they don’t…

514 00:58:22.620 ⇒ 00:58:28.829 Uttam Kumaran: Like, that’s what I’m bringing to them, partly, is I’m helping them do their job, so they can help me do my job, yeah.

515 00:58:28.830 ⇒ 00:58:48.330 ihsan saracgil: But you see, like, you know, this is actually exactly the message that they gave at that event. They’re saying that, like, Snowflake reps work off of use cases, but they don’t understand the use cases, they don’t know the use cases, and that’s why they rely on the partners. So it’s our job, in a way, to go to these people and come up and understand the use cases, come up with a solution, and then tell the reps…

516 00:58:48.330 ⇒ 00:58:51.539 Uttam Kumaran: All three… no, all three of us are important, actually, you know?

517 00:58:51.540 ⇒ 00:58:52.689 ihsan saracgil: Yeah, yeah, exactly.

518 00:58:52.690 ⇒ 00:58:53.810 Uttam Kumaran: Ev… yeah, yeah.

519 00:58:53.810 ⇒ 00:58:56.990 ihsan saracgil: They have the sales force, and their sales force is really good, and we need.

520 00:58:56.990 ⇒ 00:58:57.510 Uttam Kumaran: Yeah. Interesting.

521 00:58:57.510 ⇒ 00:59:22.279 ihsan saracgil: bring them the use cases and whatnot, and say, like, let them close it. They provide the sales, and we provide the use case and the understanding, and the implementation, and all of that good stuff. So I think we’re all on the same page. The only thing that I really want to make sure, like, you know, we’re way out of time, is that, like, just let me, you know, confirm with me afterwards that you can properly use the piece, but… and if there’s any issue, we’re happy to just quickly debug it for you.

522 00:59:22.460 ⇒ 00:59:31.399 ihsan saracgil: And then let’s focus on, you know, let’s build something together, you can use the training experience, and then we do a blog. I’ll share the internal deck, how I.

523 00:59:31.400 ⇒ 00:59:31.790 Uttam Kumaran: Please.

524 00:59:31.790 ⇒ 00:59:33.290 ihsan saracgil: Us to everybody else.

525 00:59:33.430 ⇒ 00:59:43.369 ihsan saracgil: And then let’s just work towards that, and then, if all goes well, like, you know, let’s start working on some clients and whatnot, and just formalize relationships. So we have, like, you know, two months to do this.

526 00:59:43.540 ⇒ 00:59:44.660 Uttam Kumaran: Yeah, perfect. Okay.

527 00:59:44.660 ⇒ 00:59:47.750 ihsan saracgil: Excellent. Okay. Your dog is really chill at the background.

528 00:59:47.750 ⇒ 00:59:50.610 Uttam Kumaran: Yeah, I know, that’s who I’m trying to be this weekend.

529 00:59:50.810 ⇒ 00:59:55.609 ihsan saracgil: I have two small children, so weekends are.

530 00:59:55.610 ⇒ 00:59:57.480 Uttam Kumaran: Oh, yeah.

531 00:59:57.480 ⇒ 00:59:59.759 ihsan saracgil: But anyway, cool. Really great to see you.

532 00:59:59.760 ⇒ 01:00:01.419 Uttam Kumaran: Yeah, thank you so much.

533 01:00:01.420 ⇒ 01:00:02.370 ihsan saracgil: Bye.

534 01:00:02.370 ⇒ 01:00:02.810 Uttam Kumaran: Bye.