Lenny's Podcast: Product | Career | Growth
00:56:26 · Lenny Rachitsky, Elizabeth Stone
[00:56:26] S0: Where do you think engineering goes in, I don't know, five, 10 years? Do you think people need to still understand code? Or do you think there's this abstraction layer that sits on top where you don't even have to learn C++, Java, Python, whatever? [00:56:42] S1: I think there's a difference between being able to write lines of code in a particular language, like Python or C++ and understanding how code, computer systems, products work. And I don't think the latter is going away, because if we trusted agents to know all the languages and write all the code, we're not going to know why is something... is it a good product? Is it a bad product? Is it working as we expected when it doesn't? Like I mentioned earlier, we take a lot of risk. We fail fast, we recover fast. That requires an understanding of how are these systems working. I might use an agent to help me understand those things, help me detect an anomaly or something that's broken faster and triage it, but I still need to have a fluency of what is this thing that we're building and how does it work, so I know if it's good and I know how to fix it. I don't know. I hope that doesn't go away, because that's like a, how do we make the world a better place through the stuff that we're building? I think requires some understanding of what we've built. [00:57:46] S0: What I'm hearing, which it makes sense, is you may not have to write the code, but you have to understand it and what's happening. But it's so much harder to just... as a person not writing it to actually have that instilled in you.
00:57:46 · Lenny Rachitsky, Elizabeth Stone
[00:57:46] S0: What I'm hearing, which it makes sense, is you may not have to write the code, but you have to understand it and what's happening. But it's so much harder to just... as a person not writing it to actually have that instilled in you. [00:57:59] S1: I think that's one of the things that the learning curve is very steep on right now. So, looking at some of the code that some of these models or agents are writing, they're very hard to follow. It's like, I know I'm getting better performance from this, but I have no idea why. And if this thing breaks, I'm going to have no idea how to fix it. That makes me uncomfortable. Maybe that's because I'm still on that learning curve of, how do we operate in that world? What's the set of tests or rationalization and understanding that we need to have to get comfortable with it? But at first glance, it looks very unfamiliar and very unsettling. So, I think engineering over time will evolve to be comfortable with that, and have fluency in it, and know how to guide new tech, and agents, and new capabilities to make sure that we feel really good about what the output is. [00:58:48] S0: I wonder what the metaphor is for this where this... I continue to be astounded by how much engineering has transformed in two years. It's like a completely different dropdown. We used to sit there in NID and write code, and now you're just talking to agents and reviewing code and shipping 100 PRs a day.
00:58:48 · Lenny Rachitsky, Elizabeth Stone
[00:58:48] S0: I wonder what the metaphor is for this where this... I continue to be astounded by how much engineering has transformed in two years. It's like a completely different dropdown. We used to sit there in NID and write code, and now you're just talking to agents and reviewing code and shipping 100 PRs a day. [00:59:05] S1: It feels like it's an acceleration of how much engineering has changed. But if you looked over the last 10 years or 20 years, you would say the same thing. So, there's just something that's moving faster. And it's hard to wrap our heads around how quickly it's moved in the past couple of years. But it's not totally unfamiliar that engineering or data science or product would have these big shifts, just like how filmmaking works. If you look over the last 100 years, it's unbelievably different because of technology and new tools that we've brought to it. Just feels like the cycle is speeding up. [00:59:46] S0: Okay. I want to talk about entertainment for a brief moment. I'm curious just how entertainment will change over time in the next, I don't know, five, 10 years. Just today, we open up Netflix, check out some shows, watch some videos, it hasn't changed in a while. Just that idea of like, oh, I'm going to watch The Pitt and just watch it all. I'm going to watch a movie. I got TikTok, I got Instagram, feeds of stuff. How much different do you think this will be in, I don't know, five years, the way we entertain ourselves?
01:00:15 · Elizabeth Stone
[01:00:15] S1: I think it's already changing at Netflix, because entertainment is not going to be one thing in the future and it's already not one thing now. So, part of the reason that we are going beyond film and TV in our offering is because there's an expectation that consumers have of much greater variety across formats, devices, moments of the day, that Netflix needs to be able to serve well in order to meet consumer expectations and hopefully exceed them over time. So, when we think about the addition of mobile and TV or cloud games, live content, podcasts, working with a broader set of creators who are now on the Netflix service, all of those things create a greater breadth of what entertainment is. And Netflix is able to define and expand that. And it puts a higher bar or expectation on, how do we make sense of that for a Netflix member? So, how do we show you this very seamless journey from I listened to the Bill Simmons podcast to I watch Quarterback, because I love that as one of the Netflix offerings in the more, you could say traditional film or TV space to I play the most recent FIFA cloud game. And I want to be able to do that in both TV and on my mobile phone, because now I'm on the move and I want to be able to discover and engage with the content at different moments of the day. That's already a journey that we're building into Netflix, which I think will become stronger and stronger over time. So, the future of entertainment isn't going to be one thing. And it's going to have to be more personalized, more immersive, more interactive, with this sense of this is a world that I can explore in lots of different directions, depending on what I'm looking for in the moment. And the challenge Netflix has is we've got to make discovery and engagement much easier than it feels today. We have tons of content, it can feel very fragmented, especially when you consider all the services or offerings out there. And I think Netflix is very well-positioned to understand how to solve that problem across entertainment, product and tech.
01:02:19 · Lenny Rachitsky
[01:02:19] S0: The other element of this is AI, obviously. As an outside observer, it's so interesting to see how in tech it's like AI, I love it. It's the future, it's the best. In Hollywood it's like, no, shut it down.
01:02:33 · Elizabeth Stone
[01:02:33] S1: There's a mix. There's a very wide array. So, Netflix's role in this is to enable creators with whatever tools they want to use to bring their vision to life. There are going to be some creators or filmmakers who are on the end of the spectrum that says, "Absolutely not. No AI. That is not how I do production. It's not consistent with my vision." That's fine. We work with those creators. There's other creators, a growing number of them I would say, who are very interested in exploring, wait, can these GenAI tools make something possible that wasn't possible before? Can I tell a story in a new way? Can I make that story higher quality and more resonant for audiences? Can I do things that are extra creative in how I think about bringing a story to life? And we support them as well and we support all the folks who are in the in between. I think that's a really important position for us to be in, again, because entertainment is not going to be one thing. There's not going to be one format. I think there's going to be types of film and TV that feel traditional, and then there's going to be entirely new formats that unbelievable creators help to bring to life. And Netflix wants to participate in that, which means we need to have a flexibility in the tools that we provide, and the types of partnerships we have, and to really have a creator enablement view, rather than a prescriptive, we only do this one way.