@FinanceYF5: Databricks Vice President Nikita Shamgunov believes Claude Code is just the beginning, and the next wave of AI software factories will need an entirely new infrastructure: “Claude Code was very popular, and it still is. But what we’re talking about now is AI factories: from helping…
Summary
Databricks Vice President Nikita Shamgunov believes Claude Code is just the beginning. The AI software factories of the future will require entirely new agent infrastructure, and state management (such as database state) will be one of the hardest problems to solve.
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Cached at: 10/30/26, 07:10 AM
Databricks Vice President Nikita Shamgunov believes Claude Code is just the beginning, and the next wave of AI software factories will need an entirely new set of infrastructure:
“Claude Code was very popular, and it still is. But what we’re talking about now is AI factories: moving from helping people generate code better to a platform that can deliver software like a factory.”
“But software ultimately still has to be deployed on some kind of infrastructure. The AI factories of the future will run better on agent infrastructure.”
“State is critical—for example, database state—and it may also be one of the hardest problems to solve.”
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