Agentic Data

00:00 Traces as the New Source of Truth in AI Systems 03:12 From Code-Based Logic to Trace-Based Documentation 08:47 Deterministic vs. Agentic Workflows: Precision vs. Recall 12:59 Observability, Traces, and the Flywheel Effect Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/agentic-data Follow on X: https://x.com/agenticd...

00:00 Context Graphs & Decision Traces 05:52 Why Systems of Record Fall Short 10:32 Challenges for Incumbents 13:43 Paths for Startups and Agent Observability 15:33 The Future Data Stack Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/agentic-data Follow on X: https://x.com/agenticdata This is a public episode. If you woul...

00:00 The Shift-Left Data Platform Thesis 06:49 Platform DNA and Structural Advantages 12:35 The Single Model of Truth for AI Systems 21:26 Research Engineering as the Next Core Discipline Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/agentic-data Follow on X: https://x.com/agenticdata This is a public episode. If you wo...

00:00 IBM’s Acquisition of Confluent and the Role of Real-Time Data 03:10 IBM’s Hybrid Cloud and AI Strategy Behind the Deal 08:23 Why Infrastructure Companies Rely on M&A for Growth 12:18 Ontology, Knowledge Graphs, and the Foundations of Digital Twins 17:01 Modeling Organizations as Digital Twins and the Shift to Agentic Software Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobe...

00:45 Why UI Is Pre-AI: From Human-Centered Interfaces to Agent-First Systems 10:52 Enterprise Moats in an Agentic Era: Commoditization vs. Service 14:08 The Future Role of Agents, OS, and Agent Engineering Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/agentic-data Follow on X: https://x.com/agenticdata This is a public...

00:00 The Modern Data Stack and Industry Consolidation 03:14 Snowflake’s Acquisition of SelectStar 05:47 The Shift in Data Context Importance 08:01 Strategic Moves in Data Companies 10:26 Databricks vs. Snowflake: Innovation and Strategy 14:55 The Future of Interfaces in AI and Data Workflows 25:32 Conclusion and Future Outlook Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi...

00:00:00 Salesforce Acquisition and the Data Consolidation Arc 00:04:21 Slack’s Role as the Hub for Human-AI Enterprise Communication 00:08:44 The System of Record vs. System of Intelligence 00:11:46 The Business Context Layer and Its Role in Enterprise AI 00:15:00 Context Layer vs. Reinforcement Learning and Infrastructure Adoption Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrob...

01:00 Gamma’s Success, Product Design, and Market Positioning 06:08 Inception Labs and the Future Direction of Diffusion Models 09:12 Architecture Debate: Diffusion vs. Transformers and GPU Consolidation 17:16 Forward Deployed Engineering: Palantir’s Model and Its Practical Limits Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/co...

01:18 The Rise of Ontology in Data Management 07:55 Deepnote and the Evolution of Data Notebooks 10:38 Cursor’s New AI Model and Market Dynamics 14:01 The Future of Code Generation and Automation 17:00 AI Supervisors and the Future of Monitoring 22:01 Data Network Effects in Agentic Businesses Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.li...

00:00:00 Further Data Stack Consolidation and Omni/Explo Acquisition 00:07:01 End of Modern Data Stack Hypergrowth and AI Layer Formation 00:14:43 OpenAI Browser and Platform Shift Implications 00:20:38 Distributional Leverage and Hyperscaler Threat 00:27:21 Ontology Layer as the Future Platform for Data Teams Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedi...

00:00:00 Introduction and Fivetran/DBT Merger Discussion 00:21:48 Rise of Context Engineering and Semantic Ontology 00:37:36 Deep Dive into Context, Reasoning, and System Architecture 00:52:24 Agentic Workflows vs. Traditional Workflows 01:00:24 Conclusion and Final Themes Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/ox...

00:00 Introduction to GPT-5 and Context Windows 02:55 Context Fidelity and Information Parsing 05:42 The Role of Structured Retrieval in Data Processing 08:21 Concision vs. Coverage in Data Responses 10:53 The Importance of Context in Decision Making 13:21 OpenAI's Open Weights and Its Implications 15:46 The Future of LLMs and Structured Data 30:39 The Open Source Dilemma 32:04 Agentic Systems and...

00:00 Introduction and “Data is the New Oil” 08:00 The Paradigm Shift to AI and Data Activation 17:26 Agentic Analytics: From English to Data Instructions 26:14 Rethinking Semantic Layers and Pareto Tradeoffs 35:45 Spanning Question Space and LLM Dynamics 44:19 Persona Vectors and Future of AI Training This is a public episode. If you would like to discuss this with other subscribers or get access...

00:00 Introduction and Background of the Guests 02:11 The Journey to Data Analytics 04:26 Client Acquisition and Service Offerings 36:10 Navigating the Data Landscape: Tools and Vendors 42:04 Navigating the AI Landscape in Data Analytics 47:54 Transforming Roles in Data Analytics 51:29 The Future of Data Analytics and AI Integration 01:02:32 Vision for the Future: Growth and Talent Development Thi...

We dive into why most AI tools today feel like “horseless carriages”: retrofitted instead of reimagined. In this episode, we explore: * The shift toward agentic software * The need for headless systems and declarative interfaces * Why precision and recall matter more than ever in data analytics * Why evaluating agentic systems requires new abstractions drawing on physics, semantics, and statistica...

00:00:28 Recent Acquisitions and Strategic Moves in the Data Space 00:06:27 AI and Product Strategy Shift 00:17:10 Consolidation in BI and Data Catalogs 00:36:35 The Role of Semantic Layers and Knowledge Graphs in AI Analytics 00:46:29 Challenges in Investing in Data + AI Companies 00:55:45 Future Topics This is a public episode. If you would like to discuss this with other subscribers or get acce...

Introducing Agentic Data, a podcast about agentic data systems - the marriage between data and AI. In episode 1 we talk about: * The interplay between the Composable Data Stack and AI * Separation of Compute and Intelligence * What is "Agentic Data"? * The evolution of the semantic layer into a generic semantic model * The importance of semantics in English-based systems * The role of data profess...