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Agentic Data
Agentic Data episodes
- Traces as the Source of Truth, Agentic Workflows: Precision vs. Recall, and AI Observability
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
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https://x.com/imrobertyi
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com19 min - Context Graphs, Decision Traces, and the Next Evolution of Enterprise Systems of Record
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
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https://x.com/imrobertyi
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com26 min - Shift-Left Platforms, Single Models of Truth, and the Rise of Research Engineering
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
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https://x.com/imrobertyi
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com28 min - IBM’s Confluent Acquisition, Ontology Layers, and the Rise of Digital Twins
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:
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https://x.com/imrobertyi
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com22 min - Why UI Is Pre-AI, Enterprise Moats in the Agentic World, and Preparing for an Agent-Led Software Era
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
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com19 min - SelectStar Acquisition, Metadata Context Rise, Databricks vs. Snowflake, The Future of Interfaces
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
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com27 min - Salesforce’s Informatica Acquisition, Slack’s Role in Enterprise AI, and the Business Context Layer
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
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com18 min - Gamma’s Success Patterns, the Future of Diffusion Models, and the Strategic Role of FDE
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
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com26 min - Ontology Momentum, CodeGen Expansion, AI Monitoring, and Agentic Data Network Effects
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
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com30 min - Further Data Consolidation, Intelligence Layer Formation, Browser as OS, and Ontology Platforms
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:
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com37 min
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Agentic Data - Thoughts on Agentic Data Systems
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