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

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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 LLM Logic

38:36 Deep Research vs. Deterministic Analytics

44:14 The Value Proposition of Data Companies

50:42 Observability in LLM Systems

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com

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 to bonus episodes, visit agenticdata.substack.com

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

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com

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 statistical observability

* How AI operates in a kind of semantic space.

00:00:00 Introduction to Agentic Data and Skeuomorphic AI

00:04:26 The Shift to Headless and Agentic Software

00:14:18 Precision, Recall, and the Taxonomy of Questions

00:22:58 Challenges in LLM Evaluation and Industry Mindset

00:29:29 Physics Analogies for Agentic Software

00:38:28 Conclusion: The Future of Agentic Analytics

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00:00:28 Recent Acquisitions and Strategic Moves in the Data Space00:06:27 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 access to bonus episodes, visit agenticdata.substack.com

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 professionals in an AI-native world

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.substack.com