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

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