Nvidia just hit a record market capitalization of $4.2 trillion. We interrupt our summer lull to give our hot take

#nvidia #generativeai #deeplearning

We're joined by guests Mehul Shah and Kambiz Aghili to discuss Oracle Database@AWS. What do broadening multi-cloud partnerships mean for customers and cloud architects?#amazonwebservices #oracle #cloudcomputing #dataengineering

Tony and Matt follow up the previous episode's review of first half announcements with a discussion of major themes for the year to date. Acquisitions, rebundling the modern data stack, data products, interop and the future of engineers in an #artificialintelligence driven industry.

Tony and Matt review vendor news from the first half of 2025. In short: agents, agents, agents.#aiagents #enterpriseai #cloudcomputing #datawarehousing

Matt and Tony discuss the 2025 edition of  @Databricks' annual shindig in San Francisco.

#postgres #iceberg @snowflakeinc #airealism

Articles mentioned in the episode:

https://www.businessinsider.com/when-ai-automation-replacing-humans-databricks-ceo-ali-ghodsi-2025-6

https://www.bizjournals.com/sanfrancisco/news/2025/05/06/ai-bubble-burst-databricks-ceo-gic-bridge-forum.html

Ryan joins Tony and Matt to discuss the recent release of DuckLake, a combined table format and data catalog released by the DuckDB foundation.#datawarehouse #dataanalytics #iceberg #duckdb #podcast

Tony and Matt discuss this year's Snowflake Summit. Agents, Iceberg, Postgres and Snowflake's ongoing battle with old rival Databricks.#snowflake #aiagents #iceberg #postgres #podcast

Alex Merced joins Tony and Matt to discuss Apache Iceberg and the future of composable data stacks. Alex is the head of DevRel at Dremio and a coauthor of the O'Reilly Media book Apache Iceberg: The Definitive Guide.

In this episode, Matt and Tony are joined by Ryan Dolley of GoodData to discuss Salesforce's acquisition of Informatica.#data #salesforce #informatica #acquisition​

We discuss our takeaways from SAP Sapphire 2025. Topics include SAP Business Data Cloud, the challenges of culture, the last 10% problem for AI, and conservatism versus modernization.#data #dataanalytics #informationtechnology #ai