Agentic Data

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Agentic Data - Thoughts on Agentic Data Systems

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Episodes

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 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 would like to discuss this with other subscribers or get access to bonus episodes, visit agenticdata.s...

Dec 23, 2025•28 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: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/agentic-data Follow on X: https://x.co...

Dec 16, 2025•21 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 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 would like to discuss this with other subscribers or get access to bonus episodes, v...

Dec 09, 2025•18 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 Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/oxy-int/ Follow on X: https://x.com/oxy_int Th...

Dec 02, 2025•26 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 Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/oxy-int/ Follow on X: https://x.com/oxy_i...

Nov 25, 2025•18 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 Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/oxy-int/ Follow on X: https://x.com/oxy_int This is a public episode. If you would like to dis...

Nov 21, 2025•26 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 Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/oxy-int/ Follow on X: https://x.com/oxy_int This is a public episode. If you woul...

Nov 14, 2025•29 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: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/oxy-int/ Follow on X: https://x.com/oxy_int This is a public epi...

Oct 31, 2025•36 min

Semantic Ontology, Context Engineering, and the Future of Reasoning Systems

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/oxy-int/ Follow on X: https://x.com/oxy_int This is a public episode. If you would like to discuss thi...

Oct 24, 2025•1 hr 2 min

Context Fidelity, Structured Retrieval, Open Weights, Agent Control, Statistical Observability

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 Compa...

Aug 15, 2025•1 hr

Data Activation, Agentic Data Intelligence, Paradigm Shifts in Data, Pareto vs Uniform Spanning of the Question Space, and Persona Vectors

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...

Aug 08, 2025•59 min

Building Kelihi and Unlocking Talent, AI Disruption, and the Future of Data Roles

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 bon...

Aug 01, 2025•1 hr 5 min•Ep. 4

Agentic and Headless Software, Declarative Interfaces, Precision and Recall in Data Analytics, New Abstractions

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...

Jul 25, 2025•41 min

Data Acquisitions, Designing Agents vs. Software, and Metadata and Semantic Model for AI

Robert and Joseph delve into a flurry of recent data and AI acquisitions, including Databricks' purchase of Neon, Hex acquiring Hashboard, and moves by Informatica and Datadog. They discuss how AI is fundamentally reshaping product strategy, leading to consolidation and a shift towards agent-native software over human-centric GUIs. The conversation also critiques the limitations of current semantic layers and data catalogs for AI, proposing new approaches, and concludes with an analysis of the difficulties investors face in navigating the rapidly expanding, yet undifferentiated, data+AI market.

Jun 04, 2025•56 min

Introducing Agentic Data, The Composable Data Stack + AI, AI-native Data Tools, and Semantic Context

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 ...

May 31, 2025•28 min

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