Further Data Consolidation, Intelligence Layer Formation, Browser as OS, and Ontology Platforms
Oct 31, 2025•36 min
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Episode description
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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