Agentic Data
Oxygen Intelligence
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Recent Episodes
Traces as the Source of Truth, Agentic Workflows: Precision vs. Recall, and AI Observability
00:00 Traces as the New Source of Truth in AI Systems03:12 From Code-Based Logic to Trace-Based Documentation08:47 Deterministic vs. Agentic Workflows: Precision vs. Recall12:59 Observability,…
Context Graphs, Decision Traces, and the Next Evolution of Enterprise Systems of Record
00:00 Context Graphs & Decision Traces05:52 Why Systems of Record Fall Short10:32 Challenges for Incumbents13:43 Paths for Startups and Agent Observability15:33 The Future Data StackFollow the…
Shift-Left Platforms, Single Models of Truth, and the Rise of Research Engineering
00:00 The Shift-Left Data Platform Thesis06:49 Platform DNA and Structural Advantages12:35 The Single Model of Truth for AI Systems21:26 Research Engineering as the Next Core DisciplineFollow the…
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 Data03:10 IBM’s Hybrid Cloud and AI Strategy Behind the Deal08:23 Why Infrastructure Companies Rely on M&A for Growth12:18 Ontology,…
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 Systems10:52 Enterprise Moats in an Agentic Era: Commoditization vs. Service14:08 The Future Role of Agents, OS, and Agent…
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…
Salesforce’s Informatica Acquisition, Slack’s Role in Enterprise AI, and the Business Context Layer
00:00:00 Salesforce Acquisition and the Data Consolidation Arc00:04:21 Slack’s Role as the Hub for Human-AI Enterprise Communication00:08:44 The System of Record vs. System of Intelligence00:11:46…
Gamma’s Success Patterns, the Future of Diffusion Models, and the Strategic Role of FDE
01:00 Gamma’s Success, Product Design, and Market Positioning06:08 Inception Labs and the Future Direction of Diffusion Models09:12 Architecture Debate: Diffusion vs. Transformers and GPU…
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…
Further Data Consolidation, Intelligence Layer Formation, Browser as OS, and Ontology Platforms
00:00:00 Further Data Stack Consolidation and Omni/Explo Acquisition00:07:01 End of Modern Data Stack Hypergrowth and AI Layer Formation00:14:43 OpenAI Browser and Platform Shift Implications00:20:38…
Semantic Ontology, Context Engineering, and the Future of Reasoning Systems
00:00:00 Introduction and Fivetran/DBT Merger Discussion00:21:48 Rise of Context Engineering and Semantic Ontology00:37:36 Deep Dive into Context, Reasoning, and System Architecture00:52:24 Agentic…
Context Fidelity, Structured Retrieval, Open Weights, Agent Control, Statistical Observability
00:00 Introduction to GPT-5 and Context Windows02:55 Context Fidelity and Information Parsing 05:42 The Role of Structured Retrieval in Data Processing 08:21 Concision vs. Coverage in Data Responses…
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 Activation17:26 Agentic Analytics: From English to Data Instructions26:14 Rethinking Semantic Layers and Pareto…
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…
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…
Data Acquisitions, Designing Agents vs. Software, and Metadata and Semantic Model for AI
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…
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…
Frequently Asked Questions
Agentic Data has published 17 episodes since May 2025, covering topics in Business, Entrepreneurship.
Agentic Data is currently dormant with new episodes weekly. Average episode length is 36m.
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