Agentic Data

00:00 Traces as the New Source of Truth in AI Systems
03:12 From Code-Based Logic to Trace-Based Documentation
08:47 Deterministic vs. Agentic Workflows: Precision vs. Recall
12:59 Observability, Traces, and the Flywheel Effect

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00:00 Context Graphs & Decision Traces
05:52 Why Systems of Record Fall Short
10:32 Challenges for Incumbents
13:43 Paths for Startups and Agent Observability
15:33 The Future Data Stack
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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

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

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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

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

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https://x.com/imrobertyi
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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

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, visit agenticdata.substack.com