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Ali Ghodsi’s data intelligence playbook: Turning data into agentic advantage

  • Databricks aims to shift from an analytic to an intelligent application platform with the System of Intelligence and System of Agency.
  • They focus on data intelligence, aiming to transition from managing data to defining end-to-end business operations.
  • Databricks introduced Genie AI, Databricks One, and Lakebase to enhance data intelligence and user experiences.
  • They are evolving towards a 4D enterprise map for agents to understand business operations and make autonomous decisions.
  • References to Snowflake competition, Unity Catalog for semantic control, and Lakeflow for no-code pipeline generation are noted.
  • Databricks positions itself to operationalize decisions and lead in enterprise AI with Agent Bricks for AI-driven pipelines.
  • They aim to converge engagement and agency in applications, focusing on interoperability and vendor resistance challenges.
  • The future goal is to achieve 'enterprise AGI' by translating intelligence into actionable decisions within enterprise boundaries.
  • Key milestones to watch include Unity Catalog depth, Agent Bricks capabilities, ecosystem commitment, and regulatory certifications.
  • The competition is shifting towards semantic control for enterprise AI, with Databricks, Snowflake, SAP, Salesforce, and others vying for dominance.

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