The data industry is experiencing a shift towards evolving from data platforms into true Systems of Intelligence, merging analytic data platforms like Snowflake and Databricks with operational applications.
The race is on to transition from static dashboards to living systems of intelligence that continuously sense, predict, and optimize business performance, enabling autonomous agents to operate with context and guardrails.
Key players like Snowflake, Databricks, AWS, and Salesforce are moving towards a new competitive domain, aiming to become leaders in platform strategy rather than engaging in feature wars.
Enterprises are evolving towards a full-fledged System of Intelligence, reframing the competitive landscape by embedding operational semantics into data layers.
Snowflake is making strides by building a metric store that could facilitate its transition from an analytic powerhouse to an operational nerve center, while Databricks is establishing its Unity Catalog as a lakehouse control plane for agentic AI.
AWS is integrating Redshift, Athena, EMR, and Iceberg into SageMaker to offer a cohesive framework, while Salesforce is monetizing feedback loops to transform customer events into autonomous actions.
The market is witnessing a shift towards outcome-based billing models, with vendors like Salesforce and ServiceNow pricing the control loop itself, potentially expanding the market.
The journey to a full 4-D business model will take time, with companies vying to control the metric tree, orchestrate agents, and steer enterprise operations.
As Snowflake Summit and Databricks Data+AI Summit approach, vendors will showcase their green-layer ambitions and roadmap milestones towards owning the system of intelligence.