Agentic Data

Oxygen Intelligence
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Agentic Data - Thoughts on Agentic Data Systems agenticdata.substack.com

  1. Traces as the Source of Truth, Agentic Workflows: Precision vs. Recall, and AI Observability

    JAN 13

    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 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 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

    18 min
  2. Context Graphs, Decision Traces, and the Next Evolution of Enterprise Systems of Record

    JAN 6

    Context Graphs, Decision Traces, and the Next Evolution of Enterprise Systems of Record

    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 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

    26 min
  3. Shift-Left Platforms, Single Models of Truth, and the Rise of Research Engineering

    12/23/2025

    Shift-Left Platforms, Single Models of Truth, and the Rise of Research Engineering

    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 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

    28 min
  4. IBM’s Confluent Acquisition, Ontology Layers, and the Rise of Digital Twins

    12/16/2025

    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 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 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

    21 min
  5. Why UI Is Pre-AI, Enterprise Moats in the Agentic World, and Preparing for an Agent-Led Software Era

    12/09/2025

    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 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

    18 min
  6. SelectStar Acquisition, Metadata Context Rise, Databricks vs. Snowflake, The Future of Interfaces

    12/02/2025

    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 vs. Snowflake: Innovation and Strategy 14:55 The Future of Interfaces in AI and Data Workflows 25:32 Conclusion and Future Outlook Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/oxy-int/ Follow on X: https://x.com/oxy_int 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

    26 min
  7. Salesforce’s Informatica Acquisition, Slack’s Role in Enterprise AI, and the Business Context Layer

    11/25/2025

    Salesforce’s Informatica Acquisition, Slack’s Role in Enterprise AI, and the Business Context Layer

    00:00:00 Salesforce Acquisition and the Data Consolidation Arc 00:04:21 Slack’s Role as the Hub for Human-AI Enterprise Communication 00:08:44 The System of Record vs. System of Intelligence 00:11:46 The Business Context Layer and Its Role in Enterprise AI 00:15:00 Context Layer vs. Reinforcement Learning and Infrastructure Adoption Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/oxy-int/ Follow on X: https://x.com/oxy_int 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

    18 min
  8. Gamma’s Success Patterns, the Future of Diffusion Models, and the Strategic Role of FDE

    11/21/2025

    Gamma’s Success Patterns, the Future of Diffusion Models, and the Strategic Role of FDE

    01:00 Gamma’s Success, Product Design, and Market Positioning 06:08 Inception Labs and the Future Direction of Diffusion Models 09:12 Architecture Debate: Diffusion vs. Transformers and GPU Consolidation 17:16 Forward Deployed Engineering: Palantir’s Model and Its Practical Limits Follow the hosts: https://x.com/iamjosephmoon https://x.com/imrobertyi Follow on Linkedin: https://www.linkedin.com/company/oxy-int/ Follow on X: https://x.com/oxy_int 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

    26 min
See All (17)

About

Agentic Data - Thoughts on Agentic Data Systems agenticdata.substack.com

Information

  • Creator
    Oxygen Intelligence
  • Years Active
    2025 - 2026
  • Episodes
    17
  • Rating
    Explicit
  • Copyright
    © joseph moon
  • Show Website
    Agentic Data