Updated May 28, 2026
Snowflake Just Popped 35%. We’re Not Surprised. And in a Few Days, You Won’t Be Either.Kevin McLaughlin at The Information had a piece this week we've been passing around the office. Snowflake is up 35% on the quarter. Salesforce is down 30% on the year. Kevin makes a strong case that the gap between those…
Updated May 27, 2026
Marc Benioff on the Importance of Semantic Layers to SaaSThe CEO of Salesforce went on All-In and called the semantic layer the key to SaaS company survival. Here's why he's right, and what most SaaS companies are getting wrong. Marc Benioff went on the All-In podcast last week and…
Updated May 22, 2026
10 Things We Learned at the 2026 Semantic Layer SummitMost enterprise AI governance conversations start with LLMs. But when an AI agent returns a wrong answer, the failure usually traces back to a much simpler problem: the business logic behind the answer was never defined in a place the…
Updated May 21, 2026
The Fifth Semantic Layer Summit Is the Strategic Pivot Point for Leaders Betting Their Enterprise on AIOne day with the platforms, the standard-bearers, and the enterprise architects deciding the next decade of enterprise data architecture. May 20, 2026. The semantic layer has escalated from technical curiosity to strategic imperative. At the first Semantic Layer Summit in…
Updated May 15, 2026
The Semantic Wars Are Here. Google, You’re Next.Microsoft started a semantic war with Databricks. The next front is AI. Google customers need a semantic strategy to stay free on both. Microsoft just killed the connector that let Power BI read Databricks’ business metrics. This was the opening…
Updated May 13, 2026
Google Paid $2.6 Billion to Prove AtScale Right About SemanticsThe Looker rename is news. The bigger story is what it means for the semantic layer in the AI era. Google is renaming Looker Studio back to Data Studio. The seemingly simple move sends a big signal: the semantic layer…
Updated May 11, 2026
Snowflake, Databricks, AtScale, and Omni, on the same stage, on purposeThe OSI panel airs at the Semantic Layer Summit. Here's what I'm hoping shakes loose. Snowflake and Databricks don't usually sit at the same table. They compete for the same workloads, the same logos, the same line items in the…
Updated May 7, 2026
Inside the Trillion-Dollar AI Problem: Context and ComputeSnowflake, Tableau, and BlackRock named the symptom. Jeremy Arendt at Blue Yonder is showing operators what it actually costs. Jeremy Arendt runs analytics engineering at Blue Yonder, the supply chain platform behind a meaningful slice of the world's trucks, warehouses,…
Updated May 4, 2026
Microsoft Held Databricks Customers Hostage. Customers Paid the Ransom. Freedom Ends It.Microsoft made a small, deliberate change to the Power BI connector for Azure Databricks (release notes). The change looks technical, but it's really a move to seize control of the semantic layer, where your company defines what revenue, customer, and…
Updated May 4, 2026
Google Just Made Iceberg the Format Foundation of Compute. Make Sure Your Semantics Are Ready to Travel.What Google announced at Cloud Next wasn't an upgrade. It was a starting gun. Google announced a cross-cloud lakehouse standardized on Apache Iceberg. Not BigQuery's tables. Not a Google format. Iceberg. Open. Sitting in object storage you own. Readable by…
