The Math Behind the Answer
I’m hosting a session on May 20. Here’s what we’ll dig into. Agentic AI looks impressive in a demo, until you ask it a question your CFO actually cares about. If an AI agent can’t…
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BI Tools Keep Trying to Own Your Semantic Layer
Every decade, someone reinvents the BI-embedded model. Every decade, customers end up migrating off it. The semantic layer is the context layer for AI, and putting it inside one BI tool was the original sin.…
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…
Inside the Trillion-Dollar AI Problem: Context and Compute
Snowflake, 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…
Snowflake, Databricks, AtScale, and Omni, on the same stage, on purpose
The 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…
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…
10 Things We Learned at the 2026 Semantic Layer Summit
Most 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…
The Fifth Semantic Layer Summit Is the Strategic Pivot Point for Leaders Betting Their Enterprise on AI
One 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…
Marc Benioff on the Importance of Semantic Layers to SaaS
The 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…