Context Fidelity, Structured Retrieval, Open Weights, Agent Control, Statistical Observability
00:00 Introduction to GPT-5 and Context Windows 02:55 Context Fidelity and Information Parsing 05:42 The Role of Structured Retrieval in Data Processing 08:21 Concision vs. Coverage in Data Responses 10:53 The Importance of Context in Decision Making 13:21 OpenAI's Open Weights and Its Implications 15:46 The Future of LLMs and Structured Data 30:39 The Open Source Dilemma 32:04 Agentic Systems and LLM Logic 38:36 Deep Research vs. Deterministic Analytics 44:14 The Value Proposition of Data Companies 50:42 Observability in LLM Systems 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
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Data Activation, Agentic Data Intelligence, Paradigm Shifts in Data, Pareto vs Uniform Spanning of the Question Space, and Persona Vectors
00:00 Introduction and “Data is the New Oil”08:00 The Paradigm Shift to AI and Data Activation17:26 Agentic Analytics: From English to Data Instructions26:14 Rethinking Semantic Layers and Pareto Tradeoffs35:45 Spanning Question Space and LLM Dynamics44:19 Persona Vectors and Future of AI Training 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
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Building Kelihi and Unlocking Talent, AI Disruption, and the Future of Data Roles
00:00 Introduction and Background of the Guests 02:11 The Journey to Data Analytics 04:26 Client Acquisition and Service Offerings 36:10 Navigating the Data Landscape: Tools and Vendors 42:04 Navigating the AI Landscape in Data Analytics 47:54 Transforming Roles in Data Analytics 51:29 The Future of Data Analytics and AI Integration 01:02:32 Vision for the Future: Growth and Talent Development 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
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Agentic and Headless Software, Declarative Interfaces, Precision and Recall in Data Analytics, New Abstractions
We dive into why most AI tools today feel like “horseless carriages”: retrofitted instead of reimagined.In this episode, we explore:* The shift toward agentic software* The need for headless systems and declarative interfaces* Why precision and recall matter more than ever in data analytics* Why evaluating agentic systems requires new abstractions drawing on physics, semantics, and statistical observability* How AI operates in a kind of semantic space.00:00:00 Introduction to Agentic Data and Skeuomorphic AI00:04:26 The Shift to Headless and Agentic Software00:14:18 Precision, Recall, and the Taxonomy of Questions00:22:58 Challenges in LLM Evaluation and Industry Mindset00:29:29 Physics Analogies for Agentic Software00:38:28 Conclusion: The Future of Agentic Analytics 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
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Data Acquisitions, Designing Agents vs. Software, and Metadata and Semantic Model for AI
00:00:28 Recent Acquisitions and Strategic Moves in the Data Space00:06:27 AI and Product Strategy Shift 00:17:10 Consolidation in BI and Data Catalogs 00:36:35 The Role of Semantic Layers and Knowledge Graphs in AI Analytics 00:46:29 Challenges in Investing in Data + AI Companies 00:55:45 Future Topics 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
Brasil