279 | Breaking Analysis | Snowflake & Databricks Cross the Rubicon into a New Competitive Domain
AI Summary
In this episode of Breaking Analysis, the discussion centers on the evolution of data platforms into systems of intelligence, particularly in light of upcoming major industry summits. Hosts Dave Vellante and George Gilbert explore the structural shifts driven by GenAI, with emphasis on how companies like Snowflake, Databricks, and Salesforce are competing and evolving in this landscape. They analyze the transition from traditional data analytics platforms to integrated systems of intelligence that can automate decision-making, harmonize fragmented business logic, and interact directly with operational applications. The conversation highlights key players’ strategies and their frameworks for embedding AI into business processes while addressing the implications for future growth and competitive advantage in an increasingly agentic world.