About this episode

The episode discusses the convergence of software opportunities around intelligent clients and AI backends, focusing on the competition between Snowflake and Databricks.

Agentic AI is being misread as a series of separate battles - e.g. Snowflake vs. Databricks, copilots vs. agents, model makers vs. app vendors, etc. We think the real story is that the biggest opportunity in software is converging around who owns the new intelligent client and the AI back end that makes it useful. The new client is the agent-based system of engagement - Snowflake’s CoWork & CoCo, Databricks Genie, Microsoft Copilot, Google Gemini Enterprise, ChatGPT/Codex, Claude/Cowork a...

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