Prediction Not checkable as stated
Keydunov: Natural language AI will not consolidate the fragmented BI market
“I don't think it's going to be something that will change the BI market, you know, like something that will can take The BI market and make it more consolidated rather than, you know, like what we have right now. I think it's still re will remain fragmented.”
Opinion
Keydunov: Modern data stack will not be dramatically disrupted by AI
“I don't see a lot of being compacted by AI specifically. I think, you know, that space is being compacted as much as any other space in terms of, yes, we'll have all this copilot capabilities, some of AI capabilities here and there, but I don't see anything so…”
Prediction Not checkable as stated
Keydunov: AI will not make embedded analytics easier to monetize
“I don't think AI really going to change that just because it's using model, you just pay to open AI and that's it. Like everyone can do that, right? It's not much of a Competitive advantage. So it's going to be more like a commodity features that a lot of like…”
Insight
Keydunov: The semantic layer is the ideal repository for AI data context
“So our take of that and my take is that semantic layer is just really good place for this context to live because you need to give this context to the humans. You need to give that context to the AI system anyway, right? So that's why you define metric once an…”
Insight
Keydunov: Querying a semantic layer over raw SQL reduces LLM errors
“Now, the query, I believe, should be created against semantic layer, because it reduces the room for the error, because what usually happens is that your query to semantic layer would be very simple. It would be like, give me that metric grouped by that dimens…”
Insight
Keydunov: Semantic layer metrics should be managed as code via pull requests
“So I think we should treat our metrics and we are in semantic layer as a code, right? And then collaboration is a big part of it. You know, like if there are like a multiple teams that sort of have a different opinions, let them collaborate on the pull request…”
Prediction Not checkable as stated
Keydunov: The modern data stack will enter a consolidation cycle
“I feel like right now we should go through the cycle of consolidation. And you know, like I mean, if Fivetrend and dbt merge, they can be alter-ex of a new generation or something like that. And you know, probably some ETL tool to there. But I feel it might ha…”
Insight
Keydunov: Production AI data apps require extensive Python scaffolding around models
“When we're talking about production level use cases, it's quite a lot of Python code around, you know, like, your model to make it work, to be honest. It's, like, It's not that magic that you just throw the model in it, like it can give you all this answers. F…”
Insight
Keydunov: Data-driven AI apps should start on a proper warehouse from day zero
“I would just recommend going through to warehouse as soon as possible. I think a lot of people feel that MySQL can be a warehouse, which can be maybe on like a lower scale, but you know, like, definitely not from a performance perspective. So just kind of havi…”
Insight
Keydunov: Large enterprises abandon embedded analytics vendors to build in-house
“If you look at the embedded analytics market, the bigger organization, the big gets, They're really more custom, you know, like it becomes, and at some point I see many organizations, they just stop using any vendor, and they just kind of build most of the stu…”
