George Gilbert

"But when it's an agent and there's a learning loop in there, their prices are much more stable. And so that gets back to what we're going to talk about, which is the scaffolding around it to build that agent."

"if you try a non-deterministic agent reading and writing to 6, 000 tables without some deterministic layer in between, I'm like, even if you go to talk to Silvio Savarese, your chief scientist, and say, "Will I be able to do that sometime this decade? " I don't think the answer is yes. And the reason I bring this up is even Power BI needs a semantic layer for read-only access to a single DBMS."

"The key point here is the systems of agency. All the agents are not going to be really effective unless they sit on top of that system."

"the agents are cooperating with each other. And the reason I bring this up is this is the seat of value you have, I think the last we heard 300, 300 agent that are worth half a billion or more and there's like one Data Cloud that has a 4D map of the enterprise, of the customer, part of the enterprise. You do the math and figure out who's more valuable."

"This is kicking a thousand dead whales down the beach because it's 60 years of investment in silos that we now have to somehow harmonize and no one really has a great solution for that."

"we're transitioning from applications based on symbolic code that tracked siloed, that siloed sort of historical 2D snapshots of business entities, customers orders, things like that. That's the trap data you were talking about. Now the idea is we want or agents need to be able to see, analyze, decide, and act across these silos."