Analytics
Confluent Ships MCP Server and PII Redaction Post-IBM Deal
Three months after IBM closed its $11B acquisition, Confluent is shipping an MCP server, in-Flink PII redaction, and Azure Private Link. The streaming layer is being reframed as AI infrastructure.
Source Behind Paywall: What We Can't Say About Preonz
The source article on Preonz and decision intelligence platforms is blocked behind a bot-detection wall. Here's what that means, and what the category actually looks like.
Databricks Bets $0 on ETL: LTAP Collapses OLAP and OLTP
Databricks just merged OLAP and OLTP into one storage layer, claimed 16x speedups over specialized real-time stacks, and launched a CDP. The pipeline tax is the target.
MotherDuck Bets $100M on Agent-Built Pipelines at 60 Cents/Hour
MotherDuck launched Flights on June 10, pricing agent-driven data ingestion at 60 cents per hour. With 850 paying customers and $100M raised, the math is deliberate.
Fivetran and dbt Labs Close Merger to Chase Agent-Ready Data
Fivetran and dbt Labs closed their all-stock merger on June 5, combining two pillars of the modern data stack under one roof to chase the agentic AI workload.
The Agentic Client Wars: Who Owns the AI Back End
Snowflake renamed Intelligence to CoWork, Databricks ships Genie, and the model makers are circling. The real fight is over who owns the enterprise back end.
dltHub Wins 2026 Snowflake Product Partner of the Year
dltHub took Snowflake's 2026 Product Partner of the Year. The number that matters: 91% of 81,000 new monthly pipelines were agent-authored, up 34x year over year.