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Three Data Point Thursday

What I think about - data, AI, business, cybersec, open source and more.

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Agentic databases aren't agentic.

Why the fuck is nobody letting the database act? TigerData gives agents Postgres. GibsonAI killed its “AI backend engineer” and rebranded to MemoriLabs : memory for other people’s agents. Useful? Yes. Agentic? No. OpenAI defines agents as systems that “independently accomplish tasks on your behalf.” Everything the database companies sell inverts that sentence. The database is not the system…

The next $100B data company will be embedded.

You’ve used embedded analytics today and can’t name who built it. That’s not an accident. It’s the sales pitch.

Agentic analytics is bullshit. It saves your ass.

Boy, is there a lot of shit floating around “agentic analytics.” Nobody woke up asking for it. It is the phrase you get when every BI platform, dashboard vendor, copilot, semantic-layer company, and embedded analytics product needs to sound inevitable in 2026. But buried inside the repackaging is the thing data software kept promising and never delivered: action. What it is not: a chatbot for your…

BI must fire its best customer

The data team buys your dashboards, and is the immune system killing anything that makes dashboards optional. BI's only escape is three trades nobody wants to sign.

AI made everyone faster. Your company is still exactly as slow.

What research studies actually say: task gains die at three gates before they reach the P&L. Here's the test for yours.

Good AI, great AI

What the fastest AI companies do differently (and why it looks wrong).

SaaS instincts suffocate AI products

7 SaaS PM reflexes that shrink AI products—and why data people already think differently.

AI tools are the new dashboards

If specificity is zero, value is zero. Onboard the AI tool, or ditch it if you can’t.

What comes after analytics

Decision infrastructure. How to get there.

Dashboards are easy to read. That’s the problem.

A 5-question scorecard for dashboards, decks, and charts—and the three harder formats that turn “understood” into “decided.”