Thoughts on the Software Ecosystem Post Databricks DAIS

This report analyzes trends in the software ecosystem following Databricks' Data & AI Summit, focusing on the shift towards open architectures and custom agentic applications. It highlights key beneficiaries including Databricks, Snowflake, and Palantir.

Key Takeaways

• 1.The software industry is shifting toward 'good sticky' architectures emphasizing open standards and agentic applications.
• 2.Custom agentic apps built in the 'white space' between silos represent a significant new TAM expansion.

Table of Contents

• Key takeaways
• Disclosure Appendix

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