The Artificial Intelligence Podcast

George Fraser, CEO of Fivetran and dbt Labs, breaks down why most companies are paying a 10 to 20 times markup to process data that would fit on a phone. He explains the benchmark he ran on an iPhone 17 Pro that kept pace with a cloud cluster renting at $17 an hour, why the cost of compute has fallen 10x in a decade while prices have not, and the distinction most buyers miss: companies have large data but small queries, and a single query almost always fits on a single machine. George also dives into why wiring AI agents directly into every system of record through APIs is too slow to work, why he treats knowledge graphs as a trivial relabeling of what a clean schema already does, and why vendors that lock customers out of their own data always lose that fight. Finally, he argues the cost of intelligence is halving every month, and that no company should ever hand back the copy of its own data.

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Jeff McMillan, founder of McMillanAI and former Chief AI Officer at Morgan Stanley, breaks down why most of today's 70,000 AI companies will not survive: anyone can build a polished product in a weekend, so the only durable edge is proprietary data and deep domain expertise. He explains why AI will reprice traditional software rather than kill it, and why handing out Copilot and expecting ROI is like giving fifth graders calculators and asking why they aren't accountants yet. Jeff also dives into why over 90 percent of enterprise problems could run on a model from two years ago, comparing frontier spend to driving a Ferrari in circles in a Walmart parking lot, and why token leaderboards are as absurd as rewarding whoever used the most electricity. Finally, he shares why human in the loop breaks down at 20,000 agents, and what managers must learn to supervise people and machines working side by side.

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Kamal Hathi, SVP and GM of Splunk at Cisco, breaks down why intent is never enough to control an AI agent: agents are ruthless goal seekers, and asking one to free up 3 percent of disk space can end with 97 percent free because nobody said keep the rest. He explains why trust means verification rather than instruction, and why it includes the invoice, comparing it to hiring a contractor you trust to build a house that stands without emptying your bank account. Kamal also digs into why the rush toward air gapped and local AI is driven less by distrust of frontier labs than by cost, with specialized small models running 97 percent cheaper and 95 percent faster than frontier calls, and why the real threat is the unknown unknowns, agents nobody cataloged acting inside a state of perpetual breach. Finally, he argues agents are the new apps, and every job starts to look like a software developer's: tell the agent what to do, inspect the work, and iterate.

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Hao Yang, VP and Head of AI at Splunk, breaks down why sampling an AI system's output cannot earn trust: a fraction of ten thousand probabilistic calls will be wrong, and a spot check is unlikely to find them. He explains why a small model can grade a frontier model reliably inside a narrow context but not outside one, and why prompt injection follows from the architecture rather than being a bug, since following instructions is how these systems work. Hao also digs into why time series is still not a first class citizen in frontier models even as multimodal training reaches vision and audio, and why he rejects routing prompts to the cheapest model, arguing cost is meaningless without value. Finally, he argues against the single super agent, which by design holds access to everything it might ever need, and for guided autonomy, where an agent asks before first reaching for a tool and the user grants it once, for the session, or never.

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Mangesh Pimpalkhare, SVP and GM of Splunk Platform at Cisco, breaks down why agentic AI generates more telemetry than the systems it monitors, and why nobody can yet say when observing AI costs more than running it. He explains the decade spent preaching centralized data was always partial, since machine data never sat in one system, and that what broke was volume rather than architecture, pushing a whole category to abandon the ingestion pricing it ran on for 15 years. Mangesh also digs into why an agent acting on a bad signal is usually a context failure, not a data failure, since a model trained on everything still lacks up-to-the-second context, and why autonomy arrives on a sliding scale against governance as trust is earned. Finally, he argues control, not data, is the moat, since customers own their data and fragmentation only grows, leaving the advantage with whoever supplies the guardrails that stop agents doing the wrong thing.

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