This episode features Philip Rathle, CTO of Neo4j, discussing the real-world state of Graph RAG and its journey from prototype to production in enterprise AI systems.

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.

Emmanuel Ameisen, an interpretability researcher at Anthropic, joins the podcast to demystify how large language models work.

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.

Ben Lorica and Evangelos Simoudis of Synapse Partners explore the complex reality behind AI-driven layoffs, from automation and upskilling gaps to strategic shifts in R&D. They also dive into the massive capital investments in AI, discussing the growing pressure for ROI and the emergence of LLMOps as a form of financial management.

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.

Ciro Greco, Co-founder & CEO at Bauplan, joins the podcast to discuss a new paradigm for data engineering rooted in software engineering principles. He explains how treating the data lakehouse like a software project — with version control, branching, and transactional pipelines — creates a robust and safe environment for development.

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.

Mike Freedman and Ajay Kulkarni, founders of Tiger Data, join the podcast to unveil Agentic Postgres, a database re-imagined for AI agents.

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.

Nick Schrock, CTO of Dagster, discusses the critical role of data orchestration in the AI era, framing “context pipelines” as the new data pipelines that form the foundation of any AI strategy. He introduces Compass, a new Slack-native tool for collaborative, exploratory data analysis designed to replace the 80% of ad-hoc BI dashboards.

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.

Ben Lorica and Evangelos Simoudis discuss AI-bubble signals (runaway revenue multiples, circular financing), why many enterprise pilots stall, and what separates leaders (use-case matrices, cross-functional ownership, hard metrics). They also examine U.S.–China tech competition in robotics and semiconductors, and offer a pragmatic view on humanoid robots — what works now versus what’s still research-grade.

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.

Luke Wroblewski of Sutter Hill Ventures joins the podcast to discuss the paradigm shift in building AI applications. He explains how the traditional model of “code + database” is being replaced by “URL + model,” where the AI agent itself becomes the application logic.

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.