Databricks VP and Neon co-founder Nikita Shamgunov explains why cloud hyperscalers offer the wrong primitives for AI agents and how Lakebase solves database state at scale. He breaks down separating compute from storage, the shift to AI software factories, and why competitors like Microsoft are copying Neon's branching architecture.

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Timestamps:

00:00) Introduction (01:07) Viral Post on Database Architecture (07:29) Why Agentic Infrastructure Matters Now (11:30) Future of Agentic Databases (12:44) Wrapping Up and Key Takeaways

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Hyperscalers Have the Wrong Primitives for AI | Databricks

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Hyperscalers Have the Wrong Primitives for AI | Databricks