For forty years, every data decision meant picking a side: operational or analytical, governed or self-service, relational or unstructured, aggregated or federated. AI did not add a fifth choice. It made all four unavoidable at once, while inference costs quietly crowd out the software budgets that used to fund everything else.
In this session, Matthieu Jonglez argues that the winners of the AI era will not own the biggest model or the largest data lake. They will own the control plane: the semantic, governed, agentic layer that sits above fragmentation instead of replacing it, and turns scattered data into context, and context into decisions a business can trust and afford. The winner will not be the platform with the most data, but the platform that can deliver the right context to both humans and agents alike, on equal footing. Drawing on production systems running at billions of documents and the latest analyst research, he shows why the real question is no longer build or buy, but orchestrate or be orchestrated.
