| Cloud-scale lakehouse incumbents |
Storage + compute. You assemble the catalog, lineage, quality, governance, context, agent runtime — and find the pod yourselves. |
Lakehouse + every layer above it, native in one box. Plus the pod that builds on it, end to end. |
| Best-of-breed catalog, quality, and transformation specialists |
One slice each. You stitch together five other tools, the integration tax, and the agent layer entirely. |
Every slice native, in the same box. Plus the pod that owns the substrate. |
| Pure-play AI delivery firms · new-wave agent specialists |
A pod that ships agents on a data substrate they assume already exists. Most pilots quietly stall there. |
The substrate is the box — purpose-built for agents. The pod ships them in < 2 weeks. |
| The global systems integrator majors |
Implementation hours and a managed services tower — on top of the same six-vendor stack you'd be licensing anyway. |
One platform replaces the stack. The pod is priced to the outcome, not to the hours. |
| Hyperscaler-native AI platforms |
Credits, models, tooling — and no opinion on your workflow. You bring the pod. |
Models routed through governed enterprise context. The pod brings the workflow. |