Comment by threeseed
Minus the AI part tools like this have existed for decades.
And companies are not dumping their SaaS tools and switching to them en masse.
Because (a) data silos have dramatically increased pushing dreams of a unified data schema out of reach, (b) technology stacks have become far more complex necessitating tools like Datadog and (c) competition is stronger than ever meaning that skimping on paying for tools like MixPanel is often short sighted and counter productive.
Companies like this will do fine and there will be always be a demand for them especially in the SMB space. But there simply isn't the business value in bringing a lot of analytics and observability in-house in almost all cases.
Not yet. But in the analytics case, suppose you could build a tool that collected data on your own infrastructure, allowed you to write plain SQL against a PostgreSQL database to get whatever analytics data you need, had an AI-driven text-to-SQL option so non-technical users could get whatever analytics data _they_ need, and output everything to a universal interface, i.e. a spreadsheet? No vendor flavored DSL, GUI, or workflows to learn. That product would be tough to beat. It wasn't built in the past because it was hard. But with AI and something like Tembo or Timescale, is it actually hard anymore?