Data + AI 2026 keynote
Ali Ghodsi · Jun 17, 2026 · 58m · San Francisco, California
Summary
Ghodsi's 2026 opener argued the gap is not smarter models but agents that actually work inside companies, and framed Databricks as the answer to context, cost, governance and choice. The launches centered on the Genie family (Genie One, Genie ontology, Genie agents, Genie Code), plus Lakewatch as an agentic SIEM with the Panther Labs acquisition and CustomerLake for marketing data.
Key themes: Agents, Data platforms, Security · AI-written summary from the published transcript
- 1The problem is not AGI in labs but that agents are not yet doing autonomous work inside companies, Ghodsi argued8:36
- 2LakeFlow now has over 100 connectors, up from very few two years earlier14:45
- 3Genie ontology connects to all of a company's data to give agents shared business context; he called it the most important launch37:06
- 4Genie agents turn any Genie conversation into an agent for the whole company, in Slack, Teams or autonomously43:17
- 5A marketplace for apps built on Databricks now lets customers buy and pay for them51:46
- 6Databricks agreed to acquire Panther Labs to strengthen Lakewatch, its agentic SIEM on the lakehouse54:12
- 7CustomerLake was announced to bring the marketing stack onto the lakehouse55:17
Announced
| Announcement | Status |
|---|---|
| Genie ontologyBusiness context across all company data for Genie and agents | Announced |
| Genie agentsTurn Genie conversations into company-wide agents | Announced |
| Genie CodeCoding agent on the Databricks platform | Announced |
| App marketplace with transactionsBuy and pay for apps built on Databricks | Announced |
| Panther Labs acquisitionPython-based SIEM for Lakewatch | Announced |
| CustomerLakeCustomer and marketing data on the lakehouse | Announced |
Related keynotes
| Date | Keynote | |||
|---|---|---|---|---|
| Jun 11, 2025 | Databricks Data + AI Summit 2025Ali Ghodsi · 22m · 11 announcedData platforms, Agents, Open source | Data platforms, Agents, Open source | Databricks now counts more than 15,000 customers running on the platform across every major cloud | 11 |
| Jun 12, 2024 | Databricks Data + AI Summit 2024Ali Ghodsi · 28m · 4 announcedData platforms, Open source, Governance | Data platforms, Open source, Governance | Databricks confirmed it is acquiring Tabular, founded by the original creators of Apache Iceberg | 4 |
About this keynote
Keynote page: www.youtube.com/watch?v=M_rlJXln5KE
- Ali GhodsiCo-founder and CEO, Databricks
Companies named: Panther Labs, Databricks
Last changed 2026-09-24.
Sources: official keynote videos, their captions and the hosts' recaps, summarized by AI; watch the source for exact wording. Logos via logo.dev; trademarks belong to their owners.