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Databricks says Instructed Retrieval outperforms RAG and could move AI pilots to production faster, but analysts warn it could expose data, governance, and budget gaps that CIOs can’t ignore.

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.