Agentic Data & Analytics - Competitive Whitespace Analysis
The category moved from where data is stored to whether agents can reason on it.
A tunable, vendor-neutral moat model - real arithmetic you can re-derive by hand, not a baked rank.
27 vendors scored★ EvoluteIQ · selfon one shared formula vs incumbentsDatabricksPalantirSnowflake+ 23 more
Real arithmetic, not a baked rank
Six weight sliders recompute every moat as a weighted sum you can re-derive by hand.
was: HIGH/MED string
One chain you can watch move
Drag a slider and this whole chain recomputes in one synchronous pass.
weightsmoat()contestation()EIQ-fitresort
Watch it move in the Engine An analyst that cites - and abstains
Retrieval-grounded, server-enforced. No grounding, no answer - it says so.
cites ✓abstains ⊘works keyless
Five anchored stats · each links to its cited paragraph
>40%
Agentic AI projects canceled by 2027
Gartner estimates over 40% of agentic AI projects will be canceled by end of 2027 due to escalating costs, unclear business value, or inadequate risk controls. Of thousands of vendors claiming agentic capability, Gartner estimates only ~130 ship real multi-step reasoning.
#2Gartner · Jun 25, 2025
$134B
Databricks Series L (Dec 2025)
Databricks announced a >$4B Series L at a $134B valuation (Dec 16, 2025), led by Insight Partners, Fidelity and JP Morgan Asset Management. It crossed a $4.8B revenue run-rate in Q3 (>55% YoY), with >$1B run-rate each from data warehousing and AI products, and positive free cash flow over the prior 12 months.
#20Databricks Newsroom / CNBC / PR Newswire · Dec 16, 2025
$8B
Salesforce acquires Informatica
Salesforce announced an $8B acquisition of Informatica (May 27, 2025), combining Einstein + CLAIRE + MuleSoft + Tableau with Informatica's catalog/MDM/ETL - the most consequential governance-layer acquisition of the decade. CLAIRE GPT, Copilot and CLAIRE Agents extend it into agentic data management.
#60Salesforce PR · May 27, 2025
Jun 1, 2026
Fivetran + dbt merger CLOSED
Fivetran and dbt Labs COMPLETED their all-stock merger on Jun 1, 2026 (announced Oct 13, 2025). George Fraser is CEO, Tristan Handy President; the combined company serves 100,000+ data teams and positions as the data-infrastructure layer that makes agents trustworthy. Note: a merger announcement is not its close - this is the verified completion date.
#70Fivetran / dbt Labs press release · Jun 1, 2026
+137%
Palantir US commercial YoY (Q4'25)
Palantir US commercial revenue grew +137% YoY in Q4 2025, accelerating every quarter (71%→93%→121%→137%). FY26 guidance ~$7.18-7.20B (+~61%). Palantir already shipped the ontology + object-action pattern (AIP) that competitors are now retrofitting.
#40Palantir earnings · Q4 2025
Fact-audit note - three contested numbers re-verified before shipping primary-sourced
Fivetran + dbt merger
announced Oct 13, 2025CLOSED Jun 1, 2026
an announcement is not a close
dbt semantic-layer benchmark
read as ~84-90%semantic layer ~98-100%
the lower number is text-to-SQL
EvoluteIQ round
unspecified$53M Baird-led · Sep 2025
confirmed · founded 2019
Unverifiable figures are badged directional and never anchor a rank-affecting score.
The Honesty Ledger - what is fact, what is one analyst's opinion
Provenance is a visible instrument here, not a disclaimer. Numbers are derived, never hand-typed.
26citedverified · third-party primary
20directionalreal but un-reverified
12synthesisauthor thesis (not a source)
83 of 162 vendor sub-scores are analyst judgment51%
Real - deterministic & re-derivable
- Scoring math - assertion-tested, same module server + client
- Citation enforcement - server strips uncited claims
- Dated corpus - hand-curated snapshot, per-fact dates
- Keyless fallback - deterministic, same cite + abstain contract
Judged - one analyst's opinion
- Analyst sub-scores - incl. every pricingAccess score
- marketPull & buildGap - analyst-set constants
- Load-bearing: ±20 on a judged cell moves top-10 in 28 cases
27vendors scored (incl. EvoluteIQ as a peer)
10whitespace plays ranked live
58atomic corpus facts
26primary-sourced (third-party)
20directional
12author synthesis
83of 162 sub-scores analyst-judged