This is the start of our 7th year of doing the podcast. Juan and Tim kick off the 12th season sharing who are the upcoming guests and what's the latest on their mind about this crazy data and AI world: - The new website (honestnobsdata.com) and discussed building a knowledge graph of the podcast itself - Two types of semantics: for AI context vs. for system interoperability - The vendor hype gap vs. practitioner reality - AI agent proliferation and the governance surface area explosion - AI cybersecurity: models escaping their sandboxes - The economics of AI: accuracy, latency, and token cost as the new CAP theorem - The great convergence, "triangle of consolidation" and “postmodern data stack” - OSI and Apache Nessie - Work as the center of gravity - Bridging the operational and analytics worlds