I found this to be an interesting analysis:

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What has changed is where the durable value actually lives. It is increasingly useful to separate the stack into a few layers:

- The computing, IO, and compiler kernel libraries based on CUDA, compiler frameworks like MLIR or JAX’s XLA, and of course Apache Arrow.

-The database systems and caching layers, ideally connected with ADBC’s zero-serialization connnectivity.

- The language bindings and orchestration layers that expose those capabilities.

- The application or agent interfaces that sit on top.

When viewed this way, most of the long term value clearly resides in the first two layers (compute and data access), not the last two.

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