The Joe Reis Show

Are AI agents silently draining your cloud data budget? With the rise of consumption-based pricing and autonomous AI queries, data teams are facing a perfect storm of skyrocketing costs and operational chaos. In this episode, I sit down with Sanjay Agrawal, CEO and Co-founder of Revefi, to discuss the intersection of data engineering, cloud warehouse optimization, and FinOps in the age of AI.We chat about how legacy on-prem habits are bankrupting modern data platforms, why query optimization is more about ROI than just speed, and how AI agents are changing the landscape of data consumption. Sanjay shares his deep expertise from building world-class databases at Microsoft and ThoughtSpot, revealing how to automate cost management and performance tuning for Snowflake, Databricks, and BigQuery.Key Topics:
The evolution of cloud data warehouse pricing and why it breaks traditional budgets.
How AI agents are causing massive, unpredictable spikes in compute spend.
Real-world horror stories of ""lift and shift"" cloud migrations.
Why database benchmarks focus on speed but ignore the actual ROI of data.
The future of open table formats (Iceberg) and multi-engine routing.

Zach Wilson and I happen to be in Stockholm, Sweden, this evening. In this Freestyle Friday chat, we talk about what it takes to be a data engineer in 2026 and much more.

Josh Wills has spent 25 years writing data pipelines, with a career spanning Cloudera, as Director of Data Engineering at Slack, on the dbt DuckDB adapter, and now training foundation models at Datology AI. He uses coding agents every day. And he keeps running into the same wall: the agents jump to conclusions, fix the wrong thing, and ship pipelines no one understands.In this conversation, we unpack why AI agents struggle with the messiest, highest-stakes parts of data work, and what it means for the engineers managing them.We get into:- Big Data is back- Why AI agents jump to conclusions on benchmarks and complex bottlenecks- The $200K vibe-coded pipeline problem nobody wants to talk about- Why there's no training data for the gnarly enterprise pipelines that actually power businesses- "We're all managers now" - managing unreliable agents like managing unreliable people- Wicked problems and the limits of intelligence- Why politics is the last human endeavor to fall to LLMs (the data is never written down)- Whether classical ML still has a place (yes)- What Josh would tell a new grad starting in data today

Stop Tokenmaxxing and step off the AI hamster wheel. Welcome to another Freestyle Friday! What's the overwhelming vibe in the AI zeitgeist? "If you aren't maxing out AI every second, you're going to be left behind." Therefore, Tokenmaxxing is the way, right?

I strongly disagree. We're burning ourselves out with fake productivity and a graveyard of abandoned AI-generated projects.In this episode, I talk about my new minimalist travel setup, why I'm purposefully trying to minimize my AI usage for deep cognitive work, and what skills will actually get you left behind (hint: it's not missing the latest model release).

Solve real problems. Focus on the fundamentals. Take a walk. You're going to be fine.

Shinji Kim, founder of SelectStar (acquired by Snowflake in December), joins the show to discuss the deal, the integration into Snowflake's Horizon catalog, and where data cataloging is actually headed.We get into the weeds on a claim Shinji makes early: in a few years, we may stop calling these things "data catalogs" at all. The category is evolving into an AI context layer, a living surface that combines metadata, semantic models, business glossaries, and ontologies, continuously updated by both humans and agents. Shinji walks through how SelectStar built toward this with semantic model management, MCP server support, and an AI agent that started serving data analysts and eventually answered business users' questions directly.We also dig into where data catalog implementations go wrong (spoiler: it's almost always adoption, not tooling), why marketing teams are an underrated ETL persona, and what it actually took to get acquired by Snowflake after three years as a premier partner.Plus: if Shinji were starting SelectStar today, what would she do differently? We talk about distribution in the AI era and how the startup playbook is mutating.Connect with Shinji:LinkedIn — https://www.linkedin.com/in/shinjikim/