State of the Market Update Q2/2026 – Vendors, Pricing, Sovereignty & M&A with Shawn Rogers
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Right now, AI seems like the wild, wild West – and I would recommend to show a little conservative decision making before you run off and do wild things with AI.
In this quarterly market update, Carsten Bange and Shawn Rogers once again take a critical look at the state of the data, analytics, and AI market in Q2/2026. They discuss how semantic layers and metadata are becoming the foundation for AI agents, the shift to GenAI and agentic interfaces, new consumption- vs. capacity-based pricing models, AI governance and runaway token costs, data sovereignty, the “SaaSpocalypse”, and the latest M&A and investment moves across the market.
Shawn on LinkedIn.
Carsten Bange on LinkedIn.
BARC on LinkedIn.
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