Agent Gravity : Who's Running Your Agents | Tomasz Tunguz

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Agent Gravity : Who's Running Your Agents

May 26, 2026

ai strategy

If data gravity was the most important force in the Decade of Data, agent gravity will be the same in the Decade of Agents.

Agents are wonderfully powerful technologies & they require tremendous compute to power. That compute is big business & major platforms will fight to keep them on their platforms. The more agents & data running through a platform, the greater the agent gravity.

The most recent episode with a new Databricks feature on Microsoft’s platform :

While this was not the feature’s stated purpose, it essentially made it easier for Power BI customers to manage their data and build AI agents in Databricks instead of a competing data management offering from Microsoft, called Fabric.- The Information

So what’s going on :

If DBX customers can create data pipelines & manipulate their data through agents, then the person building those agents - or the agent itself - will decide where to run the agent (agent gravity) & where to process the data (data gravity).

These agents can siphon the knowledge in the semantic layer, migrate the data into other cloud data warehouses, & publish data to other BI systems.

Very quickly, users, knowingly or unknowingly, can migrate the profitable agent workloads & data warehouse workloads to a new platform.

Winning & sustaining agent gravity is the motif of the Decade of Agents.