MyDataWork POV — Confluent's push to redirect AI budgets toward fixing data estates is a refreshing pivot that recognizes an important, often overlooked need. By backing the open Streamhouse category, they're advocating for a more modular approach to data streaming. This focuses on building a flexible ecosystem where each component can be optimized, rather than allowing one vendor to dominate. It's a call to enhance the foundational layers that support AI, ensuring the data pipeline is as strong as the AI models it feeds.