Snowflake’s intent to acquire Observe is more than a tuck-in. It’s a signal that “data platforms” and “operations platforms” are converging fast. In a world where AI agents are increasingly embedded in customer-facing experiences and core business workflows, the health of applications, pipelines, and data products is no longer just an IT concern. It’s a revenue, trust, and decision-quality concern.
Observability is becoming a first-class data workload
The underlying message from this deal is clear. Telemetry is now more than a tactical dataset. Logs, metrics, traces, events—these streams are exploding in volume and value as systems become more distributed and AI-driven. Snowflake and Observe are positioning observability as something you query, govern, retain, and operationalise at scale. It’s not just about a dashboard you check when things break.
Snowflake’s messaging emphasises economics and scale. Ingesting and retaining “100% of telemetry data” cost-effectively is the right foundation for better troubleshooting and automation. You can’t fix what you can’t see, and you can’t see what you can’t afford to store.
AI in operations requires “Governed Context”
Observe’s pitch, especially when coupled with Snowflake, leans heavily into AI-assisted incident investigation and faster root-cause analysis (including claims of materially faster resolution).
But here’s the reality many teams are learning the hard way.
AI without context doesn’t produce clarity. It produces confident noise.
In observability, that “noise” can mean wasted cycles, misdiagnoses, and a higher risk in production. In data, it can mean bad decisions at scale.
So the question isn’t “Can AI summarise an incident?” It’s:
Can AI reliably connect symptoms to the right causal chain across systems, data assets, transformations, and business semantics without hallucinating?
That’s where metadata becomes the differentiator.
Metadata is the control plane for trust, not an afterthought
If telemetry is the raw signal, metadata is the meaning. To move from "monitoring" to "understanding," you need active metadata to provide:
- Lineage & impact: What upstream change triggered this downstream anomaly? Which reports, models, or AI outputs are affected?
- Quality & expectations: Is this deviation a failure, a planned release, or normal seasonality?
- Policy & governance: What’s allowed to happen automatically vs. what requires approval?
- Semantic clarity: What does ‘revenue’, ‘active customer’, or ‘churn’ actually mean in this context?
In short, observability becomes exponentially more valuable when it’s anchored to active metadata. Metadata that is continuously updated, queryable, and actionable in real time, not trapped in static documentation.
This is the key takeaway from the acquisition. The market is moving from monitoring systems to understanding systems. And understanding requires metadata.
The next evolution: from observability to automated remediation
What’s exciting about the Snowflake<>Observe pairing is the implied shift from reactive operations (alert → triage → fix) toward proactive systems (detect → explain → recommend → resolve).
But automated remediation only works when three things are true:
- High-fidelity data (telemetry + operational data + relevant business signals)
- Governed context (active metadata: lineage, quality, policies, semantics)
- Deterministic execution (repeatable automations with guardrails, auditability, and rollback)
Without Governed Context and the Control Plane, “AI ops” can turn into “AI improvisation.” That’s not something businesses will trust in production.
TimeXtender’s perspective: AI-ready observability starts with AI-ready data
At TimeXtender, we believe the future belongs to platforms that connect signal to meaning and meaning to action. Observability is most powerful when it’s integrated into the same foundation that delivers decision-grade (and AI-grade) data in the first place:
- Active metadata as the system of truth: capturing lineage, quality, and governance continuously, not retrospectively.
- A governed semantic layer: so analytics and AI are grounded in the same consistent definitions, reducing ambiguity and risk.
- Automation with accountability: deterministic, repeatable pipelines and orchestration patterns that scale with audit trails and policy controls.