Dataiku — AI supply-chain exposure

Dataiku is an enterprise AI platform — software that lets large organizations build, govern, and deploy analytics and, increasingly, LLM-based applications from one place. It sits in the applications layer as a producer of an enterprise knowledge assistant, positioned as the controlled environment where a company's data teams and business users assemble models and generative-AI workflows without wiring everything together themselves.

Its structural hook is governance and stickiness. Big enterprises adopt a platform like this to keep AI work auditable, permissioned, and consistent across teams, and once analytics pipelines live inside it the switching cost is high — reflected in substantial, recurring subscription revenue. The exposure is that it sits a layer above the real scarcity: it does not own the models, chips, or data, and it competes with cloud providers and other platforms pushing their own end-to-end tooling. Hence a modest read on chain centrality.