The article discusses the merging roles of infrastructure and observability teams as companies increasingly integrate observability into their offerings. It highlights key acquisitions and the growing importance of AI in incident response, while advocating for an open standard approach using OpenTelemetry and Apache Iceberg to manage data effectively.

• Infrastructure giants (Palo Alto Networks/Chronosphere, Snowflake/Observe) are acquiring observability companies to own the telemetry data layer, not just to sell better dashboards
• AI-driven incident response (reducing MTTR, automating triage) is the real driver behind these acquisitions, not just cost control over expensive observability tools
• The likely emerging standard stack pairs OpenTelemetry (decoupled instrumentation) with Apache Iceberg (open data layer) to avoid vendor lock-in
• Open table formats matter especially for AI agents running parallel queries during incidents, since vendor-locked systems risk runaway costs from inefficient or erroneous agent-generated queries