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574: Data Agent Contract Layer

Mike & Tommy tackle the emerging role of the semantic model as an AI contract layer in Microsoft Fabric, weighing in on whether Data Agents should reason over governed semantic models or hit OneLake directly. They explore the tension between years of invested business logic in semantic models and the flexibility of Lakehouse-first agent access, breaking down how OneLake Security, RLS, and semantic model permissions can coexist for both traditional BI and AI-powered data workloads.

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