BigQuery vs Ably
Side-by-side trajectory, velocity, and editorial themes.
BigQuery doubles down on Iceberg, graph, and global data sharing as the lakehouse fight intensifies.
BigQuery's May 2026 ship list is dominated by three tracks: open-format lakehouse integration (Iceberg v3 with deletion vectors, REST catalog support in Conversational Analytics), graph capabilities maturing inside BigQuery Studio, and global data exchange via multi-region sharing listings reaching GA. Alongside the feature work, Google is tightening Data Transfer Service security (MFA on Google Ads transfers) and warning about Ads retention changes that will cap historical backfills from June 1. The release notes show a mature warehouse continuing to absorb adjacent workloads rather than reinventing itself.
BigQuery is positioning itself as the federated query and sharing fabric for a multi-format world, with Iceberg getting closer to first-class status and Conversational Analytics extending across external catalogs. The graph and notebook work signals a push to keep more analytical work inside Studio instead of bouncing to specialized tools. Expect continued layering of governance, AI-assisted query, and open-table support on top of the existing engine rather than core engine reinvention.
Next obvious step is GA for Iceberg v3 features and full conversational graph querying without Preview gating. Watch for additional first-party data sources getting MFA mandates, mirroring the Google Ads tightening.
Ably pivots its developer surface toward AI agents as first-class consumers
Ably's developer surface has been visibly pivoting toward AI agents over the last six weeks. The CLI hit v1.0 with structured JSON output envelopes, hint fields for self-healing agents, and unified --force semantics. Two weeks later v1.1 added `ably init`, which installs the CLI plus Agent Skills bundles directly into Claude, Cursor, Windsurf, and VS Code in one step. A new AI Transport SDK lands separately, with end-to-end tool-calling and React providers for the Vercel AI SDK.
Ably is building two integration stories in parallel — agents as CLI users (via Agent Skills) and agents as transport consumers (via the AI Transport SDK). Together they bracket the workflow: agents read live data through the SDK and operate Ably itself through the CLI. The traditional client-library stream (JS, Python, Laravel) continues at steady pace in the background, with LiveObjects formally graduating to GA on the protocol-6 update.
Expect the AI Transport SDK to add tool-call adapters for at least one more AI runtime beyond Vercel — most likely the OpenAI Agents SDK or Anthropic's Claude Agent SDK — and Agent Skills coverage to expand to additional AI clients (Cline, Aider, Continue). Watch for the LiveObjects API to surface inside the chat/AI surfaces.
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