•6 min read
The Filing Cabinet Fallacy
Infinite context isn't memory and RAG isn't learning. The next moat in AI agents is parametric compression of deployment experience, not bigger vector DBs.
Posts tagged with #ai-strategy
← View all posts•5 min read
The Three-Month Gap Is the Moat
DeepSeek's lag behind US frontier labs is being read as weakness. It is the opposite. The gap is the product.
•2 min read
The governance layer eats the framework
Everyone says the agent orchestration layer is the moat. Enterprise IT history says the governance plane above it wins. Kong, Databricks, and Cloudflare are already making the move.