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Kris Ledel's avatar

"Intelligence without context is a demo", stealing that.

One thing I'd push on: you frame context as the new moat. But context compounds confidence, not correctness. More enterprise data makes the system sound more certain, not more right. That's a moat that floods.

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Manuel Koelman 🏴‍☠️'s avatar

You’re right - context doesn’t magically make the system “correct.” In fact, more enterprise data can amplify confidence even when the outputs aren’t perfect. That’s part of why this is tricky.

But that’s also why context is the moat. Once raw intelligence is commoditized, the differentiator isn’t who has the smartest model - it’s who has the richest, integrated, well-curated memory that aligns with their workflows and decisions.

In other words: correctness matters, but leverage and reliability at scale matter more - and context drives both.

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