General AI models understand the world but not a company's specific data. The X-Lake reasoning engine provides a crucial layer that connects to an enterprise's varied data lakes, giving AI agents the context needed to operate effectively on internal data at a petabyte scale.
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Companies struggle with AI not because of the models, but because their data is siloed. Adopting an 'integration-first' mindset is crucial for creating the unified data foundation AI requires.
Public internet data has been largely exhausted for training AI models. The real competitive advantage and source for next-generation, specialized AI will be the vast, untapped reservoirs of proprietary data locked inside corporations, like R&D data from pharmaceutical or semiconductor companies.
The key for enterprises isn't integrating general AI like ChatGPT but creating "proprietary intelligence." This involves fine-tuning smaller, custom models on their unique internal data and workflows, creating a competitive moat that off-the-shelf solutions cannot replicate.
The effectiveness of enterprise AI agents is limited not by data access, but by the absence of context for *why* decisions were made. 'Context graphs' aim to solve this by capturing 'decision traces'—exceptions, precedents, and overrides that currently live in Slack threads and employee's heads, creating a true source of truth for automation.
Modern AI models are powerful but lack context about an individual's specific work, which is fragmented across apps like Slack, Google Docs, and Salesforce. Dropbox Dash aims to solve this by acting as a universal context layer and search engine, connecting AI to all of a user's information to answer specific, personal work-related questions.
The LLM itself only creates the opportunity for agentic behavior. The actual business value is unlocked when an agent is given runtime access to high-value data and tools, allowing it to perform actions and complete tasks. Without this runtime context, agents are merely sophisticated Q&A bots querying old data.
AI agents are simply 'context and actions.' To prevent hallucination and failure, they must be grounded in rich context. This is best provided by a knowledge graph built from the unique data and metadata collected across a platform, creating a powerful, defensible moat.
For tools like Harvey AI, the primary technical challenge is connecting all necessary context for a lawyer's task—emails, private documents, case law—before even considering model customization. The data plumbing is paramount and precedes personalization.
Ali Ghodsi argues that while public LLMs are a commodity, the true value for enterprises is applying AI to their private data. This is impossible without first building a modern data foundation that allows the AI to securely and effectively access and reason on that information.
Salesforce's Chief AI Scientist explains that a true enterprise agent comprises four key parts: Memory (RAG), a Brain (reasoning engine), Actuators (API calls), and an Interface. A simple LLM is insufficient for enterprise tasks; the surrounding infrastructure provides the real functionality.
