← Investors & VCs

Gaps and Solutions

3 conversational turns exploring this topic

Turn 1

Q: What gaps exist in enterprise AI implementations?

Subject: Ins7ghts: The Agentic AI Mirage and the Data Governance Black Hole

Friends,

The dirty little secret of enterprise AI isn't a lack of algorithms, it's a stunning lack of basic data hygiene and a dangerous over-reliance on the "Agentic AI" hype. We're building castles on sand, and the tide is coming in fast.

This week's data from 1,800 articles screams the same message: everyone's chasing the shiny object of autonomous agents while ignoring the foundational cracks in their data infrastructure.

The Agentic AI Mirage:

Let's be blunt: "Agentic AI" is the new "AI-powered" – a buzzword thrown around to justify inflated valuations and obscure fundamental problems. The promise of autonomous agents solving complex business problems is seductive, but premature.

ProblemSymptomRoot Cause
Agentic AI HypeOver-investment in agentic platforms without clear ROI.Lack of clear understanding of agent limitations, insufficient data for effective agent training.
Data Governance Black HoleData silos, inconsistent data quality, compliance nightmares.Lack of executive buy-in for data governance, inadequate tooling, insufficient training for data stewards.

Companies like Opus are pushing the "agentic AI with human oversight" narrative, and while that's a step in the right direction, it doesn't solve the underlying problem: garbage in, garbage out. You can't slap a fancy agent on top of a data swamp and expect miracles. You'll get hallucinations, biases, and regulatory nightmares.

The Data Governance Black Hole:

The real gap, the one that actually matters, is data governance. It's not sexy, it's not cutting-edge, but it's the bedrock of any successful AI implementation. Without clean, consistent, and well-governed data, your AI initiatives are doomed to fail.

Think about it: how can an agent make informed decisions if it's trained on biased or incomplete data? How can you ensure compliance with GDPR or CCPA if you don't even know where your data is located?

My Hot Take:

The current obsession with Agentic AI is a distraction. It's a way for vendors to sell expensive platforms and for companies to avoid the hard work of building a solid data foundation. We're prioritizing sizzle over substance, and we're going to pay the price.

Specific Advice:

  1. Stop chasing the shiny object: Before investing in any Agentic AI platform, ask yourself: "Do I have a robust data governance framework in place?" If the answer is no, focus on that first.
  2. Invest in data quality: Clean up your data. Implement data validation rules. Establish data lineage. It's not glamorous, but it's essential.
  3. Empower your data stewards: Give them the tools and training they need to manage your data effectively. They are the unsung heroes of the AI revolution.
  4. Demand transparency from vendors: Ask them how their platforms address data governance challenges. Don't let them get away with vague promises and buzzwords.

Let's get real about AI. Let's focus on building a solid foundation of data governance before we start building castles in the sky.

Until next time,

Yves Mulkers

P.S. I'm seeing a lot of companies struggle with the integration of AI into existing workflows. If you're facing similar challenges, let me know. I'm planning a future Ins7ghts issue dedicated to this topic.

Turn 2

Q: Which gap represents the biggest opportunity?

Subject: Ins7ghts: Beyond Agentic AI Hype - The Untapped Goldmine of Data Context

Friends,

Forget "agentic AI" for a minute. Everyone's chasing the shiny object of autonomous agents, but they're missing the forest for the trees. The real opportunity isn't building smarter robots, it's building smarter data.

This week, I've been sifting through 1,800 articles, and the noise around "agentic AI" is deafening. Yes, Opus is pushing hard with its agentic AI platform, promising human oversight and auditability. And sure, everyone's talking about secure AI configurations and custom agentic workflows. But here's my hot take: Agentic AI without a rock-solid foundation of data context is just a faster way to make bigger, more expensive mistakes.

Think of it like this: you can give a self-driving car the most advanced sensors and algorithms, but if the road signs are missing or mislabeled, it's going to crash.

The biggest opportunity, therefore, lies in mastering data context. It's about understanding the relationships between your data points, the provenance of your data, and the business meaning behind it all. This is where Knowledge Graphs come in.

FeatureAgentic AI (Hype)Knowledge Graphs (Reality)
FocusAutomationUnderstanding
Key BenefitSpeedAccuracy
RiskAmplified ErrorsSlower Implementation
Long-Term ValueQuestionableFoundational

While everyone is scrambling to automate, the smart money is on understanding. Companies that invest in building robust Knowledge Graphs will be the ones who truly unlock the potential of AI, agentic or otherwise.

Here's why:

  • Improved Accuracy: Knowledge Graphs provide the context needed to disambiguate data and ensure accuracy.
  • Enhanced Decision-Making: By understanding the relationships between data points, businesses can make more informed decisions.
  • Better Data Governance: Knowledge Graphs provide a clear lineage of data, making it easier to govern and manage.

My advice?

  1. Stop chasing the "agentic AI" dragon until you have your data house in order. Focus on building a solid foundation of data context.
  2. Invest in Knowledge Graph technology and expertise. Look beyond the hype and find solutions that fit your specific needs.
  3. Start small, but think big. Begin by mapping out the relationships between your most critical data assets.

Don't be fooled by the shiny objects. The real goldmine lies in the often-overlooked realm of data context. Master that, and you'll be well on your way to unlocking the true potential of AI.

Until next time,

Yves

Turn 3

Q: Who's solving this?

Subject: Ins7ghts: Data Context - The Unsung Heroes (and Who's Actually Helping)

Friends,

The AI vendor landscape is a feeding frenzy, but most are selling shovels in a gold rush where the gold is buried under a mountain of… well, data. You asked who's solving the data context problem? The answer is: almost nobody, but the few who are deserve your attention.

Let's be blunt: "AI agents" solving "data governance" is like putting a band-aid on a severed limb. The real problem isn't just governing the data; it's understanding the context of that data well enough for an agent to even begin to be useful.

Here's the breakdown of what I'm seeing:

| Category | Players (Examples) | What They're Actually Doing