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There Is No Moat
Another busy week (and I’m not even going to talk about Stargate)! Here are four items I found relevant and interesting: There is no moat! These companies have invested billions of…
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RAG, Agents, and Copilot
Every week it’s the same – new models, lower cost, more inference, and more agentic claims). Amid all this, I found a few news items of note this week. There…
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Doing RAG Right Isn’t As Easy As It Seems
If you’re in the AI space, it’s easy to be overwhelmed by the news and developments and new model announcements that come out every day. I spend a lot of…

