22 Oct, 2026

The Second Data Lake

Everyone is racing to build a context layer for their AI agents. Most enterprises are about to repeat 2015, one level up the stack. In 2015 the enterprise decided the answer was a data lake. Pour everything into one place, sort out the meaning later. It was a reasonable bet at the time. It failed […]

12 mins read

A Thousand Tables Deep

Where Enterprise AI Quietly Gives Up, and What Finally Gets It Past the Wall There is a moment in almost every enterprise AI program that nobody puts on a slide. The demo works. Someone asks a question in plain English, the AI writes a flawless query, the right number comes back, and the room nods. […]

12 mins read

The Last Mile of the Lakehouse

Why the lakehouse gets you most of the way to enterprise AI — and what closes the gap. A regional VP asks a simple question: what were my EMEA bookings last quarter by product line, against plan? Three days later, a data engineer hands back a CSV. The platform underneath that question is excellent. The […]

11 mins read