Forget AGI. The prize is enterprise AGI
We believe much of the artificial intelligence industry is chasing the wrong prize. Frontier model vendors such as Anthropic PBC and OpenAI Group PBC, they may have shifted their commercial focus toward enterprise customers, but they’ve not changed their fundamental architecture.
Specifically, they’re still trying to concentrate ever more intelligence inside a generalized model. We agree with Databricks Inc. Chief Executive Ali Ghodsi that the practical definition of artificial general intelligence has actually been achieved. Moving the goalpost to superintelligence — or what we’ve called Messiah AGI in a prior Breaking Analysis — does little to create differentiation for enterprise customers.
The real prize as we see it is what we call enterprise AGI. What do we mean by that? Specifically, we’re talking about intelligence that is unique to and owned by each enterprise.
Enterprise AGI is all about harmonizing proprietary data, business processes, policies and this tacit human knowledge that we frequently discuss on Breaking Analysis. The idea is to then turn those artifacts into persistent assets over which models and agents can reason and ultimately act. The frontier model is an important ingredient in this equation, but the enterprise system of intelligence, what we call the SoI — think enterprise ontology or digital twin) is the linchpin of achieving enterprise AGI. This is where true business value is derived for enterprises. This is distinct from “data communism,” a term we’ve introduced before. Data communism is where everyone consumes essentially the same embedded intelligence. Rather, we’re advocates of “data capitalism,” in which each company controls, governs and advances its own differentiated intelligence.
