What we think, in writing
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July 2026 · House view
AI readiness is a data problem
Most stalled AI programs are not stalled on models or platforms. They are stalled on data nobody described, governed, or trusted. What readiness actually takes, and why the work is more ordinary than the pitch decks suggest.
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July 2026 · House view
The platform war is the wrong war
Fabric, Databricks, or Snowflake is the wrong question. Most enterprises will run more than one platform forever. The real work is coexistence: deliberate boundaries, clear contracts, one governed estate.