WRITER reposted this
New pod drop on UNPAK3D Podcast 🎧 The enterprise AI race isn’t about the model anymore. It’s about who owns the context. Me and Vignesh Ravikumar had my friend Waseem Alshikh (Co-Founder/CTO, WRITER) on UNPAK3D Podcast to go deep on defensibility in enterprise AI. Writer’s winning by doing the opposite of the hype: stability over shiny. In consumer, we want the newest toy. In enterprise, that “toy” breaks production. One major healthcare client is still on 2.5-year-old Palmyra 3 because it’s stable, cheap, and predictable. Enterprises don’t want a model that changes personality overnight. Here’s what actually matters: The context moat Models commoditize. Synthetic data is solvable. The real moat is your enterprise context—knowledge graph, policies, governance, org structure. Writer’s bet: own that context layer and make it irreplaceable. The ROI reset AI augmentation = expensive compute vs. cheap labor. Bad math. AI automation = one advisor supervising agents across 100+ accounts, not 2. That’s where 150%+ productivity and real unit economics show up. Humans become supervisors, not doers. The verticalization play Not horizontal. Deep domain models (Palmyra Fin, Palmyra Med) trained on industry DNA. Their 70–80B parameter models beat bigger general models on grounding because domain knowledge kills hallucinations. What enterprises actually want: ❌ Latest and greatest ✅ Predictable performance ✅ 1–2 year roadmap clarity ✅ On-prem deployment ✅ Zero model drift Talent angle that stuck with me: in a market with insane AI comp, Waseem competes on vision and legacy. His decompression is reading customer wins—like disability claim reviews going from weeks to under 24 hours. My TAKE >>> The stack is inverting: Model as moat → Context as moat Augmentation → Automation Horizontal → Vertical Hype cycles → Time-to-value The winners will be full-stack platforms that own workflow, models, knowledge graphs, deployment—and prove ROI via process transformation, not minor productivity boosts. Writer’s doing that by being boring, predictable, and enterprise-first in a market obsessed with flashy. Question for founders/operators: when you evaluate AI vendors, are you still chasing the newest model—or prioritizing stability, control, and hard ROI? Full episode dropping soon on UNPAK3D Podcast. Geodesic Capital #ai #contextengineering #fullstack #ROI #AIfounders #founders #value #enterpriseAI #scaling #resilientAI Spotify: https://lnkd.in/gYWP-JS3 Apple: https://lnkd.in/gDD2YsyR Substack: https://lnkd.in/gwBwqwgm