@levie@levie For software companies, the institutional knowledge is the codebase, the highest fidelity source of truth. The ones who make it agent-queryable end-to-end win.
This is effectively the #1 problem for AI agents in the enterprise.
As we go from agentic coding (where a large amount of context is in the code base, and users are technical enough to get the rest to the agent easily) to a world of knowledge work agents, the context problem becomes much more acute.
We see this every day with customers at Box. For existing digital knowledge, it’s often fragmented across legacy systems or environments that don’t play nice with agents, and have access controls that don’t map to the real work that needs to be done, which become a huge hurdle for getting agents the context they need. This has to all get moved to modern, secure cloud environments.
But also, companies often haven’t captured and digitized some of the critical context that agents need to work with. Decisions, processes, and workflows often live in people’s heads and tribal knowledge that need to get turned into unstructured data for agents.
This is actually one of the biggest points of leverage for applied AI companies, because they can work to specialize in getting agents exactly the information and domain expertise they need. But it’s also one of the reasons why FDEs and new system integrator plays will also work so well right now.
The companies that figure this out will be able to get the most out of AI going forward.
@levie@levie enterprise codebases run 100-200M tokens across hundreds of repos. No window fits. Even with Cursor and Claude Code pulling context automatically, they're working off a slice. The codebase IS the institutional knowledge. Most agents only see a fraction of it.
Claude Opus is getting more & more human!!
Giving superficial answers!
Asking users to confirm in code themselves!
And now, playing defensive and shifting the blame!