Every enterprise has frontier AI. None have organizational context.
GPT, Claude, Gemini — capable, cheap, improving every quarter. The extraction layer is solved. What none of them have is your organization's tribal knowledge: the metric definition that changed last October, the engineering incident that explains last month's drop, the prior decision buried in a Slack thread nobody will ever search.
Intelligence without context produces confident wrong answers. In enterprise analytics, a confident wrong answer is worse than no answer.
The application layer — chat, SQL generation, dashboard summaries — will commoditize within 18 months. Infrastructure won't.